Tom Russo's top holdings (July 2026) include Sunbelt Rentals Holdings Inc (SUNB.L), a company specializing in equipment rental services across various industrial and construction sectors.

Tom Russo serves as a partner at Gardner Russo & Quinn LLC, an investment management firm based in Lancaster, Pennsylvania. He is responsible for the firm's global value equity strategies, which involve selecting companies with high brand recognition and expansive international distribution networks. Russo focuses on businesses that can reinvest cash flow back into their core operations to support long-term growth.

Sunbelt Rentals Holdings Inc (SUNB.L)

Sunbelt Rentals operates as a major player in the industrial equipment rental market, providing machinery and tools for construction and maintenance projects. The company serves a diverse client base across North America and the United Kingdom through an extensive network of rental locations. Sunbelt Rentals has a market capitalization of $22.97B, with Tom Russo's position currently valued at $33.25B. The company's discounted cash flow analysis suggests a value of $7.75K per share.

Here's an overview of Tom Russo's trades in Sunbelt Rentals Holdings Inc: [STOCKCIRCLE_EMBED_PLACEHOLDER_SUNB.L]

Alphabet Inc (GOOG)

Alphabet Inc. is a global technology conglomerate that operates Google, the world's most widely used search engine and advertising platform. Its business segments also include cloud computing services, YouTube, and various hardware and software initiatives. The current value of Tom Russo's holding is $1.18B, while the company's market cap stands at $4.08T. Analysts have set a price target of $434.55 for Alphabet Inc, and its discounted cash flow value is $174.6 per share.

Here's an overview of Tom Russo's trades in Alphabet Inc:

Berkshire Hathaway Inc. (BRK.A)

Berkshire Hathaway Inc. is a multinational holding company headquartered in Omaha, Nebraska, which owns a broad range of businesses in insurance, rail transportation, and energy. It also maintains a significant portfolio of equity investments in major global corporations across various industrial and financial sectors. This holding in Tom Russo's portfolio is currently worth $892.61M. Additionally, the discounted cash flow analysis indicates a value of $686.56K for the shares.

Here's an overview of Tom Russo's trades in Berkshire Hathaway Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_BRK.A]

Philip Morris International Inc (PM)

Philip Morris International Inc is a leading international tobacco company engaged in the manufacture and sale of cigarettes and other nicotine-containing products. The firm operates in markets outside of the United States and has expanded its focus toward smoke-free alternatives. Philip Morris International Inc has a market capitalization of $281.74B, and the current value of Tom Russo's position is $833.1M. Analysts maintain a price target of $188.25 for the stock, with a discounted cash flow value estimated at $234.7.

Here's an overview of Tom Russo's trades in Philip Morris International Inc:

Mastercard Incorporated (MA)

Mastercard Incorporated provides transaction processing and other payment-related products and services globally. It connects consumers, financial institutions, and businesses through its electronic payment network and technology-driven financial solutions. Mastercard's market cap is approximately $440.93B, with the value of the holding in Tom Russo's portfolio reaching $798.72M. There is an analyst price target of $638.78 for the company, while the discounted cash flow analysis shows a value of $632.36.

Here's an overview of Tom Russo's trades in Mastercard Incorporated: