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.

Latest Trades

CompanyValueActionChangePriceCurrent Price
Tweedy Browne add Unmapped 13F securityPORTFOLIO$1.7M26.1k sharesAddQ1 2026 13F$703k$64.07--
The PNC Financial Services Group IncPNC$2.0M9.4k sharesAddQ1 2026 13F$693k$217.72$232.64
Devon Energy CorpDVN$1.3M25.6k sharesAddQ1 2026 13F$683k$45.99$42.74
Advance Auto Parts IncAAP$1.3M24.2k sharesAddQ1 2026 13F$678k$50.03$58.26
Bristol-Myers Squibb CoBMY$1.6M26.2k sharesAddQ1 2026 13F$678k$60.07$55.57
Tweedy Browne trim Unmapped 13F securityPORTFOLIO$2.9M51.7k sharesTrimQ1 2026 13F$676k$56.97--
Dorian LPG Ltd.LPG$1.2M35.5k sharesAddQ1 2026 13F$664k$34.20$42.23
Herbalife Nutrition LtdHLF$-663.6KExitQ1 2026 13F$664k--$12.29
Phillips 66PSX$2.3M12.4k sharesAddQ1 2026 13F$640k$166.67$183.42
Albemarle CorpALB$-638.9KExitQ1 2026 13F$639k$170.86$149.84
Heartland Express IncHTLD$1.3M126.7k sharesAddQ1 2026 13F$593k$10.40$14.71
SIMMONS FIRST NATIONAL CORPORATIONSFNC$1.5M77.2k sharesAddQ1 2026 13F$586k$19.45$21.35
Novartis AG Common StockNVS$11M71.3k sharesAddQ1 2026 13F$565k$158.28$146.42
United Parcel ServiceUPS$1.5M15.5k sharesAddQ1 2026 13F$550k$106.72$107.70
G-III Apparel Group, Ltd.GIII$1.7M60.5k sharesAddQ1 2026 13F$550k$27.70$32.29
First Interstate BancSystem, Inc.FIBK$1.6M49.4k sharesAddQ1 2026 13F$550k$33.40$36.43
Western Union CompanyWU$1.5M173.5k sharesAddQ1 2026 13F$511k$8.73$8.17
Black Stone Minerals, L.P. Common units representiBSM$1.2M77.4k sharesAddQ1 2026 13F$508k$15.12$13.32
GSK plc American Depositary SharesGSK$4.5M81.8k sharesAddQ1 2026 13F$481k$56.31$50.64
Sirius XM Holdings IncSIRI$1.1M46.9k sharesAddQ1 2026 13F$480k$21.49$28.35
Molson Coors Beverage Company Class BTAP$1.4M31.8k sharesAddQ1 2026 13F$426k$43.06$41.87
CVS Health CorpCVS$1.4M19.1k sharesAddQ1 2026 13F$415k$77.03$97.08
The Progressive CorpPGR$2.7M13.7k sharesTrimQ1 2026 13F$404k$206.39$215.69
Lamb Weston Holdings, Inc. Common StockLW$1.1M26k sharesAddQ1 2026 13F$403k$42.26$42.77
Crocs, Inc.CROX$1.2M14k sharesAddQ1 2026 13F$391k$83.02$118.39
Tweedy Browne exit Unmapped 13F securityPORTFOLIO$-339.8KExitQ1 2026 13F$340k----
U.S. BancorpUSB$9.6M184.2k sharesTrimQ1 2026 13F$330k$54.26$55.35
Beazer Homes USA, Inc.BZH$972k50.5k sharesAddQ1 2026 13F$326k$19.24$25.00
Elevance Health, Inc. Common StockELV$1.4M4.8k sharesAddQ1 2026 13F$308k$307.30$418.15
Vertex Pharmaceuticals IncVRTX$18M40.4k sharesAddQ1 2026 13F$286k$466.29$442.96
AutoZone IncAZO$19M5.5k sharesTrimQ1 2026 13F$276k$3,605.61$3,074.04
FMC CorpFMC$532k30.9k sharesAddQ1 2026 13F$252k$17.22$13.51
Tweedy Browne add Unmapped 13F securityPORTFOLIO$228.0KAddQ1 2026 13F$228k----
Verizon Communications IncVZ$1.2M24k sharesAddQ1 2026 13F$227k$49.76$45.37
Concentrix CorpCNXC$373k13.6k sharesTrimQ1 2026 13F$208k$33.14$26.25
Orion Engineered Carbons S.A.OEC$397k61.1k sharesAddQ1 2026 13F$191k$6.50$7.41
Unitedhealth Group IncUNH$992k3.7k sharesAddQ1 2026 13F$181k$297.81$427.89
Centene CorpCNC$621k19k sharesAddQ1 2026 13F$125k$32.74$58.81
Embecta Corp.EMBC$666k75.4k sharesAddQ1 2026 13F$94k$8.84$3.29
Alibab Group Holding Limited ADR each rep 8 ordinary shares - 25 sharesBABA$509k4.1k sharesTrimQ1 2026 13F$86k$140.51$120.07
HALEON PLCHLN$728k72.8k sharesTrimQ1 2026 13F$45k$10.01$9.32
Comcast CorpCMCSA$904k31.5k sharesTrimQ1 2026 13F$37k$30.46$23.76
Cisco Systems IncCSCO$4.3M55.2k sharesTrimQ1 2026 13F$36k$79.12$121.83
The Magnum Ice Cream Company N.V.MICC$180k12k sharesTrimQ1 2026 13F$17k$15.28$16.33
Union Pacific CorpUNP$4.7M19.2k sharesAddQ1 2026 13F$17k$252.47$268.67
Emerson Electric CoEMR$1.2M8.9k sharesTrimQ1 2026 13F$15k$141.05$139.07
Kenvue Inc. Common StockKVUE$705k40.9k sharesTrimQ1 2026 13F$427$18.09$17.55
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