What Tom Russo Bought in Q4 2024
Gardner Russo & Gardner · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$8.85B
Total Value
68
Holdings
3
New Buys
49
Reduced
In Q4 2024, Tom Russo reported 68 long equity positions worth $8.85B in their Gardner Russo & Gardner 13F filing, including 3 new positions (largest: FB Bancorp Inc at $834K) and 8 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 1869 | $1.27B | 14.39% | -8.6% |
| 2 | GOOG | Alphabet Inc Cl C | 5635935 | $1.07B | 12.13% | -6.0% |
| 3 | MA | Mastercard Inc Cl A | 1884664 | $992.4M | 11.22% | -6.3% |
| 4 | CFRHF | Compagnie Financiere Richemont | 4221542 | $642.4M | 7.26% | -6.4% |
| 5 | PM | Philip Morris International In | 5190200 | $624.6M | 7.06% | -3.6% |
| 6 | BRK.B | Berkshire Hathaway Inc. Class B | 1286921 | $583.3M | 6.59% | -4.2% |
| 7 | NFLX | Netflix Inc | 632773 | $564.0M | 6.38% | -13.5% |
| 8 | NSRGY | Nestle SA Sponsored ADR | 6327409 | $516.9M | 5.84% | -9.0% |
| 9 | HKHHF | Heineken Holding NV | 7860162 | $470.9M | 5.32% | -3.7% |
| 10 | MLM | Martin Marietta Materials | 707010 | $365.2M | 4.13% | -5.7% |
| 11 | PDRDY | Pernod Ricard | 3038334 | $342.9M | 3.88% | -6.5% |
| 12 | JPM | J.P. Morgan Chase | 1261709 | $302.4M | 3.42% | -12.4% |
| 13 | ASHTF | Ashtead Group PLC | 4717666 | $293.4M | 3.32% | -4.6% |
| 14 | UBER | Uber Technologies Inc | 4150867 | $250.4M | 2.83% | +9.3% |
| 15 | DASH | Doordash Inc Cl A | 670131 | $112.4M | 1.27% | -5.0% |
| 16 | CMCSA | Comcast Corporation | 2784048 | $104.5M | 1.18% | -6.3% |
| 17 | BF-B | Brown-Forman Corp Cl A | 2014920 | $75.9M | 0.86% | -5.3% |
| 18 | V | Visa Inc Cl A | 204696 | $64.7M | 0.73% | -22.9% |
| 19 | BF-B | Brown-Forman Corp Cl B | 840396 | $31.9M | 0.36% | -4.3% |
| 20 | XOM | Exxon Mobil Corp | 188953 | $20.3M | 0.23% | +0.4% |
| 21 | BUDFF | Anheuser-Busch InBev SA | 378075 | $18.9M | 0.21% | -5.2% |
| 22 | MKL | Markel Corp | 8621 | $14.9M | 0.17% | -4.4% |
| 23 | MO | Altria Group Inc | 269826 | $14.1M | 0.16% | -6.7% |
| 24 | WFC | Wells Fargo | 193556 | $13.6M | 0.15% | -51.9% |
| 25 | CR | Crane Company | 60730 | $9.2M | 0.10% | -2.6% |
| 26 | UNP | Union Pac Corp | 24536 | $5.6M | 0.06% | +0.5% |
| 27 | VMC | Vulcan Materials | 21176 | $5.4M | 0.06% | -9.8% |
| 28 | COST | Costco Whsl Corp | 5397 | $4.9M | 0.06% | -0.5% |
| 29 | AXP | American Express | 14816 | $4.4M | 0.05% | -3.4% |
| 30 | DOV | Dover Corp | 22451 | $4.2M | 0.05% | -2.8% |
| 31 | PG | Procter & Gamble | 23754 | $4.0M | 0.05% | -24.1% |
| 32 | GOOGL | Alphabet Inc Cl A | 20466 | $3.9M | 0.04% | +0.1% |
| 33 | DVDCY | Davide Campari-Milano NV | 579531 | $3.6M | 0.04% | -17.6% |
| 34 | MKC | McCormick Inc | 42770 | $3.3M | 0.04% | -0.1% |
| 35 | ABBV | AbbVie Inc | 12410 | $2.2M | 0.02% | -0.8% |
| 36 | SWZ | Swiss Helvetia FD Inc | 288801 | $2.2M | 0.02% | +1.9% |
| 37 | MSFT | Microsoft Corp | 4955 | $2.1M | 0.02% | -1.0% |
| 38 | LRLCY | Loreal SA | 5711 | $2.0M | 0.02% | -1.0% |
| 39 | LISNY | Lindt & Spruengli AG - Reg | 16 | $1.8M | 0.02% | -5.9% |
| 40 | PEP | Pepsico Inc | 11528 | $1.8M | 0.02% | -5.8% |
| 41 | CABGY | Carlsberg B A/S | 18138 | $1.7M | 0.02% | -22.7% |
| 42 | HRL | Hormel Foods Corp | 50345 | $1.6M | 0.02% | -5.2% |
| 43 | AAPL | Apple Inc | 5804 | $1.5M | 0.02% | -7.5% |
| 44 | FULT | Fulton Finl Corp | 74700 | $1.4M | 0.02% | -8.0% |
| 45 | ABT | Abbott Labs | 11510 | $1.3M | 0.01% | — |
| 46 | HKHHY | Heineken NV | 15131 | $1.1M | 0.01% | -40.5% |
| 47 | PNC | PNC Bank Corp | 4950 | $955K | 0.01% | -7.5% |
| 48 | WMT | Wal Mart Stores Inc | 10305 | $931K | 0.01% | -0.6% |
| 49 | KO | Coca-Cola | 14105 | $878K | 0.01% | -2.9% |
| 50 | NSRGY | Nestle SA-REG | 10460 | $864K | 0.01% | -73.9% |
| 51 | FBLA | FB Bancorp Inc | 70000 | $834K | 0.01% | NEW |
| 52 | OUT | Outfront Media Inc | 44814 | $795K | 0.01% | NEW |
| 53 | LAMR | Lamar Advertising Co-A | 5974 | $727K | 0.01% | — |
| 54 | CVX | Chevron Corp | 4465 | $647K | 0.01% | +0.4% |
| 55 | ORCL | Oracle Corp | 3475 | $579K | 0.01% | — |
| 56 | TFC-PR | Truist Financial Corp | 9617 | $417K | 0.00% | +0.7% |
| 57 | DIS | Disney Walt Productions | 3571 | $398K | 0.00% | -8.1% |
| 58 | LTGHY | LT Group Inc | 1775000 | $322K | 0.00% | — |
| 59 | FMX | Fomento Economico Mex Sponsore | 3466 | $296K | 0.00% | -4.8% |
| 60 | MRK | Merck Inc | 2926 | $291K | 0.00% | -5.2% |
| 61 | UNMA | Unum Group | 3800 | $278K | 0.00% | — |
| 62 | MDLZ | Mondelez International | 4400 | $263K | 0.00% | — |
| 63 | DGEAF | Diageo PLC | 8252 | $262K | 0.00% | -2.4% |
| 64 | HKHHF | Heineken Holding NV ADR | 7266 | $218K | 0.00% | +-65.8% |
| 65 | MCD | McDonalds Corp | 705 | $204K | 0.00% | — |
| 66 | HMSPY | Hanjaya Mandala Sampoerna | 5000000 | $197K | 0.00% | — |
| 67 | CFRUY | Compagnie Financiere Richemont | 12140 | $185K | 0.00% | -81.7% |
| 68 | COFDY | Cofide SPA | 251250 | $156K | 0.00% | NEW |