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
WLA - Warner Lambert Co	Q1 1999	$66.24	Q1 2000	$97.69	+47.48%	Closed	History

FLPSX - Fid-Low Priced Stock	Q2 2003	$28.69	Q3 2005	$42.30	+47.44%	Closed	History

DHR - Danaher Corp.	Q2 2020	$156.95	Q4 2023	$231.34	+47.40%	Closed	History

PEG - Public Service Enterprise Group Inc.	Q3 2006	$30.55	Q2 2008	$45.02	+47.39%	Closed	History

PCP - Precision Castparts Corp	Q1 2003	$23.83	Q3 2003	$35.10	+47.29%	Closed	History

OAT - Quaker Oats Co	Q1 1999	$62.25	Q2 2001	$91.25	+46.59%	Closed	History

MMM - 3M Co.	Q3 2015	$118.63	Q1 2019	$173.82	+46.53%	Closed	History

GRC - The Gorman-Rupp Co.	Q2 1999	$5.41	Q2 2001	$7.90	+46.06%	Closed	History

TMJ - Torchmark Corp	Q1 2003	$35.80	Q2 2005	$52.20	+45.81%	Closed	History

MWV - Meadwestvaco Corp	Q3 2011	$24.35	Q1 2013	$35.50	+45.79%	Closed	History

MUR - Murphy Oil Corp.	Q3 2011	$37.87	Q1 2013	$55.14	+45.61%	Closed	History

TELFY - Telefonica S A Adr Spsd	Q2 2003	$11.22	Q2 2005	$16.33	+45.60%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q2 2006	$91,658.92	Q1 2008	$133,400.11	+45.54%	Closed	History

3075558Q - Summit Bancorp Common	Q1 2000	$26.25	Q4 2000	$38.19	+45.49%	Closed	History

FRFHF - Fairfax Financial Holdings Ltd.	Q4 2004	$168.50	Q3 2007	$245.00	+45.40%	Closed	History

WAG - Walgreen Company	Q3 2011	$32.68	Q1 2013	$47.44	+45.17%	Closed	History

AIG - American International Group, Inc.	Q4 2012	$35.33	Q4 2019	$51.26	+45.09%	Closed	History

INTC - Intel Corp.	Q1 1999	$14.86	Q2 2008	$21.51	+44.75%	Closed	History

HAS - Hasbro, Inc.	Q4 2005	$20.18	Q4 2008	$29.17	+44.55%	Closed	History

CHD - Church & Dwight Co., Inc.	Q3 2011	$22.50	Q1 2013	$32.50	+44.44%	Closed	History

CDFQ - Caledonia Financial Corp	Q1 2003	$24.25	Q3 2003	$35.00	+44.33%	Closed	History

DEO - Diageo plc	Q1 2003	$41.12	Q2 2005	$59.30	+44.21%	Closed	History

DGEAF - Diageo Plc	Q1 2003	$10.25	Q2 2005	$14.76	+44.00%	Closed	History

AON-W - Aon Corp	Q2 2005	$25.04	Q4 2005	$36.00	+43.77%	Closed	History

AIPC - American Italian Pasta Co	Q2 2006	$8.00	Q2 2008	$11.50	+43.75%	Closed	History

CCJ - Cameco Corp.	Q4 2005	$32.00	Q3 2007	$45.83	+43.22%	Closed	History

YETI - YETI Holdings, Inc.	Q1 2025	$33.10	Open	$47.34	+43.02%	Open	History

UTX - United Techn Corp	Q3 2011	$70.00	Q1 2013	$100.00	+42.86%	Closed	History

MCK - McKesson Corp.	Q3 2011	$72.94	Q1 2013	$104.00	+42.58%	Closed	History

ARKAY - Arkema Spon Adr	Q3 2006	$44.78	Q1 2007	$63.83	+42.54%	Closed	History

CDP - COPT Defense Properties	Q1 2001	$9.51	Q3 2002	$13.55	+42.48%	Closed	History

LVMHF - LVMH Moet Hennessy Louis Vuitt	Q2 2019	$426.98	Q2 2022	$608.00	+42.40%	Closed	History

BTI - British American Tobacco p.l.c.	Q1 2011	$40.50	Q1 2018	$57.66	+42.37%	Closed	History

3393199Q - Anheuser Busch Cos Inc	Q2 2006	$45.59	Q3 2008	$64.88	+42.31%	Closed	History

ORCL - Oracle Corp.	Q3 2011	$28.63	Q2 2015	$40.27	+40.66%	Closed	History

YUM - Yum! Brands, Inc.	Q1 2011	$36.87	Q1 2013	$51.63	+40.05%	Closed	History

HNZ - Heinz H J Company	Q3 2011	$50.00	Q1 2013	$70.00	+40.00%	Closed	History

DGEAF - Diageo Plc	Q4 2005	$14.48	Q1 2008	$20.19	+39.43%	Closed	History

LTSSF -	Q1 2025	$8,868.44	Open	$12,350.00	+39.26%	Open	History

TOY - Toys "r" Us Inc	Q1 1999	$19.02	Q2 2005	$26.48	+39.22%	Closed	History

ALXN - Alexion Pharmaceuticals	Q4 2011	$71.13	Q2 2012	$99.02	+39.21%	Closed	History

CFBX - Community First Bankshares	Q1 1999	$20.04	Q3 2002	$27.88	+39.12%	Closed	History

MH - Minnesota Mng & Mfg Co	Q1 1999	$70,540.00	Q4 1999	$97,874.90	+38.75%	Closed	History

ALTDF - Altadis SA	Q4 2006	$52.28	Q4 2007	$72.48	+38.64%	Closed	History

TGT - Target Corp.	Q3 2011	$49.18	Q1 2013	$68.14	+38.55%	Closed	History

ADP - Automatic Data Processing, Inc.	Q3 2011	$41.50	Q1 2013	$57.46	+38.46%	Closed	History

675482Q - Reynolds Metals Co	Q1 1999	$48.32	Q1 2000	$66.88	+38.41%	Closed	History

SJM - The J. M. Smucker Co.	Q2 2002	$34.13	Q2 2005	$47.00	+37.71%	Closed	History

UOVEY - United Overseas BK LTD ADR	Q3 2011	$24.62	Q1 2013	$33.85	+37.49%	Closed	History

DMGT - Daily Mail & Gen TST - A	Q3 2011	$5.63	Q3 2012	$7.74	+37.48%	Closed	History

MSVP - Meritor Svgs Bk Pa	Q1 1999	$2.67	Q2 2008	$3.67	+37.45%	Closed	History

Y - Alleghany Corp	Q3 2011	$288.17	Q1 2013	$395.70	+37.31%	Closed	History

MLKN - MillerKnoll, Inc.	Q2 2009	$15.34	Q4 2022	$21.01	+36.96%	Closed	History

LIQB - Liqui Box Corp	Q1 1999	$48.67	Q1 2002	$66.60	+36.84%	Closed	History

HTLD - Heartland Express, Inc.	Q2 2009	$14.73	Q1 2017	$20.09	+36.39%	Closed	History

CL - Colgate-Palmolive Co.	Q3 2011	$44.00	Q1 2013	$60.00	+36.36%	Closed	History

WFM - Whole Foods Mkt Inc	Q3 2011	$64.00	Q1 2013	$87.27	+36.36%	Closed	History

VZ - Verizon Communications Inc.	Q3 2011	$36.52	Q1 2013	$49.57	+35.73%	Closed	History

HU - Hudson Utd Bancorp	Q1 2003	$30.80	Q4 2005	$41.78	+35.65%	Closed	History

PX - Praxair Inc	Q1 2010	$83.00	Q2 2016	$112.41	+35.43%	Closed	History

MKC - McCormick & Co., Inc.	Q1 2003	$12.07	Q2 2005	$16.34	+35.38%	Closed	History

LMT - Lockheed Martin Corp.	Q3 2011	$71.43	Q1 2013	$96.67	+35.34%	Closed	History

3605818Q - Hca Inc	Q3 2003	$36.86	Q3 2006	$49.88	+35.32%	Closed	History

1335Q - Consolidated Nat Gas Co	Q1 1999	$48,000.00	Q4 1999	$64,938.00	+35.29%	Closed	History

PPG - PPG Industries, Inc.	Q3 2011	$35.35	Q1 2012	$47.74	+35.05%	Closed	History

MDT - Medtronic plc	Q3 2011	$33.33	Q1 2013	$45.00	+35.01%	Closed	History

EDO - Edo Corp Common	Q1 2001	$15.00	Q3 2003	$20.25	+35.00%	Closed	History

8274682Q - Trion Inc	Q1 1999	$3.50	Q2 1999	$4.72	+34.86%	Closed	History

PRSU - Viad Corp	Q3 2004	$20.31	Q4 2007	$27.39	+34.85%	Closed	History

IJR - iShares Core S&P Small-Cap ETF	Q1 2002	$20.42	Q2 2005	$27.51	+34.75%	Closed	History

GPDNF - Groupe Danone	Q1 2011	$65.33	Q3 2019	$87.99	+34.69%	Closed	History

UNM - Unum Group	Q3 2011	$20.92	Q1 2013	$28.17	+34.66%	Closed	History

ROST - Ross Stores, Inc.	Q2 2003	$5.37	Q2 2005	$7.23	+34.59%	Closed	History

AON-W - Aon Corp	Q2 2006	$34.00	Q2 2008	$45.71	+34.44%	Closed	History

C - Citigroup Inc.	Q1 2003	$344.50	Q2 2005	$462.30	+34.19%	Closed	History

MSFT - Microsoft Corp.	Q1 2002	$16.36	Q3 2002	$21.87	+33.68%	Closed	History

HEINY - Heineken NV Spons ADR	Q4 2012	$33.27	Q3 2024	$44.44	+33.57%	Closed	History

TMS - Thomson SA Act	Q3 2006	$14.29	Q4 2006	$19.05	+33.31%	Closed	History

HMRZF - H & M Hennes & Mauritz AB (publ)	Q1 2025	$13.13	Open	$17.50	+33.28%	Open	History

739306Q - Harcourt Gen Inc	Q1 1999	$44.31	Q3 2000	$59.00	+33.15%	Closed	History

Y - Alleghany Corp	Q1 2021	$626.54	Q2 2022	$833.33	+33.01%	Closed	History

BTI - British American Tobacco p.l.c.	Q3 2004	$14.60	Q2 2005	$19.41	+32.99%	Closed	History

GG - Goldcorp Inc	Q4 2004	$15.04	Q3 2005	$20.00	+32.98%	Closed	History

SNYNF - Sanofi-Synthelabo SA	Q1 2004	$64.99	Q4 2005	$86.24	+32.71%	Closed	History

MLKN - MillerKnoll, Inc.	Q1 1999	$18.25	Q2 2001	$24.20	+32.60%	Closed	History

VVC - Vectren Corp	Q3 2011	$26.89	Q1 2013	$35.65	+32.58%	Closed	History

DD - DuPont de Nemours, Inc.	Q1 1999	$34.58	Q2 2009	$45.72	+32.23%	Closed	History

FSPHX - Fid-Select Health Care	Q2 2003	$11.35	Q3 2005	$15.00	+32.18%	Closed	History

JPI - Jefferson Pilot Corp	Q1 2003	$38.48	Q2 2004	$50.80	+32.02%	Closed	History

HOFD - Homefed Corp Par $0.01	Q4 2004	$50.00	Q4 2006	$66.00	+32.00%	Closed	History

PONT - Pontiac Bancorp Inc	Q1 1999	$90.91	Q4 2000	$120.00	+32.00%	Closed	History

KWEGF - Wegener NV	Q2 2004	$9.60	Q3 2005	$12.67	+31.98%	Closed	History

DGEAF - Diageo PLC	Q1 2011	$18.99	Q2 2025	$25.05	+31.91%	Closed	History

3053566Q - Swedish Match Ab Spons Dr	Q2 2003	$76.63	Q2 2004	$101.06	+31.88%	Closed	History

94840Q - Sodexho Marriott S	Q4 2000	$22.00	Q1 2001	$29.00	+31.82%	Closed	History

YARIY - Yara Intl Asa Sponsored Adr	Q2 2004	$4.04	Q3 2004	$5.31	+31.60%	Closed	History

BHI - Baker Hughes Inc	Q1 2008	$67.62	Q2 2008	$88.97	+31.57%	Closed	History

2942739Q - Port Finl Corp Common	Q2 2000	$13.88	Q1 2001	$18.25	+31.53%	Closed	History

838969Q - Fidelity Nat Finl Corp	Q2 2002	$31.60	Q3 2006	$41.52	+31.39%	Closed	History

OSK - Oshkosh Corp.	Q2 1999	$8.38	Q4 2000	$11.00	+31.21%	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.