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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Tweedy Browne
  • Overview
  • Portfolio96
  • Performance8Q
  • Options
  • Activity459
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Tweedy Browne

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  • 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
Activity composition
2024Q2
  • New positions—$0
  • Added to3 pos$197M56.8%
  • Trimmed38 pos$149M43.0%
  • Fully sold1 pos$782K0.2%
Buys (NEW+ADD)
$197M
Sells (TRIM+SOLD)
$150M
Net flow
+$47M

Quarter activity

What changed in 2024Q2 - net new, added, trimmed, exited.
New positions0 names
—
Added to3 names
  • N20944CNH INDL N V
    +14,280,501
    $144.7M
  • FMCFMC CORP
    +651,957
    $37.5M
  • NVSTENVISTA HOLDINGS CORPORATION
    +917,448
    $15.3M
Trimmed38 names
  • ALVAUTOLIV INC
    −490,808
    $52.5M
  • GOOGALPHABET INC
    −265,503
    $48.7M
  • GOOGLALPHABET INC
    −59,045
    $10.8M
  • KOFCOCA-COLA FEMSA SAB DE CV
    −82,937
    $7.1M
  • BRK.ABERKSHIRE HATHAWAY INC DEL
    −10
    $6.1M
  • VRTXVERTEX PHARMACEUTICALS INC
    −12,353
    $5.8M
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    −11,395
    $4.6M
  • BKBANK NEW YORK MELLON CORP
    −45,992
    $2.8M
  • WFCWELLS FARGO CO NEW
    −21,390
    $1.3M
  • AXPAMERICAN EXPRESS CO
    −5,121
    $1.2M
  • TFCTRUIST FINL CORP
    −16,955
    $659K
  • USBUS BANCORP DEL
    −14,849
    $590K
  • + 26 more…
Exited1 name
  • CSLCARLISLE COS INC
    −1,995
    $782K

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