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
Latest · 2025Q3
-$13M
Lifetime buys
$252M
Lifetime sells
$1.42B

Quarter activity

What changed in 2025Q3 - net new, added, trimmed, exited.
New positions10 names
  • SNEXSTONEX GROUP INC
    +19,436
    $2.0M
  • PNCPNC FINL SVCS GROUP INC
    +5,204
    $1.0M
  • ELVANTHEM INC
    +2,696
    $871K
  • GIIIG III APPAREL GROUP LTD
    +32,393
    $862K
  • WMKWEIS MKTS INC
    +11,610
    $834K
  • ALSNALLISON TRANSMISSION HLDGS I
    +8,781
    $745K
  • WUWESTERN UN CO
    +92,417
    $738K
  • UPSUNITED PARCEL SERVICE INC
    +8,546
    $714K
  • ALBALBEMARLE CORP
    +3,869
    $314K
  • AMNAMN HEALTHCARE SVCS INC
    +15,480
    $300K
Added to47 names
  • HCIHCI GROUP INC
    +4,634
    $889K
  • REZIRESIDEO TECHNOLOGIES INC
    +20,522
    $886K
  • KTKT CORP
    +36,946
    $720K
  • VRTXVERTEX PHARMACEUTICALS INC
    +1,812
    $710K
  • GMGENERAL MTRS CO
    +11,254
    $686K
  • WTFCWINTRUST FINL CORP
    +4,634
    $614K
  • IONSIONIS PHARMACEUTICALS INC
    +9,268
    $606K
  • ZIONZIONS BANCORPORATION N A
    +10,592
    $599K
  • ANAUTONATION INC
    +2,648
    $579K
  • ARLPALLIANCE RESOURCE PARTNERS L
    +20,522
    $519K
  • Y2990RHAFNIA LTD
    +84,980
    $509K
  • AGCOAGCO CORP
    +4,634
    $496K
  • + 35 more…
Trimmed37 names
  • GOOGLALPHABET INC
    −87,332
    $21.2M
  • BRK.ABERKSHIRE HATHAWAY INC DEL
    −9
    $6.8M
  • GOOGALPHABET INC
    −6,881
    $1.7M
  • WFCWELLS FARGO CO NEW
    −17,186
    $1.4M
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    −2,386
    $1.2M
  • AZOAUTOZONE INC
    −235
    $1.0M
  • KOFCOCA-COLA FEMSA SAB DE CV
    −11,564
    $961K
  • AXPAMERICAN EXPRESS CO
    −1,856
    $616K
  • UHAL/BU HAUL HOLDING COMPANY
    −10,786
    $549K
  • JNJJOHNSON & JOHNSON
    −2,710
    $502K
  • FMCFMC CORP
    −14,222
    $478K
  • BKBANK NEW YORK MELLON CORP
    −3,919
    $427K
  • + 25 more…
Exited4 names
  • LGNDLIGAND PHARMACEUTICALS INC
    −3,140
    $357K
  • HPKHIGHPEAK ENERGY INC
    −24,872
    $244K
  • ACDCPROFRAC HLDG CORP
    −27,632
    $214K
  • 731105POLESTAR AUTOMOTIVE HLDG UK
    −22,607
    $24K

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