Latticework

What Thomas Russo bought and sold in Q1 2025

In Q1 2025, Thomas Russo (Gardner Russo & Quinn) opened 9 new positions — including H (<0.1%), HRI (<0.1%), GNRC (<0.1%), trimmed 5, exited 2 (MDLZ, CFRUY). The book stood at $8.92B across 86 positions, filed May 13, 2025.

9New0Added5Trimmed2Exited
Share𝕏in

New positions (9)

Trimmed (5)

Exited (2)

Thomas Russo's other filings

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.