TB
Tweedy Browne disclosed new in UNIFIRST CORP
Tweedy Browne filed a 13F change in UNIFIRST CORP (904708104) on 2026-02-02, covering period end 2025-12-31.
Action
New
Capital
$19,687,181 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
101 changes from Tweedy Browne, filed 2026-02-02 for period end 2025-12-31.
$1.2B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
N20944109 CNH INDUSTRIAL NV | Increased | $42.0M | $186.1M | 3.39% |
904708104 UNIFIRST CORP | New | $19.7M | $19.7M | 1.59% |
191241108 COCA COLA FEMSA | Increased | $12.3M | $112.6M | 1.00% |
F92124100 TOTALENERGIES SE ADR | New | $8.8M | $8.8M | 0.71% |
8.9151E+113 TOTALENERGIES SE ADR | Sold out | -$7.9M | $0 | 0.64% |
302491303 FMC CORP. | Reduced | -$7.3M | $279,508 | 0.59% |
53332102 AUTOZONE, INC. | Reduced | -$6.0M | $19.0M | 0.48% |
31428X106 FEDEX CORP. | Increased | $5.9M | $32.6M | 0.47% |
52800109 AUTOLIV INC. | Reduced | -$5.8M | $47.6M | 0.47% |
02079K305 ALPHABET INC-CL A | Increased | $5.6M | $62.5M | 0.45% |
462222100 IONIS PHARMACEUTICALS INC. | Increased | $5.2M | $195.0M | 0.42% |
478160104 JOHNSON & JOHNSON | Increased | $4.0M | $48.9M | 0.32% |
904767704 UNILEVER PLC SPONSORED ADR | Sold out | -$3.7M | $0 | 0.30% |
904767803 UNILEVER PLC SPONSORED ADR | New | $3.6M | $3.6M | 0.29% |
949746101 WELLS FARGO & CO | Increased | $3.4M | $52.1M | 0.27% |
92532F100 VERTEX PHARMACEUTICALS | Increased | $2.4M | $17.7M | 0.20% |
04956D107 ATMUS FILTRATION TECHNOLOGIES | Reduced | -$1.9M | $2.1M | 0.15% |
25816109 AMERICAN EXPRESS CO | Increased | $1.9M | $23.9M | 0.15% |
23586506 U-HAUL HOLDING CO - NON VOTING | Reduced | -$1.9M | $21.8M | 0.15% |
29415F104 ENVISTA HOLDINGS CORP | Increased | $1.7M | $31.3M | 0.14% |
02079K107 ALPHABET INC-CL C | Sold out | -$1.5M | $0 | 0.12% |
89832Q109 TRUIST FINANCIAL CORP | Increased | $1.3M | $27.7M | 0.11% |
97650W108 WINTRUST FINANCIAL | Sold out | -$1.2M | $0 | 0.10% |
84670702 BERKSHIRE HATHAWAY INC DEL CL B | Reduced | -$1.0M | $48.8M | 0.08% |
B57FG04CA CENOVUS ENERGY | New | $964,204 | $964,204 | 0.08% |
60871R209 MOLSON COORS BREWING COMPANY | New | $941,396 | $941,396 | 0.08% |
60505104 BANK OF AMERICA CORP COM | Increased | $935,544 | $20.6M | 0.08% |
25243Q205 DIAGEO P L C - ADR | Reduced | -$920,597 | $11.2M | 0.07% |
948849104 WEIS MARKETS INC | Sold out | -$834,411 | $0 | 0.07% |
292218104 EMPLOYERS HOLDING INC | Sold out | -$822,583 | $0 | 0.07% |
15135U109 CENOVUS ENERGY | Sold out | -$797,211 | $0 | 0.06% |
37045V100 GENERAL MOTORS | Increased | $746,775 | $2.1M | 0.06% |
66987V109 NOVARTIS AG AMERICAN DEPOSITORY SHARES | Increased | $573,987 | $10.3M | 0.05% |
18581108 BREAD FINANCIAL HOLDINGS, INC. | Increased | $515,576 | $1.5M | 0.04% |
37733W204 GSK PLC ADR | Increased | $483,589 | $4.0M | 0.04% |
17275R102 CISCO SYSTEMS INC | Increased | $478,777 | $4.3M | 0.04% |
902973304 US BANCORP | Increased | $433,859 | $9.9M | 0.04% |
64058100 BANK OF NEW YORK MELLON CORP | Reduced | -$360,854 | $14.8M | 0.03% |
20848V105 CONSENSUS CLOUD | Reduced | -$343,674 | $339,825 | 0.03% |
12653101 ALBEMARLE CORP | Increased | $325,185 | $638,884 | 0.03% |
423452101 HELMERICH & PAYNE | Increased | $297,801 | $880,734 | 0.02% |
G4412G101 HERBALIFE LTD | Increased | $291,069 | $663,577 | 0.02% |
4.0416E+107 HCI GROUP INC | Increased | $287,581 | $2.1M | 0.02% |
48268K101 KT CORP - ADR | Increased | $281,624 | $1.7M | 0.02% |
3.7959E+106 GLOBE LIFE INC. | Reduced | -$273,280 | $3.9M | 0.02% |
959802109 WESTERN UNION | Increased | $264,768 | $1.0M | 0.02% |
743315103 PROGRESSIVE CORP | Reduced | -$263,662 | $3.1M | 0.02% |
36237H101 G III APPAREL | Increased | $262,915 | $1.1M | 0.02% |
911312106 UNITED PARCEL SERVICE | Increased | $262,381 | $976,228 | 0.02% |
110122108 BRISTOL-MYERS SQUIBB CO | Increased | $256,040 | $908,457 | 0.02% |
989701107 ZIONS BANCORPORATION N.A. | Increased | $242,783 | $1.4M | 0.02% |
01973R101 ALLISON TRANSMISSION HLD | Increased | $241,207 | $986,538 | 0.02% |
67077M108 NUTRIEN LTD | Increased | $237,646 | $1.1M | 0.02% |
32055Y201 FIRST INTERSTATE BANCSYSTEM INC | Increased | $231,308 | $1.1M | 0.02% |
36752103 ELEVANCE HEALTH | Increased | $225,388 | $1.1M | 0.02% |
693475105 PNC FINANCIAL SERVICES GROUP INC. | Increased | $220,934 | $1.3M | 0.02% |
00751Y106 ADVANCE AUTO PARTS INC. | Reduced | -$202,832 | $596,535 | 0.02% |
902494103 TYSON FOODS | Increased | $200,577 | $971,040 | 0.02% |
N5505D105 MAGNUM ICE CREAM CO NV ADR | New | $197,142 | $197,142 | 0.02% |
861896108 STONEX GROUP, INC. | Increased | $195,687 | $2.2M | 0.02% |
126650100 CVS CORP. | Increased | $178,252 | $959,066 | 0.01% |
185899101 CLEVELAND-CLIFFS INC | Increased | $170,886 | $805,127 | 0.01% |
422347104 HEARTLAND EXPRESS INC. | Increased | $148,063 | $724,188 | 0.01% |
G65431127 NOBLE CORP PLC | Increased | $139,110 | $978,149 | 0.01% |
1084102 AGCO CORP. | Increased | $131,912 | $1.1M | 0.01% |
01609W102 ALIBABA GROUP HOLDING SP-ADR | Reduced | -$130,529 | $595,115 | 0.01% |
513272104 LAMB WESTON HOLDINGS INC | Reduced | -$130,189 | $693,908 | 0.01% |
15135B101 CENTENE CORP | Increased | $127,557 | $495,775 | 0.01% |
G89479102 TORM PLC-A | Increased | $126,546 | $951,490 | 0.01% |
227046109 CROCS INC | Increased | $126,087 | $773,015 | 0.01% |
907818108 UNION PACIFIC CORP | Reduced | -$120,398 | $4.6M | 0.01% |
828730200 SIMMONS FIRS NATIONAL CORP-A | Increased | $116,960 | $915,582 | 0.01% |
05329W102 AUTONATION, INC. | Increased | $114,736 | $1.2M | 0.01% |
25179M103 DEVON ENERGY CORP | Increased | $109,310 | $606,776 | 0.01% |
69121K104 BLUE OWL CAPITAL CORP | Increased | $105,576 | $879,808 | 0.01% |
09225M101 BLACKSTONE MINE | Increased | $101,136 | $662,227 | 0.01% |
20825C104 CONOCOPHILLIPS | Increased | $96,999 | $2.4M | 0.01% |
718546104 PHILLIPS 66 | Reduced | -$87,264 | $1.6M | 0.01% |
76118Y104 RESIDEO TECHNOLOGIES | Reduced | -$87,148 | $1.6M | 0.01% |
84670108 BERKSHIRE HATHAWAY INC | Increased | $86,400 | $108.7M | 0.01% |
405552100 HALEON PLC ADR | Increased | $86,006 | $773,718 | 0.01% |
293792107 ENTERPRISE PRODUCTS PARTNERS | Increased | $85,664 | $3.5M | 0.01% |
88642R109 TIDEWATER INC | Increased | $79,999 | $836,698 | 0.01% |
Y2990R101 HAFNIA LTD | Increased | $78,745 | $1.0M | 0.01% |
92343V104 VERIZON COMMUNICATIONS | Reduced | -$77,189 | $976,380 | 0.01% |
91324P102 UNITEDHEALTH GROUP | Increased | $73,834 | $811,740 | 0.01% |
01877R108 ALLIANCE RESOURCE PARTNERS LP | Increased | $73,350 | $1.1M | 0.01% |
20602D101 CONCENTRIX CORP | Reduced | -$72,395 | $580,997 | 0.01% |
576485205 MATADOR RESOURCES CO. | Increased | $71,437 | $767,358 | 0.01% |
42735100 ARROW ELECTRIC | Increased | $49,205 | $829,655 | 0.00% |
20030N101 COMCAST CORPORATION - CLASS A | Reduced | -$48,189 | $941,415 | 0.00% |
L72967109 ORION SA | Reduced | -$47,492 | $206,749 | 0.00% |
49177J102 KENVUE INC. | Increased | $39,551 | $705,646 | 0.00% |
74348T102 PROSPECT CAPITAL CORP | Increased | $38,087 | $422,048 | 0.00% |
Y2106R110 DORIAN LPG LIMITED | Reduced | -$26,784 | $549,816 | 0.00% |
07556Q881 BEAZER HOMES USA | Reduced | -$25,054 | $646,045 | 0.00% |
403949100 HF SINCLAIR CORP | Increased | $19,918 | $768,799 | 0.00% |
291011104 EMERSON ELECTRIC CO | Reduced | -$18,367 | $1.2M | 0.00% |
1744101 AMN HEALTHCARE SERVICES INC | Reduced | -$14,878 | $284,815 | 0.00% |
29082K105 EMBECTA CORP | Reduced | -$9,938 | $572,509 | 0.00% |
829933100 SIRIUS XM HOLDINGS INC | Increased | $1,754 | $602,249 | 0.00% |