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
New positions (9)
- HHyatt Hotels Corp - CL A<0.1% · $1M
- HRIHerc Holdings Inc<0.1% · $1M
- GNRCGenerac Holdings Inc<0.1% · $1M
- YETIYeti Holdings Inc<0.1% · $1M
- LEVILevi Strauss & Co- Class A<0.1% · $1M
- WRBYWarby Parker Inc-class A<0.1% · $942K
- RLRalph Lauren Corp<0.1% · $905K
- JBTMJbt Marel Corp<0.1% · $886K
- BPBP Plc-spons Adr<0.1% · $213K
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.