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  Clayton Homes Inc (CMH)
← All CMH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2003   Q3 0 0.00 Sell 100.00% 0.06 $7.38–12.33 · VW $9.77i SEC
2003   Q2 62,200 0.06 Reduce 8.80% <0.01 $7.11–9.72 · VW $8.28i $780,610 SEC
2003   Q1 68,200 0.07 Add 1.94% <0.01 $6.66–9.18 · VW $7.34i $752,928 SEC
2002   Q4 66,900 0.10 Add 16.75% 0.02 $6.57–8.10 · VW $7.30i $814,842 SEC
2002   Q3 57,300 0.07 $10.98 $629,154 SEC
2002   Q2 57,300 0.09 $15.80 $905,340 SEC
2002   Q1 57,300 0.09 $16.75 $959,775 SEC
2001   Q4 57,300 0.13 $17.10 $979,830 SEC
2001   Q3 57,300 0.11 $12.20 $699,060 SEC
2001   Q2 57,300 0.11 $15.72 $900,756 SEC
2001   Q1 57,300 0.07 $12.05 $690,465 SEC
2000   Q4 57,300 0.09 $11.50 $658,950 SEC
2000   Q3 57,300 0.06 Reduce 7.73% <0.01 $5.40–8.23 · VW $6.55i $573,000 SEC
2000   Q2 62,100 0.04 Add 4.02% <0.01 $6.07–12.82 · VW $8.99i $496,800,000 SEC
2000   Q1 59,700 0.06 Buy 0.06 $6.07–19.58 · VW $12.61i
IPO/listing quarter
$604,462 SEC