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 Q1 2026 13F filing, the disclosed long-equity portfolio is valued at $8.5B across 86 positions. The largest holdings are Berkshire Hathaway Inc Cl A, Alphabet Inc Cl C, and Mastercard Inc Cl A (Berkshire Hathaway Inc Cl A alone is 12.3% of the book).

New positions opened in the latest quarter include Merck Inc, Sunbelt Rentals Holdings Inc, and Eurofins Scientific. Recently exited names: Hyatt Hotels Corp Cl A, I B M, and PNC Bank Corp.

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 Q1 2026 13F filing, the disclosed long-equity portfolio is valued at $8.5B across 86 positions. The largest holdings are Berkshire Hathaway Inc Cl A, Alphabet Inc Cl C, and Mastercard Inc Cl A (Berkshire Hathaway Inc Cl A alone is 12.3% of the book).

New positions opened in the latest quarter include Merck Inc, Sunbelt Rentals Holdings Inc, and Eurofins Scientific. Recently exited names: Hyatt Hotels Corp Cl A, I B M, and PNC Bank Corp.