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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

59 changes from Tweedy Browne, filed 2025-05-15 for period end 2025-03-31.

$1.1B portfolio value
StockActionChangeCurrentPortfolio Impact
302491303
FMC CORP.
Reduced-$127.0M$12.1M11.26%
478160104
JOHNSON & JOHNSON
Reduced-$83.6M$72.7M7.41%
84670108
BERKSHIRE HATHAWAY INC
Reduced-$60.7M$133.3M5.38%
02079K305
ALPHABET INC-CL A
Reduced-$35.4M$104.1M3.14%
462222100
IONIS PHARMACEUTICALS INC.
Reduced-$23.6M$90.0M2.09%
191241108
COCA COLA FEMSA
Increased$13.7M$117.3M1.22%
25816109
AMERICAN EXPRESS CO
Reduced-$7.3M$19.3M0.64%
49177J102
KENVUE INC.
Reduced-$6.5M$1.1M0.58%
31428X106
FEDEX CORP.
Reduced-$5.4M$28.1M0.47%
29415F104
ENVISTA HOLDINGS CORP
Reduced-$3.7M$25.8M0.32%
25243Q205
DIAGEO P L C - ADR
Reduced-$3.3M$14.3M0.29%
81211K100
SEALED AIR CORPORATION
Reduced-$3.3M$15.8M0.29%
52800109
AUTOLIV INC.
Reduced-$3.3M$38.4M0.29%
23586506
U-HAUL HOLDING CO - NON VOTING
Reduced-$2.9M$28.4M0.26%
89832Q109
TRUIST FINANCIAL CORP
Reduced-$2.6M$25.0M0.23%
60505104
BANK OF AMERICA CORP COM
Reduced-$2.5M$16.4M0.22%
84670702
BERKSHIRE HATHAWAY INC DEL CL B
Increased$2.4M$47.9M0.21%
902973304
US BANCORP
Reduced-$2.3M$8.8M0.20%
92532F100
VERTEX PHARMACEUTICALS
Increased$2.2M$18.6M0.20%
N20944109
CNH INDUSTRIAL NV
Reduced-$2.1M$163.8M0.18%
04956D107
ATMUS FILTRATION TECHNOLOGIES
Reduced-$1.9M$3.3M0.17%
949746101
WELLS FARGO & CO
Reduced-$1.3M$46.3M0.12%
8.9151E+113
TOTALENERGIES SE ADR
Increased$1.1M$8.9M0.10%
66987V109
NOVARTIS AG AMERICAN DEPOSITORY SHARES
Increased$942,216$9.0M0.08%
53332102
AUTOZONE, INC.
Reduced-$789,840$23.9M0.07%
02079K107
ALPHABET INC-CL C
Reduced-$562,151$2.2M0.05%
293792107
ENTERPRISE PRODUCTS PARTNERS
Reduced-$469,820$3.8M0.04%
3.7959E+106
GLOBE LIFE INC.
Increased$459,521$4.2M0.04%
64058100
BANK OF NEW YORK MELLON CORP
Increased$401,458$12.5M0.04%
743315103
PROGRESSIVE CORP
Increased$385,399$3.9M0.03%
37733W204
GSK PLC ADR
Increased$334,856$3.5M0.03%
4.0416E+107
HCI GROUP INC
New$295,625$295,6250.03%
01877R108
ALLIANCE RESOURCE PARTNERS LP
New$238,836$238,8360.02%
316773100
FIFTH THIRD BANC
New$232,260$232,2600.02%
97650W108
WINTRUST FINANCIAL
New$228,181$228,1810.02%
989701107
ZIONS BANCORPORATION N.A.
New$227,013$227,0130.02%
37045V100
GENERAL MOTORS
New$226,967$226,9670.02%
291011104
EMERSON ELECTRIC CO
Reduced-$222,744$1.1M0.02%
01609W102
ALIBABA GROUP HOLDING SP-ADR
Increased$220,358$614,2080.02%
292218104
EMPLOYERS HOLDING INC
New$217,195$217,1950.02%
48268K101
KT CORP - ADR
New$215,176$215,1760.02%
69121K104
BLUE OWL CAPITAL CORP
New$196,898$196,8980.02%
43114Q105
HIGHPEAK ENERGY, INC.
New$143,856$143,8560.01%
422347104
HEARTLAND EXPRESS INC.
New$141,361$141,3610.01%
92343V104
VERIZON COMMUNICATIONS
Increased$129,062$1.1M0.01%
74348T102
PROSPECT CAPITAL CORP
New$125,304$125,3040.01%
Y2990R101
HAFNIA LTD
New$117,241$117,2410.01%
20030N101
COMCAST CORPORATION - CLASS A
Reduced-$104,883$1.2M0.01%
74319N100
PROFRAC HOLDINGS A
New$95,019$95,0190.01%
185899101
CLEVELAND-CLIFFS INC
New$93,420$93,4200.01%
718546104
PHILLIPS 66
Increased$82,960$1.6M0.01%
904767704
UNILEVER PLC SPONSORED ADR
Increased$69,366$4.0M0.01%
17275R102
CISCO SYSTEMS INC
Increased$49,005$3.6M0.00%
71813109
BAXTER INTERNATIONAL INC
Increased$48,968$336,5150.00%
907818108
UNION PACIFIC CORP
Reduced-$31,795$5.0M0.00%
405552100
HALEON PLC ADR
Increased$22,046$837,8020.00%
731105201
POLESTAR AUTOMOTIVE-CL A
New$10,769$10,7690.00%
20602D101
CONCENTRIX CORP
Increased$6,401$1.2M0.00%
20825C104
CONOCOPHILLIPS
Increased$4,125$2.4M0.00%

Evidence

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Tweedy Browne disclosed new in FIFTH THIRD BANC | TradingNote AI