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
Novartis AG Common StockNVS$317.7KAddQ2 2025 13F$318k--$146.42
General Motors CoGM$303.0KAddQ2 2025 13F$303k--$83.77
Cenovus Energy Inc.CVE$300.7KOtherQ2 2025 13F$301k--$28.72
Beazer Homes USA, Inc.BZH$296.5KOtherQ2 2025 13F$296k--$25.00
Zions Bancorporation National AssociationZION$295.2KAddQ2 2025 13F$295k--$62.32
Advance Auto Parts IncAAP$293.6KOtherQ2 2025 13F$294k$40.07$58.26
Sirius XM Holdings IncSIRI$288.5KOtherQ2 2025 13F$289k$21.54$30.48
HF Sinclair Corporation Common StockDINO$284.3KOtherQ2 2025 13F$284k--$68.08
Black Stone Minerals, L.P. Common units representiBSM$272.8KOtherQ2 2025 13F$273k--$13.32
Centene CorpCNC$272.7KOtherQ2 2025 13F$273k$63.01$58.81
Alliance Resource Partners LPARLP$270.3KAddQ2 2025 13F$270k--$24.24
Tweedy Browne add Unmapped 13F securityPORTFOLIO$382k76.6k sharesAddQ2 2025 13F$265k$4.99--
Tweedy Browne other Unmapped 13F securityPORTFOLIO$262k11.4k sharesOtherQ2 2025 13F$262k$23.06--
Fifth Third BancorpFITB$-232.3KExitQ2 2025 13F$232k--$51.96
Sealed Air CorpSEE$230.6KAddQ2 2025 13F$231k--$42.15
Dorian LPG Ltd.LPG$229.6KOtherQ2 2025 13F$230k--$42.23
Employers Holdings Inc Common StockEIG$227.9KAddQ2 2025 13F$228k--$43.83
Blue Owl Capital CorporationOBDC$226.3KAddQ2 2025 13F$226k--$11.17
The Progressive CorpPGR$-221.4KTrimQ2 2025 13F$221k$274.25$215.69
Devon Energy CorpDVN$219.7KOtherQ2 2025 13F$220k--$42.74
Union Pacific CorpUNP$-210.3KTrimQ2 2025 13F$210k--$268.67
Emerson Electric CoEMR$199.9KAddQ2 2025 13F$200k--$139.07
Embecta Corp.EMBC$194.7KOtherQ2 2025 13F$195k--$3.29
Helmerich & Payne, Inc.HP$194.4KOtherQ2 2025 13F$194k--$38.49
Herbalife Nutrition LtdHLF$186.4KOtherQ2 2025 13F$186k--$12.29
GSK plc American Depositary SharesGSK$-171.9KTrimQ2 2025 13F$172k--$50.64
Orion Engineered Carbons S.A.OEC$171.3KOtherQ2 2025 13F$171k--$7.41
Kenvue Inc. Common StockKVUE$-169.6KTrimQ2 2025 13F$170k--$17.55
Alibab Group Holding Limited ADR each rep 8 ordinary shares - 25 sharesBABA$-153.8KTrimQ2 2025 13F$154k--$120.07
Heartland Express IncHTLD$149.5KAddQ2 2025 13F$149k--$14.71
Unilever PLCUL$-119.4KTrimQ2 2025 13F$119k--$56.09
Tweedy Browne add Unmapped 13F securityPORTFOLIO$214k27.6k sharesAddQ2 2025 13F$119k$7.76--
Alphabet Cl CGOOG$102.6KAddQ2 2025 13F$103k$165.11$356.18
Cleveland-Cliffs Inc.CLF$100.4KAddQ2 2025 13F$100k--$10.57
HighPeak Energy, Inc.HPK$99.9KAddQ2 2025 13F$100k--$7.00
Prospect Capital CorporationPSEC$87.9KAddQ2 2025 13F$88k--$2.22
Phillips 66PSX$-81.8KTrimQ2 2025 13F$82k--$183.42
Comcast CorpCMCSA$-66.3KTrimQ2 2025 13F$66k--$23.76
Truist Financial CorpTFC$-55.4KTrimQ2 2025 13F$55k--$48.83
Verizon Communications IncVZ$-50.2KTrimQ2 2025 13F$50k--$45.37
HALEON PLCHLN$-41.3KTrimQ2 2025 13F$41k--$9.32
Baxter International IncBAX$-40.7KTrimQ2 2025 13F$41k$30.38$19.33
Atmus Filtration Technologies Inc.ATMU$-27.8KTrimQ2 2025 13F$28k--$49.34
Polestar Automotive Holding UK PLCPSNY$13.4KAddQ2 2025 13F$13k--$23.17
FMC CorpFMC$-127.0MTrimQ1 2025 13F$127M--$13.51
Johnson & JohnsonJNJ$-83.6MTrimQ1 2025 13F$84M$162.99$263.04
Berkshire Hathaway Inc.BRK-A$-60.7MTrimQ1 2025 13F$61M$729,330.71$760,590.00
Alphabet IncGOOGL$-35.4MTrimQ1 2025 13F$35M$181.36$359.91
Ionis Pharmaceuticals, Inc.IONS$-23.6MTrimQ1 2025 13F$24M$32.75$76.49
COCA COLA FEMSA SAB DE CVKOF$13.7MAddQ1 2025 13F$14M--$109.90
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