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 Q3 2025 Q2 · filed 12 Nov · long equity

BRK.A - Berkshire Hathaway · CL A 12.46% Reduce −5.1% 1,541 $754,200 $1.2B −83 −$21M
GOOG - Alphabet · CL C 12.14% Reduce −8.7% 4,649,923 $243.55 $1.1B −440,394 +$230M
MA - Mastercard · CL A 9.88% Reduce −3.7% 1,620,272 $568.81 $922M −62,779 −$24M
PM - Philip Morris 8.11% Reduce −4.3% 4,662,201 $162.20 $756M −211,125 −$131M
CFRUY - Richemont 7.36% Reduce −3.3% 3,603,992 $190.54 $687M −124,323 −$13M
HKHHY - Heineken 6.83% Add +10.1% 9,285,906 $68.56 $637M +855,260 +$11M
NFLX - Netflix 6.61% Reduce −5.1% 514,425 $1,199 $617M −27,909 −$110M
BRK.B - Berkshire Hathaway · CL B 6.26% Add +0.6% 1,161,394 $502.74 $584M +6,828 +$23M
NSRGY - Nestle SA Sponsored 5.69% Reduce −3.9% 5,778,660 $91.77 $530M −236,173 −$67M
UBER - Uber Technologies 4.95% Reduce −3.8% 4,710,841 $97.97 $462M −185,881 +$5M
MLM - Martin Marietta Materials 4.65% Reduce −3.5% 687,537 $630.28 $433M −25,242 +$42M
Ashtead Group 4.00% Reduce −4.0% 5,577,080 $66.84 $373M −233,606 +$1M
PRNDY - Pernod Ricard 2.84% Reduce −4.4% 2,700,641 $98.16 $265M −123,573 −$15M
DASH - Doordash · CL A 2.70% Reduce −4.2% 926,363 $271.99 $252M −40,397 +$14M
JPM - J P Morgan Chase 1.84% Reduce −5.0% 545,030 $315.43 $172M −28,670 +$6M
CMCSA - Comcast · CL A 0.82% Reduce −4.4% 2,445,711 $31.42 $77M −112,255 −$14M
BF.A — · CL A 0.50% Reduce −6.0% 1,718,072 $26.91 $46M −109,076 −$4M
V - Visa · CL A 0.45% Reduce −3.7% 122,264 $341.38 $42M −4,680 −$3M
XOM - Exxon Mobil 0.23% Add +0.8% 191,742 $112.75 $22M +1,441 +$1M
BF.B - Brown-Forman · CL B 0.22% Reduce −1.6% 765,768 $27.08 $21M −12,753 −$213K
BUD - Anheuser-Busch InBev SA 0.18% Reduce −4.8% 282,215 $59.69 $17M −14,085 −$3M
MKL - Markel 0.16% Reduce −6.0% 7,653 $1,911 $15M −490 −$2M
MO - Altria Group 0.12% Reduce −13.4% 165,693 $66.06 $11M −25,747 −$278K
CR - Crane 0.11% Reduce −4.9% 56,476 $184.14 $10M −2,879 −$871K
UNP - Union Pac 0.06% Add +0.5% 24,843 $236.37 $6M +128 +$186K
AXP - American Express 0.05% Reduce 0.0% 13,632 $332.16 $5M −2 +$179K
COST - Costco Whsl 0.05% Reduce −0.2% 4,624 $925.57 $4M −9 −$306K
GOOGL - Alphabet · CL A 0.04% Reduce −1.5% 15,486 $243.10 $4M −243 +$993K
DOV - Dover 0.03% Reduce −9.3% 19,551 $166.83 $3M −2,000 −$687K
VMC - Vulcan Materials 0.03% Reduce −2.6% 9,897 $307.62 $3M −265 +$394K
ABBV - AbbVie 0.03% Hold 12,410 $231.54 $3M
MKC - McCormick 0.03% Reduce −0.9% 41,591 $66.91 $3M −385 −$400K
SWZ - Swiss Helvetia FD 0.03% Hold 434,237 $6.08 $3M
Lindt & Spruengli AG - Reg 0.02% Hold 15 $150,317 $2M
MSFT - Microsoft 0.02% Reduce −17.3% 3,505 $517.95 $2M −735 −$294K
Loreal SA 0.02% Hold 4,050 $432.99 $2M
WRBY - Warby Parker · CL A 0.02% Add +5.2% 61,000 $27.58 $2M +3,000 +$410K
PG - Procter & Gamble 0.02% Hold 10,920 $153.65 $2M
ABT - Abbott Labs 0.02% Hold 11,510 $133.94 $2M
PEP - Pepsico 0.02% Hold 10,960 $140.44 $2M
SSP Group 0.02% Add +20.4% 660,000 $2.31 $2M +112,000 +$228K
Konecranes 0.02% Reduce −22.0% 18,450 $82.48 $2M −5,200 −$348K
Fielmann 0.02% Add +8.7% 25,000 $60.40 $2M +2,000 −$21K
Fluidra 0.02% Hold 53,000 $27.10 $1M
Demant A/S 0.02% Hold 41,000 $34.66 $1M
Carlsberg B A/S 0.02% Add +0.7% 12,055 $116.30 $1M +88 −$288K
Davide Campari-Milano 0.01% Reduce −10.3% 210,353 $6.31 $1M −24,040 −$244K
Electrolux Professional 0.01% Add +14.0% 200,000 $6.44 $1M +24,500 +$55K
De'Longhi 0.01% Hold 35,250 $36.17 $1M
H - Hyatt Hotels · CL A 0.01% Hold 8,675 $141.93 $1M

Showing top 50 of 84 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
RL - Ralph Lauren · CL A 0.01% Exit 0 $274.39 $1M −4,100 −$1M
DEO - Diageo Exit 0 $25.01 $202K −8,077 −$202K

* 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 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