TB
Tweedy Browne disclosed sold out in FIFTH THIRD BANC
Tweedy Browne filed a 13F change in FIFTH THIRD BANC (316773100) on 2025-07-29, covering period end 2025-06-30.
Action
Sold out
Capital
$0 current disclosed value
Institutional 13F Signals1 evidence source
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
92 changes from Tweedy Browne, filed 2025-07-29 for period end 2025-06-30.
$1.1B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
02079K305 ALPHABET INC-CL A | Reduced | -$47.4M | $56.6M | 4.40% |
478160104 JOHNSON & JOHNSON | Reduced | -$35.3M | $37.4M | 3.27% |
462222100 IONIS PHARMACEUTICALS INC. | Increased | $24.2M | $114.3M | 2.25% |
84670108 BERKSHIRE HATHAWAY INC | Reduced | -$21.8M | $111.5M | 2.02% |
52800109 AUTOLIV INC. | Increased | $10.1M | $48.5M | 0.94% |
N20944109 CNH INDUSTRIAL NV | Increased | $8.8M | $172.5M | 0.81% |
29415F104 ENVISTA HOLDINGS CORP | Increased | $2.7M | $28.5M | 0.25% |
23586506 U-HAUL HOLDING CO - NON VOTING | Reduced | -$2.6M | $25.8M | 0.24% |
25816109 AMERICAN EXPRESS CO | Increased | $2.4M | $21.7M | 0.22% |
302491303 FMC CORP. | Reduced | -$2.2M | $9.9M | 0.20% |
31428X106 FEDEX CORP. | Reduced | -$2.2M | $25.9M | 0.20% |
92532F100 VERTEX PHARMACEUTICALS | Reduced | -$2.0M | $16.6M | 0.18% |
60505104 BANK OF AMERICA CORP COM | Increased | $1.8M | $18.3M | 0.17% |
949746101 WELLS FARGO & CO | Increased | $1.7M | $48.0M | 0.16% |
53332102 AUTOZONE, INC. | Reduced | -$1.4M | $22.5M | 0.13% |
84670702 BERKSHIRE HATHAWAY INC DEL CL B | Increased | $1.4M | $49.3M | 0.13% |
25243Q205 DIAGEO P L C - ADR | Reduced | -$1.1M | $13.2M | 0.10% |
8.9151E+113 TOTALENERGIES SE ADR | Reduced | -$699,896 | $8.2M | 0.06% |
64058100 BANK OF NEW YORK MELLON CORP | Increased | $570,307 | $13.0M | 0.05% |
05329W102 AUTONATION, INC. | New | $502,982 | $502,982 | 0.05% |
1084102 AGCO CORP. | New | $490,526 | $490,526 | 0.05% |
48268K101 KT CORP - ADR | Increased | $483,967 | $699,143 | 0.04% |
191241108 COCA COLA FEMSA | Increased | $475,581 | $117.8M | 0.04% |
20825C104 CONOCOPHILLIPS | Reduced | -$473,078 | $1.9M | 0.04% |
18581108 BREAD FINANCIAL HOLDINGS, INC. | New | $470,954 | $470,954 | 0.04% |
293792107 ENTERPRISE PRODUCTS PARTNERS | Reduced | -$441,822 | $3.4M | 0.04% |
20602D101 CONCENTRIX CORP | Reduced | -$441,598 | $785,320 | 0.04% |
76118Y104 RESIDEO TECHNOLOGIES | New | $429,442 | $429,442 | 0.04% |
4.0416E+107 HCI GROUP INC | Increased | $428,847 | $724,472 | 0.04% |
17275R102 CISCO SYSTEMS INC | Increased | $409,688 | $4.0M | 0.04% |
902973304 US BANCORP | Increased | $404,954 | $9.2M | 0.04% |
67077M108 NUTRIEN LTD | New | $404,804 | $404,804 | 0.04% |
42735100 ARROW ELECTRIC | New | $400,130 | $400,130 | 0.04% |
828730200 SIMMONS FIRS NATIONAL CORP-A | New | $388,225 | $388,225 | 0.04% |
902494103 TYSON FOODS | New | $386,378 | $386,378 | 0.04% |
32055Y201 FIRST INTERSTATE BANCSYSTEM INC | New | $384,372 | $384,372 | 0.04% |
G65431127 NOBLE CORP PLC | New | $383,462 | $383,462 | 0.04% |
227046109 CROCS INC | New | $381,927 | $381,927 | 0.04% |
3.7959E+106 GLOBE LIFE INC. | Reduced | -$371,825 | $3.8M | 0.03% |
576485205 MATADOR RESOURCES CO. | New | $360,047 | $360,047 | 0.03% |
513272104 LAMB WESTON HOLDINGS INC | New | $358,128 | $358,128 | 0.03% |
53220K504 LIGAND PHARMACEUTICALS | New | $356,955 | $356,955 | 0.03% |
126650100 CVS CORP. | New | $349,108 | $349,108 | 0.03% |
91324P102 UNITEDHEALTH GROUP | New | $341,607 | $341,607 | 0.03% |
110122108 BRISTOL-MYERS SQUIBB CO | New | $332,547 | $332,547 | 0.03% |
97650W108 WINTRUST FINANCIAL | Increased | $319,563 | $547,744 | 0.03% |
88642R109 TIDEWATER INC | New | $318,620 | $318,620 | 0.03% |
G89479102 TORM PLC-A | New | $318,089 | $318,089 | 0.03% |
66987V109 NOVARTIS AG AMERICAN DEPOSITORY SHARES | Increased | $317,655 | $9.4M | 0.03% |
37045V100 GENERAL MOTORS | Increased | $302,975 | $529,942 | 0.03% |
15135U109 CENOVUS ENERGY | New | $300,717 | $300,717 | 0.03% |
07556Q881 BEAZER HOMES USA | New | $296,492 | $296,492 | 0.03% |
989701107 ZIONS BANCORPORATION N.A. | Increased | $295,244 | $522,257 | 0.03% |
00751Y106 ADVANCE AUTO PARTS INC. | New | $293,631 | $293,631 | 0.03% |
829933100 SIRIUS XM HOLDINGS INC | New | $288,503 | $288,503 | 0.03% |
403949100 HF SINCLAIR CORP | New | $284,315 | $284,315 | 0.03% |
09225M101 BLACKSTONE MINE | New | $272,783 | $272,783 | 0.03% |
15135B101 CENTENE CORP | New | $272,703 | $272,703 | 0.03% |
01877R108 ALLIANCE RESOURCE PARTNERS LP | Increased | $270,293 | $509,129 | 0.03% |
Y2990R101 HAFNIA LTD | Increased | $265,078 | $382,319 | 0.02% |
20848V105 CONSENSUS CLOUD | New | $261,869 | $261,869 | 0.02% |
316773100 FIFTH THIRD BANC | Sold out | -$232,260 | $0 | 0.02% |
81211K100 SEALED AIR CORPORATION | Increased | $230,643 | $16.0M | 0.02% |
Y2106R110 DORIAN LPG LIMITED | New | $229,635 | $229,635 | 0.02% |
292218104 EMPLOYERS HOLDING INC | Increased | $227,901 | $445,096 | 0.02% |
69121K104 BLUE OWL CAPITAL CORP | Increased | $226,347 | $423,245 | 0.02% |
743315103 PROGRESSIVE CORP | Reduced | -$221,433 | $3.7M | 0.02% |
25179M103 DEVON ENERGY CORP | New | $219,712 | $219,712 | 0.02% |
907818108 UNION PACIFIC CORP | Reduced | -$210,307 | $4.8M | 0.02% |
291011104 EMERSON ELECTRIC CO | Increased | $199,929 | $1.3M | 0.02% |
29082K105 EMBECTA CORP | New | $194,721 | $194,721 | 0.02% |
423452101 HELMERICH & PAYNE | New | $194,442 | $194,442 | 0.02% |
G4412G101 HERBALIFE LTD | New | $186,433 | $186,433 | 0.02% |
37733W204 GSK PLC ADR | Reduced | -$171,867 | $3.3M | 0.02% |
L72967109 ORION SA | New | $171,291 | $171,291 | 0.02% |
49177J102 KENVUE INC. | Reduced | -$169,623 | $959,787 | 0.02% |
01609W102 ALIBABA GROUP HOLDING SP-ADR | Reduced | -$153,763 | $460,445 | 0.01% |
422347104 HEARTLAND EXPRESS INC. | Increased | $149,496 | $290,857 | 0.01% |
904767704 UNILEVER PLC SPONSORED ADR | Reduced | -$119,416 | $3.9M | 0.01% |
74319N100 PROFRAC HOLDINGS A | Increased | $119,405 | $214,424 | 0.01% |
02079K107 ALPHABET INC-CL C | Increased | $102,559 | $2.3M | 0.01% |
185899101 CLEVELAND-CLIFFS INC | Increased | $100,433 | $193,853 | 0.01% |
43114Q105 HIGHPEAK ENERGY, INC. | Increased | $99,890 | $243,746 | 0.01% |
74348T102 PROSPECT CAPITAL CORP | Increased | $87,858 | $213,162 | 0.01% |
718546104 PHILLIPS 66 | Reduced | -$81,843 | $1.5M | 0.01% |
20030N101 COMCAST CORPORATION - CLASS A | Reduced | -$66,310 | $1.1M | 0.01% |
89832Q109 TRUIST FINANCIAL CORP | Reduced | -$55,362 | $25.0M | 0.01% |
92343V104 VERIZON COMMUNICATIONS | Reduced | -$50,231 | $1.0M | 0.00% |
405552100 HALEON PLC ADR | Reduced | -$41,324 | $796,478 | 0.00% |
71813109 BAXTER INTERNATIONAL INC | Reduced | -$40,679 | $295,836 | 0.00% |
04956D107 ATMUS FILTRATION TECHNOLOGIES | Reduced | -$27,772 | $3.3M | 0.00% |
731105201 POLESTAR AUTOMOTIVE-CL A | Increased | $13,420 | $24,189 | 0.00% |