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
Tidewater Inc.TDW$438.1KAddQ3 2025 13F$438k--$75.09
CVS Health CorpCVS$431.7KAddQ3 2025 13F$432k$68.53$97.08
ConocoPhillips Common StockCOP$426.5KAddQ3 2025 13F$427k--$118.89
Tweedy Browne add Unmapped 13F securityPORTFOLIO$683k23.3k sharesAddQ3 2025 13F$422k$29.37--
SIMMONS FIRST NATIONAL CORPORATIONSFNC$410.4KAddQ3 2025 13F$410k--$21.35
Novartis AG Common StockNVS$402.8KAddQ3 2025 13F$403k$124.97$146.42
Unitedhealth Group IncUNH$396.3KAddQ3 2025 13F$396k$302.44$425.36
Helmerich & Payne, Inc.HP$388.5KAddQ3 2025 13F$388k--$38.49
Embecta Corp.EMBC$387.7KAddQ3 2025 13F$388k--$3.29
Tweedy Browne add Unmapped 13F securityPORTFOLIO$770k14.2k sharesAddQ3 2025 13F$384k$54.30--
Arrow Electronics IncARW$380.3KAddQ3 2025 13F$380k--$217.51
Employers Holdings Inc Common StockEIG$377.5KAddQ3 2025 13F$377k--$43.83
Beazer Homes USA, Inc.BZH$374.6KAddQ3 2025 13F$375k--$25.00
Tweedy Browne add Unmapped 13F securityPORTFOLIO$4.2M29.1k sharesAddQ3 2025 13F$372k$142.97--
Ligand Pharmaceuticals IncLGND$-357.0KExitQ3 2025 13F$357k--$274.88
Blue Owl Capital CorporationOBDC$351.0KAddQ3 2025 13F$351k--$11.17
Dorian LPG Ltd.LPG$347.0KAddQ3 2025 13F$347k--$42.23
Matador Resources CompanyMTDR$335.9KAddQ3 2025 13F$336k--$53.62
Bristol-Myers Squibb CoBMY$319.9KAddQ3 2025 13F$320k$45.65$55.57
Albemarle CorpALB$313.7KOtherQ3 2025 13F$314k--$149.84
Sirius XM Holdings IncSIRI$312.0KAddQ3 2025 13F$312k$23.13$30.48
Tweedy Browne other Unmapped 13F securityPORTFOLIO$300k15.5k sharesOtherQ3 2025 13F$300k$19.36--
Kenvue Inc. Common StockKVUE$-293.7KTrimQ3 2025 13F$294k$18.04$17.55
Black Stone Minerals, L.P. Common units representiBSM$288.3KAddQ3 2025 13F$288k--$13.32
U.S. BancorpUSB$287.4KAddQ3 2025 13F$287k$49.39$55.35
Heartland Express IncHTLD$285.3KAddQ3 2025 13F$285k--$14.71
Tweedy Browne trim Unmapped 13F securityPORTFOLIO$7.9M132.2k sharesTrimQ3 2025 13F$285k$59.69--
American Express CoAXP$281.0KAddQ3 2025 13F$281k$318.08$351.96
Devon Energy CorpDVN$277.8KAddQ3 2025 13F$278k--$42.74
The Progressive CorpPGR$-273.0KTrimQ3 2025 13F$273k$246.52$215.69
Alibab Group Holding Limited ADR each rep 8 ordinary shares - 25 sharesBABA$265.2KAddQ3 2025 13F$265k--$120.07
Crocs, Inc.CROX$265.0KAddQ3 2025 13F$265k--$118.39
Alphabet IncGOOGL$254.9KAddQ3 2025 13F$255k$209.46$359.91
HighPeak Energy, Inc.HPK$-243.7KExitQ3 2025 13F$244k--$7.00
Tweedy Browne exit Unmapped 13F securityPORTFOLIO$-214.4KExitQ3 2025 13F$214k----
GSK plc American Depositary SharesGSK$213.8KAddQ3 2025 13F$214k$40.52$50.64
Herbalife Nutrition LtdHLF$186.1KAddQ3 2025 13F$186k--$12.29
Prospect Capital CorporationPSEC$170.8KAddQ3 2025 13F$171k--$2.22
Cisco Systems IncCSCO$-167.2KTrimQ3 2025 13F$167k--$121.83
Phillips 66PSX$164.7KAddQ3 2025 13F$165k--$183.42
Unilever PLCUL$-139.2KTrimQ3 2025 13F$139k$69.16$56.09
Comcast CorpCMCSA$-136.9KTrimQ3 2025 13F$137k$30.65$23.76
Concentrix CorpCNXC$-131.9KTrimQ3 2025 13F$132k--$26.25
HALEON PLCHLN$-108.8KTrimQ3 2025 13F$109k$8.93$9.32
Centene CorpCNC$95.5KAddQ3 2025 13F$96k$25.59$58.81
Emerson Electric CoEMR$-86.6KTrimQ3 2025 13F$87k--$139.07
Orion Engineered Carbons S.A.OEC$83.0KAddQ3 2025 13F$83k--$7.41
Baxter International IncBAX$-74.1KTrimQ3 2025 13F$74k$25.36$19.33
Enterprise Products Partners LPEPD$28.2KAddQ3 2025 13F$28k--$37.52
Polestar Automotive Holding UK PLCPSNY$-24.2KExitQ3 2025 13F$24k--$23.17
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