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

2024 Q1 2023 Q4 · filed 14 May · long equity

BRK.A - Berkshire Hathaway · CL A 13.88% Reduce −11.8% 2,132 $634,440 $1.4B −285 +$41M
GOOG - Alphabet · CL C 11.03% Reduce −8.6% 7,060,922 $152.26 $1.1B −660,475 −$13M
MA - Mastercard · CL A 10.38% Reduce −8.8% 2,100,298 $481.57 $1B −201,991 +$29M
NSRGY - Nestle SA Sponsored 7.90% Reduce −5.4% 7,251,976 $106.20 $770M −415,410 −$116M
CFRUY - Richemont 7.26% Reduce −7.0% 4,636,489 $152.66 $708M −350,776 +$22M
HKHHY - Heineken 6.49% Reduce −0.2% 7,824,713 $80.78 $632M −19,300 −$32M
BRK.B - Berkshire Hathaway · CL B 6.32% Reduce −6.7% 1,464,531 $420.52 $616M −105,455 +$56M
NFLX - Netflix 5.45% Reduce −22.3% 874,075 $607.33 $531M −250,887 −$17M
PM - Philip Morris 5.22% Reduce −8.7% 5,551,197 $91.62 $509M −526,778 −$63M
PRNDY - Pernod Ricard 5.02% Add +7.5% 3,023,620 $161.95 $490M +211,183 −$7M
MLM - Martin Marietta Materials 4.96% Reduce −16.3% 787,480 $613.94 $483M −153,088 +$14M
Ashtead Group 3.75% Reduce −2.8% 5,126,660 $71.25 $365M −148,405 −$2M
JPM - J P Morgan Chase 3.51% Reduce −15.5% 1,710,494 $200.30 $343M −312,875 −$2M
UBER - Uber Technologies 2.61% Add +7.1% 3,300,228 $76.99 $254M +218,865 +$64M
CMCSA - Comcast · CL A 1.38% Reduce −6.1% 3,094,244 $43.35 $134M −201,547 −$10M
BF.A — · CL A 1.19% Reduce −3.1% 2,198,694 $52.95 $116M −70,621 −$19M
V - Visa · CL A 0.85% Reduce −8.4% 295,629 $279.08 $83M −27,262 −$2M
BF.B - Brown-Forman · CL B 0.48% Reduce −3.5% 904,932 $51.62 $47M −32,551 −$7M
WFC - Wells Fargo 0.40% Reduce −5.2% 674,969 $57.96 $39M −37,260 +$4M
BUD - Anheuser-Busch InBev SA 0.30% Reduce −7.7% 472,393 $60.98 $29M −39,295 −$4M
XOM - Exxon Mobil 0.21% Add +0.5% 180,134 $116.24 $21M +935 +$3M
MKL - Markel 0.15% Reduce −1.9% 9,799 $1,521 $15M −185 +$733K
MO - Altria Group 0.14% Add +1.0% 314,052 $43.62 $14M +2,982 +$1M
VMC - Vulcan Materials 0.11% Reduce −20.6% 38,643 $272.92 $11M −10,039 −$505K
CR - Crane 0.09% Reduce −1.9% 66,981 $135.13 $9M −1,300 +$984K
Davide Campari-Milano 0.07% Reduce −16.8% 641,646 $10.06 $6M −129,772 −$2M
UNP - Union Pac 0.06% Add +2.1% 23,374 $245.92 $6M +487 +$127K
PG - Procter & Gamble 0.05% Reduce −11.8% 32,325 $162.25 $5M −4,345 −$129K
CABO - Cable One 0.05% Reduce −27.1% 11,681 $423.12 $5M −4,336 −$4M
DOV - Dover 0.04% Reduce −11.5% 24,697 $177.19 $4M −3,200 +$85K
NSRGY - Nestle SA-REG 0.04% Add +0.7% 40,136 $106.31 $4M +266 −$352K
AXP - American Express 0.04% Reduce −11.9% 18,095 $227.69 $4M −2,440 +$273K
COST - Costco Whsl 0.04% Reduce −1.3% 5,477 $732.63 $4M −73 +$349K
Carlsberg B A/S 0.03% Add 0.0% 24,530 $136.62 $3M +4 +$274K
MKC - McCormick 0.03% Reduce −1.5% 43,445 $76.81 $3M −675 +$318K
GOOGL - Alphabet · CL A 0.03% Reduce −2.7% 21,930 $150.93 $3M −600 +$163K
Loreal SA 0.03% Reduce −1.5% 6,736 $473.74 $3M −100 −$212K
HKHHY - Heineken 0.03% Hold 25,441 $96.49 $2M
Lindt & Spruengli AG - Reg 0.02% Hold 19 $120,795 $2M
ABBV - AbbVie 0.02% Hold 12,510 $182.10 $2M
MSFT - Microsoft 0.02% Add +2.8% 5,362 $420.72 $2M +144 +$294K
SWZ - Swiss Helvetia FD 0.02% Add +1.6% 274,948 $7.93 $2M +4,444 −$38K
PEP - Pepsico 0.02% Reduce −4.6% 12,443 $175.01 $2M −605 −$38K
HRL - Hormel Foods 0.02% Reduce −19.5% 60,813 $34.89 $2M −14,759 −$305K
FULT - Fulton Finl 0.02% Reduce −0.4% 116,305 $15.89 $2M −500 −$75K
AAPL - Apple 0.01% Reduce −14.0% 7,974 $171.48 $1M −1,300 −$418K
ABT - Abbott Labs 0.01% Hold 11,610 $113.66 $1M
DWDPEUR — 0.01% Reduce −14.9% 15,482 $76.67 $1M −2,717 −$213K
PNC - PNC Bank 0.01% Reduce −4.9% 7,293 $161.60 $1M −375 −$9K
Outfront Media 0.01% Reduce −26.3% 63,379 $16.79 $1M −22,560 −$136K

Showing top 50 of 79 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
GHC - Graham 0.01% Exit 0 $695.95 $808K −1,161 −$808K
Pioneer Nat Res 0.01% Exit 0 $225.00 $540K −2,400 −$540K
DHR - Danaher Exit 0 $231.76 $251K −1,083 −$251K

* 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 2023 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