OpenStocks
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Tweedy Browne
  • Overview
  • Portfolio96
  • Performance8Q
  • Options
  • Activity459
  • News

Tweedy Browne

Share
  • Asset Manager · CIK 0000732905
  • Healthcare Specialist
  • Concentrated
  • Mid-Size Fund

Tweedy Browne, an asset manager overseeing $1.24B in disclosed equity holdings (SEC CIK 0000732905). The latest portfolio (2025Q4) discloses 96 positions across 9 sectors, with the largest positions in IONS, CNH INDL N V and KOF. On a mark-to-market basis the tracked portfolio has returned 32.1% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Tweedy's filingsView holdings↓
Portfolio
$1.24B
Positions
96
Quarter
2025Q4
Filings tracked
8
Since filing+32.1%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Capital flow per quarter
BuysSellsNet
+$547M+$273M$0-$273M-$547M'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
+$23M
Lifetime buys
$357M
Lifetime sells
$1.50B

Quarter activity

What changed in 2025Q4 - net new, added, trimmed, exited.
New positions6 names
  • UNFUNIFIRST CORP MASS
    +102,059
    $19.7M
  • F92124TOTALENERGIES SE
    +135,090
    $8.8M
  • ULUNILEVER PLC
    +55,374
    $3.6M
  • B57FG0CENOVUS ENERGY
    +56,920
    $964K
  • TAPMOLSON COORS BEVERAGE CO
    +20,167
    $941K
  • N5505DMAGNUM ICE CREAM CO NV
    +12,438
    $197K
Added to54 names
  • N20944CNH INDL N V
    +6,899,583
    $63.6M
  • KTKT CORP
    +16,818
    $319K
  • SNEXSTONEX GROUP INC
    +3,240
    $308K
  • GMGENERAL MTRS CO
    +3,672
    $299K
  • HCIHCI GROUP INC
    +1,512
    $290K
  • DEODIAGEO PLC
    +2,813
    $243K
  • REZIRESIDEO TECHNOLOGIES INC
    +6,696
    $235K
  • BFHALLIANCE DATA SYSTEMS CORP
    +2,808
    $208K
  • ZIONZIONS BANCORPORATION N A
    +3,456
    $202K
  • NTRNUTRIEN LTD
    +3,120
    $193K
  • GIIIG III APPAREL GROUP LTD
    +6,450
    $187K
  • Y2990RHAFNIA LTD
    +34,784
    $185K
  • + 42 more…
Trimmed26 names
  • IONSIONIS PHARMACEUTICALS INC
    −436,286
    $34.5M
  • GOOGLALPHABET INC
    −34,406
    $10.8M
  • ALVAUTOLIV INC
    −31,740
    $3.8M
  • FMCFMC CORP
    −203,750
    $2.8M
  • ATMUATMUS FILTRATION TECHNOLOGIE
    −48,607
    $2.5M
  • WFCWELLS FARGO CO NEW
    −22,228
    $2.1M
  • KOFCOCA-COLA FEMSA SAB DE CV
    −17,582
    $1.7M
  • BKBANK NEW YORK MELLON CORP
    −11,648
    $1.4M
  • JNJJOHNSON & JOHNSON
    −5,928
    $1.2M
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    −2,032
    $1.0M
  • AZOAUTOZONE INC
    −222
    $753K
  • TFCTRUIST FINL CORP
    −13,575
    $668K
  • + 14 more…
Exited7 names
  • TTENTOTALENERGIES SE
    −132,189
    $7.9M
  • 904767UNILEVER PLC
    −62,616
    $3.7M
  • GOOGALPHABET INC
    −6,272
    $1.5M
  • WTFCWINTRUST FINL CORP
    −9,052
    $1.2M
  • WMKWEIS MKTS INC
    −11,610
    $834K
  • EIGEMPLOYERS HLDGS INC
    −19,364
    $823K
  • CVECENOVUS ENERGY INC
    −46,942
    $797K

Recent transactions

Last 20 moves
TRIM
A
Tweedy Browne trimmed ALV
AUTOLIV INC
−31,740
~$118.70 · 2025Q4
2026-02-03
TRIM
B
Tweedy Browne trimmed BK
BANK NEW YORK MELLON CORP
−11,648
~$116.09 · 2025Q4
2026-02-03
ADD
E
Tweedy Browne added to ELV
ANTHEM INC
+432
~$350.55 · 2025Q4
2026-02-03
TRIM
A
Tweedy Browne trimmed ATMU
ATMUS FILTRATION TECHNOLOGIE
−48,607
~$51.91 · 2025Q4
2026-02-03
ADD
A
Tweedy Browne added to AN
AUTONATION INC
+864
~$206.48 · 2025Q4
2026-02-03
TRIM
B
Tweedy Browne trimmed BAC
BK OF AMERICA CORP
−6,617
~$55.00 · 2025Q4
2026-02-03
SOLD
G
Tweedy Browne exited GOOG
ALPHABET INC
−6,272
~$243.55 · 2025Q4
2026-02-03
TRIM
A
Tweedy Browne trimmed AXP
AMERICAN EXPRESS CO
−1,645
~$369.95 · 2025Q4
2026-02-03
ADD
A
Tweedy Browne added to ARW
ARROW ELECTRS INC
+1,080
~$110.18 · 2025Q4
2026-02-03
ADD
A
Tweedy Browne added to AMN
AMN HEALTHCARE SVCS INC
+2,592
~$15.76 · 2025Q4
2026-02-03
ADD
A
Tweedy Browne added to AGCO
AGCO CORP
+1,512
~$104.32 · 2025Q4
2026-02-03
ADD
A
Tweedy Browne added to ARLP
ALLIANCE RESOURCE PARTNERS L
+6,696
~$23.23 · 2025Q4
2026-02-03
TRIM
G
Tweedy Browne trimmed GOOGL
ALPHABET INC
−34,406
~$313.00 · 2025Q4
2026-02-03
TRIM
A
Tweedy Browne trimmed AZO
AUTOZONE INC
−222
~$3391.50 · 2025Q4
2026-02-03
ADD
A
Tweedy Browne added to AAP
ADVANCE AUTO PARTS INC
+2,160
~$39.30 · 2025Q4
2026-02-03
ADD
B
Tweedy Browne added to BFH
ALLIANCE DATA SYSTEMS CORP
+2,808
~$74.03 · 2025Q4
2026-02-03
ADD
A
Tweedy Browne added to ALSN
ALLISON TRANSMISSION HLDGS I
+1,296
~$97.90 · 2025Q4
2026-02-03
ADD
U
Tweedy Browne added to UHAL/B
U HAUL HOLDING COMPANY
+1,652
~$46.74 · 2025Q4
2026-02-03
ADD
A
Tweedy Browne added to ALB
ALBEMARLE CORP
+648
~$141.44 · 2025Q4
2026-02-03
ADD
B
Tweedy Browne added to BZH
BEAZER HOMES USA INC
+4,536
~$20.27 · 2025Q4
2026-02-03