Thomas Russo - Gardner Russo & Quinn Portfolio Performance Analysis (Q1 2026)

Investment performance metrics based on historical 13F filings data.

Data Coverage: June 2013 to March 2026 • 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)

+8.09B

+9,999%+

Winning Positions

+61.82%

102 wins / 165 positions

Average Gain (Winners)

$78.09M

+9,999%+ avg per position

Active Positions

78

28 losing positions

Portfolio Value Over Time

Current: $8.1B
Change: +$8.1B (208750.16%)
$10.1B $5.1B $3.9M
Jun 2013 Sep 2019 Mar 2026

Total Positions Tracked

165

All holdings over time

Win/Loss Ratio

3.64

102 gains / 28 losses

Active vs. Exited

78 / 87

Current positions / Exited

Position Performance

102 Gains / 28 Losses

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 $1.05B $1.05B +9,999%+
GOOG Alphabet Inc. Communication Services Mar 2018 ACTIVE $2.25K $961.08M $961.08M +9,999%+
MA Mastercard Incorporated Financial Services Mar 2018 ACTIVE $1.57M $777.04M $775.47M +9,999%+
PM Philip Morris International Inc Consumer Defensive Jun 2013 ACTIVE $796.19K $761.40M $760.61M +9,999%+
HKHHF Heineken Holding N/A Mar 2018 ACTIVE $1.10M $643.36M $642.26M +9,999%+
CFRHF Compagnie Financiere Richemont N/A Mar 2018 ACTIVE $1.04M $594.39M $593.35M +9,999%+
NSRGY Nestle S.A. Consumer Defensive Jun 2013 ACTIVE $863.82K $543.24M $542.37M +9,999%+
NFLX Netflix, Inc. Communication Services Jun 2022 ACTIVE $91.08K $539.47M $539.37M +9,999%+
BRK-B Berkshire Hathaway Inc. New Financial Services Jun 2013 ACTIVE $249.87K $532.12M $531.87M +9,999%+
MLM Martin Marietta Materials, Inc. Basic Materials Jun 2013 ACTIVE $171.00K $421.15M $420.98M +9,999%+
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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.