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Thomas Russo

Gardner Russo & Quinn

Gardner Russo & Quinn, Thomas Russo's global consumer brands and family-company framework

Gardner Russo & Quinn is useful for studying Thomas Russo's long-term ownership of global consumer franchises, family-controlled companies, and businesses willing to invest for future growth at the expense of near-term earnings.

Sources Gardner Russo & Quinn official site SEC EDGAR profile Thomas A. Russo Invest For Kids profile
Global consumer franchises / family-controlled businesses CIK 860643
2026-03-31 Latest 13F 18 Current holdings 37 Last 2 periods Change 0 Public materials
Latest 13F snapshot 2026-03-31 · 86 disclosed positions · $8.5B Top five 48.1%: BRK.A, GOOG, MA, PM, NFLX

Performance materials

  • Gardner Russo does not publish a continuous public fund-level return table. Public talks and filings provide context.

Firm and key people

  • Russo built a reputation around global brands, consumer franchises, and long holding periods.
  • The firm often studies companies where family control or culture supports long-term reinvestment.
  • Public talks and filings show how core holdings evolve over many years.

Investment style

  • Prefer global brands with pricing power, distribution strength, and long reinvestment runways.
  • Owner culture and willingness to invest for the future are central.
  • Long holding periods make business durability more important than quarterly moves.

Public materials

View timeline
Shareholder letters / memos 0
Interview 0
Public video 0
Public Q&A / speeches / presentations 0

Current holdings

13F period 2026-03-31 · Filed 2026-05-13
Stocks Shares Value Weight
BRK.A 1,460 $1.0B 12.3%
GOOG 3,350,337 $961.1M 11.3%
MA 1,555,141 $777.0M 9.1%
PM 4,605,069 $761.4M 9.0%
NFLX 5,610,666 $539.5M 6.3%
BRK.B 1,110,429 $532.1M 6.3%
MLM 715,411 $421.1M 5.0%
SUNB 6,049,133 $393.7M 4.6%
UBER 5,173,404 $372.1M 4.4%
DASH 1,001,195 $150.3M 1.8%
CMCSA 2,253,106 $64.7M 0.8%
BF.A 1,647,878 $44.1M 0.5%
JPM 148,798 $43.8M 0.5%
XOM 193,950 $32.9M 0.4%
V 93,812 $28.4M 0.3%
BF.B 659,694 $17.4M 0.2%
MO 164,461 $10.9M 0.1%
MKL 4,954 $9.5M 0.1%

Last 2 quarters US 13F new / increased / reduced / sold-out positions

As of 13F 2026-03-31 · Filed 2026-05-13
Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Stocks Action 13F period Current shares Previous shares Share change 13F value change
SUNB New 2026-03-31 Filed 2026-05-13 6,049,133 0 - +$393.7M
GOOG Minor reduction 2026-03-31 Filed 2026-05-13 3,350,337 3,931,197 -14.8% -$272.5M
MA Minor reduction 2026-03-31 Filed 2026-05-13 1,555,141 1,585,999 -1.9% -$128.4M
JPM Major reduction 2026-03-31 Filed 2026-05-13 148,798 528,817 -71.9% -$126.6M
BRK.A Minor reduction 2026-03-31 Filed 2026-05-13 1,460 1,488 -1.9% -$74.7M
NFLX Minor increase 2026-03-31 Filed 2026-05-13 5,610,666 5,004,765 12.1% +$70.2M
DASH Minor increase 2026-03-31 Filed 2026-05-13 1,001,195 930,467 7.6% -$60.4M
UBER Minor increase 2026-03-31 Filed 2026-05-13 5,173,404 5,145,060 0.6% -$48.3M
BRK.B Minor reduction 2026-03-31 Filed 2026-05-13 1,110,429 1,125,395 -1.3% -$33.6M
MLM Minor reduction 2026-03-31 Filed 2026-05-13 715,411 726,612 -1.5% -$31.3M
V Minor reduction 2026-03-31 Filed 2026-05-13 93,812 108,818 -13.8% -$9.8M
XOM Minor increase 2026-03-31 Filed 2026-05-13 193,950 193,033 0.5% +$9.7M
PM Minor reduction 2026-03-31 Filed 2026-05-13 4,605,069 4,697,508 -2.0% +$7.9M
CMCSA Minor reduction 2026-03-31 Filed 2026-05-13 2,253,106 2,300,197 -2.0% -$4.1M
MKL Major reduction 2026-03-31 Filed 2026-05-13 4,954 6,279 -21.1% -$4.0M
CR Minor reduction 2026-03-31 Filed 2026-05-13 46,626 54,401 -14.3% -$2.1M
MO Minor reduction 2026-03-31 Filed 2026-05-13 164,461 164,772 -0.2% +$1.4M
BF.B Minor reduction 2026-03-31 Filed 2026-05-13 659,694 708,179 -6.8% -$1.0M
BF.A Minor reduction 2026-03-31 Filed 2026-05-13 1,647,878 1,668,094 -1.2% +$259,100
NFLX Major increase 2025-12-31 Filed 2026-02-12 5,004,765 514,425 872.9% -$147.5M
GOOG Major reduction 2025-12-31 Filed 2026-02-12 3,931,197 4,649,923 -15.5% +$101.1M
DASH Minor increase 2025-12-31 Filed 2026-02-12 930,467 926,363 0.4% -$41.2M
UBER Minor increase 2025-12-31 Filed 2026-02-12 5,145,060 4,710,841 9.2% -$41.1M
BRK.A Minor reduction 2025-12-31 Filed 2026-02-12 1,488 1,541 -3.4% -$39.1M
MLM Minor increase 2025-12-31 Filed 2026-02-12 726,612 687,537 5.7% +$19.1M
BRK.B Minor reduction 2025-12-31 Filed 2026-02-12 1,125,395 1,161,394 -3.1% -$18.2M
MA Minor reduction 2025-12-31 Filed 2026-02-12 1,585,999 1,620,272 -2.1% -$16.2M
CMCSA Minor reduction 2025-12-31 Filed 2026-02-12 2,300,197 2,445,711 -5.9% -$8.1M
V Minor reduction 2025-12-31 Filed 2026-02-12 108,818 122,264 -11.0% -$3.6M
PM Minor increase 2025-12-31 Filed 2026-02-12 4,697,508 4,662,201 0.8% -$2.7M
BF.A Minor reduction 2025-12-31 Filed 2026-02-12 1,668,094 1,718,072 -2.9% -$2.3M
BF.B Minor reduction 2025-12-31 Filed 2026-02-12 708,179 765,768 -7.5% -$2.3M
XOM Minor increase 2025-12-31 Filed 2026-02-12 193,033 191,742 0.7% +$1.6M
JPM Minor reduction 2025-12-31 Filed 2026-02-12 528,817 545,030 -3.0% -$1.5M
MO Minor reduction 2025-12-31 Filed 2026-02-12 164,772 165,693 -0.6% -$1.4M
MKL Major reduction 2025-12-31 Filed 2026-02-12 6,279 7,653 -18.0% -$1.1M
CR Minor reduction 2025-12-31 Filed 2026-02-12 54,401 56,476 -3.7% -$366,315

Public video / Interview / Shareholder letter / Public Q&A

No viewpoint records yet.