Tweedy Browne

Tweedy Browne

Tweedy Browne is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Tweedy Browne portfolio page tracks Tweedy Browne holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Tweedy Browne owns and how disclosed positions change over time. Tweedy Browne's public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include CNH Industrial N.V. Common Shares (CNHI), Ionis Pharmaceuticals, Inc. (IONS), Jazz Pharmaceuticals plc (JAZZ), Wells Fargo & Co (WFC), and Autoliv, Inc. (ALV). Investors use Tweedy Browne 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceLast Price
Envista Holdings Corporation Common StockNVST$10.6MAddQ2 2024 13F$11M--$23.31
Berkshire Hathaway Inc.BRK-B$-6.8MTrimQ2 2024 13F$6.8M$408.62$507.78
U-Haul Holding CompanyUHALB$-4.4MTrimQ2 2024 13F$4.4M--$53.06
Diageo PLCDEO$-3.4MTrimQ2 2024 13F$3.4M$137.77$83.51
AutoZone IncAZO$-2.6MTrimQ2 2024 13F$2.6M--$3,074.04
Sealed Air CorpSEE$-2.6MTrimQ2 2024 13F$2.6M--$42.15
Vertex Pharmaceuticals IncVRTX$-2.4MTrimQ2 2024 13F$2.4M$434.05$442.96
The Bank of New York Mellon CorpBK$-2.0MTrimQ2 2024 13F$2.0M--$140.01
U.S. BancorpUSB$-1.9MTrimQ2 2024 13F$1.9M--$55.35
Kenvue Inc. Common StockKVUE$-1.7MTrimQ2 2024 13F$1.7M--$17.55
FedEx CorporationFDX$1.2MAddQ2 2024 13F$1.2M--$316.83
Cisco Systems IncCSCO$-1.1MTrimQ2 2024 13F$1.1M--$121.83
Union Pacific CorpUNP$-1.1MTrimQ2 2024 13F$1.1M--$268.67
GSK plc American Depositary SharesGSK$-1.0MTrimQ2 2024 13F$1.0M--$50.64
Concentrix CorpCNXC$-953.5KTrimQ2 2024 13F$954k--$26.25
Tweedy Browne trim Unmapped 13F securityPORTFOLIO$9.9M148.9k sharesTrimQ2 2024 13F$924k$66.68--
Phillips 66PSX$-846.7KTrimQ2 2024 13F$847k--$183.42
Carlisle Cos IncCSL$-781.7KExitQ2 2024 13F$782k--$338.09
American Express CoAXP$-764.2KTrimQ2 2024 13F$764k$231.59$351.96
Truist Financial CorpTFC$-762.3KTrimQ2 2024 13F$762k--$48.83
Bank of America CorpBAC$706.2KAddQ2 2024 13F$706k$38.32$58.73
Novartis AG Common StockNVS$674.4KAddQ2 2024 13F$674k--$146.42
Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share (BIDU)BIDU$-521.0KTrimQ2 2024 13F$521k$100.48$129.91
Atmus Filtration Technologies Inc.ATMU$-458.7KTrimQ2 2024 13F$459k--$49.34
ConocoPhillips Common StockCOP$-420.4KTrimQ2 2024 13F$420k--$118.89
The Progressive CorpPGR$-376.2KTrimQ2 2024 13F$376k$209.31$215.69
Alibab Group Holding Limited ADR each rep 8 ordinary shares - 25 sharesBABA$-261.1KTrimQ2 2024 13F$261k--$120.07
Comcast CorpCMCSA$-254.8KTrimQ2 2024 13F$255k$35.46$23.76
Emerson Electric CoEMR$-194.6KTrimQ2 2024 13F$195k--$139.07
Verizon Communications IncVZ$-179.1KTrimQ2 2024 13F$179k--$45.37
HALEON PLCHLN$-148.2KTrimQ2 2024 13F$148k--$9.32
Baxter International IncBAX$-128.8KTrimQ2 2024 13F$129k--$19.33
Tweedy Browne add Unmapped 13F securityPORTFOLIO$22M43.7k sharesAddQ2 2024 13F$117k$496.94--
Unilever PLCUL$51.9KAddQ2 2024 13F$52k--$56.09
Enterprise Products Partners LPEPD$-27.3KTrimQ2 2024 13F$27k--$37.52
Wells Fargo & CoWFC$5.7KAddQ2 2024 13F$5.7k$58.70$83.82
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