Copy Invest | Sonar Terminal

Thomas Russo - Gardner Russo & Quinn

1872 trades · 1793 closed · 79 open · Win rate: 42.8% · Avg return: +29.6% · Median return: 0%

⚠ 99 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
CHDN - Churchill Downs Inc.	Q3 2011	$6.67	Q1 2013	$11.67	+75.00%	Closed	History

UNP - Union Pacific Corp.	Q3 2011	$40.87	Q1 2013	$71.31	+74.47%	Closed	History

UNLNF - Unilever NV	Q2 2012	$33.49	Q1 2019	$58.15	+73.63%	Closed	History

NSRGF - Nestlé S.A.	Q2 2012	$59.75	Open	$103.68	+73.52%	Open	History

NBGNX - N & B Genesis Fund	Q2 1999	$25.90	Q4 2003	$44.93	+73.46%	Closed	History

SENEB - Seneca Foods Corp Cl B	Q1 1999	$10.76	Q1 2004	$18.65	+73.33%	Closed	History

SBMRY - SABMiller PLC Sponsored ADR	Q1 2011	$35.39	Q1 2016	$61.27	+73.13%	Closed	History

ACINX - Columbia Acorn Tr Intl C L Z	Q4 2003	$22.66	Q2 2008	$39.13	+72.68%	Closed	History

DASH - DoorDash, Inc.	Q2 2024	$108.78	Open	$187.79	+72.63%	Open	History

MOGN - Mgi Pharma Inc	Q1 2003	$12.60	Q2 2005	$21.75	+72.62%	Closed	History

RRD - Donnelley R R & Sons Co	Q1 2003	$18.32	Q1 2005	$31.62	+72.60%	Closed	History

301710Q - Paine Webber Inc	Q1 1999	$40.00	Q3 2000	$68.87	+72.18%	Closed	History

JOE - The St. Joe Co.	Q2 2003	$31.20	Q4 2006	$53.60	+71.79%	Closed	History

NOK - Nokia Oyj	Q1 1999	$9.75	Q2 2005	$16.64	+70.67%	Closed	History

NTLOQ - Ntelos Inc	Q4 2000	$17.63	Q2 2001	$30.06	+70.50%	Closed	History

ASHTY - Ashtead Group PLC ADR	Q3 2022	$182.40	Q3 2024	$310.44	+70.20%	Closed	History

3527578Q - Agere Sys Inc	Q2 2005	$12.00	Q1 2007	$20.41	+70.08%	Closed	History

PRY.A - Pittway Corp Cl A	Q1 1999	$26,510.00	Q4 1999	$44,812.50	+69.04%	Closed	History

UOVEY - United Overseas Bk Ltd Adr	Q3 2004	$16.27	Q2 2008	$27.50	+69.02%	Closed	History

2331729Q - Pittway Corp Del	Q1 1999	$26,670.00	Q4 1999	$45,063.33	+68.97%	Closed	History

OMC - Omnicom Group Inc.	Q2 2002	$22.90	Q3 2008	$38.52	+68.21%	Closed	History

FUL - H.B. Fuller Co.	Q3 2002	$13.30	Q2 2008	$22.35	+68.05%	Closed	History

AHBIF - Anheuser-Busch InBev	Q2 2012	$77.80	Q2 2016	$130.67	+67.96%	Closed	History

NSRGY - Nestlé S.A.	Q4 2005	$29.89	Q1 2008	$50.02	+67.32%	Closed	History

MHK - Mohawk Industries, Inc.	Q1 2012	$67.50	Q1 2013	$112.50	+66.67%	Closed	History

SCHW - The Charles Schwab Corp.	Q2 2002	$11.20	Q1 2008	$18.64	+66.43%	Closed	History

3242107Q - Western Wireless Corp Cl A	Q2 1999	$27,000.00	Q3 1999	$44,843.50	+66.09%	Closed	History

WFC - Wells Fargo & Co.	Q1 1999	$17.53	Q1 2008	$29.10	+66.00%	Closed	History

HON - Honeywell International Inc.	Q1 2003	$20.13	Q4 2004	$33.37	+65.78%	Closed	History

MATV - Mativ Holdings, Inc.	Q1 1999	$5.75	Q3 2008	$9.50	+65.13%	Closed	History

SBWRF - SABMiller PLC	Q1 2011	$35.39	Q3 2016	$58.39	+64.99%	Closed	History

UNM - Unum Group	Q1 2024	$53.66	Open	$88.47	+64.87%	Open	History

MMM - 3M Co.	Q2 2003	$53.92	Q1 2013	$88.46	+64.07%	Closed	History

153550Q - F & M Natl Corp Common	Q3 2000	$24.44	Q2 2001	$40.00	+63.67%	Closed	History

PDRDF - Pernod Ricard SA	Q1 1999	$63.57	Q1 2008	$103.00	+62.03%	Closed	History

GHC - Graham Holdings Co.	Q4 2013	$400.80	Q2 2015	$648.88	+61.89%	Closed	History

PFE - Pfizer Inc.	Q3 2011	$16.97	Q1 2013	$27.47	+61.82%	Closed	History

ACL - Alcon Inc	Q4 2004	$80.60	Q4 2005	$130.00	+61.29%	Closed	History

HKHHF - Heineken Holdings N.V.	Q1 2011	$48.14	Open	$77.37	+60.72%	Open	History

FCEC - First Chester Cnty Corp Common	Q2 2000	$13.63	Q2 2006	$21.82	+60.15%	Closed	History

CHD - Church & Dwight Co., Inc.	Q4 2005	$8.33	Q2 2008	$13.33	+60.01%	Closed	History

ABX - Barrick Gold Corp	Q2 2006	$30.30	Q2 2008	$48.48	+60.00%	Closed	History

MUR - Murphy Oil Corp.	Q4 2003	$28.20	Q2 2005	$45.10	+59.94%	Closed	History

VVC - Vectron Corp Com Common	Q1 2000	$19.50	Q2 2008	$31.12	+59.59%	Closed	History

792838Q - Pennrock Finan'l Svcs Corp	Q1 1999	$22.41	Q2 2005	$35.75	+59.53%	Closed	History

OMC - Omnicom Group Inc.	Q3 2011	$36.84	Q1 2013	$58.75	+59.47%	Closed	History

GREYB - Grey Global Group Dur B	Q2 2002	$690.01	Q4 2004	$1,099.99	+59.42%	Closed	History

CBR$ - Cadbury Schweppes-Sponsadr	Q2 2003	$24.18	Q2 2005	$38.33	+58.52%	Closed	History

APC - Anadarko Pete Corp	Q2 2006	$47.55	Q2 2008	$75.00	+57.73%	Closed	History

HINKF - Heineken N.V.	Q1 2011	$54.71	Open	$86.19	+57.54%	Open	History

TJX - The TJX Companies, Inc.	Q1 2002	$5.00	Q2 2008	$7.87	+57.36%	Closed	History

K - Kellogg Co	Q1 2003	$30.65	Q2 2008	$48.00	+56.61%	Closed	History

MAN - ManpowerGroup Inc.	Q3 2011	$33.92	Q1 2013	$53.03	+56.34%	Closed	History

LLINX - Longleaf Partners Fds Tintl	Q2 2003	$11.49	Q2 2008	$17.96	+56.31%	Closed	History

TASCX - Third Ave Value Fd Inc Mall-C	Q2 2003	$15.24	Q2 2008	$23.81	+56.23%	Closed	History

SMG - The Scotts Miracle-Gro Co.	Q1 2001	$19.03	Q4 2008	$29.68	+56.01%	Closed	History

202275Q - Gulfstream Aerospc Corp	Q1 1999	$43.33	Q2 1999	$67.56	+55.92%	Closed	History

LMT - Lockheed Martin Corp.	Q2 2001	$37.05	Q4 2002	$57.75	+55.87%	Closed	History

MRK - Merck & Co., Inc.	Q4 2009	$34.81	Q2 2015	$54.23	+55.78%	Closed	History

SUUIF - Superior Plus Corp	Q2 2012	$5.92	Q3 2012	$9.20	+55.41%	Closed	History

URGI - United Retail Group Inc Common	Q4 2001	$7.65	Q3 2003	$11.83	+54.64%	Closed	History

USW - U S West Inc	Q1 1999	$55,460.00	Q2 2000	$85,753.09	+54.62%	Closed	History

VEXMX - Vanguard Index Tr	Q1 2002	$23.52	Q2 2008	$36.33	+54.46%	Closed	History

OAKIX - Harris Assoc Invt Tr Oak Mark I	Q3 2002	$12.17	Q1 2004	$18.67	+53.41%	Closed	History

6684 - Hewlett Packard Co	Q4 2005	$28.75	Q2 2008	$44.00	+53.04%	Closed	History

TBGVX - Tweedy Browne Fd Inc Glbal Va	Q2 2003	$16.52	Q2 2008	$25.25	+52.85%	Closed	History

FAST - Fastenal Co.	Q3 2011	$8.44	Q1 2013	$12.90	+52.83%	Closed	History

LEVI - Levi Strauss & Co.	Q1 2025	$15.59	Open	$23.79	+52.60%	Open	History

CFR1 - Compagnie Financiere Richemont	Q1 2011	$57.99	Q2 2013	$88.31	+52.28%	Closed	History

TV - Grupo Televisa, S.A.B.	Q3 2011	$17.78	Q1 2013	$27.06	+52.19%	Closed	History

3498051Q - 21st Centy Ins Group	Q2 2006	$14.41	Q2 2007	$21.87	+51.77%	Closed	History

MOO - Monsanto	Q4 2010	$69.54	Q1 2013	$105.39	+51.55%	Closed	History

KWEGF - Wegener Corp	Q1 2006	$16.63	Q3 2007	$25.20	+51.53%	Closed	History

NTRS - Northern Trust Corp.	Q1 1999	$44.43	Q4 2014	$67.31	+51.51%	Closed	History

NPBC - National Penn Bancshares	Q3 2011	$7.11	Q1 2013	$10.77	+51.48%	Closed	History

WRBY - Warby Parker Inc.	Q1 2025	$18.23	Open	$27.61	+51.45%	Open	History

YUM - Yum! Brands, Inc.	Q4 2003	$12.37	Q2 2005	$18.72	+51.40%	Closed	History

BNY - The Bank of New York Mellon Cor	Q3 2011	$18.50	Q1 2013	$28.00	+51.35%	Closed	History

HTLD - Heartland Express, Inc.	Q2 2000	$4.23	Q1 2001	$6.40	+51.31%	Closed	History

PPL - PPL Corp.	Q2 2003	$20.03	Q3 2006	$30.27	+51.16%	Closed	History

COCXF - Chocoladefabriken Lindt & Sprüngli AG	Q1 2003	$5,892.60	Q4 2003	$8,896.37	+50.98%	Closed	History

MHS - Medco Health Solutions	Q3 2011	$46.92	Q1 2012	$70.54	+50.34%	Closed	History

TGRAF - Telegraaf Media Groep NV	Q4 2005	$21.59	Q1 2008	$32.41	+50.12%	Closed	History

AE - Adams Res & Energy Inc	Q1 1999	$5.83	Q3 1999	$8.75	+50.09%	Closed	History

IAC - Iac Interactivecorp	Q3 2005	$25.33	Q1 2007	$38.00	+50.02%	Closed	History

THS - Treehouse Foods Inc	Q4 2005	$17.78	Q1 2006	$26.67	+50.00%	Closed	History

TWC - Time Warner Cable Inc Cl A	Q3 2011	$65.04	Q1 2013	$97.56	+50.00%	Closed	History

FDX - FedEx Corp.	Q3 2011	$53.72	Q1 2013	$80.58	+49.99%	Closed	History

CINF - Cincinnati Financial Corp.	Q3 2011	$26.67	Q3 2012	$40.00	+49.98%	Closed	History

T - AT&T Inc.	Q4 2005	$18.47	Q1 2013	$27.68	+49.90%	Closed	History

2309719Q - Secty Cap Grp Inc	Q2 2000	$17.00	Q1 2002	$25.47	+49.82%	Closed	History

HAS - Hasbro, Inc.	Q1 2003	$13.89	Q2 2005	$20.79	+49.68%	Closed	History

FAIRX - Fairholme Fds Inc Com	Q2 2003	$16.14	Q2 2005	$24.12	+49.44%	Closed	History

AMZN - Amazon.com, Inc.	Q4 2011	$8.58	Q3 2012	$12.80	+49.18%	Closed	History

MOGN - Mgi Pharma Inc	Q1 1999	$8.39	Q2 2001	$12.50	+48.99%	Closed	History

SUG - Southern Union Co	Q1 1999	$18.80	Q2 2008	$28.00	+48.94%	Closed	History

GLH - Gallaher Group Plc	Q4 2005	$60.00	Q1 2007	$89.17	+48.62%	Closed	History

DHR - Danaher Corp.	Q1 2011	$34.89	Q4 2013	$51.81	+48.51%	Closed	History

HSY - The Hershey Co.	Q3 2011	$59.46	Q1 2013	$88.29	+48.49%	Closed	History

PEQBX - Putnam Global Grwth Fd Cl B	Q1 1999	$12.51	Q1 2000	$18.45	+47.48%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.