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
American Express CoAXP$-7.3MTrimQ1 2025 13F$7.3M$295.58$351.96
Kenvue Inc. Common StockKVUE$-6.5MTrimQ1 2025 13F$6.5M--$17.55
FedEx CorporationFDX$-5.4MTrimQ1 2025 13F$5.4M--$316.83
Envista Holdings Corporation Common StockNVST$-3.7MTrimQ1 2025 13F$3.7M--$23.31
Diageo PLCDEO$-3.3MTrimQ1 2025 13F$3.3M$113.02$83.51
Sealed Air CorpSEE$-3.3MTrimQ1 2025 13F$3.3M--$42.15
Autoliv, Inc.ALV$-3.3MTrimQ1 2025 13F$3.3M--$125.79
U-Haul Holding CompanyUHALB$-2.9MTrimQ1 2025 13F$2.9M--$53.06
Truist Financial CorpTFC$-2.6MTrimQ1 2025 13F$2.6M--$48.83
Bank of America CorpBAC$-2.5MTrimQ1 2025 13F$2.5M$44.56$58.73
Berkshire Hathaway Inc.BRK-B$2.4MAddQ1 2025 13F$2.4M$486.15$507.78
U.S. BancorpUSB$-2.3MTrimQ1 2025 13F$2.3M--$55.35
Vertex Pharmaceuticals IncVRTX$2.2MAddQ1 2025 13F$2.2M$466.00$442.96
CNH Industrial N.V. Common SharesCNHI$-2.1MTrimQ1 2025 13F$2.1M--$11.45
Atmus Filtration Technologies Inc.ATMU$-1.9MTrimQ1 2025 13F$1.9M--$49.34
Wells Fargo & CoWFC$-1.3MTrimQ1 2025 13F$1.3M$77.03$83.82
Tweedy Browne add Unmapped 13F securityPORTFOLIO$8.9M137.2k sharesAddQ1 2025 13F$1.1M$64.69--
Novartis AG Common StockNVS$942.2KAddQ1 2025 13F$942k--$146.42
AutoZone IncAZO$-789.8KTrimQ1 2025 13F$790k--$3,074.04
Alphabet Cl CGOOG$-562.2KTrimQ1 2025 13F$562k$183.12$356.18
Enterprise Products Partners LPEPD$-469.8KTrimQ1 2025 13F$470k--$37.52
Tweedy Browne add Unmapped 13F securityPORTFOLIO$4.2M31.6k sharesAddQ1 2025 13F$460k$131.72--
The Bank of New York Mellon CorpBK$401.5KAddQ1 2025 13F$401k--$140.01
The Progressive CorpPGR$385.4KAddQ1 2025 13F$385k$261.55$215.69
GSK plc American Depositary SharesGSK$334.9KAddQ1 2025 13F$335k--$50.64
Tweedy Browne other Unmapped 13F securityPORTFOLIO$296k2k sharesOtherQ1 2025 13F$296k$149.23--
Alliance Resource Partners LPARLP$238.8KOtherQ1 2025 13F$239k--$24.24
Fifth Third BancorpFITB$232.3KOtherQ1 2025 13F$232k--$51.96
Wintrust Financial CorporationWTFC$228.2KOtherQ1 2025 13F$228k--$150.69
Zions Bancorporation National AssociationZION$227.0KOtherQ1 2025 13F$227k--$62.32
General Motors CoGM$227.0KOtherQ1 2025 13F$227k--$83.77
Emerson Electric CoEMR$-222.7KTrimQ1 2025 13F$223k--$139.07
Alibab Group Holding Limited ADR each rep 8 ordinary shares - 25 sharesBABA$220.4KAddQ1 2025 13F$220k$142.74$120.07
Employers Holdings Inc Common StockEIG$217.2KOtherQ1 2025 13F$217k--$43.83
Tweedy Browne other Unmapped 13F securityPORTFOLIO$215k12.2k sharesOtherQ1 2025 13F$215k$17.71--
Blue Owl Capital CorporationOBDC$196.9KOtherQ1 2025 13F$197k--$11.17
HighPeak Energy, Inc.HPK$143.9KOtherQ1 2025 13F$144k--$7.00
Heartland Express IncHTLD$141.4KOtherQ1 2025 13F$141k--$14.71
Verizon Communications IncVZ$129.1KAddQ1 2025 13F$129k--$45.37
Prospect Capital CorporationPSEC$125.3KOtherQ1 2025 13F$125k--$2.22
Tweedy Browne other Unmapped 13F securityPORTFOLIO$117k28.2k sharesOtherQ1 2025 13F$117k$4.16--
Comcast CorpCMCSA$-104.9KTrimQ1 2025 13F$105k$33.92$23.76
Tweedy Browne other Unmapped 13F securityPORTFOLIO$95k12.5k sharesOtherQ1 2025 13F$95k$7.59--
Cleveland-Cliffs Inc.CLF$93.4KOtherQ1 2025 13F$93k--$10.57
Phillips 66PSX$83.0KAddQ1 2025 13F$83k$120.53$183.42
Unilever PLCUL$69.4KAddQ1 2025 13F$69k--$56.09
Cisco Systems IncCSCO$49.0KAddQ1 2025 13F$49k$59.52$121.83
Baxter International IncBAX$49.0KAddQ1 2025 13F$49k$32.70$19.33
Union Pacific CorpUNP$-31.8KTrimQ1 2025 13F$32k--$268.67
HALEON PLCHLN$22.0KAddQ1 2025 13F$22k--$9.32
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