Gardner Russo & Quinn - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to September 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+9.32B
+9,999%+
Winning Positions
+60.37%
99 wins / 164 positions
Average Gain (Winners)
$91.33M
+9,999%+ avg per position
Active Positions
80
30 losing positions
Portfolio Value Over Time
Total Positions Tracked
164
All holdings over time
Win/Loss Ratio
3.30
99 gains / 30 losses
Active vs. Exited
80 / 84
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| BRK-A | Berkshire Hathaway Inc. | Financial Services | Jun 2013 | ACTIVE | $824.62K | $1.16B | $1.16B | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Mar 2018 | ACTIVE | $2.25K | $1.13B | $1.13B | +9,999%+ |
| MA | Mastercard Incorporated | Financial Services | Mar 2018 | ACTIVE | $1.57M | $921.63M | $920.06M | +9,999%+ |
| PM | Philip Morris International Inc | Consumer Defensive | Jun 2013 | ACTIVE | $796.19K | $756.21M | $755.41M | +9,999%+ |
| CFRHF | Compagnie Financiere Richemont | N/A | Mar 2018 | ACTIVE | $1.04M | $686.69M | $685.65M | +9,999%+ |
| HKHHF | Heineken Holding | N/A | Mar 2018 | ACTIVE | $1.10M | $636.65M | $635.55M | +9,999%+ |
| NFLX | Netflix, Inc. | Communication Services | Jun 2022 | ACTIVE | $91.08K | $616.75M | $616.66M | +9,999%+ |
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | Jun 2013 | ACTIVE | $249.87K | $583.88M | $583.63M | +9,999%+ |
| NSRGY | Nestle S.A. | Consumer Defensive | Jun 2013 | ACTIVE | $863.82K | $530.31M | $529.44M | +9,999%+ |
| MLM | Martin Marietta Materials, Inc. | Basic Materials | Jun 2013 | ACTIVE | $171.00K | $433.34M | $433.17M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.