Follow-The-Filings

Featured 13F manager

Gardner Russo & Quinn LLC Thomas Russo

Lancaster, PA 20 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $8.9B
  • 85 Positions
  • 2026 Q2
  • +5.1% QoQ
  • Top 5 50.8%

Portfolio

2026 Q2 · filed 8/13/2026 · 85 long · top 12 shown

top 5 50.8% · top 10 80.0%

AUM over time

2026 Q2 $8.9B +5.1% QoQ
2021 Q3 · $10.8B 2021 Q3 · $10.8B
Q3 2021
2021 Q4 · $11.2B · +3.3% QoQ 2021 Q4 · $11.2B · +3.3% QoQ
Q4
2022 Q1 · $10.4B · −7.3% QoQ 2022 Q1 · $10.4B · −7.3% QoQ
Q1 2022
2022 Q2 · $8.9B · −14.0% QoQ 2022 Q2 · $8.9B · −14.0% QoQ
Q2
2022 Q3 · $8.3B · −7.6% QoQ 2022 Q3 · $8.3B · −7.6% QoQ
Q3
2022 Q4 · $9.1B · +9.6% QoQ 2022 Q4 · $9.1B · +9.6% QoQ
Q4
2023 Q1 · $9.6B · +6.4% QoQ 2023 Q1 · $9.6B · +6.4% QoQ
Q1 2023
2023 Q2 · $10.1B · +5.0% QoQ 2023 Q2 · $10.1B · +5.0% QoQ
Q2
2023 Q3 · $9.2B · −9.4% QoQ 2023 Q3 · $9.2B · −9.4% QoQ
Q3
2023 Q4 · $9.8B · +7.0% QoQ 2023 Q4 · $9.8B · +7.0% QoQ
Q4
2024 Q1 · $9.7B · −0.7% QoQ 2024 Q1 · $9.7B · −0.7% QoQ
Q1 2024
2024 Q2 · $9.5B · −2.9% QoQ 2024 Q2 · $9.5B · −2.9% QoQ
Q2
2024 Q3 · $9.7B · +2.9% QoQ 2024 Q3 · $9.7B · +2.9% QoQ
Q3
2024 Q4 · $8.8B · −9.2% QoQ 2024 Q4 · $8.8B · −9.2% QoQ
Q4
2025 Q1 · $8.9B · +0.8% QoQ 2025 Q1 · $8.9B · +0.8% QoQ
Q1 2025
2025 Q2 · $9.4B · +5.5% QoQ 2025 Q2 · $9.4B · +5.5% QoQ
Q2
2025 Q3 · $9.3B · −0.9% QoQ 2025 Q3 · $9.3B · −0.9% QoQ
Q3
2025 Q4 · $9.3B · −0.7% QoQ 2025 Q4 · $9.3B · −0.7% QoQ
Q4
2026 Q1 · $8.5B · −8.3% QoQ 2026 Q1 · $8.5B · −8.3% QoQ
Q1 2026
2026 Q2 · $8.9B · +5.1% QoQ 2026 Q2 · $8.9B · +5.1% QoQ
Q2

Book

2021 Q3 · filed 15 Nov · long equity

BRK.A - Berkshire Hathaway · CL A 11.54% Hold 3,044 $411,379 $1.3B
NSRGY - Nestle SA-Spons 10.54% Hold 9,510,972 $120.21 $1.1B
MA - Mastercard · CL A 10.11% Hold 3,155,872 $347.68 $1.1B
GOOG - Alphabet · CL C 9.43% Hold 383,666 $2,665 $1B
PRNDY - Pernod Ricard 6.72% Hold 3,296,810 $221.01 $729M
PM - Philip Morris 6.56% Hold 7,513,648 $94.79 $712M
CFRUY - Richemont 6.01% Hold 6,239,671 $104.43 $652M
HKHHY - Heineken 5.88% Hold 7,320,416 $87.21 $638M
BRK.B - Berkshire Hathaway · CL B 4.78% Hold 1,899,976 $272.94 $519M
UL - Unilever 4.71% Hold 9,414,768 $54.22 $510M
JPM - J P Morgan Chase 3.80% Hold 2,515,409 $163.69 $412M
MLM - Martin Marietta Materials 3.76% Hold 1,192,297 $341.68 $407M
BUD - Anheuser-Busch InBev SA 2.68% Hold 5,108,358 $56.96 $291M
CMCSA - Comcast · CL A 2.68% Hold 5,189,614 $55.93 $290M
BABA - Alibaba 2.18% Hold 1,595,076 $148.05 $236M
Ashtead Group 1.74% Hold 2,485,746 $76.13 $189M
BF.A — · CL A 1.66% Hold 2,868,801 $62.67 $180M
CABO - Cable One 1.47% Hold 87,731 $1,813 $159M
V - Visa · CL A 0.83% Hold 402,770 $222.75 $90M
BF.B - Brown-Forman · CL B 0.70% Hold 1,132,510 $67.01 $76M
WFC - Wells Fargo 0.46% Hold 1,073,517 $46.41 $50M
MO - Altria Group 0.14% Hold 329,612 $45.52 $15M
Davide Campari-Milano 0.11% Hold 879,436 $14.12 $12M
MTCH - Swedish Match AB 0.11% Hold 1,352,270 $8.76 $12M
VMC - Vulcan Materials 0.11% Hold 68,652 $169.16 $12M
XOM - Exxon Mobil 0.10% Hold 177,987 $58.82 $10M
MKL - Markel 0.07% Hold 6,602 $1,195 $8M
Outfront Media 0.07% Hold 297,287 $25.20 $7M
Crane 0.07% Hold 77,756 $94.81 $7M
AXP - American Express 0.07% Hold 42,651 $167.52 $7M
PG - Procter & Gamble 0.06% Hold 42,823 $139.81 $6M
Carlsberg B A/S 0.05% Hold 35,379 $163.57 $6M
HRL - Hormel Foods 0.05% Hold 140,781 $41.00 $6M
NSRGY - Nestle SA-REG 0.05% Hold 42,370 $120.82 $5M
DOV - Dover 0.04% Hold 31,167 $155.48 $5M
HKHHY - Heineken 0.04% Hold 40,166 $104.54 $4M
MKC - McCormick 0.04% Hold 48,425 $81.03 $4M
UNP - Union Pac 0.03% Hold 18,173 $196.01 $4M
PEP - Pepsico 0.03% Hold 22,747 $150.39 $3M
BUD - Anheuser Busch 0.03% Hold 51,578 $56.94 $3M
PNC - PNC Bank 0.03% Hold 14,836 $195.67 $3M
Loreal SA 0.03% Hold 6,745 $413.64 $3M
GOOGL - Alphabet · CL A 0.02% Hold 994 $2,673 $3M
UL - Unilever 0.02% Hold 46,250 $54.05 $2M
COST - Costco Whsl 0.02% Hold 5,264 $449.28 $2M
MLKN - MillerKnoll 0.02% Hold 61,321 $37.65 $2M
Lindt & Spruengli AG - Reg 0.02% Hold 19 $117,789 $2M
SWZ - Swiss Helvetia FD 0.02% Hold 230,908 $9.18 $2M
PRNDY - Pernod-Ricard SA-Unspon 0.02% Hold 47,904 $44.19 $2M
DANOY - Danone 0.02% Hold 138,464 $13.69 $2M

Showing top 50 of 86 by value

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 85 $8.9B +5.1% 13F-HR 8/13/2026 000086064326000005
2026 Q1 86 $8.5B −8.3% 13F-HR 5/13/2026 000086064326000003
2025 Q4 87 $9.3B −0.7% 13F-HR 2/12/2026 000086064326000001
2025 Q3 85 $9.3B −0.9% 13F-HR 11/12/2025 000086064325000007
2025 Q2 85 $9.4B +5.5% 13F-HR 8/13/2025 000086064325000004
2025 Q1 86 $8.9B +0.8% 13F-HR 5/13/2025 000086064325000003
2024 Q4 68 $8.8B −9.2% 13F-HR 2/12/2025 000086064325000001
2024 Q3 77 $9.7B +2.9% 13F-HR 11/13/2024 000086064324000007
2024 Q2 77 $9.5B −2.9% 13F-HR 8/13/2024 000086064324000004
2024 Q1 81 $9.7B −0.7% 13F-HR 5/14/2024 000086064324000003
2023 Q4 82 $9.8B +7.0% 13F-HR 2/13/2024 000086064324000001
2023 Q3 82 $9.2B −9.4% 13F-HR 11/14/2023 000086064323000005
2023 Q2 83 $10.1B +5.0% 13F-HR 8/11/2023 000086064323000004
2023 Q1 84 $9.6B +6.4% 13F-HR 5/11/2023 000086064323000003
2022 Q4 83 $9.1B +9.6% 13F-HR 2/13/2023 000086064323000001
2022 Q3 83 $8.3B −7.6% 13F-HR 11/10/2022 000086064322000004
2022 Q2 85 $8.9B −14.0% 13F-HR 8/4/2022 000086064322000003
2022 Q1 84 $10.4B −7.3% 13F-HR 5/12/2022 000086064322000002
2021 Q4 88 $11.2B +3.3% 13F-HR 2/10/2022 000086064322000001
2021 Q3 87 $10.8B 13F-HR 11/15/2021 000086064321000006

About

GARDNER RUSSO & QUINN LLC

20 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
Thomas Russo
SEC filing name
GARDNER RUSSO & QUINN LLC
Location
Lancaster, PA
All SEC filings
View on sec.gov