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

2023 Q1 2022 Q4 · filed 11 May · long equity

BRK.A - Berkshire Hathaway · CL A 12.46% Reduce −0.8% 2,579 $465,600 $1.2B −21 −$18M
NSRGY - Nestle SA Sponsored 10.34% Reduce −0.9% 8,191,861 $121.69 $997M −75,971 +$43M
MA - Mastercard · CL A 9.33% Reduce −0.9% 2,474,848 $363.41 $899M −22,900 +$31M
CFRUY - Richemont 9.15% Reduce −1.8% 5,523,910 $159.71 $882M −103,002 +$153M
GOOG - Alphabet · CL C 9.09% Add +6.2% 8,427,202 $104.00 $876M +494,900 +$173M
HKHHY - Heineken 7.81% Reduce −0.6% 8,195,112 $91.86 $753M −48,433 +$119M
PRNDY - Pernod Ricard 6.88% Reduce −0.4% 2,925,535 $226.74 $663M −12,218 +$87M
PM - Philip Morris 6.49% Reduce −0.4% 6,430,332 $97.25 $625M −27,865 −$28M
BRK.B - Berkshire Hathaway · CL B 5.26% Reduce −1.1% 1,641,630 $308.77 $507M −17,451 −$6M
NFLX - Netflix 3.82% Reduce −0.5% 1,065,603 $345.48 $368M −4,960 +$52M
MLM - Martin Marietta Materials 3.69% Reduce −0.9% 1,001,338 $355.06 $356M −9,065 +$14M
Ashtead Group 3.29% Reduce −0.4% 5,169,533 $61.30 $317M −22,254 +$22M
JPM - J P Morgan Chase 2.46% Reduce −1.4% 1,818,859 $130.31 $237M −25,205 −$10M
UL - Unilever 2.29% Reduce −22.2% 4,250,863 $51.93 $221M −1,212,193 −$54M
BF.A — · CL A 1.66% Reduce −1.1% 2,449,158 $65.19 $160M −28,085 −$3M
CMCSA - Comcast · CL A 1.48% Reduce −1.3% 3,764,199 $37.91 $143M −51,278 +$9M
V - Visa · CL A 0.80% Reduce −1.6% 341,089 $225.46 $77M −5,622 +$5M
BF.B - Brown-Forman · CL B 0.66% Reduce −0.7% 991,720 $64.27 $64M −6,862 −$2M
CABO - Cable One 0.66% Add +0.7% 90,219 $702.00 $63M +598 −$464K
BUD - Anheuser-Busch InBev SA 0.41% Reduce −4.1% 586,839 $66.63 $39M −24,915 +$2M
WFC - Wells Fargo 0.29% Reduce −2.0% 751,014 $37.38 $28M −15,167 −$4M
XOM - Exxon Mobil 0.20% Add +0.3% 177,068 $109.66 $19M +610 −$46K
MO - Altria Group 0.15% Reduce −0.2% 324,590 $44.62 $14M −702 −$386K
MKL - Markel 0.13% Add +11.7% 9,750 $1,277 $12M +1,025 +$960K
Davide Campari-Milano 0.10% Add +0.3% 815,358 $12.22 $10M +2,680 +$2M
VMC - Vulcan Materials 0.10% Reduce −0.7% 54,762 $171.56 $9M −400 −$264K
CXT - Crane 0.08% Reduce −1.9% 70,331 $113.50 $8M −1,375 +$780K
AXP - American Express 0.07% Reduce −1.0% 38,446 $164.95 $6M −385 +$604K
PG - Procter & Gamble 0.06% Add +2.5% 36,875 $148.69 $5M +898 +$30K
HRL - Hormel Foods 0.05% Reduce −3.5% 125,708 $39.88 $5M −4,525 −$919K
NSRGY - Nestle SA-REG 0.05% Hold 39,870 $122.01 $5M
Carlsberg B A/S 0.05% Add +2.9% 29,361 $155.03 $5M +835 +$772K
DOV - Dover 0.05% Reduce −1.2% 29,317 $151.94 $4M −345 +$438K
UNP - Union Pac 0.05% Add +16.2% 21,562 $201.26 $4M +3,006 +$497K
Loreal SA 0.04% Add +7.9% 8,436 $446.80 $4M +620 +$986K
MKC - McCormick 0.04% Reduce −1.3% 44,400 $83.21 $4M −600 −$36K
Outfront Media 0.03% Reduce −16.4% 185,674 $16.23 $3M −36,381 −$668K
HKHHY - Heineken 0.03% Reduce −37.1% 25,441 $107.62 $3M −15,000 −$1M
PEP - Pepsico 0.03% Reduce −27.0% 14,439 $182.30 $3M −5,338 −$941K
COST - Costco Whsl 0.03% Reduce −4.8% 5,132 $496.92 $3M −257 +$90K
UL - Unilever 0.02% Hold 44,000 $51.81 $2M
Lindt & Spruengli AG - Reg 0.02% Hold 19 $118,220 $2M
GOOGL - Alphabet · CL A 0.02% Add +1.1% 19,856 $103.73 $2M +216 +$327K
SWZ - Swiss Helvetia FD 0.02% Add +1.6% 258,159 $7.93 $2M +4,013 +$126K
ABBV - AbbVie 0.02% Hold 12,610 $159.37 $2M
PNC - PNC Bank 0.01% Hold 11,268 $127.10 $1M
CFRUY - Richemont 0.01% Reduce −21.4% 87,165 $15.97 $1M −23,781 −$46K
DWDPEUR — 0.01% Add +0.5% 17,929 $71.77 $1M +93 +$63K
FMX - Fomento Economico 0.01% Reduce −2.7% 13,495 $95.19 $1M −376 +$201K
KO - Coca-Cola 0.01% Reduce −5.8% 19,769 $62.03 $1M −1,226 −$109K

Showing top 50 of 81 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
MLKN - MillerKnoll Exit 0 $21.03 $328K −15,600 −$328K

* 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). Share change and $ change are vs 2022 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

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