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 Q2 2024 Q1 · filed 13 Aug · long equity

BRK.A - Berkshire Hathaway · CL A 13.67% Reduce −0.8% 2,114 $612,241 $1.3B −18 −$58M
GOOG - Alphabet · CL C 12.03% Reduce −12.1% 6,209,856 $183.42 $1.1B −851,066 +$64M
MA - Mastercard · CL A 9.58% Reduce −2.1% 2,056,350 $441.16 $907M −43,948 −$104M
NSRGY - Nestle SA Sponsored 7.86% Add +0.1% 7,260,624 $102.45 $744M +8,648 −$26M
CFRUY - Richemont 7.70% Add +0.7% 4,669,634 $156.08 $729M +33,145 +$21M
HKHHY - Heineken 6.66% Add +2.0% 7,982,338 $78.93 $630M +157,625 −$2M
BRK.B - Berkshire Hathaway · CL B 5.97% Reduce −5.1% 1,390,310 $406.80 $566M −74,221 −$50M
PM - Philip Morris 5.85% Reduce −1.5% 5,466,358 $101.33 $554M −84,839 +$45M
NFLX - Netflix 5.58% Reduce −10.5% 782,062 $674.88 $528M −92,013 −$3M
PRNDY - Pernod Ricard 4.74% Add +9.3% 3,305,294 $135.79 $449M +281,674 −$41M
MLM - Martin Marietta Materials 4.37% Reduce −3.0% 764,059 $541.80 $414M −23,421 −$69M
Ashtead Group 3.57% Reduce −1.3% 5,058,162 $66.77 $338M −68,498 −$28M
JPM - J P Morgan Chase 3.19% Reduce −12.7% 1,492,835 $202.26 $302M −217,659 −$41M
UBER - Uber Technologies 2.80% Add +10.4% 3,644,712 $72.68 $265M +344,484 +$11M
CMCSA - Comcast · CL A 1.27% Reduce −1.0% 3,064,822 $39.16 $120M −29,422 −$14M
BF.A — · CL A 1.01% Reduce −1.3% 2,170,683 $44.13 $96M −28,011 −$21M
DASH - Doordash · CL A 0.82% New 716,388 $108.78 $78M +716,388 +$78M
V - Visa · CL A 0.78% Reduce −4.4% 282,714 $262.47 $74M −12,915 −$8M
BF.B - Brown-Forman · CL B 0.41% Reduce −1.5% 891,786 $43.19 $39M −13,146 −$8M
WFC - Wells Fargo 0.30% Reduce −29.1% 478,642 $59.39 $28M −196,327 −$11M
BUD - Anheuser-Busch InBev SA 0.27% Reduce −6.5% 441,625 $58.00 $26M −30,768 −$3M
XOM - Exxon Mobil 0.22% Add +0.2% 180,530 $115.12 $21M +396 −$156K
MKL - Markel 0.16% Reduce −1.8% 9,619 $1,576 $15M −180 +$247K
MO - Altria Group 0.14% Reduce −8.8% 286,290 $45.55 $13M −27,762 −$658K
CR - Crane 0.10% Reduce −3.1% 64,906 $144.98 $9M −2,075 +$359K
VMC - Vulcan Materials 0.09% Reduce −13.0% 33,622 $248.68 $8M −5,021 −$2M
Davide Campari-Milano 0.07% Add +5.5% 677,127 $9.46 $6M +35,481 −$51K
UNP - Union Pac 0.06% Add +3.9% 24,294 $226.26 $5M +920 −$252K
PG - Procter & Gamble 0.06% Reduce −1.0% 32,006 $164.92 $5M −319 +$34K
COST - Costco Whsl 0.05% Hold 5,477 $850.01 $5M
DOV - Dover 0.04% Reduce −5.1% 23,426 $180.45 $4M −1,271 −$149K
NSRGY - Nestle SA-REG 0.04% Hold 40,136 $102.07 $4M
AXP - American Express 0.04% Reduce −11.2% 16,075 $231.55 $4M −2,020 −$398K
GOOGL - Alphabet · CL A 0.04% Reduce −7.2% 20,356 $182.15 $4M −1,574 +$398K
MKC - McCormick 0.03% Reduce −0.3% 43,320 $70.94 $3M −125 −$264K
Carlsberg B A/S 0.03% Reduce −0.6% 24,390 $120.09 $3M −140 −$422K
Loreal SA 0.03% Reduce −13.3% 5,841 $439.47 $3M −895 −$624K
HKHHY - Heineken 0.03% Hold 25,441 $96.78 $2M
MSFT - Microsoft 0.02% Reduce −2.9% 5,205 $446.95 $2M −157 +$70K
SWZ - Swiss Helvetia FD 0.02% Add +1.6% 279,368 $8.07 $2M +4,420 +$74K
Lindt & Spruengli AG - Reg 0.02% Hold 19 $115,513 $2M
ABBV - AbbVie 0.02% Hold 12,510 $171.52 $2M
PEP - Pepsico 0.02% Reduce −0.6% 12,366 $164.92 $2M −77 −$138K
FULT - Fulton Finl 0.02% Reduce −1.7% 114,305 $16.98 $2M −2,000 +$93K
HRL - Hormel Foods 0.02% Reduce −5.1% 57,691 $30.49 $2M −3,122 −$363K
AAPL - Apple 0.02% Reduce −14.7% 6,799 $210.62 $1M −1,175 +$65K
DWDPEUR — 0.01% Add +0.5% 15,555 $80.49 $1M +73 +$65K
ABT - Abbott Labs 0.01% Reduce −0.9% 11,510 $103.91 $1M −100 −$124K
PNC - PNC Bank 0.01% Reduce −3.7% 7,023 $155.48 $1M −270 −$87K
CFRUY - Richemont 0.01% Add +0.4% 66,140 $15.61 $1M +293 +$27K

Showing top 50 of 76 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
CABO - Cable One 0.05% Exit 0 $423.08 $5M −11,681 −$5M
UL - Unilever 0.01% Exit 0 $50.17 $761K −15,167 −$761K
Holding 0.01% Exit 0 $900.00 $504K −560 −$504K
Holding Exit 0 $180.20 $202K −1,121 −$202K
Burnham · CL A Exit 0 $13.30 $133K −10,000 −$133K
DANOY - Danone Exit 0 $12.93 $130K −10,057 −$130K

* 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 2024 Q1. 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