What Tom Russo Bought in Q3 2025
Gardner Russo & Gardner · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$9.33B
Total Value
85
Holdings
2
New Buys
40
Reduced
In Q3 2025, Tom Russo reported 85 long equity positions worth $9.33B in their Gardner Russo & Gardner 13F filing, including 2 new positions (largest: Kalmar Oyj B at $792K) and 12 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 1541 | $1.16B | 12.46% | -5.1% |
| 2 | GOOG | Alphabet Inc Cl C | 4649923 | $1.13B | 12.14% | -8.7% |
| 3 | MA | Mastercard Inc Cl A | 1620272 | $921.6M | 9.88% | -3.7% |
| 4 | PM | Philip Morris International In | 4662201 | $756.2M | 8.11% | -4.3% |
| 5 | CFRHF | Compagnie Financiere Richemont | 3603992 | $686.7M | 7.36% | -3.3% |
| 6 | HKHHF | Heineken Holding NV | 9285906 | $636.7M | 6.83% | +10.1% |
| 7 | NFLX | Netflix Inc | 514425 | $616.8M | 6.61% | -5.1% |
| 8 | BRK.B | Berkshire Hathaway Inc. Class B | 1161394 | $583.9M | 6.26% | +0.6% |
| 9 | NSRGY | Nestle SA Sponsored ADR | 5778660 | $530.3M | 5.69% | -3.9% |
| 10 | UBER | Uber Technologies Inc | 4710841 | $461.5M | 4.95% | -3.8% |
| 11 | MLM | Martin Marietta Materials | 687537 | $433.3M | 4.65% | -3.5% |
| 12 | ASHTF | Ashtead Group PLC | 5577080 | $372.8M | 4.00% | -4.0% |
| 13 | PDRDY | Pernod Ricard | 2700641 | $265.1M | 2.84% | -4.4% |
| 14 | DASH | Doordash Inc Cl A | 926363 | $252.0M | 2.70% | -4.2% |
| 15 | JPM | J.P. Morgan Chase | 545030 | $171.9M | 1.84% | -5.0% |
| 16 | CMCSA | Comcast Corporation | 2445711 | $76.8M | 0.82% | -4.4% |
| 17 | BF-B | Brown-Forman Corp Cl A | 1718072 | $46.2M | 0.50% | -6.0% |
| 18 | V | Visa Inc Cl A | 122264 | $41.7M | 0.45% | -3.7% |
| 19 | XOM | Exxon Mobil Corp | 191742 | $21.6M | 0.23% | +0.8% |
| 20 | BF-B | Brown-Forman Corp Cl B | 765768 | $20.7M | 0.22% | -1.6% |
| 21 | BUDFF | Anheuser-Busch InBev SA | 282215 | $16.8M | 0.18% | -4.8% |
| 22 | MKL | Markel Corp | 7653 | $14.6M | 0.16% | -6.0% |
| 23 | MO | Altria Group Inc | 165693 | $10.9M | 0.12% | -13.4% |
| 24 | CR | Crane Company | 56476 | $10.4M | 0.11% | -4.9% |
| 25 | UNP | Union Pac Corp | 24843 | $5.9M | 0.06% | +0.5% |
| 26 | AXP | American Express | 13632 | $4.5M | 0.05% | -0.0% |
| 27 | COST | Costco Whsl Corp | 4624 | $4.3M | 0.05% | -0.2% |
| 28 | GOOGL | Alphabet Inc Cl A | 15486 | $3.8M | 0.04% | -1.5% |
| 29 | DOV | Dover Corp | 19551 | $3.3M | 0.03% | -9.3% |
| 30 | VMC | Vulcan Materials | 9897 | $3.0M | 0.03% | +-2.6% |
| 31 | ABBV | AbbVie Inc | 12410 | $2.9M | 0.03% | — |
| 32 | MKC | McCormick Inc | 41591 | $2.8M | 0.03% | -0.9% |
| 33 | SWZ | Swiss Helvetia FD Inc | 434237 | $2.6M | 0.03% | — |
| 34 | LISNY | Lindt & Spruengli AG - Reg | 15 | $2.3M | 0.02% | — |
| 35 | MSFT | Microsoft Corp | 3505 | $1.8M | 0.02% | -17.3% |
| 36 | LRLCY | Loreal SA | 4050 | $1.8M | 0.02% | — |
| 37 | WRBY | Warby Parker Inc Cl A | 61000 | $1.7M | 0.02% | +5.2% |
| 38 | PG | Procter & Gamble | 10920 | $1.7M | 0.02% | — |
| 39 | ABT | Abbott Labs | 11510 | $1.5M | 0.02% | — |
| 40 | PEP | Pepsico Inc | 10960 | $1.5M | 0.02% | — |
| 41 | SSPPF | SSP Group | 660000 | $1.5M | 0.02% | +20.4% |
| 42 | KNCRY | Konecranes | 18450 | $1.5M | 0.02% | -22.0% |
| 43 | FLMNY | Fielmann | 25000 | $1.5M | 0.02% | +8.7% |
| 44 | FLUXY | Fluidra | 53000 | $1.4M | 0.02% | — |
| 45 | DEMNY | Demant A/S | 41000 | $1.4M | 0.02% | — |
| 46 | CABGY | Carlsberg B A/S | 12055 | $1.4M | 0.02% | +0.7% |
| 47 | DVDCY | Davide Campari-Milano NV | 210353 | $1.3M | 0.01% | -10.3% |
| 48 | ECPRF | Electrolux Professional | 200000 | $1.3M | 0.01% | +14.0% |
| 49 | DLOHY | De'Longhi | 35250 | $1.3M | 0.01% | — |
| 50 | H | Hyatt Hotels Corp Cl A | 8675 | $1.2M | 0.01% | — |
| 51 | FULT | Fulton Finl Corp | 64600 | $1.2M | 0.01% | -5.3% |
| 52 | AAPL | Apple Inc | 4699 | $1.2M | 0.01% | -8.7% |
| 53 | HNNMY | H&M | 64000 | $1.2M | 0.01% | — |
| 54 | HKHHY | Heineken NV | 15131 | $1.2M | 0.01% | — |
| 55 | LEVI | Levi Strauss & Co Cl A | 47725 | $1.1M | 0.01% | — |
| 56 | PUIGF | Puig Brands | 68000 | $1.1M | 0.01% | — |
| 57 | LTBKY | Lotus Bakeries | 115 | $1.1M | 0.01% | — |
| 58 | WMT | Wal Mart Stores Inc | 10165 | $1.0M | 0.01% | — |
| 59 | NSRGY | Nestle SA-REG | 11170 | $1.0M | 0.01% | -1.0% |
| 60 | JBTM | JBT Marel Corp | 7250 | $1.0M | 0.01% | — |
| 61 | ORCL | Oracle Corp | 3475 | $977K | 0.01% | — |
| 62 | DROOF | Deliveroo PLC | 390000 | $943K | 0.01% | — |
| 63 | KO | Coca-Cola | 13640 | $905K | 0.01% | — |
| 64 | ZLNDY | Zalando SE | 28000 | $856K | 0.01% | +7.7% |
| 65 | WFC | Wells Fargo | 10149 | $851K | 0.01% | -55.6% |
| 66 | YETI | Yeti Holdings Inc | 24000 | $796K | 0.01% | — |
| 67 | KALM | Kalmar Oyj B | 20000 | $792K | 0.01% | NEW |
| 68 | PNC | PNC Bank Corp | 3750 | $753K | 0.01% | -5.1% |
| 69 | HRI | Herc Holdings Inc | 6450 | $752K | 0.01% | -23.7% |
| 70 | RTLLY | Rational AG | 975 | $744K | 0.01% | — |
| 71 | LAMR | Lamar Advertising Co-A | 5974 | $731K | 0.01% | — |
| 72 | FBLA | FB Bancorp Inc | 50000 | $601K | 0.01% | -9.1% |
| 73 | HRL | Hormel Foods Corp | 19835 | $491K | 0.01% | -44.3% |
| 74 | LTGHY | LT Group Inc | 1775000 | $465K | 0.00% | — |
| 75 | TFC-PR | Truist Financial Corp | 9355 | $428K | 0.00% | +0.8% |
| 76 | CVX | Chevron Corp | 2670 | $415K | 0.00% | — |
| 77 | GNRC | Generac Holdings Inc | 2250 | $377K | 0.00% | -60.2% |
| 78 | CAT | Caterpillar Inc | 700 | $334K | 0.00% | NEW |
| 79 | FMX | Fomento Economico Mex Sponsore | 3218 | $317K | 0.00% | -4.5% |
| 80 | UNMA | Unum Group | 3800 | $296K | 0.00% | — |
| 81 | OUT | Outfront Media Inc | 15690 | $287K | 0.00% | — |
| 82 | DIS | Disney Walt Productions | 2510 | $287K | 0.00% | -10.9% |
| 83 | HMSPY | Hanjaya Mandala Sampoerna | 5000000 | $245K | 0.00% | — |
| 84 | MCD | McDonalds Corp | 705 | $214K | 0.00% | — |
| 85 | COFDY | Cofide SPA | 251250 | $193K | 0.00% | — |