What did Thomas Russo buy in Q1 2026?

Thomas Russo opened 2 new positions (SUNB, MRK) and added to 3 existing holdings in the Q1 2026 13F.

What did Thomas Russo sell in Q1 2026?

Thomas Russo exited 3 positions (H, PNC, IBM) and trimmed 6.

What Thomas Russo bought and sold in Q1 2026

In Q1 2026, Thomas Russo (Gardner Russo & Quinn) opened 2 new positions — including SUNB (4.6%), MRK (<0.1%), added to 3, trimmed 6, exited 3 (H, PNC, IBM). The book stood at $8.50B across 86 positions, filed May 13, 2026.

2New3Added6Trimmed3Exited

Share𝕏 in

New positions (2)

SUNBSunbelt Rentals Holdings Inc4.6% · $394M
MRKMerck & Co. Inc.<0.1% · $258K

Added to (3)

WRBYWarby Parker Inc-class A+23% shares · <0.1% · $2M
LEVILevi Strauss & Co- Class A+73% shares · <0.1% · $2M
JNJJohnson & Johnson+34% shares · <0.1% · $319K

Trimmed (6)

JPMJpmorgan Chase & CO-72% shares · 0.5% · $44M
MKLMarkel Group Inc-21% shares · 0.1% · $9M
GOOGLAlphabet Inc-cl A-22% shares · <0.1% · $3M
AXPAmerican Express CO-47% shares · <0.1% · $2M
PGProcter & Gamble Co/the-23% shares · <0.1% · $1M
SWZTotal Return Securities Fund-33% shares · <0.1% · $579K

Exited (3)

HHyatt Hotels Corp - CL Awas <0.1% of book
PNCPnc Financial Services Groupwas <0.1% of book
IBMIntl Business Machines Corpwas <0.1% of book

Thomas Russo's other filings

Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes Q4 2024 changes

Thomas Russo's full portfolio →The whole cohort in Q1 2026 →

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.