Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  Burnham Hldgs Inc Cl A (BURCA)
← All BURCA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q2 0 0.00 Sell 100.00% <0.01 $12.37–13.60 · VW $12.83i SEC
2024   Q1 10,000 <0.01 $13.25 $132,500 SEC
2023   Q4 10,000 <0.01 $11.75 $117,500 SEC
2023   Q3 10,000 <0.01 Buy <0.01 $12.03–13.10 · VW $12.61i $122,100 SEC
2013   Q2 0 0.00 Sell 100.00% <0.01 $16.45–20.00 · VW $18.01i SEC
2013   Q1 1,000 <0.01 $18.00 $18,000 SEC
2012   Q4 1,000 <0.01 $14.00 $14,000 SEC
2012   Q3 1,000 <0.01 $15.00 $15,000 SEC
2012   Q2 1,000 <0.01 $15.00 $15,000 SEC
2012   Q1 1,000 <0.01 $15.00 $15,000 SEC
2011   Q4 1,000 <0.01 $13.00 $13,000 SEC
2011   Q3 1,000 <0.01 Buy <0.01 $13.88–14.50 · VW $14.15i $14,000 SEC
2008   Q3 0 0.00 Sell 100.00% <0.01 $9.56–13.20 · VW $11.45i SEC
2008   Q2 1,682 <0.01 $13.08 $22,000 SEC
2008   Q1 1,682 <0.01 Add 55.45% <0.01 $13.60–15.45 · VW $14.58i $24,000 SEC
2007   Q4 1,082 <0.01 $14.79 $16,000 SEC
2007   Q3 1,082 <0.01 $14.79 $16,000 SEC
2007   Q2 1,082 <0.01 $16.64 $18,000 SEC
2007   Q1 1,082 <0.01 $16.64 $18,000 SEC
2006   Q4 1,082 <0.01 Reduce 80.62% <0.01 $16.50–17.70 · VW $17.08i $18,000 SEC
2006   Q3 5,582 <0.01 $17.20 $96,000 SEC
2006   Q2 5,582 <0.01 $19.17 $107,000 SEC
2006   Q1 5,582 <0.01 $20.96 $117,000 SEC
2005   Q4 5,582 <0.01 $21.50 $120,000 SEC
2005   Q3 5,582 <0.01 Buy <0.01 $23.10–25.25 · VW $23.79i $130,000 SEC
2005   Q2 0 0.00 Sell 100.00% <0.01 $24.75–26.90 · VW $25.73i SEC
2005   Q1 826 <0.01 Reduce 78.41% <0.01 $26.00–27.25 · VW $26.79i $22,013 SEC
2004   Q4 3,826 <0.01 $26.00 $99,476 SEC
2004   Q3 3,826 <0.01 Reduce 0.42% $25.00–29.00 · VW $26.50i $101,389 SEC
2004   Q2 3,842 <0.01 Reduce 43.85% <0.01 $27.00–33.50 · VW $28.12i $107,576 SEC
2004   Q1 6,842 0.01 Buy 0.01 $25.38–30.00 · VW $27.52i $189,866 SEC