Gardner Russo & Quinn LLC
Annual return '25
+14.3%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$8.5B
Holdings
70
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/A
Berkshire Hathaway Inc Cl A
Q4 2025: Exited (was 1.5k shares)
12.4%
02
$GOOG
Alphabet Inc Cl C
Q1 2026: Increased +48240.9% (528 → 255.2k shares)
11.3%
03
$MA
Mastercard Inc Cl A
Q1 2026: Increased +730405.0% (360 → 2.63M shares)
9.2%
04
$PM
Philip Morris International In
Q1 2026: Increased +272.5% (189.0k → 704.0k shares)
9.0%
05
$HKHHF
Heineken Holding NV
Q4 2025: Exited (was 9.29M shares)
7.6%
06
$CFRHF
Compagnie Financiere Richemont
Q4 2025: Exited (was 3.60M shares)
7.0%
07
$NSRGY
Nestle SA Sponsored ADR
Q4 2025: Exited (was 5.78M shares)
6.4%
08
$NFLX
Netflix Inc
Q1 2026: Increased +155.7% (2.71M → 6.92M shares)
6.4%
09
$BRK/B
Berkshire Hathaway Inc Cl B
Q1 2026: Sold 2.7% (963.0k → 937.2k shares)
6.3%
10
$MLM
Martin Marietta Materials
Q4 2025: Sold 100.0% (687.5k → 66 shares)
5.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:47 UTC.