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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
  • Performance8Q
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  • Activity459
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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 · 2024Q1
45 positions
1
B
BRK.ABERKSHIRE HATHAWAY INC DEL
19.72%
of portfolio
Number of shares
662 sh
Holdings current value
$420.00M
Avg closing price
$634440
+11.3%
Last action
Trimmed 1.3%
2025Q3
Current $706165
2
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
14.20%
of portfolio
Number of shares
2,003,632 sh
Holdings current value
$302.41M
Avg closing price
$150.93
+124.5%
Last action
Trimmed 1.7%
2025Q4
Current $338.89
3
J
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
8.42%
of portfolio
Number of shares
1,133,725 sh
Holdings current value
$179.34M
Avg closing price
$158.19
+45.8%
Last action
Trimmed 0.5%
2025Q4
Current $230.65
4
F
FMCFMC CORP
Basic Materials·Agricultural Inputs
7.50%
of portfolio
Number of shares
2,507,099 sh
Holdings current value
$159.70M
Avg closing price
$62.43
-76.9%
Last action
Trimmed 7.5%
2025Q4
Current $14.45
5
I
IONSIONIS PHARMACEUTICALS INC
Healthcare·Biotechnology
7.03%
of portfolio
Number of shares
3,454,676 sh
Holdings current value
$149.76M
Avg closing price
$43.42
+70.6%
Last action
Trimmed 11.2%
2025Q4
Current $74.09
6
K
KOFCOCA-COLA FEMSA SAB DE CVADR
Consumer Defensive·Beverages - Non-Alcoholic
6.72%
of portfolio
Number of shares
1,472,664 sh
Holdings current value
$143.14M
Avg closing price
$97.20
+4.8%
Last action
Trimmed 1.2%
2025Q4
Current $101.84
7
A
ALVAUTOLIV INC
Consumer Cyclical·Auto Parts
5.44%
of portfolio
Number of shares
962,767 sh
Holdings current value
$115.95M
Avg closing price
$120.43
-3.4%
Last action
Trimmed 3.2%
2025Q4
Current $116.31
8
B
BRK.BBERKSHIRE HATHAWAY INC DEL
3.18%
of portfolio
Number of shares
161,278 sh
Holdings current value
$67.82M
Avg closing price
$427.93
+10.0%
Last action
Trimmed 1.2%
2025Q4
Current $470.55
9
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
2.96%
of portfolio
Number of shares
413,476 sh
Holdings current value
$62.96M
Avg closing price
$152.26
+121.8%
Last action
Exited
2025Q4
Current $337.75
10
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
2.43%
of portfolio
Number of shares
892,334 sh
Holdings current value
$51.72M
Avg closing price
$57.96
+38.9%
Last action
Trimmed 2.4%
2025Q4
Current $80.51
11
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
2.21%
of portfolio
Number of shares
162,517 sh
Holdings current value
$47.09M
Avg closing price
$289.74
+35.5%
Last action
Trimmed 0.3%
2025Q4
Current $392.69
12
U
UHAL/BU HAUL HOLDING COMPANY
1.90%
of portfolio
Number of shares
607,080 sh
Holdings current value
$40.48M
Avg closing price
$66.61
Last action
Added 0.3%
2025Q4
Current —
13
A
AZOAUTOZONE INC
Consumer Cyclical·Auto Parts
1.81%
of portfolio
Number of shares
12,225 sh
Holdings current value
$38.53M
Avg closing price
$3152
+14.1%
Last action
Trimmed 1.8%
2025Q4
Current $3597
14
S
SDASEALED AIR CORP NEW
Consumer Cyclical·Auto & Truck Dealerships
1.58%
of portfolio
Number of shares
904,455 sh
Holdings current value
$33.65M
Avg closing price
$37.20
-96.0%
Last action
Trimmed 0.7%
2025Q3
Current $1.49
15
T
TFCTRUIST FINL CORP
Financial Services·Banks - Regional
1.46%
of portfolio
Number of shares
796,679 sh
Holdings current value
$31.05M
Avg closing price
$38.98
+31.9%
Last action
Trimmed 1.7%
2025Q4
Current $51.40
16
V
VRTXVERTEX PHARMACEUTICALS INC
Healthcare·Biotechnology
1.31%
of portfolio
Number of shares
66,699 sh
Holdings current value
$27.88M
Avg closing price
$416.86
+4.4%
Last action
Added 0.1%
2025Q4
Current $435.10
17
A
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.17%
of portfolio
Number of shares
109,209 sh
Holdings current value
$24.87M
Avg closing price
$227.69
+39.9%
Last action
Trimmed 1.5%
2025Q4
Current $318.55
18
N
NWLIEURNATIONAL WESTN LIFE GROUP IN
1.01%
of portfolio
Number of shares
43,882 sh
Holdings current value
$21.59M
Avg closing price
$491.96
Last action
Exited
2024Q3
Current —
19
D
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
1.00%
of portfolio
Number of shares
142,743 sh
Holdings current value
$21.23M
Avg closing price
$147.39
-46.1%
Last action
Added 2.0%
2025Q4
Current $79.37
20
N
NVSTENVISTA HOLDINGS CORPORATION
Healthcare·Medical Instruments & Supplies
0.99%
of portfolio
Number of shares
984,719 sh
Holdings current value
$21.05M
Avg closing price
$19.09
+41.7%
Last action
Trimmed 0.9%
2025Q4
Current $27.04
21
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
0.93%
of portfolio
Number of shares
521,151 sh
Holdings current value
$19.76M
Avg closing price
$37.92
+38.4%
Last action
Trimmed 1.3%
2025Q4
Current $52.47
22
B
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
0.88%
of portfolio
Number of shares
326,643 sh
Holdings current value
$18.82M
Avg closing price
$57.62
+135.0%
Last action
Trimmed 3.4%
2025Q4
Current $135.42
23
N
N20944109CNH INDL N V
0.66%
of portfolio
Number of shares
1,081,542 sh
Holdings current value
$14.02M
Avg closing price
$9.95
Last action
Added
2025Q4
Current —
24
C
CSCOCISCO SYS INC
Technology·Communication Equipment
0.57%
of portfolio
Number of shares
242,254 sh
Holdings current value
$12.09M
Avg closing price
$49.91
+77.5%
Last action
Trimmed 0.0%
2025Q4
Current $88.59
25
U
USBUS BANCORP DEL
Financial Services·Banks - Regional
0.56%
of portfolio
Number of shares
268,656 sh
Holdings current value
$12.01M
Avg closing price
$44.70
+26.7%
Last action
Trimmed 3.7%
2025Q4
Current $56.63
26
C
CNXCCONCENTRIX CORP
Technology·Information Technology Services
0.54%
of portfolio
Number of shares
173,338 sh
Holdings current value
$11.48M
Avg closing price
$66.22
-59.6%
Last action
Trimmed 0.1%
2025Q4
Current $26.77
27
U
UNPUNION PAC CORP
Industrials·Railroads
0.51%
of portfolio
Number of shares
44,463 sh
Holdings current value
$10.93M
Avg closing price
$245.93
+10.3%
Last action
Trimmed 0.2%
2025Q4
Current $271.26
28
T
TTENTOTALENERGIES SEADR
0.51%
of portfolio
Number of shares
157,657 sh
Holdings current value
$10.85M
Avg closing price
$68.83
Last action
Exited
2025Q4
Current —
29
K
KVUEKENVUE INC
Consumer Defensive·Household & Personal Products
0.41%
of portfolio
Number of shares
409,953 sh
Holdings current value
$8.80M
Avg closing price
$21.46
-18.5%
Last action
Trimmed 0.0%
2025Q4
Current $17.49
30
N
NVSNOVARTIS AGADR
Healthcare·Drug Manufacturers - General
0.41%
of portfolio
Number of shares
89,446 sh
Holdings current value
$8.65M
Avg closing price
$96.73
+52.5%
Last action
Trimmed 1.3%
2025Q4
Current $147.48
31
9
904767704UNILEVER PLC
0.25%
of portfolio
Number of shares
106,002 sh
Holdings current value
$5.32M
Avg closing price
$50.19
Last action
Exited
2025Q4
Current —
32
G
GSKGSK PLCADR
Healthcare·Drug Manufacturers - General
0.25%
of portfolio
Number of shares
123,044 sh
Holdings current value
$5.27M
Avg closing price
$42.87
+29.8%
Last action
Trimmed 3.6%
2025Q3
Current $55.63
33
P
PSXPHILLIPS 66
Energy·Oil & Gas Refining & Marketing
0.24%
of portfolio
Number of shares
31,309 sh
Holdings current value
$5.11M
Avg closing price
$163.34
-2.3%
Last action
Trimmed 1.2%
2025Q3
Current $159.53
34
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.24%
of portfolio
Number of shares
24,245 sh
Holdings current value
$5.01M
Avg closing price
$206.82
-0.7%
Last action
Trimmed 3.5%
2025Q1
Current $205.33
35
A
ATMUATMUS FILTRATION TECHNOLOGIE
Consumer Cyclical·Auto Parts
0.20%
of portfolio
Number of shares
132,195 sh
Holdings current value
$4.26M
Avg closing price
$32.25
+90.2%
Last action
Trimmed 26.9%
2025Q4
Current $61.33
36
E
EPDENTERPRISE PRODS PARTNERS LMLP
Energy·Oil & Gas Midstream
0.19%
of portfolio
Number of shares
136,295 sh
Holdings current value
$3.98M
Avg closing price
$29.18
+29.7%
Last action
Trimmed 2.2%
2025Q2
Current $37.84
37
C
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
0.16%
of portfolio
Number of shares
27,601 sh
Holdings current value
$3.51M
Avg closing price
$121.31
+2.5%
Last action
Added 4.9%
2025Q4
Current $124.37
38
B
BIDUBAIDU INCADR
Communication Services·Internet Content & Information
0.10%
of portfolio
Number of shares
19,286 sh
Holdings current value
$2.03M
Avg closing price
$105.28
+15.4%
Last action
Exited
2024Q3
Current $121.53
39
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.08%
of portfolio
Number of shares
39,881 sh
Holdings current value
$1.73M
Avg closing price
$43.35
-27.0%
Last action
Trimmed 0.2%
2025Q3
Current $31.64
40
E
EMREMERSON ELEC CO
Industrials·Specialty Industrial Machinery
0.07%
of portfolio
Number of shares
13,326 sh
Holdings current value
$1.51M
Avg closing price
$113.42
+25.6%
Last action
Trimmed 1.8%
2025Q4
Current $142.44
41
V
VZVERIZON COMMUNICATIONS INC
Communication Services·Telecom Services
0.06%
of portfolio
Number of shares
32,589 sh
Holdings current value
$1.37M
Avg closing price
$41.96
+12.5%
Last action
Trimmed 0.2%
2025Q3
Current $47.22
42
B
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
0.06%
of portfolio
Number of shares
17,215 sh
Holdings current value
$1.25M
Avg closing price
$72.36
+82.0%
Last action
Trimmed 3.3%
2025Q2
Current $131.70
43
H
HLNHALEON PLCADR
Healthcare·Drug Manufacturers - Specialty & Generic
0.04%
of portfolio
Number of shares
110,478 sh
Holdings current value
$938.0K
Avg closing price
$8.49
+12.2%
Last action
Trimmed 0.1%
2025Q4
Current $9.53
44
C
CSLCARLISLE COS INC
Industrials·Building Products & Equipment
0.04%
of portfolio
Number of shares
1,995 sh
Holdings current value
$781.7K
Avg closing price
$391.85
-7.2%
Last action
Exited
2024Q2
Current $363.70
45
B
BAXBAXTER INTL INC
Healthcare·Medical Instruments & Supplies
0.02%
of portfolio
Number of shares
10,731 sh
Holdings current value
$458.6K
Avg closing price
$42.74
-56.9%
Last action
Trimmed 0.3%
2025Q3
Current $18.41

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
19.72% · +11.3%
GOOGL
14.20% · +124.5%
JNJ
8.42% · +45.8%
FMC
7.50% · -77.3%
IONS
7.03% · +70.9%
KOF
6.72% · +4.8%
ALV
5.44% · -3.4%
BRK.B
3.18% · +11.9%
GOOG
2.96% · +121.8%
WFC
2.43% · +38.9%
FDX
2.21% · +35.5%
UHAL/B
1.90%
AZO
1.81% · +14.1%
SDA
1.58% · -96.0%
TFC
1.46% · +31.9%
VRTX
1.31% · +4.1%
AXP
1.17% · +39.9%
NWLIEUR
1.01%
DEO
1.00% · -46.6%
NVST
0.99% · +26.5%
BAC
0.93% · +38.4%
BK
0.88% · +135.0%
CNH INDL N V
0.66%
CSCO
0.57% · +77.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare8 pos$393.4M25.4%
  • Communication Services5 pos$370.5M23.9%
  • Consumer Cyclical5 pos$193.6M12.5%
  • Consumer Defensive3 pos$173.2M11.2%
  • Financial Services7 pos$163.2M10.5%
  • Basic Materials1 pos$159.7M10.3%
  • Industrials4 pos$60.3M3.9%
  • Technology2 pos$23.6M1.5%
  • Energy3 pos$12.6M0.8%
(27.2% unclassified, excluded from %)