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

2025 Q1 2024 Q4 · filed 13 May · long equity

BRK.A - Berkshire Hathaway · CL A 14.83% Reduce −11.3% 1,657 $798,442 $1.3B −212 +$50M
MA - Mastercard · CL A 10.55% Reduce −8.9% 1,716,374 $548.12 $941M −168,290 −$52M
GOOG - Alphabet · CL C 8.94% Reduce −9.4% 5,106,605 $156.23 $798M −529,330 −$276M
PM - Philip Morris 8.93% Reduce −3.3% 5,016,631 $158.73 $796M −173,569 +$172M
CFRUY - Richemont 7.34% Reduce −10.3% 3,788,649 $172.87 $655M −432,893 +$13M
BRK.B - Berkshire Hathaway · CL B 7.05% Reduce −8.3% 1,180,608 $532.58 $629M −106,313 +$45M
NSRGY - Nestle SA Sponsored 6.97% Reduce −2.9% 6,143,739 $101.17 $622M −183,670 +$105M
HKHHY - Heineken 6.59% Add +3.6% 8,139,838 $72.27 $588M +279,676 +$117M
NFLX - Netflix 5.84% Reduce −11.8% 558,412 $932.53 $521M −74,361 −$43M
MLM - Martin Marietta Materials 3.83% Add +1.0% 714,252 $478.13 $342M +7,242 −$24M
UBER - Uber Technologies 3.62% Add +6.8% 4,431,675 $72.86 $323M +280,808 +$73M
Ashtead Group 3.31% Add +16.9% 5,514,309 $53.51 $295M +796,643 +$2M
PRNDY - Pernod Ricard 3.19% Reduce −5.1% 2,882,247 $98.58 $284M −156,087 −$59M
JPM - J P Morgan Chase 2.87% Reduce −17.3% 1,043,354 $245.30 $256M −218,355 −$47M
DASH - Doordash · CL A 1.63% Add +18.4% 793,665 $182.77 $145M +123,534 +$33M
CMCSA - Comcast · CL A 1.08% Reduce −6.0% 2,616,811 $36.90 $97M −167,237 −$8M
BF.A — · CL A 0.70% Reduce −7.1% 1,870,922 $33.47 $63M −143,998 −$13M
V - Visa · CL A 0.51% Reduce −36.1% 130,701 $350.46 $46M −73,995 −$19M
BF.B - Brown-Forman · CL B 0.31% Reduce −2.3% 820,796 $33.94 $28M −19,600 −$4M
XOM - Exxon Mobil 0.25% Add +0.3% 189,469 $118.93 $23M +516 +$2M
BUD - Anheuser-Busch InBev SA 0.23% Reduce −10.4% 338,650 $61.48 $21M −39,425 +$2M
MKL - Markel 0.17% Reduce −4.0% 8,276 $1,870 $15M −345 +$591K
MO - Altria Group 0.17% Reduce −8.6% 246,648 $60.02 $15M −23,178 +$695K
CR - Crane 0.10% Reduce −0.7% 60,305 $153.18 $9M −425 +$22K
UNP - Union Pac 0.07% Add +0.2% 24,588 $236.24 $6M +52 +$213K
WFC - Wells Fargo 0.05% Reduce −67.5% 62,901 $71.79 $5M −130,655 −$9M
COST - Costco Whsl 0.05% Reduce −14.1% 4,637 $945.87 $4M −760 −$559K
VMC - Vulcan Materials 0.05% Reduce −11.5% 18,737 $233.30 $4M −2,439 −$1M
DOV - Dover 0.04% Reduce −2.2% 21,951 $175.68 $4M −500 −$355K
AXP - American Express 0.04% Reduce −7.8% 13,658 $269.05 $4M −1,158 −$723K
MKC - McCormick 0.04% Reduce −0.3% 42,626 $82.31 $4M −144 +$248K
SWZ - Swiss Helvetia FD 0.03% Add +1.6% 293,403 $9.22 $3M +4,602 +$542K
ABBV - AbbVie 0.03% Hold 12,410 $209.52 $3M
GOOGL - Alphabet · CL A 0.03% Reduce −23.7% 15,611 $154.64 $2M −4,855 −$1M
Lindt & Spruengli AG - Reg 0.02% Hold 16 $130,884 $2M
PG - Procter & Gamble 0.02% Reduce −53.7% 11,000 $170.42 $2M −12,754 −$2M
MSFT - Microsoft 0.02% Reduce −6.8% 4,620 $375.39 $2M −335 −$354K
PEP - Pepsico 0.02% Reduce −4.8% 10,979 $149.94 $2M −549 −$107K
ABT - Abbott Labs 0.02% Hold 11,510 $132.65 $2M
Loreal SA 0.02% Reduce −28.5% 4,086 $370.35 $2M −1,625 −$508K
Konecranes 0.02% New 23,650 $63.52 $2M +23,650 +$2M
H - Hyatt Hotels · CL A 0.02% New 11,675 $122.50 $1M +11,675 +$1M
HRL - Hormel Foods 0.02% Reduce −8.5% 46,081 $30.94 $1M −4,264 −$154K
Davide Campari-Milano 0.02% Reduce −59.4% 235,151 $5.85 $1M −344,380 −$2M
Demant A/S 0.02% New 40,250 $33.47 $1M +40,250 +$1M
Carlsberg B A/S 0.01% Reduce −43.2% 10,307 $126.95 $1M −7,831 −$429K
HRI - Herc 0.01% New 9,450 $134.27 $1M +9,450 +$1M
FULT - Fulton Finl 0.01% Reduce −6.7% 69,700 $18.09 $1M −5,000 −$179K
HKHHY - Heineken 0.01% Hold 15,131 $81.43 $1M
Fluidra 0.01% New 50,500 $23.40 $1M +50,500 +$1M

Showing top 50 of 85 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
MDLZ - Mondelez International Exit 0 $59.77 $263K −4,400 −$263K
CFRUY - Richemont Exit 0 $15.24 $185K −12,140 −$185K

* 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 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