Smart Money Radar / Whales / Thomas Russo
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Thomas Russo

Gardner Russo & Quinn LLC · Holdings as of Mar 31, 2025, filed by May 16, 2025 · 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
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 · Mar 2025
BRK.A 15% MA 11% GOOG 9% PM 9%
unlisted 7%
BRK.B 7% NSRGY 7%
unlisted 7%
NFLX 6% MLM 4% UBER 4%
unlisted 3%
unlisted 3%
JPM 3% DASH 2%
+71 more 5%
SymbolValue% of bookvs prior quarter
BRK.A $1.3B 15% trimmed
MA $941M 11% trimmed
GOOG $798M 9% trimmed
PM $796M 9% trimmed
unlisted $655M 7% trimmed
BRK.B $629M 7% trimmed
NSRGY $622M 7% trimmed
unlisted $588M 7% added
NFLX $521M 6% trimmed
MLM $342M 4% unchanged
UBER $323M 4% added
unlisted $295M 3% added
unlisted $284M 3% trimmed
JPM $256M 3% trimmed
DASH $145M 2% added
CMCSA $97M 1% trimmed
BF.A $63M 1% trimmed
V $46M 1% trimmed
BF.B $28M 0% trimmed
XOM $23M 0% unchanged
unlisted $21M 0% trimmed
MKL $15M 0% trimmed
MO $15M 0% trimmed
CR $9M 0% unchanged
UNP $6M 0% unchanged
WFC $5M 0% trimmed
COST $4M 0% trimmed
VMC $4M 0% trimmed
DOV $4M 0% trimmed
AXP $4M 0% trimmed
MKC $4M 0% unchanged
SWZ $3M 0% unchanged
ABBV $3M 0% unchanged
GOOGL $2M 0% trimmed
unlisted $2M 0% unchanged
PG $2M 0% trimmed
MSFT $2M 0% trimmed
PEP $2M 0% trimmed
ABT $2M 0% unchanged
unlisted $2M 0% trimmed
unlisted $2M 0% new
H $1M 0% new
HRL $1M 0% trimmed
unlisted $1M 0% trimmed
unlisted $1M 0% new
unlisted $1M 0% trimmed
HRI $1M 0% new
FULT $1M 0% trimmed
unlisted $1M 0% unchanged
unlisted $1M 0% new
AAPL $1M 0% trimmed
unlisted $1M 0% new
unlisted $1M 0% new
unlisted $1M 0% new
unlisted $1M 0% new
unlisted $1M 0% added
unlisted $1M 0% new
YETI $1M 0% new
unlisted $1M 0% new
LEVI $1M 0% new
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.