One name, Berkshire Hathaway Inc (BRK-A), is 12.35% of what Thomas Russo's Gardner Russo & Quinn reports for 2026 Q3, according to the 13F-HR filed with the SEC on November 12, 2026. The stake is 1.39K shares worth about $1.04B, the largest of 85 stock positions. Thomas Russo trimmed the share count by 3% in 2026 Q3.
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 |
| Next largest holding | GOOG at 11.8% |
| Top three holdings | 34.1% of the book |
| Change this quarter | -3% shares |
How concentrated is Thomas Russo in BRK-A?
BRK-A at 12.35% is 11 times the average stock position in the Thomas Russo portfolio, which is 1%. The next largest holding is GOOG at 11.8%. The three largest stocks together are 34.1% of the reported book. A quarter earlier BRK-A was 12.01% of the book.
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.
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.
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 share of the Thomas Russo portfolio is BRK-A?
BRK-A is 12.35% of the Thomas Russo portfolio as of 2026 Q3, the largest of 85 stock positions.
What is the BRK-A stake of Thomas Russo worth?
Thomas Russo holds 1.39K shares of BRK-A, worth about $1.04B at September 30, 2026 prices, 12.35% of the reported portfolio.
What are the largest holdings of Thomas Russo?
The largest stock positions of Thomas Russo as of 2026 Q3 are BRK-A (12.35%), GOOG (11.8%) and PM (9.94%), together 34.1% of the book.
Did Thomas Russo's Gardner Russo & Quinn change its BRK-A position in 2026 Q3?
Thomas Russo trimmed the share count by 3% in 2026 Q3.