- Portfolio
- Activity
Thomas Russo Holdings Activity
Gardner Russo & Quinn Portfolio 13F
Gardner Russo & Quinn has disclosed a total of 67 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 13, bought 2 totally new, decreased the number of shares of 49 and completely sold out 3 position(s).
What stocks is Thomas Russo buying now?
In the recent quarter Thomas Russo has bought 15 securities out of which top 5 purchases (by % change to portfolio) are (UBER) UBER TECHNOLOGIES INC (added shares +10.49%), (DASH) DOORDASH INC - A (added shares +21.81%), (HKHHF) HEINEKEN HOLDING NV (added shares +3.57%), (ASHTF) ASHTEAD GROUP PLC (added shares +5.37%) and (DROOF) DELIVEROO PLC (new buy).
What does Thomas Russo invest in?
Thomas Russo's top 5 holdings (by % of portfolio) are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (12.58%), (MA) MASTERCARD INC - A (10.05%), (GOOG) ALPHABET INC-CL C (9.6%), (PM) PHILIP MORRIS INTERNATIONAL (9.43%) and (NFLX) NETFLIX INC (7.72%).
In the latest report(s) the following changes have been made to the top investments: (BRK.A) BERKSHIRE HATHAWAY INC CL-A (reduced shares -1.99%), (MA) MASTERCARD INC - A (reduced shares -1.94%), (GOOG) ALPHABET INC-CL C (reduced shares -0.32%), (PM) PHILIP MORRIS INTERNATIONAL (reduced shares -2.86%) and (NFLX) NETFLIX INC (reduced shares -2.88%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.