Tom Russo · Gardner Russo & Quinn

All superinvestors SEC filing

Global brands investor. "Capacity to suffer" — willingness for portfolio companies to sacrifice near-term margin for long-term franchise building. Heavy consumer staples tilt.

Prism interpretation

“Global brand compounders — patience premium, heavy consumer staples.”

Focused — meaningful conviction in a handful of names.

Concentration profile

Positions

Top 1

24%

Top 5

88%

Top 10

100%

Effective N

5.6

Holdings · 6

Curated summary

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01
BRK.ABerkshire Hathaway +1 other
10.1%
02
MAMastercard +2 others
8.2%
03
NSRGYNestlé
7.1%
04
PMPhilip Morris +1 other
6.1%
05
BUDAnheuser-Busch InBev
5.4%
06
ULUnilever
4.8%

How this book compares

3 of Tom Russo's holdings also appear in at least one other tracked portfolio. Cross-held names are flagged above with the +N others mark. The full consensus book is available on the Grand Portfolio page.

Tracked alongside 29 other superinvestors.