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.

Biggest Losses

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Embecta Corp.EMBC · Q1 2026$8.84$3.29-$418k-62.8%$248k
FMC CorpFMC · Q1 2026$17.22$13.51-$115k-21.5%$417k
Comcast CorpCMCSA · Q1 2026$28.71$23.76-$156k-17.2%$748k
Matador Resources CompanyMTDR · Q1 2026$63.18$53.62-$270k-15.1%$1.5M
Baxter International IncBAX · Q1 2026$22.77$19.33-$34k-15.1%$188k
Devon Energy CorpDVN · Q1 2026$50.32$42.74-$194k-15.1%$1.1M
Prospect Capital CorporationPSEC · Q1 2026$2.59$2.22-$60k-14.3%$362k
Alliance Resource Partners LPARLP · Q1 2026$27.65$24.24-$247k-12.3%$1.8M
Black Stone Minerals, L.P. Common units representiBSM · Q1 2026$15.12$13.32-$139k-11.9%$1.0M
FedEx CorporationFDX · Q1 2026$356.18$316.83-$2.9M-11.0%$23M
Resideo Technologies, Inc.REZI · Q1 2026$33.71$30.06-$269k-10.8%$2.2M
Tidewater Inc.TDW · Q1 2026$83.55$75.09-$219k-10.1%$1.9M
ConocoPhillips Common StockCOP · Q1 2026$132.00$118.89-$403k-9.93%$3.7M
Verizon Communications IncVZ · Q1 2026$50.20$45.37-$116k-9.62%$1.1M
AutoZone IncAZO · Q1 2026$3,377.78$3,074.04-$1.7M-8.99%$17M
Nutrien LtdNTR · Q1 2026$75.25$68.73-$222k-8.66%$2.3M
Bristol-Myers Squibb CoBMY · Q1 2026$60.65$55.57-$133k-8.38%$1.5M
GSK plc American Depositary SharesGSK · Q1 2026$55.19$50.64-$372k-8.24%$4.1M
Envista Holdings Corporation Common StockNVST · Q1 2026$25.37$23.31-$3.0M-8.12%$33M
HALEON PLCHLN · Q1 2026$10.01$9.32-$50k-6.89%$678k
LKQ CorporationLKQ · Q1 2026$29.37$27.44-$82k-6.57%$1.2M
Western Union CompanyWU · Q1 2026$8.73$8.17-$97k-6.41%$1.4M
Johnson & JohnsonJNJ · Q1 2026$244.44$232.16-$2.7M-5.02%$51M
Alibab Group Holding Limited ADR each rep 8 ordinary shares - 25 sharesBABA · Q1 2026$125.46$120.07-$22k-4.30%$487k
Novartis AG Common StockNVS · Q1 2026$152.75$146.42-$451k-4.14%$10M
Concentrix CorpCNXC · Q1 2026$27.36$26.25-$15k-4.06%$358k
Molson Coors Beverage Company Class BTAP · Q1 2026$43.06$41.87-$38k-2.76%$1.3M
Allison Transmission Holdings, Inc.ALSN · Q1 2026$117.06$113.86-$51k-2.73%$1.8M
Enterprise Products Partners LPEPD · Q1 2026$37.84$37.52-$16k-0.85%$1.9M
Vertex Pharmaceuticals IncVRTX · Q1 2026$446.54$442.96-$145k-0.80%$18M
Asbury Automotive Group Inc Common Stock (ABG)ABG · Q1 2026$195.41$193.96-$11k-0.74%$1.4M
Tweedy Browne Biggest Losses | TradingNote