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Focused investors/Thomas Russo

Thomas Russo - Gardner Russo & Quinn

As of Q1 2026, Thomas Russo reported 86 long-equity positions worth $8.5B in aggregate.

Copy-investor backtest

Latest quarter
+0.13%
1-year
+7.37%
3-year
+39.39%
3-year top 5
+46.41%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 68 of 90 rows. Rows without a quote are marked unavailable.

1BRK/ABerkshire Hathaway Inc Cl ACUSIP 08467010811.98%Reduce -2.2%2,976$1.34BNo quoteNo quote
2NSRGYNestle SA-Spons ADR11.60%Reduce -2.7%9,250,167$1.3B$140.3752w: $104.50 - $140.79; reported $140.37
3MAMastercard Inc Cl A9.82%Reduce -3.1%3,058,213$1.1B$359.3252w: $306.00 - $401.50; reported $359.32
4GOOGAlphabet Inc Cl C9.38%Reduce -5.4%362,996$1.05B$2893.5952w: $84.95 - $151.85; reported $2893.59
5CFRHFCompagnie Financiere Richemont8.18%Reduce -2.4%6,091,713$915.61M$150.3052w: $90.08 - $156.56; reported $150.30
6PDRDFPernod Ricard6.73%Reduce -5.0%3,130,439$752.93M$240.5252w: $178.50 - $244.90; reported $240.52
7HKHHFHeineken Holding NV6.38%Add +5.7%7,739,293$714.21M$92.2852w: $82.00 - $105.24; reported $92.28
8PMPhilip Morris International In6.15%Reduce -3.6%7,241,512$687.94M$95.0052w: $78.34 - $106.51; reported $95.00
9BRK/BBerkshire Hathaway Inc Cl BCUSIP 0846707024.88%Reduce -3.9%1,826,210$546.04MNo quoteNo quote
10MLMMartin Marietta Materials4.60%Reduce -2.0%1,168,678$514.83M$440.5252w: $274.64 - $445.00; reported $440.52
11ULUnilever PLC ADR4.08%Reduce -9.7%8,501,212$457.28M$53.7952w: $56.98 - $69.61; reported $53.79
12JPMJ.P. Morgan Chase3.32%Reduce -6.8%2,344,257$371.21M$158.3552w: $123.77 - $172.96; reported $158.35
13CMCSAComcast Corp New Cl A2.26%Reduce -3.0%5,031,770$253.25M$50.3352w: $43.38 - $57.92; reported $50.33
14ASHTFAshtead Group PLC1.76%Reduce -1.3%2,454,697$197.56M$80.48No quote
15BF/ABrown-Forman Corp Cl ACUSIP 1156371001.69%Reduce -2.4%2,798,664$189.72MNo quoteNo quote
16BABAAlibaba Group Hldg Ltd Sponsor1.66%Reduce -2.0%1,562,502$185.61M$118.7952w: $108.70 - $274.29; reported $118.79
17CABOCable One Inc1.43%Add +3.5%90,821$160.16M$1763.4552w: $1621.19 - $2232.85; reported $1763.45
18VVisa Inc Cl A0.74%Reduce -5.1%382,157$82.82M$216.7152w: $190.10 - $252.67; reported $216.71
19BF/BBrown-Forman Corp Cl BCUSIP 1156372090.71%Reduce -3.5%1,092,274$79.58MNo quoteNo quote
20BUDFFAnheuser-Busch InBev SA0.45%Reduce -83.6%838,781$50.72M$60.4752w: $53.15 - $80.00; reported $60.47
21WFCWells Fargo0.45%Reduce -2.4%1,047,346$50.25M$47.9852w: $29.40 - $52.57; reported $47.98
22MOAltria Group Inc0.14%Add +0.5%331,175$15.69M$47.3952w: $40.00 - $52.59; reported $47.39
23VMCVulcan Materials0.12%Reduce -2.5%66,952$13.9M$207.5852w: $143.10 - $210.25; reported $207.58
24DVDCFDavide Campari-Milano NV0.11%Reduce -0.1%878,836$12.85M$14.6252w: $10.40 - $15.23; reported $14.62
25XOMExxon Mobil Corp0.10%Add +0.6%179,067$10.96M$61.1952w: $41.00 - $66.38; reported $61.19
26SWMASwedish Match AB0.10%Reduce -0.4%1,347,281$10.72MNo quoteNo quote
27MKLMarkel Corp0.07%Reduce -1.1%6,527$8.05M$1233.9552w: $942.44 - $1343.56; reported $1233.95
28CRCrane0.07%Reduce -3.5%75,056$7.64M$101.72No quote
29OUTOutfront Media Inc0.07%Reduce -4.4%284,313$7.63M$26.8252w: $17.41 - $29.70; reported $26.82
30HRLHormel Foods Corp0.06%Reduce -1.3%138,991$6.78M$48.8152w: $40.48 - $50.86; reported $48.81
31AXPAmerican Express0.06%Reduce -3.7%41,077$6.72M$163.6052w: $112.10 - $189.03; reported $163.60
32PGProcter & Gamble0.06%Reduce -11.8%37,757$6.18M$163.5752w: $121.54 - $164.98; reported $163.57
33CABJFCarlsberg B A/S0.05%Reduce -2.8%34,382$5.94M$172.7152w: $147.67 - $194.55; reported $172.71
34NSRGFNestle SA-REG0.05%-42,370$5.93M$139.8652w: $104.32 - $143.92; reported $139.86
35DOVDover Corp0.05%Reduce -2.3%30,467$5.53M$181.6152w: $115.88 - $182.96; reported $181.61
36MKCMcCormick Inc0.04%Reduce -1.2%47,825$4.62M$96.6052w: $77.85 - $98.80; reported $96.60
37UNPUnion Pac Corp0.04%Add +0.4%18,252$4.6M$251.9252w: $193.14 - $253.33; reported $251.92
38HINKFHeineken NV0.04%Reduce -2.7%39,066$4.39M$112.4352w: $97.05 - $122.00; reported $112.43
39PEPPepsico Inc0.03%Reduce -4.4%21,756$3.78M$173.7052w: $128.32 - $174.02; reported $173.70
40LRLCFLoreal SA0.03%-6,745$3.2M$474.1352w: $345.08 - $489.00; reported $474.13
41COSTCostco Whsl Corp0.03%-5,264$2.99M$567.6352w: $307.00 - $571.49; reported $567.63
42GOOGLAlphabet Inc Cl A0.03%-994$2.88M$2897.3852w: $84.81 - $150.97; reported $2897.38
43CFRUYCompagnie Financiere Richemont0.02%Add +1.3%171,678$2.58MNo quoteNo quote
44COCXFLindt & Spruengli AG - Reg0.02%-19$2.55M$134105.2652w: $89138.63 - $100000.00; reported $134105.26
45PNCPNC Bank Corp0.02%Reduce -17.8%12,193$2.45M$200.5252w: $141.60 - $217.60; reported $200.52
46-Unilever PLCCUSIP G920871650.02%Reduce -4.9%44,000$2.35MNo quoteNo quote
47PRNDYPernod-Ricard SA-Unspon ADR0.02%Add +1.9%48,838$2.35MNo quoteNo quote
48SWZSwiss Helvetia FD Inc0.02%Add +1.7%234,799$2.33M$9.9452w: $8.32 - $10.10; reported $9.94
49MLKNMillerKnoll Inc0.02%Reduce -4.1%58,821$2.31M$39.1952w: $32.67 - $51.25; reported $39.19
50ABBVAbbVie Inc0.02%-12,910$1.75M$135.4052w: $101.81 - $136.83; reported $135.40
51ABTAbbott Labs0.02%-12,275$1.73M$140.7752w: $105.36 - $142.60; reported $140.77
52HEINYHeineken NV Spons ADR0.01%Add +0.3%29,550$1.66MNo quoteNo quote
53DANOYDanone ADR0.01%Reduce -3.6%133,531$1.66MNo quoteNo quote
54FMXFomento Economico Mex Sp ADR0.01%Reduce -5.2%20,295$1.58M$77.7052w: $67.74 - $89.59; reported $77.70
55DDDupont De Nemours Inc0.01%Add +0.4%18,094$1.46M$80.8052w: $27.77 - $36.51; reported $80.80
56FULTFulton Finl Corp0.01%Reduce -0.2%74,689$1.27M$17.0052w: $12.41 - $18.41; reported $17.00
57KOCoca-Cola0.01%Reduce -5.6%21,435$1.27M$59.2052w: $48.11 - $59.35; reported $59.20
58MSFTMicrosoft Corp0.01%Reduce -5.7%3,449$1.16M$336.3352w: $211.94 - $349.67; reported $336.33
59AAPLApple Inc0.01%Reduce -2.4%6,485$1.15M$177.6452w: $116.21 - $182.13; reported $177.64
60LVMHFLVMH Moet Hennessy Louis Vuitt0.01%-1,375$1.14MNo quoteNo quote
61DOWDow Inc0.01%Add +1.2%19,426$1.1M$56.7352w: $51.33 - $71.38; reported $56.73
62DGEAFDiageo PLC0.01%-19,401$1.06M$54.6952w: $38.20 - $56.10; reported $54.69
63LAMRLamar Advertising Co-A0.01%-8,035$975K$121.3452w: $78.06 - $123.92; reported $121.34
64DISDisney Walt Productions0.01%Add +0.6%5,252$814K$154.9952w: $142.04 - $203.02; reported $154.99
65GHCGraham Holdings Co0.01%Add +0.3%1,154$727K$629.9852w: $523.68 - $685.00; reported $629.98
66HKHHYHeineken Holding NV ADR0.01%Add +25.8%14,000$646KNo quoteNo quote
67TFCTruist Financial Corp0.01%Add +0.4%10,686$626K$58.5852w: $46.71 - $65.42; reported $58.58
68CVXChevron Corp0.01%Add +0.3%4,767$559K$117.2652w: $83.89 - $119.34; reported $117.26
69MCDMcDonalds Corp0.00%Reduce -11.0%2,030$544K$267.9852w: $202.73 - $269.72; reported $267.98
70WMTWal Mart Stores Inc0.00%Reduce -22.3%3,480$504K$144.8352w: $42.09 - $50.86; reported $144.83
71RBGPFReckitt Benckiser Group PLC0.00%Reduce -13.6%5,555$477KNo quoteNo quote
72PXDPioneer Nat Res0.00%-2,400$437KNo quoteNo quote
73CTVACorteva Inc0.00%Add +0.3%9,057$428K$47.2652w: $36.54 - $49.98; reported $47.26
74DHRDanaher Corp0.00%-1,183$389K$328.8252w: $187.25 - $296.06; reported $328.82
75ORCLOracle Corp0.00%-4,000$349K$87.2552w: $59.74 - $106.34; reported $87.25
76LTGLT Group Inc0.00%-1,775,000$345KNo quoteNo quote
77PHJMFHanjaya Mandala Sampoerna0.00%-5,000,000$339K$0.0752w: $0.06 - $0.12; reported $0.07
78MRKMerck Inc0.00%Add +0.3%3,888$298K$76.6552w: $68.44 - $91.40; reported $76.65
79JCDXFJC Decaux SA ACT0.00%-10,500$263KNo quoteNo quote
80NKENike Inc - Cl B0.00%-1,542$257K$166.6752w: $125.44 - $179.10; reported $166.67
81YAlleghany Corp0.00%-324$216KNo quoteNo quote
82KHCKraft Heinz Co0.00%-6,000$215K$35.8352w: $31.60 - $44.95; reported $35.83
83SBUXStarbucks Corp0.00%New1,778$208K$116.9952w: $95.92 - $126.32; reported $116.99
84SHWSherwin-Williams0.00%New585$206K$352.1452w: $218.06 - $354.15; reported $352.14
85LVMUYLVMH Moet Hennessy Louis Vuitt0.00%New1,229$203KNo quoteNo quote
86DVCMYDavide Campari-Milano ADR0.00%Add +18.9%13,650$200KNo quoteNo quote
87COFCir SPA0.00%-251,250$134K$0.5352w: $96.98 - $177.95; reported $0.53
89UNKNOWNAnheuser-Busch InBev SA Restri-Sold0$0No quoteNo quote
88BUDAnheuser-Busch InBev ADR-Sold0$0No quoteNo quote

Other instruments

Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.

1-Compagnie Financiere RichemontWTSOTHER13,800,707$15.15M