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  Fpa Fds Tr Fpa Cresc Instl (FPACX)
← All FPACX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2008   Q3 0 0.00 Sell 100.00% <0.01 $23.24–25.63 SEC
2008   Q2 397 <0.01 $25.19 $10,000 SEC
2008   Q1 397 <0.01 Add 7.30% $23.83–25.48 $10,000 SEC
2007   Q4 370 <0.01 $27.03 $10,000 SEC
2007   Q3 370 <0.01 Add 3.93% $26.00–28.06 $10,000 SEC
2007   Q2 356 <0.01 $25.28 $9,000 SEC
2007   Q1 356 <0.01 Add 5.01% $25.98–27.12 $9,000 SEC
2006   Q4 339 <0.01 $26.55 $9,000 SEC
2006   Q3 339 <0.01 Add 2.11% $25.23–26.49 $9,000 SEC
2006   Q2 332 <0.01 $27.11 $9,000 SEC
2006   Q1 332 <0.01 Add 106.21% <0.01 $25.44–26.56 $9,000 SEC
2005   Q4 161 <0.01 $24.84 $4,000 SEC
2005   Q3 161 0.00 Add 47.71% $24.49–25.75 $4,000 SEC
2005   Q2 109 <0.01 $24.57 $2,678 SEC
2005   Q1 109 <0.01 Add 0.93% $23.04–24.58 $2,636 SEC
2004   Q4 108 <0.01 $23.55 $2,543 SEC
2004   Q3 108 <0.01 Add 0.93% $21.70–22.82 $2,465 SEC
2004   Q2 107 <0.01 $23.04 $2,465 SEC
2004   Q1 107 <0.01 $22.74 $2,433 SEC
2003   Q4 107 <0.01 Add 0.94% $20.59–21.93 $2,332 SEC
2003   Q3 106 <0.01 $20.35 $2,157 SEC
2003   Q2 106 <0.01 Buy <0.01 $17.14–19.60 $2,067 SEC