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 Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
Matador Resources CompanyMTDR · Q1 2026$1.8M0.1%28k$53.62----
Helmerich & Payne, Inc.HP · Q1 2026$1.7M0.1%48k$38.49----
G-III Apparel Group, Ltd.GIII · Q1 2026$1.7M0.1%60k$32.29----
902494103902494103 · Q1 2026$1.7M0.1%26k------
Arrow Electronics IncARW · Q1 2026$1.7M0.1%12k$217.51----
First Interstate BancSystem, Inc.FIBK · Q1 2026$1.6M0.1%49k$36.43----
Bristol-Myers Squibb CoBMY · Q1 2026$1.6M0.1%26k$55.57----
United Parcel ServiceUPS · Q1 2026$1.5M0.1%16k$107.70----
Western Union CompanyWU · Q1 2026$1.5M0.1%173k$8.17----
SIMMONS FIRST NATIONAL CORPORATIONSFNC · Q1 2026$1.5M0.1%77k$21.35----
Cigna Corp (2)CI · Q1 2026$1.4M0.1%5.4k$289.61----
Asbury Automotive Group Inc Common Stock (ABG)ABG · Q1 2026$1.4M0.1%7.3k$193.96----
Elevance Health, Inc. Common StockELV · Q1 2026$1.4M0.1%4.8k$418.15----
Versant Media Group, Inc. Class AVSNT · Q1 2026$1.4M0.1%38k$43.40----
CVS Health CorpCVS · Q1 2026$1.4M0.1%19k$97.08----
Molson Coors Beverage Company Class BTAP · Q1 2026$1.4M0.1%32k$41.87----
Heartland Express IncHTLD · Q1 2026$1.3M0.1%127k$14.71----
Ally Financial IncALLY · Q1 2026$1.3M0.1%34k$46.08----
Devon Energy CorpDVN · Q1 2026$1.3M0.1%26k$42.74----
Advance Auto Parts IncAAP · Q1 2026$1.3M0.1%24k$58.26----
LKQ CorporationLKQ · Q1 2026$1.3M0.1%43k$27.44----
Dorian LPG Ltd.LPG · Q1 2026$1.2M0.1%35k$42.23----
Verizon Communications IncVZ · Q1 2026$1.2M0.1%24k$45.37----
Emerson Electric CoEMR · Q1 2026$1.2M0.1%8.9k$139.07----
Black Stone Minerals, L.P. Common units representiBSM · Q1 2026$1.2M0.1%77k$13.32----
Crocs, Inc.CROX · Q1 2026$1.2M0.1%14k$118.39----
Lamb Weston Holdings, Inc. Common StockLW · Q1 2026$1.1M0.1%26k$42.77----
Sirius XM Holdings IncSIRI · Q1 2026$1.1M0.1%47k$30.48----
Unitedhealth Group IncUNH · Q1 2026$992k0.1%3.7k$425.36$1.6M+57.2%
Beazer Homes USA, Inc.BZH · Q1 2026$972k0.1%51k$25.00----
Comcast CorpCMCSA · Q1 2026$904k0.1%31k$23.76----
HALEON PLCHLN · Q1 2026$728k0.1%73k$9.32----
Kenvue Inc. Common StockKVUE · Q1 2026$705k0.1%41k$17.55----
Embecta Corp.EMBC · Q1 2026$666k0.1%75k$3.29----
Centene CorpCNC · Q1 2026$621k0.0%19k$58.81----
FMC CorpFMC · Q1 2026$532k0.0%31k$13.51----
AMN Healthcare Services, Inc.AMN · Q1 2026$513k0.0%28k$32.38----
Alibab Group Holding Limited ADR each rep 8 ordinary shares - 25 sharesBABA · Q1 2026$509k0.0%4.1k$120.07----
Prospect Capital CorporationPSEC · Q1 2026$422k0.0%163k$2.22----
Orion Engineered Carbons S.A.OEC · Q1 2026$397k0.0%61k$7.41----
Concentrix CorpCNXC · Q1 2026$373k0.0%14k$26.25----
Baxter International IncBAX · Q1 2026$222k0.0%9.7k$19.33----
The Magnum Ice Cream Company N.V.MICC · Q1 2026$180k0.0%12k$16.33----
Showing 51-93 of 93