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  Southern Un Co New (SUG)
← All SUG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2008   Q3 0 0.00 Sell 100.00% <0.01 SEC
2008   Q2 250 <0.01 $28.00 $7,000 SEC
2008   Q1 250 <0.01 $24.00 $6,000 SEC
2007   Q4 250 <0.01 $28.00 $7,000 SEC
2007   Q3 250 <0.01 Reduce 50.00% <0.01 $32.00 $8,000 SEC
2007   Q2 500 <0.01 $32.00 $16,000 SEC
2007   Q1 500 <0.01 $30.00 $15,000 SEC
2006   Q4 500 <0.01 Reduce 50.00% <0.01 $28.00 $14,000 SEC
2006   Q3 1,000 <0.01 Reduce 9.09% <0.01 $26.00 $26,000 SEC
2006   Q2 1,100 <0.01 Reduce 21.88% <0.01 $27.27 $30,000 SEC
2006   Q1 1,408 <0.01 $24.86 $35,000 SEC
2005   Q4 1,408 <0.01 Reduce 30.98% $23.44 $33,000 SEC
2005   Q3 2,040 <0.01 Add 4.99% $25.98 $53,000 SEC
2005   Q2 1,943 <0.01 $24.55 $47,701 SEC
2005   Q1 1,943 <0.01 $25.11 $48,789 SEC
2004   Q4 1,943 <0.01 Reduce 36.02% <0.01 $23.98 $46,593 SEC
2004   Q3 3,037 <0.01 Add 4.98% <0.01 $20.50 $62,259 SEC
2004   Q2 2,893 <0.01 $21.08 $60,984 SEC
2004   Q1 2,893 <0.01 $18.95 $54,822 SEC
2003   Q4 2,893 <0.01 $18.40 $53,231 SEC
2003   Q3 2,893 <0.01 $17.00 $49,181 SEC
2003   Q2 2,893 <0.01 Add 4.97% <0.01 $16.13 $46,674 SEC
2003   Q1 2,756 <0.01 $12.15 $33,485 SEC
2002   Q4 2,756 <0.01 $16.50 $45,474 SEC
2002   Q3 2,756 <0.01 $11.30 $31,143 SEC
2002   Q2 2,756 <0.01 Add 4.99% <0.01 $17.00 $46,852 SEC
2002   Q1 2,625 <0.01 $18.32 $48,090 SEC
2001   Q4 2,625 <0.01 $18.86 $49,508 SEC
2001   Q3 2,625 <0.01 Reduce 6.25% <0.01 $20.93 $54,941 SEC
2001   Q2 2,800 <0.01 Reduce 45.10% <0.01 $20.40 $57,120 SEC
2001   Q1 5,100 0.01 $21.00 $107,100 SEC
2000   Q4 5,100 0.02 $26.50 $135,150 SEC
2000   Q3 5,100 <0.01 $19.81 $101,044 SEC
2000   Q2 5,100 <0.01 Add 4.98% <0.01 $15,812.55 $80,644,000 SEC
2000   Q1 4,858 <0.01 $18.06 $87,748 SEC
1999   Q4 4,858 <0.01 $19,124.95 $92,909,000 SEC
1999   Q3 4,858 <0.01 $19,000.00 $92,302,000 SEC
1999   Q2 4,858 <0.01 Add 4.99% <0.01 $20.71 $100,630 SEC
1999   Q1 4,627 <0.01 $18.80 $87,000 SEC