What Tom Russo Bought in Q2 2025
Gardner Russo & Gardner · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$9.41B
Total Value
85
Holdings
2
New Buys
47
Reduced
In Q2 2025, Tom Russo reported 85 long equity positions worth $9.41B in their Gardner Russo & Gardner 13F filing, including 2 new positions (largest: Deliveroo PLC at $940K) and 15 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 1624 | $1.18B | 12.58% | -2.0% |
| 2 | MA | Mastercard Inc Cl A | 1683051 | $945.8M | 10.05% | -1.9% |
| 3 | GOOG | Alphabet Inc Cl C | 5090317 | $903.0M | 9.60% | -0.3% |
| 4 | PM | Philip Morris International In | 4873326 | $887.6M | 9.43% | -2.9% |
| 5 | NFLX | Netflix Inc | 542334 | $726.3M | 7.72% | -2.9% |
| 6 | CFRHF | Compagnie Financiere Richemont | 3728315 | $700.0M | 7.44% | -1.6% |
| 7 | HKHHF | Heineken Holding NV | 8430646 | $625.9M | 6.65% | +3.6% |
| 8 | NSRGY | Nestle SA Sponsored ADR | 6014833 | $597.4M | 6.35% | -2.1% |
| 9 | BRK.B | Berkshire Hathaway Inc. Class B | 1154566 | $560.9M | 5.96% | -2.2% |
| 10 | UBER | Uber Technologies Inc | 4896722 | $456.9M | 4.86% | +10.5% |
| 11 | MLM | Martin Marietta Materials | 712779 | $391.3M | 4.16% | -0.2% |
| 12 | ASHTF | Ashtead Group PLC | 5810686 | $371.8M | 3.95% | +5.4% |
| 13 | PDRDY | Pernod Ricard | 2824214 | $280.5M | 2.98% | -2.0% |
| 14 | DASH | Doordash Inc Cl A | 966760 | $238.3M | 2.53% | +21.8% |
| 15 | JPM | J.P. Morgan Chase | 573700 | $166.3M | 1.77% | +-45.0% |
| 16 | CMCSA | Comcast Corporation | 2557966 | $91.3M | 0.97% | -2.2% |
| 17 | BF-B | Brown-Forman Corp Cl A | 1827148 | $50.2M | 0.53% | -2.3% |
| 18 | V | Visa Inc Cl A | 126944 | $45.1M | 0.48% | -2.9% |
| 19 | BF-B | Brown-Forman Corp Cl B | 778521 | $21.0M | 0.22% | -5.2% |
| 20 | XOM | Exxon Mobil Corp | 190301 | $20.5M | 0.22% | +0.4% |
| 21 | BUDFF | Anheuser-Busch InBev SA | 296300 | $20.3M | 0.22% | -12.5% |
| 22 | MKL | Markel Corp | 8143 | $16.3M | 0.17% | -1.6% |
| 23 | CR | Crane Company | 59355 | $11.3M | 0.12% | -1.6% |
| 24 | MO | Altria Group Inc | 191440 | $11.2M | 0.12% | -22.4% |
| 25 | UNP | Union Pac Corp | 24715 | $5.7M | 0.06% | +0.5% |
| 26 | COST | Costco Whsl Corp | 4633 | $4.6M | 0.05% | -0.1% |
| 27 | AXP | American Express | 13634 | $4.3M | 0.05% | -0.2% |
| 28 | DOV | Dover Corp | 21551 | $3.9M | 0.04% | -1.8% |
| 29 | MKC | McCormick Inc | 41976 | $3.2M | 0.03% | -1.5% |
| 30 | GOOGL | Alphabet Inc Cl A | 15729 | $2.8M | 0.03% | +0.8% |
| 31 | SWZ | Swiss Helvetia FD Inc | 434237 | $2.8M | 0.03% | +48.0% |
| 32 | VMC | Vulcan Materials | 10162 | $2.7M | 0.03% | -45.8% |
| 33 | LISNY | Lindt & Spruengli AG - Reg | 15 | $2.5M | 0.03% | -6.3% |
| 34 | ABBV | AbbVie Inc | 12410 | $2.3M | 0.02% | — |
| 35 | MSFT | Microsoft Corp | 4240 | $2.1M | 0.02% | -8.2% |
| 36 | KNCRY | Konecranes | 23650 | $1.9M | 0.02% | — |
| 37 | WFC | Wells Fargo | 22848 | $1.8M | 0.02% | -63.7% |
| 38 | PG | Procter & Gamble | 10920 | $1.7M | 0.02% | -0.7% |
| 39 | LRLCY | Loreal SA | 4050 | $1.7M | 0.02% | -0.9% |
| 40 | DEMNY | Demant A/S | 41000 | $1.7M | 0.02% | +1.9% |
| 41 | CABGY | Carlsberg B A/S | 11967 | $1.7M | 0.02% | +16.1% |
| 42 | DVDCY | Davide Campari-Milano NV | 234393 | $1.6M | 0.02% | -0.3% |
| 43 | ABT | Abbott Labs | 11510 | $1.6M | 0.02% | — |
| 44 | FLMNY | Fielmann | 23000 | $1.5M | 0.02% | +3.1% |
| 45 | PEP | Pepsico Inc | 10960 | $1.4M | 0.02% | -0.2% |
| 46 | PUIGF | Puig Brands | 68000 | $1.3M | 0.01% | — |
| 47 | FLUXY | Fluidra | 53000 | $1.3M | 0.01% | +5.0% |
| 48 | HKHHY | Heineken NV | 15131 | $1.3M | 0.01% | — |
| 49 | SSPPF | SSP Group | 548000 | $1.3M | 0.01% | — |
| 50 | WRBY | Warby Parker Inc Cl A | 58000 | $1.3M | 0.01% | +12.3% |
| 51 | ECPRF | Electrolux Professional | 175500 | $1.2M | 0.01% | — |
| 52 | FULT | Fulton Finl Corp | 68200 | $1.2M | 0.01% | -2.2% |
| 53 | H | Hyatt Hotels Corp Cl A | 8675 | $1.2M | 0.01% | +-25.7% |
| 54 | DLOHY | De'Longhi | 35250 | $1.2M | 0.01% | — |
| 55 | RL | Ralph Lauren Corp Cl A | 4100 | $1.1M | 0.01% | — |
| 56 | NSRGY | Nestle SA-REG | 11285 | $1.1M | 0.01% | — |
| 57 | HRI | Herc Holdings Inc | 8450 | $1.1M | 0.01% | -10.6% |
| 58 | LTBKY | Lotus Bakeries | 115 | $1.1M | 0.01% | -11.5% |
| 59 | HRL | Hormel Foods Corp | 35581 | $1.1M | 0.01% | -22.8% |
| 60 | AAPL | Apple Inc | 5149 | $1.1M | 0.01% | -1.9% |
| 61 | WMT | Wal Mart Stores Inc | 10165 | $994K | 0.01% | -0.7% |
| 62 | KO | Coca-Cola | 13640 | $965K | 0.01% | — |
| 63 | DROOF | Deliveroo PLC | 390000 | $940K | 0.01% | NEW |
| 64 | HNNMY | H&M | 64000 | $892K | 0.01% | -27.3% |
| 65 | LEVI | Levi Strauss & Co Cl A | 47725 | $882K | 0.01% | -29.5% |
| 66 | JBTM | JBT Marel Corp | 7250 | $872K | 0.01% | — |
| 67 | ZLNDY | Zalando SE | 26000 | $853K | 0.01% | NEW |
| 68 | RTLLY | Rational AG | 975 | $815K | 0.01% | — |
| 69 | GNRC | Generac Holdings Inc | 5650 | $809K | 0.01% | -31.5% |
| 70 | ORCL | Oracle Corp | 3475 | $760K | 0.01% | — |
| 71 | YETI | Yeti Holdings Inc | 24000 | $756K | 0.01% | -26.2% |
| 72 | PNC | PNC Bank Corp | 3950 | $736K | 0.01% | -20.2% |
| 73 | LAMR | Lamar Advertising Co-A | 5974 | $725K | 0.01% | — |
| 74 | FBLA | FB Bancorp Inc | 55000 | $619K | 0.01% | -21.4% |
| 75 | LTGHY | LT Group Inc | 1775000 | $405K | 0.00% | — |
| 76 | TFC-PR | Truist Financial Corp | 9280 | $399K | 0.00% | -4.3% |
| 77 | CVX | Chevron Corp | 2670 | $382K | 0.00% | -36.7% |
| 78 | DIS | Disney Walt Productions | 2818 | $349K | 0.00% | -4.2% |
| 79 | FMX | Fomento Economico Mex Sponsore | 3368 | $347K | 0.00% | -0.9% |
| 80 | UNMA | Unum Group | 3800 | $307K | 0.00% | — |
| 81 | OUT | Outfront Media Inc | 15690 | $256K | 0.00% | -11.4% |
| 82 | MCD | McDonalds Corp | 705 | $206K | 0.00% | — |
| 83 | DGEAF | Diageo PLC | 8077 | $202K | 0.00% | — |
| 84 | HMSPY | Hanjaya Mandala Sampoerna | 5000000 | $185K | 0.00% | — |
| 85 | COFDY | Cofide SPA | 251250 | $173K | 0.00% | — |