Mastercard retired 3.9% of its shares in twelve months, so this stake grew 4.1% without buying a share.
Shares held, 8 quarters
Superinvestors › Tom Russo
Tom Russo’s cannibal stocks
Gardner Russo & Quinn · 13F for Q2 2026
17cannibals held
$876.9Min these positions
Q2 2026latest 13F filing
Comcast retired 4.3% of its shares in twelve months, so this stake grew 4.5% without buying a share.
Shares held, 8 quarters
Brown-Forman has retired 14.1% of its shares since its peak.
Shares held, 8 quarters
JPMorgan Chase retired 2.4% of its shares in twelve months, so this stake grew 2.4% without buying a share.
Shares held, 8 quarters
Union Pacific has retired 45.1% of its shares since its peak.
Shares held, 8 quarters
American Express retired 2.0% of its shares in twelve months, so this stake grew 2.0% without buying a share.
Shares held, 8 quarters
Microsoft retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Shares held, 8 quarters
Apple retired 1.2% of its shares in twelve months, so this stake grew 1.2% without buying a share.
Shares held, 8 quarters
PepsiCo retired 0.3% of its shares in twelve months, so this stake grew 0.3% without buying a share.
Shares held, 8 quarters
Walmart retired 0.5% of its shares in twelve months, so this stake grew 0.5% without buying a share.
Shares held, 8 quarters
Wells Fargo retired 3.7% of its shares in twelve months, so this stake grew 3.8% without buying a share.
Shares held, 8 quarters
Oracle retired 99.9% of its shares in twelve months, so this stake grew 93880.2% without buying a share.
Shares held, 8 quarters
Unum Group retired 5.4% of its shares in twelve months, so this stake grew 5.7% without buying a share.
Shares held, 8 quarters
Johnson & Johnson has retired 20.9% of its shares since its peak.
Shares held, 8 quarters
Caterpillar retired 1.8% of its shares in twelve months, so this stake grew 1.8% without buying a share.
Shares held, 8 quarters
McDonald's retired 0.6% of its shares in twelve months, so this stake grew 0.6% without buying a share.
Shares held, 8 quarters
Merck & retired 0.6% of its shares in twelve months, so this stake grew 0.6% without buying a share.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does Tom Russo own?
In the Q2 2026 13F, Gardner Russo & Quinn held MA, CMCSA, BF-B, JPM, UNP, AXP, MSFT, AAPL, PEP, WMT, WFC, ORCL, UNM, JNJ, CAT, MCD, MRK. 17 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From Gardner Russo & Quinn's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help Tom Russo?
Oracle retired 99.9% of its shares in the last twelve months. That alone made every remaining share, including Tom Russo's 2,715, 93880.2% bigger as a slice of the company, without buying anything.
Tom Russo’s moves in companies like these are covered on Cannibal Stocks.
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