Tom Russo's Strategic Moves: Berkshire Hathaway Inc. Sees a -1.63% Portfolio Impact

GuruFocus News

Tue, May 13, 2025, 2:02 PM 3 min read

Tom Russo (Trades, Portfolio) precocious submitted the 13F filing for the archetypal 4th of 2025, providing insights into his concern moves during this period. Thomas A. Russo joined Gardner Investments arsenic a spouse successful 1989. In 2014, Mr. Russo became the Managing Member of the firm. Mr. Russo serves arsenic Managing Member of Gardner Russo & Quinn LLC and of Semper Vic Partners GP, LP, which oversees 2 "global value," long-only, equity concern partnerships, the archetypal of which Mr. Russo founded successful 1983. Mr. Russo oversees much than $8 cardinal distributed betwixt Semper Vic partnerships and abstracted accounts managed successful parallel fashion. His concern doctrine emphasizes instrumentality connected invested capital, principally done equity investments. His attack to banal enactment stresses 2 main points: worth and price. He looks for companies with beardown cash-flow characteristics, wherever ample amounts of "free" currency travel are generated. Portfolio companies thin to person beardown equilibrium sheets and a past of producing precocious rates of instrumentality connected their assets.

Tom Russo (Trades, Portfolio) added a full of 20 stocks, among them:

• The astir important summation was Hyatt Hotels Corp (NYSE:H), with 11,675 shares, accounting for 0.02% of the portfolio and a full worth of $1.43 million.

• The 2nd largest summation to the portfolio was Demant AS (OCSE:DEMANT), consisting of 40,250 shares, representing astir 0.02% of the portfolio, with a full worth of kr1,347,360.

• The 3rd largest summation was Konecranes Oyj (KNCRF), with 23,650 shares, accounting for 0.02% of the portfolio and a full worth of $1.50 million.

Tom Russo (Trades, Portfolio) besides accrued stakes successful a full of 10 stocks, among them:

• The astir notable summation was Ashtead Group PLC (ASHTF), with an further 796,643 shares, bringing the full to 5,514,309 shares. This accommodation represents a important 16.89% summation successful stock count, a 0.48% interaction connected the existent portfolio, with a full worth of $295,095,460.

• The 2nd largest summation was DoorDash Inc (NASDAQ:DASH), with an further 123,534 shares, bringing the full to 793,665. This accommodation represents a important 18.43% summation successful stock count, with a full worth of $145,058,150.

Tom Russo (Trades, Portfolio) wholly exited 2 holdings successful the archetypal 4th of 2025, arsenic elaborate below:

• Mondelez International Inc (NASDAQ:MDLZ): Tom Russo (Trades, Portfolio) sold each 4,400 shares, resulting successful a -0% interaction connected the portfolio.

• Compagnie Financiere Richemont SA (CFRUY): Tom Russo (Trades, Portfolio) liquidated each 12,140 shares, causing a -0% interaction connected the portfolio.