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

CompanyValueActionChangePriceCurrent Price
Zions Bancorporation National AssociationZION$242.8KAddQ4 2025 13F$243k--$62.32
Allison Transmission Holdings, Inc.ALSN$241.2KAddQ4 2025 13F$241k--$113.86
Nutrien LtdNTR$237.6KAddQ4 2025 13F$238k--$68.73
First Interstate BancSystem, Inc.FIBK$231.3KAddQ4 2025 13F$231k--$36.43
Elevance Health, Inc. Common StockELV$225.4KAddQ4 2025 13F$225k$348.38$418.15
The PNC Financial Services Group IncPNC$220.9KAddQ4 2025 13F$221k$193.03$232.64
Advance Auto Parts IncAAP$-202.8KTrimQ4 2025 13F$203k$50.12$58.26
Tweedy Browne add Unmapped 13F securityPORTFOLIO$971k16.6k sharesAddQ4 2025 13F$201k$58.62--
The Magnum Ice Cream Company N.V.MICC$197.1KOtherQ4 2025 13F$197k--$16.33
StoneX Group Inc.SNEX$195.7KAddQ4 2025 13F$196k--$135.73
CVS Health CorpCVS$178.3KAddQ4 2025 13F$178k$78.84$97.08
Cleveland-Cliffs Inc.CLF$170.9KAddQ4 2025 13F$171k--$10.57
Heartland Express IncHTLD$148.1KAddQ4 2025 13F$148k--$14.71
Tweedy Browne add Unmapped 13F securityPORTFOLIO$978k34.6k sharesAddQ4 2025 13F$139k$28.24--
Tweedy Browne add Unmapped 13F securityPORTFOLIO$1.1M10.9k sharesAddQ4 2025 13F$132k$104.32--
Alibab Group Holding Limited ADR each rep 8 ordinary shares - 25 sharesBABA$-130.5KTrimQ4 2025 13F$131k$160.95$120.07
Lamb Weston Holdings, Inc. Common StockLW$-130.2KTrimQ4 2025 13F$130k--$42.77
Centene CorpCNC$127.6KAddQ4 2025 13F$128k--$58.81
Tweedy Browne add Unmapped 13F securityPORTFOLIO$951k48.6k sharesAddQ4 2025 13F$127k$19.58--
Crocs, Inc.CROX$126.1KAddQ4 2025 13F$126k--$118.39
Union Pacific CorpUNP$-120.4KTrimQ4 2025 13F$120k$227.66$268.67
SIMMONS FIRST NATIONAL CORPORATIONSFNC$117.0KAddQ4 2025 13F$117k--$21.35
AutoNation IncAN$114.7KAddQ4 2025 13F$115k--$194.94
Devon Energy CorpDVN$109.3KAddQ4 2025 13F$109k$37.57$42.74
Blue Owl Capital CorporationOBDC$105.6KAddQ4 2025 13F$106k--$11.17
Black Stone Minerals, L.P. Common units representiBSM$101.1KAddQ4 2025 13F$101k--$13.32
ConocoPhillips Common StockCOP$97.0KAddQ4 2025 13F$97k$90.03$118.89
Phillips 66PSX$-87.3KTrimQ4 2025 13F$87k--$183.42
Resideo Technologies, Inc.REZI$-87.1KTrimQ4 2025 13F$87k--$30.06
Berkshire Hathaway Inc.BRK-A$86.4KAddQ4 2025 13F$86k$746,423.54$746,597.94
HALEON PLCHLN$86.0KAddQ4 2025 13F$86k--$9.32
Enterprise Products Partners LPEPD$85.7KAddQ4 2025 13F$86k--$37.52
Tidewater Inc.TDW$80.0KAddQ4 2025 13F$80k--$75.09
Tweedy Browne add Unmapped 13F securityPORTFOLIO$1.0M196.4k sharesAddQ4 2025 13F$79k$5.33--
Verizon Communications IncVZ$-77.2KTrimQ4 2025 13F$77k$40.52$45.37
Unitedhealth Group IncUNH$73.8KAddQ4 2025 13F$74k$338.89$427.89
Alliance Resource Partners LPARLP$73.3KAddQ4 2025 13F$73k$24.62$24.24
Concentrix CorpCNXC$-72.4KTrimQ4 2025 13F$72k--$26.25
Matador Resources CompanyMTDR$71.4KAddQ4 2025 13F$71k--$53.62
Arrow Electronics IncARW$49.2KAddQ4 2025 13F$49k--$217.51
Comcast CorpCMCSA$-48.2KTrimQ4 2025 13F$48k$26.93$23.76
Orion Engineered Carbons S.A.OEC$-47.5KTrimQ4 2025 13F$47k--$7.41
Kenvue Inc. Common StockKVUE$39.6KAddQ4 2025 13F$40k$16.67$17.55
Prospect Capital CorporationPSEC$38.1KAddQ4 2025 13F$38k--$2.22
Dorian LPG Ltd.LPG$-26.8KTrimQ4 2025 13F$27k--$42.23
Beazer Homes USA, Inc.BZH$-25.1KTrimQ4 2025 13F$25k--$25.00
HF Sinclair Corporation Common StockDINO$19.9KAddQ4 2025 13F$20k--$68.08
Emerson Electric CoEMR$-18.4KTrimQ4 2025 13F$18k$132.45$139.07
Tweedy Browne trim Unmapped 13F securityPORTFOLIO$285k18.1k sharesTrimQ4 2025 13F$15k$15.76--
Embecta Corp.EMBC$-9.9KTrimQ4 2025 13F$9.9k--$3.29
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