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Tweedy Browne

Tweedy Browne · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

GOOGLAlphabet Inc.

3.8% of portfolio · -29%

Decreased
ZTSZoetis Inc.

3.0% of portfolio

New position
SEESealed Air Corporation

1.4% of portfolio

Sold out
SNEXStoneX Group Inc.

0.3% of portfolio

Sold out
DISThe Walt Disney Company

0.3% of portfolio

New position
GLGlobe Life Inc.

0.3% of portfolio · -20%

Decreased
KTKT Corporation

0.3% of portfolio · +33%

Increased
BNSThe Bank of Nova Scotia

0.3% of portfolio

New position
CSCOCisco Systems, Inc.

0.3% of portfolio · -47%

Decreased
FDXFedEx Corporation

0.3% of portfolio · -85%

Decreased
PNCThe PNC Financial Services Group, Inc.

0.2% of portfolio · +40%

Increased
GIIIG-III Apparel Group, Ltd.

0.2% of portfolio · +42%

Increased
NENoble Corporation Plc

0.2% of portfolio

Sold out
ARWArrow Electronics, Inc.

0.2% of portfolio · +10%

Increased
TRMDTORM plc

0.2% of portfolio

Sold out
DINOHF Sinclair Corporation

0.2% of portfolio · +31%

Increased
ARLPAlliance Resource Partners, L.P.

0.2% of portfolio · +54%

Increased
REZIResideo Technologies, Inc.

0.2% of portfolio · +15%

Increased
VSNTVVersant Media Group, Inc. Class A Common Stock When-Issued

0.2% of portfolio · +84%

Increased
ELVElevance Health Inc.

0.2% of portfolio · +34%

Increased
EVTCEVERTEC, Inc.

0.2% of portfolio

New position
ALSNAllison Transmission Holdings, Inc.

0.2% of portfolio · +38%

Increased
BFHIVBread Financial Holdings, Inc.

0.2% of portfolio

Sold out
CROXCrocs, Inc.

0.2% of portfolio · +37%

Increased
ZIONZions Bancorporation, National Association

0.2% of portfolio

Sold out
HCIHCI Group, Inc.

0.2% of portfolio

Sold out
ALLYAlly Financial Inc.

0.2% of portfolio · +41%

Increased
BMYBristol-Myers Squibb Company

0.2% of portfolio · +44%

Increased
CICigna Corporation

0.2% of portfolio · +42%

Increased
WUThe Western Union Company

0.2% of portfolio · +57%

Increased
ABGAsbury Automotive Group, Inc.

0.2% of portfolio · +42%

Increased
LULULululemon Athletica Inc.

0.2% of portfolio

New position
EPDEnterprise Products Partners L.P.

0.2% of portfolio

Sold out
AGCOAGCO Corporation

0.2% of portfolio

Sold out
THOThor Industries, Inc.

0.2% of portfolio

New position
TDWTidewater Inc.

0.1% of portfolio · +14%

Increased
CAGConagra Brands, Inc.

0.1% of portfolio

New position
SIRISirius XM Holdings Inc.

0.1% of portfolio · +42%

Increased
MTDRMatador Resources Company

0.1% of portfolio · +34%

Increased
GLOBGlobant S.A.

0.1% of portfolio

New position
TSNTyson Foods, Inc.

0.1% of portfolio

Sold out
BLDRBuilders FirstSource, Inc.

0.1% of portfolio

New position
TAPMolson Coors Beverage Company

0.1% of portfolio · +41%

Increased
SHOEShoe Station Group Inc.

0.1% of portfolio

New position
FIBKFirst Interstate BancSystem, Inc.

0.1% of portfolio

Sold out
UNHUnitedHealth Group Incorporated

0.1% of portfolio · +12%

Increased
AAPAdvance Auto Parts, Inc.

0.1% of portfolio · +12%

Increased
LKQLKQ Corporation

0.1% of portfolio · +46%

Increased
CNCCentene Corp.

0.1% of portfolio · +33%

Increased
LWLamb Weston Holdings, Inc.

0.1% of portfolio · +44%

Increased
SFNCSimmons First National Corporation

0.1% of portfolio

Sold out
EFOREverforth, Inc.

0.1% of portfolio

New position
CVSCVS Health Corp.

0.1% of portfolio

Sold out
DVNDevon Energy Corporation

0.1% of portfolio · +33%

Increased
KVUEKenvue Inc.

0.1% of portfolio · +78%

Increased
LPGDorian LPG Ltd.

0.1% of portfolio · +12%

Increased
AMNAMN Healthcare Services, Inc.

0.1% of portfolio · +33%

Increased
EMBCEmbecta Corp.

0.1% of portfolio

Sold out
OECOrion Engineered Carbons S.A.

0.0% of portfolio · +48%

Increased
FMCFMC Corporation

0.0% of portfolio · +42%

Increased
PSECProspect Capital Corporation

0.0% of portfolio

Sold out
FDXFFedEx Freight Holding Company, Inc.

0.0% of portfolio

New position
INTCIntel Corp.

0.0% of portfolio

New position

Full portfolio

CNHICNH Industrial N.V.

20,115,883 shares · $225,901,366

17.1%
IONSIonis Pharmaceuticals, Inc.

2,280,311 shares · $180,805,859

13.7%
KOFCoca-Cola FEMSA, S.A.B. de C.V.

1,160,570 shares · $123,310,563

9.3%
BRK-ABerkshire Hathaway Inc.

144 shares · $107,834,400

8.2%
JNJJohnson & Johnson

201,644 shares · $51,211,527

3.9%
GOOGLAlphabet Inc.

141,282 shares · $50,489,948

3.8%
BRK-BBerkshire Hathaway Inc.

97,625 shares · $48,850,574

3.7%
ALVAutoliv, Inc.

383,314 shares · $44,529,587

3.4%
WFCWells Fargo & Company

497,011 shares · $41,072,989

3.1%
ZTSZoetis Inc.

556,056 shares · $39,958,184

3.0%
NVSTEnvista Holdings Corp

1,435,248 shares · $37,818,785

2.9%
TFCTruist Financial Corporation

546,256 shares · $27,214,474

2.1%
UNFUniFirst Corporation

101,553 shares · $26,856,706

2.0%
UHALBU-Haul Holding Company

462,827 shares · $26,705,118

2.0%
AXPAmerican Express Company

62,719 shares · $21,214,702

1.6%
BACBank of America Corporation

364,776 shares · $20,784,936

1.6%
VRTXVertex Pharmaceuticals Incorporated

40,121 shares · $19,929,304

1.5%
AZOAutoZone, Inc.

5,530 shares · $17,673,548

1.3%
BKThe Bank of New York Mellon Corporation

102,246 shares · $14,785,794

1.1%
JAZZJazz Pharmaceuticals plc

60,149 shares · $14,494,105

1.1%
PONYPony AI Inc. American Depositary Shares

71,125 shares · $11,146,710

0.8%
USB-PMU.S. Bancorp

181,896 shares · $10,986,518

0.8%
DEODiageo plc

126,176 shares · $10,142,027

0.8%
TOTB.DETotalEnergies SE

117,108 shares · $9,106,318

0.7%
UNPUnion Pacific Corporation

19,185 shares · $5,218,320

0.4%
DISThe Walt Disney Company

44,975 shares · $4,328,844

0.3%
GSKGSK plc

81,527 shares · $4,273,645

0.3%
GLGlobe Life Inc.

22,364 shares · $3,996,000

0.3%
KTKT Corporation

222,892 shares · $3,851,574

0.3%
BNSThe Bank of Nova Scotia

42,479 shares · $3,690,845

0.3%
CSCOCisco Systems, Inc.

29,397 shares · $3,452,972

0.3%
FDXFedEx Corporation

10,774 shares · $3,373,663

0.3%
COPConocoPhillips

32,137 shares · $3,340,963

0.3%
PNCThe PNC Financial Services Group, Inc.

13,214 shares · $3,253,551

0.2%
PGRThe Progressive Corporation

13,711 shares · $2,995,168

0.2%
ULUnilever PLC

49,084 shares · $2,950,930

0.2%
GIIIG-III Apparel Group, Ltd.

85,600 shares · $2,885,576

0.2%
HAFNHafnia Limited

414,383 shares · $2,751,503

0.2%
ARWArrow Electronics, Inc.

12,839 shares · $2,739,971

0.2%
DINOHF Sinclair Corporation

38,922 shares · $2,710,917

0.2%
ARLPAlliance Resource Partners, L.P.

111,658 shares · $2,677,559

0.2%
REZIResideo Technologies, Inc.

84,748 shares · $2,635,663

0.2%
VSNTVVersant Media Group, Inc. Class A Common Stock When-Issued

69,343 shares · $2,497,041

0.2%
ELVElevance Health Inc.

6,417 shares · $2,481,646

0.2%
EVTCEVERTEC, Inc.

88,487 shares · $2,458,169

0.2%
ALSNAllison Transmission Holdings, Inc.

21,791 shares · $2,456,717

0.2%
NTRNutrien Ltd.

37,327 shares · $2,350,779

0.2%
CROXCrocs, Inc.

19,181 shares · $2,313,996

0.2%
ALLYAlly Financial Inc.

47,288 shares · $2,172,884

0.2%
BMYBristol-Myers Squibb Company

37,570 shares · $2,164,783

0.2%
CICigna Corporation

7,644 shares · $2,107,298

0.2%
HTLDHeartland Express, Inc.

138,119 shares · $2,102,171

0.2%
WUThe Western Union Company

272,476 shares · $2,098,065

0.2%
PSXPhillips 66

12,282 shares · $2,076,272

0.2%
ABGAsbury Automotive Group, Inc.

10,305 shares · $2,072,129

0.2%
LULULululemon Athletica Inc.

17,963 shares · $2,051,015

0.2%
THOThor Industries, Inc.

26,526 shares · $1,993,694

0.2%
TDWTidewater Inc.

29,555 shares · $1,969,250

0.1%
CAGConagra Brands, Inc.

146,196 shares · $1,967,798

0.1%
SIRISirius XM Holdings Inc.

66,492 shares · $1,964,174

0.1%
MTDRMatador Resources Company

37,901 shares · $1,886,712

0.1%
UPSUnited Parcel Service, Inc.

16,630 shares · $1,787,725

0.1%
GLOBGlobant S.A.

61,306 shares · $1,774,196

0.1%
BLDRBuilders FirstSource, Inc.

19,598 shares · $1,753,629

0.1%
TAPMolson Coors Beverage Company

44,702 shares · $1,741,590

0.1%
SHOEShoe Station Group Inc.

116,763 shares · $1,731,595

0.1%
HPHelmerich & Payne, Inc.

52,236 shares · $1,710,207

0.1%
UNHUnitedHealth Group Incorporated

4,089 shares · $1,699,511

0.1%
AAPAdvance Auto Parts, Inc.

27,118 shares · $1,687,282

0.1%
LKQLKQ Corporation

62,066 shares · $1,634,198

0.1%
CNCCentene Corp.

25,121 shares · $1,612,517

0.1%
LWLamb Weston Holdings, Inc.

37,275 shares · $1,609,535

0.1%
EFOREverforth, Inc.

87,577 shares · $1,565,001

0.1%
BZHBeazer Homes USA, Inc.

54,435 shares · $1,526,902

0.1%
DVNDevon Energy Corporation

34,147 shares · $1,410,954

0.1%
KVUEKenvue Inc.

72,949 shares · $1,394,055

0.1%
LPGDorian LPG Ltd.

39,902 shares · $1,387,792

0.1%
EMREmerson Electric Co.

8,743 shares · $1,251,560

0.1%
AMNAMN Healthcare Services, Inc.

37,299 shares · $1,207,369

0.1%
BSMBlack Stone Minerals, L.P.

83,530 shares · $1,166,914

0.1%
VZVerizon Communications Inc.

23,878 shares · $1,010,995

0.1%
CMCSAComcast Corporation

31,330 shares · $769,152

0.1%
HLNHaleon plc

72,035 shares · $672,087

0.1%
OECOrion Engineered Carbons S.A.

90,520 shares · $600,148

0.0%
FMCFMC Corporation

43,935 shares · $505,253

0.0%
BABAAlibaba Group Holding Limited

3,960 shares · $380,081

0.0%
FDXFFedEx Freight Holding Company, Inc.

2,206 shares · $333,031

0.0%
CNXCConcentrix Corporation

13,431 shares · $300,922

0.0%
INTCIntel Corp.

1,500 shares · $209,445

0.0%
MICCThe Magnum Ice Cream Company N.V.

11,654 shares · $202,896

0.0%
BAXBaxter International Inc.

9,479 shares · $202,092

0.0%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →