Tom Russo's top holdings (May 2025) include Berkshire Hathaway Inc. (BRK.A), a multinational conglomerate holding company.

Tom Russo is a partner at Gardner Russo & Gardner, where he manages a global value investment strategy. His investment approach emphasizes companies with strong brands and sustainable competitive advantages.

Berkshire Hathaway Inc. (BRK.A)

Berkshire Hathaway is a diversified holding company whose subsidiaries engage in various business activities, including insurance, freight rail transportation, energy, and manufacturing. The company is known for its long-term investment horizon and decentralized management approach. Tom Russo's position is currently valued at $1.14B, representing a significant portion of his portfolio. The discounted cash flow value is $686.56K.

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

Mastercard Incorporated (MA)

Mastercard is a global technology company in the payments industry. It provides transaction processing and other payment-related services. Mastercard has a market capitalization of $481.46B, and analysts have set a price target of $642.17. The current value of Tom Russo's holding is $1.03B, while the discounted cash flow value is $379.18.

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

Alphabet Inc (GOOG)

Alphabet Inc. is a multinational technology conglomerate, best known as the parent company of Google. Its operations span a wide range of sectors, including internet search, advertising, cloud computing, and artificial intelligence. Alphabet Inc has a market capitalization of $1.99T and a discounted cash flow value of $259.2. This holding in Tom Russo's portfolio is currently worth $906.77M. Analysts have set a price target of $185.5 for Alphabet.

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

Philip Morris International Inc (PM)

Philip Morris International is a leading international tobacco company engaged in the manufacture and sale of cigarettes, smoke-free products, and related electronic devices and accessories. The company's market cap stands at $264.98B. The current value of Tom Russo's position is $889.39M. The discounted cash flow value is $227.48.

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

Compagnie Financière Richemont SA (CFRHF)

Compagnie Financière Richemont SA is a Swiss luxury goods holding company. Its products include jewelry, watches, leather goods, and writing instruments, sold under brands such as Cartier and Van Cleef & Arpels. The position is currently valued at $738.85M. The company's market cap is $102.29B, with a discounted cash flow value of $147.84.

Here's an overview of Tom Russo's trades in Compagnie Financière Richemont SA: