Thomas Russo runs Gardner Russo & Quinn LLC. Famous for holding Nestlé, Berkshire, Heineken for 20+ years. He buys capacity to suffer (reinvest) and holds permanently. As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $8.9B across 85 positions. The largest holdings are Alphabet Inc Cl C, Berkshire Hathaway Inc Cl A, and Philip Morris International In (Alphabet Inc Cl C alone is 12.1% of the book).

New positions opened in the latest quarter include Exxon Mobil Corp. Recently exited names: Exxon Mobil Corp and Generac Holdings Inc.

Thomas Russo runs Gardner Russo & Quinn LLC. Famous for holding Nestlé, Berkshire, Heineken for 20+ years. He buys capacity to suffer (reinvest) and holds permanently. As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $8.9B across 85 positions. The largest holdings are Alphabet Inc Cl C, Berkshire Hathaway Inc Cl A, and Philip Morris International In (Alphabet Inc Cl C alone is 12.1% of the book).

New positions opened in the latest quarter include Exxon Mobil Corp. Recently exited names: Exxon Mobil Corp and Generac Holdings Inc.