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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Tom Russo (Gardner Russo & Quinn)
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Tom Russo

Gardner Russo & Quinn
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  • Asset Manager · CIK 0000860643
  • Comms-Heavy
  • Mid-Size Fund

Tom Russo runs Gardner Russo & Quinn, an asset manager overseeing $9.26B in disclosed equity holdings (SEC CIK 0000860643). The latest portfolio (2025Q4) discloses 87 positions across 10 sectors, with the largest positions in GOOG, BRK.A and MA. On a mark-to-market basis the tracked portfolio has returned 26.8% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Tom's filingsView holdings↓
Portfolio
$9.26B
Positions
87
Quarter
2025Q4
Filings tracked
8
Since filing+26.8%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1

Not enough filing history to compute mark-to-market returns for Tom Russo.

We need at least one year of portfolio coverage with priceable positions.

Performance overview

We mark Tom Russo (Gardner Russo & Quinn)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Tom’s portfolio is 26.8% since 2024Q1.

Portfolio growth vs SPY
Rebased to 100 at 2024Q1 · through 2025Q4
Tom Russo
+33.3%
SPY
+33.2%
Alpha
+0.2pp
971071171271372024Q12024Q42025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$721M+$361M$0-$361M-$721M'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
+$144M
Lifetime buys
$1.07B
Lifetime sells
$3.17B
Portfolio over time
AUMPositions
$0$3.22B$6.43B$9.75B8768'24Q1'24Q4'25Q4
QoQ AUM
-0.7%
8Q lifetime AUM
-5.0%
QoQ positions
+2
8Q lifetime positions
+6
Position concentration
87 positions
Top 1
13%
of book
  • Top 113%$1.23BGOOG
  • Top 2-538%$3.54BBRK.A, MA, Compagnie Fi
  • Top 6-1029%$2.72BHeineken Hol, BRK.B, Nestle S A R
  • Top 11-2018%$1.63BUBER, Ashtead Grou, Pernod Ricar
  • Rest2%$139.4MRest of port