Smart Money Radar / Whales / Thomas Russo
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Thomas Russo

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

Global brands

Reported value
$10B
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
15% 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 · Sep 2024
BRK.A 15% GOOG 10% MA 10%
unlisted 7%
NSRGY 7% PM 7% BRK.B 6%
unlisted 6%
NFLX 5%
unlisted 5%
MLM 4%
unlisted 4%
JPM 3% UBER 3%
+62 more 5%
SymbolValue% of bookvs prior quarter
BRK.A $1.4B 15% trimmed
GOOG $1.0B 10% trimmed
MA $993M 10% trimmed
unlisted $715M 7% trimmed
NSRGY $700M 7% trimmed
PM $654M 7% unchanged
BRK.B $618M 6% trimmed
unlisted $618M 6% added
NFLX $519M 5% trimmed
unlisted $492M 5% unchanged
MLM $404M 4% unchanged
unlisted $384M 4% trimmed
JPM $304M 3% trimmed
UBER $285M 3% added
CMCSA $124M 1% trimmed
BF.A $102M 1% trimmed
DASH $101M 1% unchanged
V $73M 1% trimmed
BF.B $43M 0% unchanged
unlisted $26M 0% trimmed
WFC $23M 0% trimmed
XOM $22M 0% added
MO $15M 0% unchanged
MKL $14M 0% trimmed
CR $10M 0% trimmed
UNP $6M 0% unchanged
unlisted $6M 0% added
VMC $6M 0% trimmed
PG $5M 0% trimmed
COST $5M 0% unchanged
DOV $4M 0% unchanged
AXP $4M 0% trimmed
unlisted $4M 0% unchanged
MKC $4M 0% unchanged
GOOGL $3M 0% unchanged
unlisted $3M 0% trimmed
unlisted $3M 0% unchanged
SWZ $3M 0% unchanged
ABBV $2M 0% unchanged
unlisted $2M 0% unchanged
unlisted $2M 0% trimmed
MSFT $2M 0% trimmed
PEP $2M 0% unchanged
HRL $2M 0% trimmed
FULT $1M 0% trimmed
AAPL $1M 0% trimmed
ABT $1M 0% unchanged
CFRUY $1M 0% unchanged
KO $1M 0% unchanged
PNC $989K 0% trimmed
WMT $837K 0% unchanged
OUT $827K 0% trimmed
HKHHY $804K 0% added
LAMR $798K 0% unchanged
PRNDY $698K 0% unchanged
CVX $655K 0% trimmed
ORCL $592K 0% unchanged
TFC $408K 0% trimmed
unlisted $389K 0% unchanged
DIS $374K 0% trimmed
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.