What Tom Russo Bought in Q1 2026
Gardner Russo & Gardner · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$8.50B
Total Value
86
Holdings
4
New Buys
36
Reduced
In Q1 2026, Tom Russo reported 86 long equity positions worth $8.50B in their Gardner Russo & Gardner 13F filing, including 4 new positions (largest: Sunbelt Rentals Holdings Inc at $393.7M) and 24 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 1460 | $1.05B | 12.34% | -1.9% |
| 2 | GOOG | Alphabet Inc Cl C | 3350337 | $961.1M | 11.31% | -14.8% |
| 3 | MA | Mastercard Inc Cl A | 1555141 | $777.0M | 9.15% | -1.9% |
| 4 | PM | Philip Morris International In | 4605069 | $761.4M | 8.96% | -2.0% |
| 5 | HKHHF | Heineken Holding NV | 9101528 | $643.4M | 7.57% | -1.1% |
| 6 | CFRHF | Compagnie Financiere Richemont | 3447287 | $594.4M | 7.00% | -1.6% |
| 7 | NSRGY | Nestle SA Sponsored ADR | 5481714 | $543.2M | 6.39% | -2.4% |
| 8 | NFLX | Netflix Inc | 5610666 | $539.5M | 6.35% | +12.1% |
| 9 | BRK.B | Berkshire Hathaway Inc. Class B | 1110429 | $532.1M | 6.26% | -1.3% |
| 10 | MLM | Martin Marietta Materials | 715411 | $421.1M | 4.96% | -1.5% |
| 11 | SUNB | Sunbelt Rentals Holdings Inc | 6049133 | $393.7M | 4.63% | NEW |
| 12 | UBER | Uber Technologies Inc | 5173404 | $372.1M | 4.38% | +0.6% |
| 13 | ERFSF | Eurofins Scientific | 3096404 | $223.6M | 2.63% | NEW |
| 14 | PDRDY | Pernod Ricard | 2479656 | $183.5M | 2.16% | -2.9% |
| 15 | DASH | Doordash Inc Cl A | 1001195 | $150.3M | 1.77% | 7.6% |
| 16 | CMCSA | Comcast Corporation | 2253106 | $64.7M | 0.76% | -2.0% |
| 17 | BF-B | Brown-Forman Corp Cl A | 1647878 | $44.1M | 0.52% | -1.2% |
| 18 | JPM | J.P. Morgan Chase | 148798 | $43.8M | 0.52% | -71.9% |
| 19 | XOM | Exxon Mobil Corp | 193950 | $32.9M | 0.39% | +0.5% |
| 20 | V | Visa Inc Cl A | 93812 | $28.4M | 0.33% | +-13.8% |
| 21 | BF-B | Brown-Forman Corp Cl B | 659694 | $17.4M | 0.21% | -6.8% |
| 22 | BUDFF | Anheuser-Busch InBev SA | 184010 | $12.7M | 0.15% | -30.7% |
| 23 | MO | Altria Group Inc | 164461 | $10.9M | 0.13% | -0.2% |
| 24 | MKL | Markel Corp | 4954 | $9.5M | 0.11% | -21.1% |
| 25 | CR | Crane Company | 46626 | $8.0M | 0.09% | -14.3% |
| 26 | UNP | Union Pac Corp | 27638 | $6.7M | 0.08% | +10.6% |
| 27 | COST | Costco Whsl Corp | 4624 | $4.6M | 0.05% | — |
| 28 | DOV | Dover Corp | 19126 | $4.0M | 0.05% | -2.0% |
| 29 | GOOGL | Alphabet Inc Cl A | 11610 | $3.3M | 0.04% | -22.2% |
| 30 | ABBV | AbbVie Inc | 12410 | $2.7M | 0.03% | — |
| 31 | LISNY | Lindt & Spruengli AG - Reg | 15 | $2.1M | 0.03% | — |
| 32 | VMC | Vulcan Materials | 7263 | $2.0M | 0.02% | -8.2% |
| 33 | AXP | American Express | 6485 | $2.0M | 0.02% | +-46.7% |
| 34 | MKC | McCormick Inc | 38581 | $1.9M | 0.02% | -5.1% |
| 35 | KNCRY | Konecranes | 52500 | $1.7M | 0.02% | +184.6% |
| 36 | WRBY | Warby Parker Inc Cl A | 80000 | $1.7M | 0.02% | +23.1% |
| 37 | FLMNY | Fielmann | 33000 | $1.7M | 0.02% | +28.4% |
| 38 | SSPPF | SSP Group | 700000 | $1.6M | 0.02% | +6.1% |
| 39 | FLUXY | Fluidra | 70000 | $1.6M | 0.02% | +18.6% |
| 40 | RTLLY | Rational AG | 2200 | $1.6M | 0.02% | 125.6% |
| 41 | ALKBF | ALK Abello A/S | 50000 | $1.6M | 0.02% | +42.9% |
| 42 | LEVI | Levi Strauss & Co Cl A | 82725 | $1.5M | 0.02% | +73.3% |
| 43 | LRLCY | Loreal SA | 3705 | $1.5M | 0.02% | — |
| 44 | PEP | Pepsico Inc | 9205 | $1.4M | 0.02% | -6.0% |
| 45 | DVDCY | Davide Campari-Milano NV | 202013 | $1.4M | 0.02% | -16.6% |
| 46 | KALM | Kalmar Oyj B | 27000 | $1.3M | 0.02% | +12.5% |
| 47 | DLOHY | De'Longhi | 39000 | $1.3M | 0.02% | +10.6% |
| 48 | PG | Procter & Gamble | 9229 | $1.3M | 0.02% | +-22.8% |
| 49 | PUIGF | Puig Brands | 68000 | $1.3M | 0.02% | — |
| 50 | MSFT | Microsoft Corp | 3544 | $1.3M | 0.02% | -4.3% |
| 51 | LTBKY | Lotus Bakeries | 115 | $1.3M | 0.02% | — |
| 52 | DEMNY | Demant A/S | 41000 | $1.2M | 0.01% | — |
| 53 | CABGY | Carlsberg B A/S | 9872 | $1.2M | 0.01% | +-57.2% |
| 54 | ECPRF | Electrolux Professional | 230000 | $1.2M | 0.01% | +15.0% |
| 55 | WMT | Wal Mart Stores Inc | 9740 | $1.2M | 0.01% | +-4.2% |
| 56 | AAPL | Apple Inc | 4751 | $1.2M | 0.01% | +1.6% |
| 57 | ABT | Abbott Labs | 11510 | $1.2M | 0.01% | — |
| 58 | HNNMY | H&M | 64000 | $1.2M | 0.01% | — |
| 59 | HKHHY | Heineken NV | 15131 | $1.2M | 0.01% | — |
| 60 | CREST6610 | Sunbelt Rentals Holdings ORD | 18178 | $1.1M | 0.01% | NEW |
| 61 | NSRGY | Nestle SA-REG | 11130 | $1.1M | 0.01% | — |
| 62 | FULT | Fulton Finl Corp | 48950 | $996K | 0.01% | -9.5% |
| 63 | KO | Coca-Cola | 13025 | $991K | 0.01% | -4.5% |
| 64 | JBTM | JBT Marel Corp | 7250 | $927K | 0.01% | — |
| 65 | YETI | Yeti Holdings Inc | 24000 | $878K | 0.01% | — |
| 66 | FBLA | FB Bancorp Inc | 50000 | $687K | 0.01% | — |
| 67 | LAMR | Lamar Advertising Co-A | 5368 | $680K | 0.01% | -10.1% |
| 68 | ZLNDY | Zalando SE | 28000 | $663K | 0.01% | — |
| 69 | HRI | Herc Holdings Inc | 6450 | $642K | 0.01% | — |
| 70 | WFC | Wells Fargo | 7450 | $593K | 0.01% | -6.5% |
| 71 | SWZ | Total Return Securities Fund | 97667 | $579K | 0.01% | +-33.2% |
| 72 | ORCL | Oracle Corp | 3600 | $530K | 0.01% | +3.6% |
| 73 | CVX | Chevron Corp | 2470 | $511K | 0.01% | -7.5% |
| 74 | GNRC | Generac Holdings Inc | 2250 | $439K | 0.01% | — |
| 75 | HRL | Hormel Foods Corp | 19000 | $430K | 0.01% | -4.2% |
| 76 | LTGHY | LT Group Inc | 1775000 | $428K | 0.01% | — |
| 77 | OUT | Outfront Media Inc | 13588 | $360K | 0.00% | -13.3% |
| 78 | CAT | Caterpillar Inc | 450 | $319K | 0.00% | -18.2% |
| 79 | JNJ | Johnson & Johnson | 1304 | $319K | 0.00% | 33.6% |
| 80 | MCD | McDonalds Corp | 947 | $294K | 0.00% | +4.6% |
| 81 | UNMA | Unum Group | 3800 | $278K | 0.00% | — |
| 82 | MRK | Merck Inc | 2141 | $258K | 0.00% | NEW |
| 83 | DIS | Disney Walt Productions | 2517 | $243K | 0.00% | +0.3% |
| 84 | AMZN | Amazon.com Inc | 1040 | $217K | 0.00% | — |
| 85 | HMSPY | Hanjaya Mandala Sampoerna | 5000000 | $213K | 0.00% | — |
| 86 | COFDY | Cofide SPA | 251250 | $196K | 0.00% | — |