Compounder

Thomas Russo

Net selling

Gardner Russo & Quinn Llc — managed by Thomas Russo; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-13) · Source: SEC EDGAR

Portfolio value$8.50B8%)
Holdings861
Latest period2026-03-31
Top holdingBerkshire Hathaway Inc Cl A
Portfolio overview

Gardner Russo & Quinn Llc's most recent 13F filing, for the quarter ended 2026-03-31, reports 86 positions worth $8.50B. The top 5 holdings represent 49% of that value, a moderately concentrated portfolio.

The single largest position is Berkshire Hathaway Inc Cl A at 12.3% of the portfolio, followed by Alphabet Inc Cl C at 11.3% and Mastercard Inc Cl A at 9.1%.

Against the prior quarter, Thomas Russo opened 4 new positions, exited 5, added to 21, and trimmed 39. The largest new buy was Sunbelt Rentals Holdings Inc. The most notable sale was the full exit from Ashtead Group Plc.

Across all 8 quarters on file, Berkshire Hathaway Inc Cl A has appeared in every filing, as has Alphabet Inc Cl C. Berkshire Hathaway Inc Cl A currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

High-conviction
Holdings

Showing top 25 of 86 positions

Sources· SEC EDGAR 13F as of 2026-05-13

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