Alphabet Inc. Sees a -1.88% Portfolio Impact
- Finance
ThePostMaster- 0
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This article first appeared on GuruFocus.
Tom Russo (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, providing insights into his investment moves during this period. Thomas A. Russo joined Gardner Investments as a partner in 1989. In 2014, Mr. Russo became the Managing Member of the firm. Mr. Russo serves as Managing Member of Gardner Russo & Quinn LLC and of Semper Vic Partners GP, LP, which oversees two “global value,” long-only, equity investment partnerships, the first of which Mr. Russo founded in 1983. Mr. Russo oversees more than $8 billion distributed between Semper Vic partnerships and separate accounts managed in parallel fashion. His investment philosophy emphasizes return on invested capital, principally through equity investments. His approach to stock selection stresses two main points: value and price. He looks for companies with strong cash-flow characteristics, where large amounts of “free” cash flow are generated. Portfolio companies tend to have strong balance sheets and a history of producing high rates of return on their assets.
Tom Russo (Trades, Portfolio) added a total of 5 stocks, among them:
The most significant addition was Diageo PLC (DGEAF), with 129,805 shares, accounting for 0.03% of the portfolio and a total value of $2.8 million.
The second largest addition to the portfolio was Alk-Abello AS (AKBLF), consisting of 35,000 shares, representing approximately 0.01% of the portfolio, with a total value of $1.3 million.
The third largest addition was Amazon.com Inc (NASDAQ:AMZN), with 1,040 shares, accounting for a total value of $240,050.
Tom Russo (Trades, Portfolio) also increased stakes in a total of 16 stocks, among them:
The most notable increase was Ashtead Group PLC (ASHTF), with an additional 534,678 shares, bringing the total to 6,111,758 shares. This adjustment represents a significant 9.59% increase in share count, a 0.39% impact on the current portfolio, with a total value of $418.1 million.
The second largest increase was Uber Technologies Inc (NYSE:UBER), with an additional 434,219 shares, bringing the total to 5,145,060. This adjustment represents a significant 9.22% increase in share count, with a total value of $420.4 million.
Tom Russo (Trades, Portfolio) completely exited 3 of the holdings in the fourth quarter of 2025, as detailed below:
