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
CNH Industrial N.V. Common SharesCNHI$222M20.2M sharesAddQ1 2026 13F$36M$11.00$11.45
Ionis Pharmaceuticals, Inc.IONS$171M2.3M sharesTrimQ1 2026 13F$24M$78.92$76.49
Jazz Pharmaceuticals plcJAZZ$11M60.2k sharesOtherQ1 2026 13F$11M$189.05$237.56
Wells Fargo & CoWFC$41M515.9k sharesTrimQ1 2026 13F$11M$82.03$83.82
Autoliv, Inc.ALV$40M383.6k sharesTrimQ1 2026 13F$7.3M$117.99$125.79
FedEx CorporationFDX$26M74k sharesTrimQ1 2026 13F$6.2M$295.96$316.83
UniFirst CorporationUNF$26M101.7k sharesAddQ1 2026 13F$5.9M$251.59$265.55
Alphabet IncGOOGL$57M198.3k sharesTrimQ1 2026 13F$5.4M$314.21$337.39
Berkshire Hathaway Inc.BRK-A$103M144 sharesTrimQ1 2026 13F$5.3M$736,358.82$746,597.94
Envista Holdings Corporation Common StockNVST$36M1.4M sharesAddQ1 2026 13F$5.1M$25.37$23.31
American Express CoAXP$19M63k sharesTrimQ1 2026 13F$4.8M$335.29$340.36
Johnson & JohnsonJNJ$54M219.5k sharesAddQ1 2026 13F$4.8M$241.49$232.16
Bank of America CorpBAC$18M365.3k sharesTrimQ1 2026 13F$2.8M$51.60$57.88
StoneX Group Inc.SNEX$4.4M54k sharesAddQ1 2026 13F$2.2M$80.65$135.73
Berkshire Hathaway Inc.BRK-B$47M97.4k sharesTrimQ1 2026 13F$2.1M$490.90$498.66
Atmus Filtration Technologies Inc.ATMU$-2.1MExitQ1 2026 13F$2.1M--$49.34
General Motors CoGM$-2.1MExitQ1 2026 13F$2.1M$77.34$83.77
Truist Financial CorpTFC$26M557.4k sharesTrimQ1 2026 13F$2.0M$48.19$48.83
Tweedy Browne add Unmapped 13F securityPORTFOLIO$3.6M167.2k sharesAddQ1 2026 13F$1.9M$21.45--
The Bank of New York Mellon CorpBK$13M109k sharesTrimQ1 2026 13F$1.9M$118.92$140.01
TotalEnergies SETOTB.DE$11M117.6k sharesAddQ1 2026 13F$1.9M$90.98--
Tweedy Browne add Unmapped 13F securityPORTFOLIO$2.9M376.9k sharesAddQ1 2026 13F$1.8M$7.60--
Diageo PLCDEO$9.4M126.2k sharesTrimQ1 2026 13F$1.8M$87.24$83.51
Tweedy Browne add Unmapped 13F securityPORTFOLIO$2.7M54.4k sharesAddQ1 2026 13F$1.7M$49.07--
Tweedy Browne add Unmapped 13F securityPORTFOLIO$2.6M92.9k sharesAddQ1 2026 13F$1.6M$27.90--
ConocoPhillips Common StockCOP$4.1M30.7k sharesAddQ1 2026 13F$1.6M$117.69$118.89
COCA COLA FEMSA SAB DE CVKOF$114M1.2M sharesAddQ1 2026 13F$1.5M$97.55$109.90
Enterprise Products Partners LPEPD$2.0M51.5k sharesTrimQ1 2026 13F$1.5M$37.03$37.52
Nutrien LtdNTR$2.6M34.1k sharesAddQ1 2026 13F$1.5M$75.25$68.73
Cigna Corp (2)CI$1.4M5.4k sharesOtherQ1 2026 13F$1.4M$276.68$289.61
Asbury Automotive Group Inc Common Stock (ABG)ABG$1.4M7.3k sharesOtherQ1 2026 13F$1.4M$195.41$193.96
Versant Media Group, Inc. Class AVSNT$1.4M37.7k sharesOtherQ1 2026 13F$1.4M$46.65$43.40
Tidewater Inc.TDW$2.2M25.9k sharesAddQ1 2026 13F$1.3M$83.55$75.09
Ally Financial IncALLY$1.3M33.5k sharesOtherQ1 2026 13F$1.3M$39.23$47.17
LKQ CorporationLKQ$1.3M42.6k sharesOtherQ1 2026 13F$1.3M$29.37$27.44
AutoNation IncAN$-1.2MExitQ1 2026 13F$1.2M--$194.94
U-Haul Holding CompanyUHALB$21M463.3k sharesTrimQ1 2026 13F$1.1M$44.67$53.06
HF Sinclair Corporation Common StockDINO$1.9M29.7k sharesAddQ1 2026 13F$1.1M$50.88$68.08
Matador Resources CompanyMTDR$1.8M28.3k sharesAddQ1 2026 13F$1.0M$63.18$53.62
Tweedy Browne exit Unmapped 13F securityPORTFOLIO$-964.2KExitQ1 2026 13F$964k----
Alliance Resource Partners LPARLP$2.0M72.4k sharesAddQ1 2026 13F$917k$25.82$24.24
Bread Financial Holdings, Inc.BFH$2.3M31.3k sharesAddQ1 2026 13F$886k$74.89$89.92
Blue Owl Capital CorporationOBDC$-879.8KExitQ1 2026 13F$880k--$11.17
Allison Transmission Holdings, Inc.ALSN$1.8M15.8k sharesAddQ1 2026 13F$863k$117.06$113.86
Helmerich & Payne, Inc.HP$1.7M48.2k sharesAddQ1 2026 13F$856k$36.03$38.49
Arrow Electronics IncARW$1.7M11.7k sharesAddQ1 2026 13F$844k$121.10$217.51
Resideo Technologies, Inc.REZI$2.5M73.6k sharesAddQ1 2026 13F$842k$35.52$30.06
Cleveland-Cliffs Inc.CLF$-805.1KExitQ1 2026 13F$805k--$10.57
Tweedy Browne add Unmapped 13F securityPORTFOLIO$1.9M16.6k sharesAddQ1 2026 13F$792k$115.87--
Zions Bancorporation National AssociationZION$2.2M37.9k sharesAddQ1 2026 13F$771k$57.62$62.32
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