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BRK-A is 12.01% of Thomas Russo's portfolio as of 2026 Q2.

Holds 1,432 shares worth $1.07B.
Published · Based on SEC filings

Low impact
Outsized position
2026 Q2

One name, Berkshire Hathaway Inc (BRK-A), is 12.01% of what Thomas Russo's Gardner Russo & Quinn reports for 2026 Q2, according to the 13F-HR filed with the SEC on August 13, 2026. The stake is 1.43K shares worth about $1.1B, the 2nd largest of 85 stock positions. Thomas Russo trimmed the share count by 2% in 2026 Q2.

What did the 2026 Q2 filing report for BRK-A?

As of June 30, 2026, from the 13F-HR filed August 13, 2026.

Value
Portfolio weight 12.01%
Shares 1.43K
Reported value $1.1B
Rank in portfolio 2nd of 85
Largest holding GOOG at 12.07%
Top three holdings 33.26% of the book
Change this quarter -2% shares

How concentrated is Thomas Russo in BRK-A?

BRK-A at 12.01% is 10 times the average stock position in the Thomas Russo portfolio, which is 1%. The largest holding is GOOG at 12.07%. The three largest stocks together are 33.26% of the reported book. A quarter earlier BRK-A was 12.34% of the book.

Where does BRK-A sit in the Thomas Russo portfolio?

BRK-A ranks 2nd of 85 stock positions in the Thomas Russo portfolio at 12.01%, above the fund's average stock position of 1%. The BRK-A cut was the 8th largest of the quarter's 55 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Thomas Russo reported 85 stock positions, with 1 opened and 2 closed. The total portfolio value is about $8.9B, up 5% from the prior quarter.

Thomas Russo top holdings, 2026 Q2

How long has Thomas Russo held BRK-A?

Thomas Russo has held BRK-A since at least the quarter ended June 30, 2013, the start of the filings we track. The weight peaked at 14.83% in 2025 Q1. Last quarter the fund cut the position by 2%. Every reported trade is on the Thomas Russo BRK-A trade history page.

Thomas Russo shares of BRK-A by quarter

Did other funds buy or sell BRK-A in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 13, 2026, 12 hold BRK-A. The largest buyers of BRK-A this quarter were Christopher Bloomstran and Bruce Berkowitz. The largest sellers were Christopher Davis and Francois Rochon. Every tracked holder of BRK-A is on the BRK-A ownership page.

FAQ

What share of the Thomas Russo portfolio is BRK-A?

BRK-A is 12.01% of the Thomas Russo portfolio as of 2026 Q2, the 2nd largest of 85 stock positions.

What is the BRK-A stake of Thomas Russo worth?

Thomas Russo holds 1.43K shares of BRK-A, worth about $1.1B at June 30, 2026 prices, 12.01% of the reported portfolio.

What are the largest holdings of Thomas Russo?

The largest stock positions of Thomas Russo as of 2026 Q2 are GOOG (12.07%), BRK-A (12.01%) and PM (9.18%), together 33.26% of the book.

Did Thomas Russo's Gardner Russo & Quinn change its BRK-A position in 2026 Q2?

Thomas Russo trimmed the share count by 2% in 2026 Q2.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst