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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
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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

Holdings

Sorted by value · 2025Q4
1 / 2
75 of 96
1
I
IONSIONIS PHARMACEUTICALS INC
Healthcare·Biotechnology
15.74%
of portfolio
Number of shares
2,464,930 sh
Holdings current value
$195.00M
Avg closing price
$43.42
+70.6%
Last action
Trimmed 15.0%
2025Q4
Current $74.09
2
N
N20944109CNH INDL N V
15.02%
of portfolio
Number of shares
20,180,953 sh
Holdings current value
$186.07M
Avg closing price
$9.95
Last action
Added 51.9%
2025Q4
Current —
3
K
KOFCOCA-COLA FEMSA SAB DE CVADR
Consumer Defensive·Beverages - Non-Alcoholic
9.09%
of portfolio
Number of shares
1,188,746 sh
Holdings current value
$112.59M
Avg closing price
$97.20
+4.8%
Last action
Trimmed 1.5%
2025Q4
Current $101.84
4
B
BRK.ABERKSHIRE HATHAWAY INC DEL
8.78%
of portfolio
Number of shares
144 sh
Holdings current value
$108.69M
Avg closing price
$634440
+11.3%
Last action
Trimmed 5.9%
2025Q3
Current $706165
5
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
5.04%
of portfolio
Number of shares
199,561 sh
Holdings current value
$62.46M
Avg closing price
$150.93
+124.5%
Last action
Trimmed 14.7%
2025Q4
Current $338.89
6
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
4.21%
of portfolio
Number of shares
559,367 sh
Holdings current value
$52.13M
Avg closing price
$57.96
+38.9%
Last action
Trimmed 3.8%
2025Q4
Current $80.51
7
J
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
3.94%
of portfolio
Number of shares
236,075 sh
Holdings current value
$48.86M
Avg closing price
$158.19
+45.8%
Last action
Trimmed 2.4%
2025Q4
Current $230.65
8
B
BRK.BBERKSHIRE HATHAWAY INC DEL
3.94%
of portfolio
Number of shares
97,081 sh
Holdings current value
$48.80M
Avg closing price
$427.93
+10.0%
Last action
Trimmed 2.1%
2025Q4
Current $470.55
9
A
ALVAUTOLIV INC
Consumer Cyclical·Auto Parts
3.84%
of portfolio
Number of shares
400,924 sh
Holdings current value
$47.59M
Avg closing price
$120.43
-3.4%
Last action
Trimmed 7.3%
2025Q4
Current $116.31
10
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
2.63%
of portfolio
Number of shares
112,747 sh
Holdings current value
$32.57M
Avg closing price
$289.74
+35.5%
Last action
Trimmed 0.5%
2025Q4
Current $392.69
11
N
NVSTENVISTA HOLDINGS CORPORATION
Healthcare·Medical Instruments & Supplies
2.53%
of portfolio
Number of shares
1,443,333 sh
Holdings current value
$31.33M
Avg closing price
$19.09
+41.7%
Last action
Trimmed 0.6%
2025Q4
Current $27.04
12
T
TFCTRUIST FINL CORP
Financial Services·Banks - Regional
2.23%
of portfolio
Number of shares
562,160 sh
Holdings current value
$27.66M
Avg closing price
$38.98
+31.9%
Last action
Trimmed 2.4%
2025Q4
Current $51.40
13
A
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.93%
of portfolio
Number of shares
64,592 sh
Holdings current value
$23.90M
Avg closing price
$227.69
+39.9%
Last action
Trimmed 2.5%
2025Q4
Current $318.55
14
U
UHAL/BU HAUL HOLDING COMPANY
1.76%
of portfolio
Number of shares
466,217 sh
Holdings current value
$21.79M
Avg closing price
$66.61
Last action
Added 0.4%
2025Q4
Current —
15
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
1.66%
of portfolio
Number of shares
374,462 sh
Holdings current value
$20.60M
Avg closing price
$37.92
+38.4%
Last action
Trimmed 1.7%
2025Q4
Current $52.47
16
U
UNFUNIFIRST CORP MASS
Industrials·Specialty Business Services
1.59%
of portfolio
Number of shares
102,059 sh
Holdings current value
$19.69M
Avg closing price
$192.90
+35.8%
Last action
New holding
2025Q4
Current $261.88
17
A
AZOAUTOZONE INC
Consumer Cyclical·Auto Parts
1.53%
of portfolio
Number of shares
5,594 sh
Holdings current value
$18.97M
Avg closing price
$3152
+14.1%
Last action
Trimmed 3.8%
2025Q4
Current $3597
18
S
SDASEALED AIR CORP NEW
Consumer Cyclical·Auto & Truck Dealerships
1.45%
of portfolio
Number of shares
509,581 sh
Holdings current value
$18.01M
Avg closing price
$37.20
-96.0%
Last action
Trimmed 1.3%
2025Q3
Current $1.49
19
V
VRTXVERTEX PHARMACEUTICALS INC
Healthcare·Biotechnology
1.43%
of portfolio
Number of shares
39,148 sh
Holdings current value
$17.75M
Avg closing price
$416.86
+4.4%
Last action
Added 0.2%
2025Q4
Current $435.10
20
B
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
1.19%
of portfolio
Number of shares
127,393 sh
Holdings current value
$14.79M
Avg closing price
$57.62
+135.0%
Last action
Trimmed 8.4%
2025Q4
Current $135.42
21
D
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
0.90%
of portfolio
Number of shares
129,808 sh
Holdings current value
$11.20M
Avg closing price
$147.39
-46.1%
Last action
Added 2.2%
2025Q4
Current $79.37
22
N
NVSNOVARTIS AGADR
Healthcare·Drug Manufacturers - General
0.83%
of portfolio
Number of shares
74,905 sh
Holdings current value
$10.33M
Avg closing price
$96.73
+52.5%
Last action
Trimmed 1.5%
2025Q4
Current $147.48
23
U
USBUS BANCORP DEL
Financial Services·Banks - Regional
0.80%
of portfolio
Number of shares
185,768 sh
Holdings current value
$9.91M
Avg closing price
$44.70
+26.7%
Last action
Trimmed 5.3%
2025Q4
Current $56.63
24
F
F92124100TOTALENERGIES SE
0.71%
of portfolio
Number of shares
135,090 sh
Holdings current value
$8.84M
Avg closing price
$65.42
Last action
New holding
2025Q4
Current —
25
U
UNPUNION PAC CORP
Industrials·Railroads
0.37%
of portfolio
Number of shares
20,050 sh
Holdings current value
$4.64M
Avg closing price
$245.93
+10.3%
Last action
Trimmed 0.4%
2025Q4
Current $271.26
26
C
CSCOCISCO SYS INC
Technology·Communication Equipment
0.35%
of portfolio
Number of shares
56,068 sh
Holdings current value
$4.32M
Avg closing price
$49.91
+77.5%
Last action
Trimmed 0.1%
2025Q4
Current $88.59
27
G
GSKGSK PLCADR
Healthcare·Drug Manufacturers - General
0.33%
of portfolio
Number of shares
82,243 sh
Holdings current value
$4.03M
Avg closing price
$42.87
+29.8%
Last action
Trimmed 5.3%
2025Q3
Current $55.63
28
G
GLGLOBE LIFE INC
Financial Services·Insurance - Life
0.31%
of portfolio
Number of shares
27,833 sh
Holdings current value
$3.89M
Avg closing price
$105.91
+45.4%
Last action
Trimmed 4.5%
2025Q4
Current $153.97
29
U
ULUNILEVER PLCADR
Consumer Defensive·Household & Personal Products
0.29%
of portfolio
Number of shares
55,374 sh
Holdings current value
$3.62M
Avg closing price
$65.40
-12.0%
Last action
New holding
2025Q4
Current $57.52
30
E
EPDENTERPRISE PRODS PARTNERS LMLP
Energy·Oil & Gas Midstream
0.28%
of portfolio
Number of shares
108,435 sh
Holdings current value
$3.48M
Avg closing price
$29.18
+29.7%
Last action
Trimmed 2.7%
2025Q2
Current $37.84
31
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.25%
of portfolio
Number of shares
13,711 sh
Holdings current value
$3.12M
Avg closing price
$206.82
-0.7%
Last action
Trimmed 6.0%
2025Q1
Current $205.33
32
C
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
0.20%
of portfolio
Number of shares
26,016 sh
Holdings current value
$2.44M
Avg closing price
$121.31
+2.5%
Last action
Added 5.2%
2025Q4
Current $124.37
33
S
SNEXSTONEX GROUP INC
Financial Services·Capital Markets
0.17%
of portfolio
Number of shares
22,676 sh
Holdings current value
$2.16M
Avg closing price
$100.09
+4.8%
Last action
Added 16.7%
2025Q4
Current $104.90
34
A
ATMUATMUS FILTRATION TECHNOLOGIE
Consumer Cyclical·Auto Parts
0.17%
of portfolio
Number of shares
40,550 sh
Holdings current value
$2.10M
Avg closing price
$32.25
+90.2%
Last action
Trimmed 54.5%
2025Q4
Current $61.33
35
H
HCIHCI GROUP INC
Financial Services·Insurance - Property & Casualty
0.17%
of portfolio
Number of shares
10,906 sh
Holdings current value
$2.09M
Avg closing price
$174.02
-11.8%
Last action
Added 16.1%
2025Q4
Current $153.52
36
G
GMGENERAL MTRS CO
Consumer Cyclical·Auto Manufacturers
0.17%
of portfolio
Number of shares
25,695 sh
Holdings current value
$2.09M
Avg closing price
$58.54
+34.1%
Last action
Added 16.7%
2025Q4
Current $78.52
37
K
KTKT CORPADR
Communication Services·Telecom Services
0.13%
of portfolio
Number of shares
87,409 sh
Holdings current value
$1.66M
Avg closing price
$19.46
+11.4%
Last action
Added 23.8%
2025Q4
Current $21.69
38
R
REZIRESIDEO TECHNOLOGIES INC
Industrials·Industrial Distribution
0.13%
of portfolio
Number of shares
46,685 sh
Holdings current value
$1.64M
Avg closing price
$33.22
+22.3%
Last action
Added 16.7%
2025Q4
Current $40.63
39
P
PSXPHILLIPS 66
Energy·Oil & Gas Refining & Marketing
0.13%
of portfolio
Number of shares
12,502 sh
Holdings current value
$1.61M
Avg closing price
$163.34
-2.3%
Last action
Trimmed 2.9%
2025Q3
Current $159.53
40
B
BFHALLIANCE DATA SYSTEMS CORP
Financial Services·Credit Services
0.12%
of portfolio
Number of shares
19,659 sh
Holdings current value
$1.46M
Avg closing price
$58.94
+56.3%
Last action
Added 16.7%
2025Q4
Current $92.12
41
Z
ZIONZIONS BANCORPORATION N A
Financial Services·Banks - Regional
0.11%
of portfolio
Number of shares
24,103 sh
Holdings current value
$1.41M
Avg closing price
$54.53
+14.8%
Last action
Added 16.7%
2025Q4
Current $62.63
42
P
PNCPNC FINL SVCS GROUP INC
Financial Services·Banks - Regional
0.10%
of portfolio
Number of shares
6,068 sh
Holdings current value
$1.27M
Avg closing price
$202.04
+11.4%
Last action
Added 16.6%
2025Q4
Current $225.09
43
A
ANAUTONATION INC
Consumer Cyclical·Auto & Truck Dealerships
0.10%
of portfolio
Number of shares
6,044 sh
Holdings current value
$1.25M
Avg closing price
$208.58
-2.7%
Last action
Added 16.7%
2025Q4
Current $202.97
44
E
EMREMERSON ELEC CO
Industrials·Specialty Industrial Machinery
0.10%
of portfolio
Number of shares
8,943 sh
Holdings current value
$1.19M
Avg closing price
$113.42
+25.6%
Last action
Trimmed 2.7%
2025Q4
Current $142.44
45
A
AGCOAGCO CORP
Industrials·Farm & Heavy Construction Machinery
0.09%
of portfolio
Number of shares
10,901 sh
Holdings current value
$1.14M
Avg closing price
$104.98
+13.9%
Last action
Added 16.1%
2025Q4
Current $119.54
46
G
GIIIG III APPAREL GROUP LTD
Consumer Cyclical·Apparel Manufacturing
0.09%
of portfolio
Number of shares
38,843 sh
Holdings current value
$1.12M
Avg closing price
$27.00
+16.7%
Last action
Added 19.9%
2025Q4
Current $31.50
47
F
FIBKFIRST INTST BANCSYSTEM INC
Financial Services·Banks - Regional
0.09%
of portfolio
Number of shares
31,775 sh
Holdings current value
$1.10M
Avg closing price
$30.98
+12.5%
Last action
Added 16.7%
2025Q4
Current $34.86
48
E
ELVANTHEM INC
Healthcare·Healthcare Plans
0.09%
of portfolio
Number of shares
3,128 sh
Holdings current value
$1.10M
Avg closing price
$326.91
+5.9%
Last action
Added 16.0%
2025Q4
Current $346.29
49
N
NTRNUTRIEN LTD
Basic Materials·Agricultural Inputs
0.09%
of portfolio
Number of shares
17,735 sh
Holdings current value
$1.10M
Avg closing price
$59.05
+22.3%
Last action
Added 21.3%
2025Q4
Current $72.19
50
A
ARLPALLIANCE RESOURCE PARTNERS LMLP
0.09%
of portfolio
Number of shares
46,695 sh
Holdings current value
$1.08M
Avg closing price
$25.56
-1.3%
Last action
Added 16.7%
2025Q4
Current $25.23
51
Y
Y2990R101HAFNIA LTD
0.08%
of portfolio
Number of shares
196,381 sh
Holdings current value
$1.05M
Avg closing price
$5.36
Last action
Added 21.5%
2025Q4
Current —
52
W
WUWESTERN UN CO
Financial Services·Credit Services
0.08%
of portfolio
Number of shares
107,753 sh
Holdings current value
$1.00M
Avg closing price
$8.18
+14.1%
Last action
Added 16.6%
2025Q4
Current $9.33
53
A
ALSNALLISON TRANSMISSION HLDGS I
Consumer Cyclical·Auto Parts
0.08%
of portfolio
Number of shares
10,077 sh
Holdings current value
$986.5K
Avg closing price
$86.55
+57.1%
Last action
Added 14.8%
2025Q4
Current $136.00
54
G
G65431127NOBLE CORP NEW
0.08%
of portfolio
Number of shares
34,637 sh
Holdings current value
$978.1K
Avg closing price
$27.55
Last action
Added 16.7%
2025Q4
Current —
55
V
VZVERIZON COMMUNICATIONS INC
Communication Services·Telecom Services
0.08%
of portfolio
Number of shares
23,972 sh
Holdings current value
$976.4K
Avg closing price
$41.96
+12.5%
Last action
Trimmed 0.3%
2025Q3
Current $47.22
56
U
UPSUNITED PARCEL SERVICE INC
Industrials·Integrated Freight & Logistics
0.08%
of portfolio
Number of shares
9,842 sh
Holdings current value
$976.2K
Avg closing price
$85.59
+25.9%
Last action
Added 15.2%
2025Q4
Current $107.72
57
T
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
0.08%
of portfolio
Number of shares
16,565 sh
Holdings current value
$971.0K
Avg closing price
$55.60
+17.3%
Last action
Added 16.7%
2025Q4
Current $65.23
58
B
B57FG04CACENOVUS ENERGY
0.08%
of portfolio
Number of shares
56,920 sh
Holdings current value
$964.2K
Avg closing price
$16.94
Last action
New holding
2025Q4
Current —
59
C
CVSCVS HEALTH CORP
Healthcare·Healthcare Plans
0.08%
of portfolio
Number of shares
12,085 sh
Holdings current value
$959.1K
Avg closing price
$73.27
+7.6%
Last action
Added 16.7%
2025Q4
Current $78.86
60
G
G89479102TORM PLC
0.08%
of portfolio
Number of shares
48,595 sh
Holdings current value
$951.5K
Avg closing price
$18.88
Last action
Added 21.5%
2025Q4
Current —
61
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.08%
of portfolio
Number of shares
31,496 sh
Holdings current value
$941.4K
Avg closing price
$43.35
-27.0%
Last action
Trimmed 0.2%
2025Q3
Current $31.64
62
T
TAPMOLSON COORS BEVERAGE CO
Consumer Defensive·Beverages - Brewers
0.08%
of portfolio
Number of shares
20,167 sh
Holdings current value
$941.4K
Avg closing price
$46.68
-8.2%
Last action
New holding
2025Q4
Current $42.87
63
S
SFNCSIMMONS 1ST NATL CORP
Financial Services·Banks - Regional
0.07%
of portfolio
Number of shares
48,572 sh
Holdings current value
$915.6K
Avg closing price
$19.04
+12.4%
Last action
Added 16.6%
2025Q4
Current $21.39
64
B
BMYBRISTOL-MYERS SQUIBB CO
Healthcare·Drug Manufacturers - General
0.07%
of portfolio
Number of shares
16,842 sh
Holdings current value
$908.5K
Avg closing price
$46.85
+26.0%
Last action
Added 16.4%
2025Q4
Current $59.02
65
H
HPHELMERICH & PAYNE INC
Energy·Oil & Gas Drilling
0.07%
of portfolio
Number of shares
30,709 sh
Holdings current value
$880.7K
Avg closing price
$20.12
+86.8%
Last action
Added 16.4%
2025Q4
Current $37.58
66
O
OBDCOWL ROCK CAPITAL CORPORATION
Financial Services·Asset Management
0.07%
of portfolio
Number of shares
70,781 sh
Holdings current value
$879.8K
Avg closing price
$13.44
-15.5%
Last action
Added 16.7%
2025Q4
Current $11.35
67
T
TDWTIDEWATER INC NEW
Energy·Oil & Gas Equipment & Services
0.07%
of portfolio
Number of shares
16,565 sh
Holdings current value
$836.7K
Avg closing price
$49.92
+71.5%
Last action
Added 16.7%
2025Q4
Current $85.62
68
A
ARWARROW ELECTRS INC
Technology·Electronics & Computer Distribution
0.07%
of portfolio
Number of shares
7,530 sh
Holdings current value
$829.7K
Avg closing price
$122.13
+53.5%
Last action
Added 16.7%
2025Q4
Current $187.50
69
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
0.07%
of portfolio
Number of shares
2,459 sh
Holdings current value
$811.7K
Avg closing price
$328.47
+7.9%
Last action
Added 15.1%
2025Q4
Current $354.56
70
C
CLFCLEVELAND-CLIFFS INC NEW
Basic Materials·Steel
0.07%
of portfolio
Number of shares
60,627 sh
Holdings current value
$805.1K
Avg closing price
$10.53
-13.7%
Last action
Added 16.6%
2025Q4
Current $9.09
71
H
HLNHALEON PLCADR
Healthcare·Drug Manufacturers - Specialty & Generic
0.06%
of portfolio
Number of shares
76,530 sh
Holdings current value
$773.7K
Avg closing price
$8.49
+12.2%
Last action
Trimmed 0.2%
2025Q4
Current $9.53
72
C
CROXCROCS INC
Consumer Cyclical·Footwear & Accessories
0.06%
of portfolio
Number of shares
9,039 sh
Holdings current value
$773.0K
Avg closing price
$91.23
+14.2%
Last action
Added 16.7%
2025Q4
Current $104.22
73
D
DINOHF SINCLAIR CORPORATION
Energy·Oil & Gas Refining & Marketing
0.06%
of portfolio
Number of shares
16,684 sh
Holdings current value
$768.8K
Avg closing price
$46.78
+27.3%
Last action
Added 16.6%
2025Q4
Current $59.54
74
M
MTDRMATADOR RES CO
Energy·Oil & Gas E&P
0.06%
of portfolio
Number of shares
18,081 sh
Holdings current value
$767.4K
Avg closing price
$45.74
+33.5%
Last action
Added 16.7%
2025Q4
Current $61.07
75
H
HTLDHEARTLAND EXPRESS INC
Industrials·Trucking
0.06%
of portfolio
Number of shares
80,198 sh
Holdings current value
$724.2K
Avg closing price
$8.69
+38.3%
Last action
Added 16.7%
2025Q4
Current $12.02

Portfolio heatmap

Box size = % of portfolio · color = return since filing
IONS
15.74% · -6.3%
CNH INDL N V
15.02%
KOF
9.09% · +7.5%
BRK.A
8.78% · -6.4%
GOOGL
5.04% · +8.3%
WFC
4.21% · -13.6%
JNJ
3.94% · +11.5%
BRK.B
3.94% · -6.4%
ALV
3.84% · -2.0%
FDX
2.63% · +35.9%
NVST
2.53% · +24.6%
TFC
2.23% · +4.5%
AXP
1.93% · -13.9%
UHAL/B
1.76%
BAC
1.66% · -4.6%
UNF
1.59% · +35.8%
AZO
1.53% · +6.1%
SDA
1.45% · -95.8%
VRTX
1.43% · -4.0%
BK
1.19% · +16.7%
DEO
0.90% · -8.0%
NVS
0.83% · +7.0%
USB
0.80% · +6.1%
TOTALENERGIES SE
0.71%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare15 pos$313.4M36.6%
  • Financial Services18 pos$168.7M19.7%
  • Consumer Defensive7 pos$130.7M15.3%
  • Consumer Cyclical12 pos$94.7M11.1%
  • Communication Services5 pos$66.6M7.8%
  • Industrials8 pos$62.6M7.3%
  • Energy8 pos$11.4M1.3%
  • Technology4 pos$6.1M0.7%
  • Basic Materials4 pos$2.8M0.3%
(30.8% unclassified, excluded from %)