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  Third Ave Sm Cap Value Fd (TASCX)
← All TASCX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2008   Q3 0 0.00 Sell 100.00% <0.01 $21.03–23.64 SEC
2008   Q2 378 <0.01 $23.81 $9,000 SEC
2008   Q1 378 <0.01 Add 11.83% $21.12–23.25 $9,000 SEC
2007   Q4 338 <0.01 $23.67 $8,000 SEC
2007   Q3 338 <0.01 $26.63 $9,000 SEC
2007   Q2 338 <0.01 $26.63 $9,000 SEC
2007   Q1 338 <0.01 Add 5.63% $25.44–26.81 $9,000 SEC
2006   Q4 320 <0.01 $25.00 $8,000 SEC
2006   Q3 320 <0.01 $25.00 $8,000 SEC
2006   Q2 320 <0.01 $25.00 $8,000 SEC
2006   Q1 320 <0.01 Add 105.13% <0.01 $24.68–25.92 $8,000 SEC
2005   Q4 156 <0.01 $25.64 $4,000 SEC
2005   Q3 156 0.00 $25.64 $4,000 SEC
2005   Q2 156 <0.01 $23.46 $3,660 SEC
2005   Q1 156 <0.01 Add 0.65% $21.71–23.17 $3,576 SEC
2004   Q4 155 <0.01 $22.57 $3,498 SEC
2004   Q3 155 <0.01 $20.79 $3,222 SEC
2004   Q2 155 <0.01 $20.59 $3,191 SEC
2004   Q1 155 <0.01 Add 47.62% <0.01 $18.88–20.11 $3,077 SEC
2003   Q4 105 <0.01 Add 0.96% $17.08–18.87 $1,969 SEC
2003   Q3 104 <0.01 $16.82 $1,749 SEC
2003   Q2 104 <0.01 Buy <0.01 $12.94–15.47 $1,585 SEC