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 Q2 2025 Q1 · filed 13 Aug · long equity

BRK.A - Berkshire Hathaway · CL A 12.58% Reduce −2.0% 1,624 $728,800 $1.2B −33 −$139M
MA - Mastercard · CL A 10.05% Reduce −1.9% 1,683,051 $561.94 $946M −33,323 +$5M
GOOG - Alphabet · CL C 9.60% Reduce −0.3% 5,090,317 $177.39 $903M −16,288 +$105M
PM - Philip Morris 9.43% Reduce −2.9% 4,873,326 $182.13 $888M −143,305 +$91M
NFLX - Netflix 7.72% Reduce −2.9% 542,334 $1,339 $726M −16,078 +$206M
CFRUY - Richemont 7.44% Reduce −1.6% 3,728,315 $187.75 $700M −60,334 +$45M
HKHHY - Heineken 6.65% Add +3.6% 8,430,646 $74.25 $626M +290,808 +$38M
NSRGY - Nestle SA Sponsored 6.35% Reduce −2.1% 6,014,833 $99.32 $597M −128,906 −$24M
BRK.B - Berkshire Hathaway · CL B 5.96% Reduce −2.2% 1,154,566 $485.77 $561M −26,042 −$68M
UBER - Uber Technologies 4.86% Add +10.5% 4,896,722 $93.30 $457M +465,047 +$134M
MLM - Martin Marietta Materials 4.16% Reduce −0.2% 712,779 $548.96 $391M −1,473 +$50M
Ashtead Group 3.95% Add +5.4% 5,810,686 $63.98 $372M +296,377 +$77M
PRNDY - Pernod Ricard 2.98% Reduce −2.0% 2,824,214 $99.31 $280M −58,033 −$4M
DASH - Doordash · CL A 2.53% Add +21.8% 966,760 $246.51 $238M +173,095 +$93M
JPM - J P Morgan Chase 1.77% Reduce −45.0% 573,700 $289.91 $166M −469,654 −$90M
CMCSA - Comcast · CL A 0.97% Reduce −2.2% 2,557,966 $35.69 $91M −58,845 −$5M
BF.A — · CL A 0.53% Reduce −2.3% 1,827,148 $27.47 $50M −43,774 −$12M
V - Visa · CL A 0.48% Reduce −2.9% 126,944 $355.05 $45M −3,757 −$734K
BF.B - Brown-Forman · CL B 0.22% Reduce −5.2% 778,521 $26.91 $21M −42,275 −$7M
XOM - Exxon Mobil 0.22% Add +0.4% 190,301 $107.80 $21M +832 −$2M
BUD - Anheuser-Busch InBev SA 0.22% Reduce −12.5% 296,300 $68.37 $20M −42,350 −$565K
MKL - Markel 0.17% Reduce −1.6% 8,143 $1,997 $16M −133 +$792K
CR - Crane 0.12% Reduce −1.6% 59,355 $189.89 $11M −950 +$2M
MO - Altria Group 0.12% Reduce −22.4% 191,440 $58.63 $11M −55,208 −$4M
UNP - Union Pac 0.06% Add +0.5% 24,715 $230.08 $6M +127 −$122K
COST - Costco Whsl 0.05% Reduce −0.1% 4,633 $989.85 $5M −4 +$200K
AXP - American Express 0.05% Reduce −0.2% 13,634 $318.98 $4M −24 +$674K
DOV - Dover 0.04% Reduce −1.8% 21,551 $183.23 $4M −400 +$92K
MKC - McCormick 0.03% Reduce −1.5% 41,976 $75.82 $3M −650 −$326K
GOOGL - Alphabet · CL A 0.03% Add +0.8% 15,729 $176.23 $3M +118 +$358K
SWZ - Swiss Helvetia FD 0.03% Add +48.0% 434,237 $6.34 $3M +140,834 +$48K
VMC - Vulcan Materials 0.03% Reduce −45.8% 10,162 $260.82 $3M −8,575 −$2M
Lindt & Spruengli AG - Reg 0.03% Reduce −6.3% 15 $166,080 $2M −1 +$397K
ABBV - AbbVie 0.02% Hold 12,410 $185.62 $2M
MSFT - Microsoft 0.02% Reduce −8.2% 4,240 $497.41 $2M −380 +$375K
Konecranes 0.02% Hold 23,650 $79.06 $2M
WFC - Wells Fargo 0.02% Reduce −63.7% 22,848 $80.12 $2M −40,053 −$3M
PG - Procter & Gamble 0.02% Reduce −0.7% 10,920 $159.32 $2M −80 −$135K
Loreal SA 0.02% Reduce −0.9% 4,050 $426.22 $2M −36 +$213K
Demant A/S 0.02% Add +1.9% 41,000 $41.57 $2M +750 +$357K
Carlsberg B A/S 0.02% Add +16.1% 11,967 $141.19 $2M +1,660 +$381K
Davide Campari-Milano 0.02% Reduce −0.3% 234,393 $6.70 $2M −758 +$196K
ABT - Abbott Labs 0.02% Hold 11,510 $136.01 $2M
Fielmann 0.02% Add +3.1% 23,000 $66.56 $2M +700 +$523K
PEP - Pepsico 0.02% Reduce −0.2% 10,960 $132.04 $1M −19 −$199K
Puig Brands 0.01% Hold 68,000 $19.67 $1M
Fluidra 0.01% Add +5.0% 53,000 $24.89 $1M +2,500 +$137K
HKHHY - Heineken 0.01% Hold 15,131 $86.89 $1M
SSP Group 0.01% Hold 548,000 $2.36 $1M
WRBY - Warby Parker · CL A 0.01% Add +12.3% 58,000 $21.93 $1M +6,350 +$330K

Showing top 50 of 85 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
MRK - Merck Exit 0 $89.76 $248K −2,763 −$248K
HKHHY - Heineken Exit 0 $36.10 $226K −6,260 −$226K
BP — Exit 0 $33.81 $213K −6,300 −$213K

* 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 2025 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