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BRK-A is now the largest holding of Thomas Russo at 12.35% of the portfolio, up from 2nd.

Takes over from GOOG, 12.07% of the book a quarter earlier, which is now 11.8%.
Published · Based on SEC filings

High impact
New top holding
2026 Q3

Thomas Russo's Gardner Russo & Quinn reported Berkshire Hathaway Inc (BRK-A) as the largest of its 85 stock positions for 2026 Q3, according to the 13F-HR filed with the SEC on November 12, 2026: 1.39K shares worth about $1.04B, 12.35% of the portfolio. BRK-A ranked 2nd a quarter earlier, at 12.01% of the book.

What did the 2026 Q3 filing report for BRK-A?

As of September 30, 2026, from the 13F-HR filed November 12, 2026.

Value
Portfolio weight 12.35%
Shares 1.39K
Reported value $1.04B
Rank in portfolio 1st of 85
Rank a quarter earlier 2nd
Largest holding a quarter earlier GOOG at 12.07%
Next largest holding now GOOG at 11.8%

How did BRK-A become the largest holding?

Thomas Russo trimmed the BRK-A share count by 3% in 2026 Q3; the name moved up as the rest of the book shifted. GOOG, the largest holding a quarter earlier at 12.07%, was trimmed to 11.8%, now 2nd. The next largest holding now is GOOG at 11.8%.

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

BRK-A is the largest of 85 stock positions in the Thomas Russo portfolio at 12.35%, above the fund's average stock position of 1%. The BRK-A cut was the 3rd largest of the quarter's 50 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Thomas Russo reported 85 stock positions, with 2 opened and 2 closed. The total portfolio value is about $8.42B, down 6% from the prior quarter.

Thomas Russo top holdings, 2026 Q3

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 Q3?

Among the other tracked funds that had filed for 2026 Q3 as of November 12, 2026, 5 hold BRK-A. The largest seller was Francois Rochon. Every tracked holder of BRK-A is on the BRK-A ownership page.

FAQ

What is the largest holding in the Thomas Russo portfolio?

BRK-A is the largest holding in the Thomas Russo portfolio as of 2026 Q3, at 12.35% of the reported value.

What was the largest holding of Thomas Russo a quarter earlier?

GOOG, at 12.07% of the book. GOOG, the largest holding a quarter earlier at 12.07%, was trimmed to 11.8%, now 2nd.

How did BRK-A become the largest holding of Thomas Russo?

BRK-A ranked 2nd a quarter earlier, at 12.01% of the book. Thomas Russo trimmed the BRK-A share count by 3% in 2026 Q3; the name moved up as the rest of the book shifted. GOOG, the largest holding a quarter earlier at 12.07%, was trimmed to 11.8%, now 2nd.

How many BRK-A shares does Thomas Russo hold?

Thomas Russo holds 1.39K shares of BRK-A, worth about $1.04B at September 30, 2026 prices.

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