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  Ashtead Group PLC (ASHTF)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 4.51 SEC
2025   Q4 6,111,758 4.51 Add 9.59% 0.39 $68.41 $418,100,738 SEC
2025   Q3 5,577,080 4.00 Reduce 4.02% 0.16 $66.84 $372,779,347 SEC
2025   Q2 5,810,686 3.95 Add 5.37% 0.20 $63.98 $371,777,229 SEC
2025   Q1 5,514,309 3.31 Add 16.89% 0.48 $53.51 $295,095,461 SEC
2024   Q4 4,717,666 3.32 Reduce 4.61% 0.18 $62.18 $293,352,303 SEC
2024   Q3 4,945,913 3.94 Reduce 2.22% 0.08 $77.61 $383,854,835 SEC
2024   Q2 5,058,162 3.57 Reduce 1.34% 0.05 $66.77 $337,732,273 SEC
2024   Q1 5,126,660 3.75 Reduce 2.81% 0.11 $71.25 $365,260,683 SEC
2023   Q4 5,275,065 3.74 Reduce 1.25% 0.04 $69.63 $367,300,539 SEC
2023   Q3 5,341,822 3.56 Reduce 0.45% 0.02 $61.05 $326,128,441 SEC
2023   Q2 5,365,720 3.67 Add 3.80% 0.13 $69.21 $371,373,790 SEC
2023   Q1 5,169,533 3.29 Reduce 0.43% 0.01 $61.30 $316,908,869 SEC
2022   Q4 5,191,787 3.25 Reduce 1.76% 0.05 $56.78 $294,773,467 SEC
2022   Q3 5,284,992 2.92 Add 25.20% 0.59 $45.61 $241,059,000 SEC
2022   Q2 4,221,181 1.97 Add 42.09% 0.58 $41.76 $176,297,000 SEC
2022   Q1 2,970,804 1.82 Add 21.03% 0.32 $63.63 $189,043,000 SEC
2021   Q4 2,454,697 1.76 Reduce 1.25% 0.02 $80.48 $197,557,000 SEC
2021   Q3 2,485,746 1.75 Reduce 2.26% 0.04 $76.13 $189,234,000 SEC
2021   Q2 2,543,263 1.59 Add 0.72% 0.01 $74.10 $188,458,000 SEC
2021   Q1 2,525,046 1.38 Add 365.35% 1.08 $59.70 $150,744,000 SEC
2020   Q4 542,610 0.23 Add 61.98% 0.09 $47.00 $25,500,000 SEC
2020   Q3 334,995 0.12 Add 3,728.51% 0.12 $36.20 $12,126,000 SEC
2020   Q2 8,750 <0.01 Buy <0.01 $33.60 $294,000 SEC