Tom Russo
Gardner Russo & Quinn
Partner at Gardner Russo & Quinn. Holds global consumer brands for decades - low turnover, family-controlled companies.
13F portfolio value
Q2 2026
$8.93B
1-year growth
-5.1%
2-year growth
-5.7%
Positions
85
Top 10 share
80.0%
Quarterly turnover
1.6%
Last filed
Aug 13, 2026
Q2 2026: summary
MakklerAI- At June 30, 2026, the portfolio was worth $8.9B; Russo added to 9 positions, reduced 42, opened 1 and exited 2, with 1.6% turnover.
- GOOG was the largest cut, down 9.0% in shares to a 12.1% weight; Eurofins Scientific rose 32.2% to 3.6%, and DASH gained 18.5% to 2.5%.
- The top 10 holdings made up 80.0% of the portfolio; GOOG led at 12.1% ($1.1B), just ahead of BRK-A at 12.0% ($1.1B).
- Portfolio value rose from $8.5B in the prior quarter to $8.9B; GOOG’s weight increased from 11.3% to 12.1%, while BRK-A’s eased from 12.3% to 12.0%.
Filings between 13Fs
Form 4 (insider trades, filed within 2 business days) and Schedule 13D/13G (stakes above 5%). Much fresher than a 13F, which can be 45 days old.
No Form 4 or 13D/13G filings from this guru in the last 6 months.
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