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Tom Russo13F | |
| Gardner Russo & Quinn LLC | |
| Last update 2025-02-12 | 68 Stocks (1 new) |
| Value $8.85 Bil | Turnover 0 % |
Tom Russo Profile
Thomas A. Russo joined Gardner Investments as a partner in 1989. In 2014, Mr. Russo became the Managing Member of the firm. Mr. Russo serves as Managing Member of Gardner Russo & Quinn LLC and of Semper Vic Partners GP, LP, which oversees two "global value," long-only, equity investment partnerships, the first of which Mr. Russo founded in 1983. Mr. Russo oversees more than $8 billion distributed between Semper Vic partnerships and separate accounts managed in parallel fashion.
Tom Russo Investing Philosophy
His investment philosophy emphasizes return on invested capital, principally through equity investments. His approach to stock selection stresses two main points: value and price. He looks for companies with strong cash-flow characteristics, where large amounts of "free" cash flow are generated. Portfolio companies tend to have strong balance sheets and a history of producing high rates of return on their assets.
Tom Russo Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 1,869 | 1,272,639.5 | -8.61% | 14.390 | -1.25% | 0.130 | +14.56% | +16.87% | 1,144,766.0 | Insurance | |
GOOG | Alphabet Inc | 5,635,935 | 1,073,307.5 | -5.97% | 12.130 | -0.61% | 0.050 | -18.75% | -13.86% | 1,982,457.8 | Interactive Media | |
MA | Mastercard Inc | 1,884,664 | 992,407.7 | -6.30% | 11.220 | -0.64% | 0.210 | +0.16% | +1.62% | 486,378.3 | Credit Services | |
CFRHF | Compagnie Financiere Richemont SA | 4,221,542 | 642,373.1 | -6.38% | 7.260 | -0.47% | 0.720 | -7.56% | +16.36% | 103,206.6 | Retail - Cyclical | |
PM | Philip Morris International Inc | 5,190,200 | 624,640.5 | -3.64% | 7.060 | -0.24% | 0.330 | +34.93% | +42.70% | 264,981.5 | Tobacco Products | |
BRK.B | Berkshire Hathaway Inc | 1,286,921 | 583,335.6 | -4.17% | 6.590 | -0.26% | 0.060 | +14.63% | +17.14% | 1,145,284.5 | Insurance | |
NFLX | Netflix Inc | 632,773 | 564,003.2 | -13.54% | 6.380 | -0.72% | 0.150 | +12.68% | +23.58% | 468,779.5 | Media - Diversified | |
NSRGY | Nestle SA | 6,327,409 | 516,949.3 | -9.04% | 5.840 | -0.65% | 0.250 | +29.47% | +30.66% | 266,070.7 | Consumer Packaged Goods | |
HKHHF | Heineken Holding NV | 7,860,162 | 470,852.6 | -3.70% | 5.320 | -0.23% | 2.780 | +30.24% | +31.09% | 21,767.1 | Beverages - Alcoholic | |
MLM | Martin Marietta Materials Inc | 707,010 | 365,170.5 | -5.74% | 4.130 | -0.24% | 1.160 | -7.89% | -2.17% | 30,569.2 | Building Materials |
Tom Russo's Historical Top Holdings Breakdowns
Tom Russo's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2024-12-31 | Reduce | -1.25% | 664750 ($692646) 724040 | $795,760.00 | 14.89% | Reduce -8.61% | 1,869 | -176 | |
NFLX | Netflix Inc | 2024-12-31 | Reduce | -0.72% | 687.65 ($824.93) 936.56 | $1,101.53 | 33.53% | Reduce -13.54% | 632,773 | -99,065 | |
NSRGY | Nestle SA | 2024-12-31 | Reduce | -0.65% | 81.48 ($90.15) 100.06 | $103.42 | 14.72% | Reduce -9.04% | 6,327,409 | -628,913 | |
MA | Mastercard Inc | 2024-12-31 | Reduce | -0.64% | 491.3 ($518.04) 536.15 | $533.48 | 2.98% | Reduce -6.3% | 1,884,664 | -126,644 | |
GOOG | Alphabet Inc | 2024-12-31 | Reduce | -0.61% | 163.06 ($176.63) 198.16 | $163.85 | -7.24% | Reduce -5.97% | 5,635,935 | -358,011 | |
CFRHF | Compagnie Financiere Richemont SA | 2024-12-31 | Reduce | -0.47% | 130.85 ($146.19) 158.54 | $174.76 | 19.54% | Reduce -6.38% | 4,221,542 | -287,483 | |
JPM | JPMorgan Chase & Co | 2024-12-31 | Reduce | -0.39% | 205.23 ($233.33) 250.29 | $243.55 | 4.38% | Reduce -12.42% | 1,261,709 | -178,998 | |
PDRDF | Pernod Ricard SA | 2024-12-31 | Reduce | -0.33% | 106.62 ($121.95) 145.01 | $107.40 | -11.93% | Reduce -6.52% | 3,038,334 | -212,082 | |
BRK.B | Berkshire Hathaway Inc | 2024-12-31 | Reduce | -0.26% | 442.29 ($461.8) 483.08 | $530.96 | 14.98% | Reduce -4.17% | 1,286,921 | -55,983 | |
MLM | Martin Marietta Materials Inc | 2024-12-31 | Reduce | -0.24% | 516.5 ($567.89) 619.58 | $504.44 | -11.17% | Reduce -5.74% | 707,010 | -43,062 |
Tom Russo Total Holding History ($B)
Tom Russo's Asset Allocation
Tom Russo Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Tom Russo's Hypothetical Growth since 2024-12-31
Tom Russo's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tom Russo's Holdings Heat Map
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Tom Russo's Holdings Bubble Chart
Tom Russo News
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