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 Q3 2024 Q2 · filed 13 Nov · long equity

BRK.A - Berkshire Hathaway · CL A 14.51% Reduce −3.3% 2,045 $691,180 $1.4B −69 +$119M
GOOG - Alphabet · CL C 10.29% Reduce −3.5% 5,993,946 $167.19 $1B −215,910 −$137M
MA - Mastercard · CL A 10.20% Reduce −2.2% 2,011,308 $493.80 $993M −45,042 +$86M
CFRUY - Richemont 7.34% Reduce −3.4% 4,509,025 $158.62 $715M −160,609 −$14M
NSRGY - Nestle SA Sponsored 7.19% Reduce −4.2% 6,956,322 $100.67 $700M −304,302 −$44M
PM - Philip Morris 6.71% Reduce −1.5% 5,386,500 $121.40 $654M −79,858 +$100M
BRK.B - Berkshire Hathaway · CL B 6.35% Reduce −3.4% 1,342,904 $460.26 $618M −47,406 +$53M
HKHHY - Heineken 6.34% Add +2.3% 8,162,463 $75.67 $618M +180,125 −$12M
NFLX - Netflix 5.33% Reduce −6.4% 731,838 $709.27 $519M −50,224 −$9M
PRNDY - Pernod Ricard 5.05% Reduce −1.7% 3,250,416 $151.34 $492M −54,878 +$43M
MLM - Martin Marietta Materials 4.14% Reduce −1.8% 750,072 $538.25 $404M −13,987 −$10M
Ashtead Group 3.94% Reduce −2.2% 4,945,913 $77.61 $384M −112,249 +$46M
JPM - J P Morgan Chase 3.12% Reduce −3.5% 1,440,707 $210.86 $304M −52,128 +$2M
UBER - Uber Technologies 2.93% Add +4.2% 3,797,379 $75.16 $285M +152,667 +$21M
CMCSA - Comcast · CL A 1.27% Reduce −3.1% 2,969,927 $41.77 $124M −94,895 +$4M
BF.A — · CL A 1.05% Reduce −2.0% 2,126,766 $48.08 $102M −43,917 +$6M
DASH - Doordash · CL A 1.03% Reduce −1.6% 705,267 $142.73 $101M −11,121 +$23M
V - Visa · CL A 0.75% Reduce −6.1% 265,461 $274.95 $73M −17,253 −$1M
BF.B - Brown-Forman · CL B 0.44% Reduce −1.6% 877,885 $49.20 $43M −13,901 +$5M
BUD - Anheuser-Busch InBev SA 0.27% Reduce −9.7% 398,625 $66.27 $26M −43,000 +$802K
WFC - Wells Fargo 0.23% Reduce −15.9% 402,320 $56.49 $23M −76,322 −$6M
XOM - Exxon Mobil 0.23% Add +4.3% 188,233 $117.22 $22M +7,703 +$1M
MO - Altria Group 0.15% Add +1.0% 289,098 $51.04 $15M +2,808 +$2M
MKL - Markel 0.15% Reduce −6.3% 9,016 $1,569 $14M −603 −$1M
CR - Crane 0.10% Reduce −3.9% 62,356 $158.28 $10M −2,550 +$460K
UNP - Union Pac 0.06% Add +0.5% 24,420 $246.48 $6M +126 +$522K
Davide Campari-Milano 0.06% Add +3.9% 703,377 $8.48 $6M +26,250 −$438K
VMC - Vulcan Materials 0.06% Reduce −30.2% 23,481 $250.43 $6M −10,141 −$2M
PG - Procter & Gamble 0.06% Reduce −2.3% 31,277 $173.20 $5M −729 +$139K
COST - Costco Whsl 0.05% Reduce −1.0% 5,422 $886.56 $5M −55 +$151K
DOV - Dover 0.05% Reduce −1.4% 23,101 $191.74 $4M −325 +$202K
AXP - American Express 0.04% Reduce −4.6% 15,341 $271.20 $4M −734 +$438K
NSRGY - Nestle SA-REG 0.04% Reduce −0.1% 40,081 $100.72 $4M −55 −$60K
MKC - McCormick 0.04% Reduce −1.2% 42,820 $82.30 $4M −500 +$451K
GOOGL - Alphabet · CL A 0.03% Add +0.4% 20,436 $165.85 $3M +80 −$319K
Carlsberg B A/S 0.03% Reduce −3.9% 23,450 $119.41 $3M −940 −$129K
Loreal SA 0.03% Reduce −1.2% 5,769 $448.71 $3M −72 +$22K
SWZ - Swiss Helvetia FD 0.03% Add +1.4% 283,350 $8.95 $3M +3,982 +$281K
ABBV - AbbVie 0.03% Hold 12,510 $197.48 $2M
HKHHY - Heineken 0.02% Hold 25,441 $88.88 $2M
Lindt & Spruengli AG - Reg 0.02% Reduce −10.5% 17 $127,793 $2M −2 −$22K
MSFT - Microsoft 0.02% Reduce −3.8% 5,005 $430.30 $2M −200 −$173K
PEP - Pepsico 0.02% Reduce −1.0% 12,242 $170.05 $2M −124 +$42K
HRL - Hormel Foods 0.02% Reduce −8.0% 53,091 $31.70 $2M −4,600 −$76K
FULT - Fulton Finl 0.02% Reduce −28.9% 81,228 $18.13 $1M −33,077 −$468K
AAPL - Apple 0.02% Reduce −7.7% 6,274 $233.00 $1M −525 +$30K
ABT - Abbott Labs 0.01% Hold 11,510 $114.01 $1M
CFRUY - Richemont 0.01% Add +0.3% 66,340 $15.86 $1M +200 +$20K
KO - Coca-Cola 0.01% Reduce −0.3% 14,530 $71.86 $1M −50 +$116K
PNC - PNC Bank 0.01% Reduce −23.8% 5,350 $184.85 $989K −1,673 −$103K

Showing top 50 of 75 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
DWDPEUR — 0.01% Exit 0 $80.49 $1M −15,555 −$1M
DOW - DOW Inc 0.01% Exit 0 $53.05 $960K −18,097 −$960K

* 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 Q2. 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