Smart Money Radar / Whales / Thomas Russo
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Thomas Russo

Gardner Russo & Quinn LLC · Holdings as of Jun 30, 2024, filed by Aug 15, 2024 · US long stock positions only

Global brands

Reported value
$9B
60 positions shown
Copycat since 2016
2.56x
10% per year · low coverage
vs SPY
behind
SPY 3.57x same window
Top position
BRK.A
14% of book

Copying these filings vs SPY

$1 at every deadline since 2016
SPY 3.57x Thomas Russo 2.56x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance. Only 61% of this book is priceable; read the line loosely.
Mar 2026 Dec 2025 Sep 2025 Jun 2025 Mar 2025 Dec 2024 Sep 2024 Jun 2024 Mar 2024 Dec 2023 Sep 2023 Jun 2023

The book

tile = share of the filed book · tap a tile for the ticker · Jun 2024
BRK.A 14% GOOG 12% MA 10% NSRGY 8%
unlisted 8%
unlisted 7%
BRK.B 6% PM 6% NFLX 6%
unlisted 5%
MLM 4%
unlisted 4%
JPM 3% UBER 3%
+62 more 5%
SymbolValue% of bookvs prior quarter
BRK.A $1.3B 14% unchanged
GOOG $1.1B 12% trimmed
MA $907M 10% trimmed
NSRGY $744M 8% unchanged
unlisted $729M 8% unchanged
unlisted $630M 7% added
BRK.B $566M 6% trimmed
PM $554M 6% unchanged
NFLX $528M 6% trimmed
unlisted $449M 5% added
MLM $414M 4% trimmed
unlisted $338M 4% unchanged
JPM $302M 3% trimmed
UBER $265M 3% added
CMCSA $120M 1% unchanged
BF.A $96M 1% unchanged
DASH $78M 1% new
V $74M 1% trimmed
BF.B $39M 0% unchanged
WFC $28M 0% trimmed
unlisted $26M 0% trimmed
XOM $21M 0% unchanged
MKL $15M 0% unchanged
MO $13M 0% trimmed
CR $9M 0% trimmed
VMC $8M 0% trimmed
unlisted $6M 0% added
UNP $5M 0% added
PG $5M 0% unchanged
COST $5M 0% unchanged
DOV $4M 0% trimmed
unlisted $4M 0% unchanged
AXP $4M 0% trimmed
GOOGL $4M 0% trimmed
MKC $3M 0% unchanged
unlisted $3M 0% unchanged
unlisted $3M 0% trimmed
unlisted $2M 0% unchanged
MSFT $2M 0% trimmed
SWZ $2M 0% unchanged
unlisted $2M 0% unchanged
ABBV $2M 0% unchanged
PEP $2M 0% unchanged
FULT $2M 0% unchanged
HRL $2M 0% trimmed
AAPL $1M 0% trimmed
DD $1M 0% unchanged
ABT $1M 0% unchanged
PNC $1M 0% trimmed
CFRUY $1M 0% unchanged
DOW $960K 0% unchanged
KO $928K 0% trimmed
HKHHY $801K 0% added
OUT $757K 0% trimmed
CVX $728K 0% unchanged
LAMR $714K 0% trimmed
WMT $702K 0% unchanged
PRNDY $626K 0% added
FMX $536K 0% trimmed
ORCL $491K 0% unchanged
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.