About Tom Russo
Thomas "Tom" Russo is a partner at Gardner Russo & Gardner and is a well-known and highly respected value investor. He is a disciple of the Warren Buffett and Charlie Munger school of thought, with a particular emphasis on the value of global consumer brands. He is famous for his extremely long holding periods and his focused portfolio of companies like Nestlé, Heineken, and Berkshire Hathaway.
Tom Russo Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 1,624 | $1.18 B | 12.58% | >10 Years | -1.99% | ||
| 1.68 M | $945.77 M | 10.05% | >10 Years | -1.94% | ||
| 5.09 M | $902.97 M | 9.60% | 9.7 Years | -0.32% | ||
| 4.87 M | $887.58 M | 9.43% | >10 Years | -2.86% | ||
| 542,334 | $726.26 M | 7.72% | 3 Years | -2.88% | ||
|
N/A
|
CIE FINANCIERE RICHEMO-A REG
|
3.73 M | $700 M | 7.44% | >10 Years | -1.59% |
|
N/A
|
HEINEKEN HOLDING NV
|
8.43 M | $625.94 M | 6.65% | >10 Years | +3.57% |
| 6.01 M | $597.39 M | 6.35% | >10 Years | -2.10% | ||
| 1.15 M | $560.85 M | 5.96% | >10 Years | -2.21% | ||
| 4.9 M | $456.86 M | 4.86% | 1.5 Years | +10.49% |
Recent Moves
Added to Core Holding
+465,047 Shares | +$43.39 M Value
Largest position increase in Technology sector
2025 Q2
Reduced Exposure to Position
-469,654 Shares | -$136.16 M Value
Significant reduction in holdings of Financials
2025 Q2
Complete Exit
-2,763 Shares | -$248,013 Value
Cleared MRK, sector remains in portfolio
2025 Q2
Added to Core Holding
+173,095 Shares | +$42.67 M Value
Largest position increase in Consumer Discretionary sector
2025 Q2
Tom Russo's Historical Top Holdings Breakdown
Portfolio Date:
Tom Russo Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | Reduce -45.0% | 573,700 | -469,654 | $136.16 M | ||
| 06/30/2025 | Add 10.5% | 4.9 M | 465,047 | $43.39 M | ||
| 06/30/2025 | Add 21.8% | 966,760 | 173,095 | $42.67 M | ||
| 06/30/2025 | Reduce -2.9% | 4.87 M | -143,305 | $26.1 M | ||
| 06/30/2025 | Reduce -2.0% | 1,624 | -33 | $24.05 M | ||
|
N/A
|
HEINEKEN HOLDING NV
|
06/30/2025 | Add 3.6% | 8.43 M | 290,808 | $21.59 M |
| 06/30/2025 | Reduce -2.9% | 542,334 | -16,078 | $21.53 M | ||
|
N/A
|
ASHTEAD GROUP PLC
|
06/30/2025 | Add 5.4% | 5.81 M | 296,377 | $18.96 M |
| 06/30/2025 | Reduce -1.9% | 1.68 M | -33,323 | $18.73 M | ||
| 06/30/2025 | Reduce -2.1% | 6.01 M | -128,906 | $12.8 M |