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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
  • Options
  • 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 · 2024Q2
44 positions
1
B
BRK.ABERKSHIRE HATHAWAY INC DEL
18.36%
of portfolio
Number of shares
652 sh
Holdings current value
$399.18M
Avg closing price
$634440
+11.3%
Last action
Trimmed 1.4%
2025Q3
Current $706165
2
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
16.29%
of portfolio
Number of shares
1,944,587 sh
Holdings current value
$354.21M
Avg closing price
$150.93
+124.5%
Last action
Trimmed 1.7%
2025Q4
Current $338.89
3
F
FMCFMC CORP
Basic Materials·Agricultural Inputs
8.36%
of portfolio
Number of shares
3,159,056 sh
Holdings current value
$181.80M
Avg closing price
$62.43
-76.9%
Last action
Trimmed 6.1%
2025Q4
Current $14.45
4
J
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
7.60%
of portfolio
Number of shares
1,130,462 sh
Holdings current value
$165.23M
Avg closing price
$158.19
+45.8%
Last action
Trimmed 0.5%
2025Q4
Current $230.65
5
I
IONSIONIS PHARMACEUTICALS INC
Healthcare·Biotechnology
7.57%
of portfolio
Number of shares
3,454,676 sh
Holdings current value
$164.65M
Avg closing price
$43.42
+70.6%
Last action
Trimmed 11.2%
2025Q4
Current $74.09
6
N
N20944109CNH INDL N V
7.16%
of portfolio
Number of shares
15,362,043 sh
Holdings current value
$155.62M
Avg closing price
$9.95
Last action
Added 81.5%
2025Q4
Current —
7
K
KOFCOCA-COLA FEMSA SAB DE CVADR
Consumer Defensive·Beverages - Non-Alcoholic
5.49%
of portfolio
Number of shares
1,389,727 sh
Holdings current value
$119.29M
Avg closing price
$97.20
+4.8%
Last action
Trimmed 1.2%
2025Q4
Current $101.84
8
B
BRK.BBERKSHIRE HATHAWAY INC DEL
2.80%
of portfolio
Number of shares
149,883 sh
Holdings current value
$60.97M
Avg closing price
$427.93
+10.0%
Last action
Trimmed 1.3%
2025Q4
Current $470.55
9
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
2.38%
of portfolio
Number of shares
870,944 sh
Holdings current value
$51.73M
Avg closing price
$57.96
+38.9%
Last action
Trimmed 2.5%
2025Q4
Current $80.51
10
A
ALVAUTOLIV INC
Consumer Cyclical·Auto Parts
2.32%
of portfolio
Number of shares
471,959 sh
Holdings current value
$50.49M
Avg closing price
$120.43
-3.4%
Last action
Trimmed 6.3%
2025Q4
Current $116.31
11
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
2.22%
of portfolio
Number of shares
160,957 sh
Holdings current value
$48.26M
Avg closing price
$289.74
+35.5%
Last action
Trimmed 0.3%
2025Q4
Current $392.69
12
U
UHAL/BU HAUL HOLDING COMPANY
1.66%
of portfolio
Number of shares
601,930 sh
Holdings current value
$36.13M
Avg closing price
$66.61
Last action
Added 0.3%
2025Q4
Current —
13
A
AZOAUTOZONE INC
Consumer Cyclical·Auto Parts
1.65%
of portfolio
Number of shares
12,126 sh
Holdings current value
$35.94M
Avg closing price
$3152
+14.1%
Last action
Trimmed 1.8%
2025Q4
Current $3597
14
N
NVSTENVISTA HOLDINGS CORPORATION
Healthcare·Medical Instruments & Supplies
1.45%
of portfolio
Number of shares
1,902,167 sh
Holdings current value
$31.63M
Avg closing price
$19.09
+41.7%
Last action
Trimmed 0.5%
2025Q4
Current $27.04
15
S
SDASEALED AIR CORP NEW
Consumer Cyclical·Auto & Truck Dealerships
1.43%
of portfolio
Number of shares
893,380 sh
Holdings current value
$31.08M
Avg closing price
$37.20
-96.0%
Last action
Trimmed 0.8%
2025Q3
Current $1.49
16
T
TFCTRUIST FINL CORP
Financial Services·Banks - Regional
1.39%
of portfolio
Number of shares
779,724 sh
Holdings current value
$30.29M
Avg closing price
$38.98
+31.9%
Last action
Trimmed 1.7%
2025Q4
Current $51.40
17
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
1.25%
of portfolio
Number of shares
147,973 sh
Holdings current value
$27.14M
Avg closing price
$152.26
+121.8%
Last action
Exited
2025Q4
Current $337.75
18
V
VRTXVERTEX PHARMACEUTICALS INC
Healthcare·Biotechnology
1.17%
of portfolio
Number of shares
54,346 sh
Holdings current value
$25.47M
Avg closing price
$416.86
+4.4%
Last action
Added 0.2%
2025Q4
Current $435.10
19
A
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.11%
of portfolio
Number of shares
104,088 sh
Holdings current value
$24.10M
Avg closing price
$227.69
+39.9%
Last action
Trimmed 1.6%
2025Q4
Current $318.55
20
N
NWLIEURNATIONAL WESTN LIFE GROUP IN
1.00%
of portfolio
Number of shares
43,677 sh
Holdings current value
$21.70M
Avg closing price
$491.96
Last action
Exited
2024Q3
Current —
21
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
0.94%
of portfolio
Number of shares
514,666 sh
Holdings current value
$20.47M
Avg closing price
$37.92
+38.4%
Last action
Trimmed 1.3%
2025Q4
Current $52.47
22
D
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
0.82%
of portfolio
Number of shares
141,304 sh
Holdings current value
$17.82M
Avg closing price
$147.39
-46.1%
Last action
Added 2.0%
2025Q4
Current $79.37
23
B
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
0.77%
of portfolio
Number of shares
280,651 sh
Holdings current value
$16.81M
Avg closing price
$57.62
+135.0%
Last action
Trimmed 4.0%
2025Q4
Current $135.42
24
C
CSCOCISCO SYS INC
Technology·Communication Equipment
0.50%
of portfolio
Number of shares
230,860 sh
Holdings current value
$10.97M
Avg closing price
$49.91
+77.5%
Last action
Trimmed 0.0%
2025Q4
Current $88.59
25
C
CNXCCONCENTRIX CORP
Technology·Information Technology Services
0.48%
of portfolio
Number of shares
166,323 sh
Holdings current value
$10.52M
Avg closing price
$66.22
-59.6%
Last action
Trimmed 0.1%
2025Q4
Current $26.77
26
U
USBUS BANCORP DEL
Financial Services·Banks - Regional
0.46%
of portfolio
Number of shares
253,807 sh
Holdings current value
$10.08M
Avg closing price
$44.70
+26.7%
Last action
Trimmed 3.9%
2025Q4
Current $56.63
27
T
TTENTOTALENERGIES SEADR
0.46%
of portfolio
Number of shares
148,887 sh
Holdings current value
$9.93M
Avg closing price
$68.83
Last action
Exited
2025Q4
Current —
28
U
UNPUNION PAC CORP
Industrials·Railroads
0.45%
of portfolio
Number of shares
43,369 sh
Holdings current value
$9.81M
Avg closing price
$245.93
+10.3%
Last action
Trimmed 0.2%
2025Q4
Current $271.26
29
N
NVSNOVARTIS AGADR
Healthcare·Drug Manufacturers - General
0.43%
of portfolio
Number of shares
87,606 sh
Holdings current value
$9.33M
Avg closing price
$96.73
+52.5%
Last action
Trimmed 1.3%
2025Q4
Current $147.48
30
K
KVUEKENVUE INC
Consumer Defensive·Household & Personal Products
0.33%
of portfolio
Number of shares
390,743 sh
Holdings current value
$7.10M
Avg closing price
$21.46
-18.5%
Last action
Trimmed 0.0%
2025Q4
Current $17.49
31
9
904767704UNILEVER PLC
0.25%
of portfolio
Number of shares
97,693 sh
Holdings current value
$5.37M
Avg closing price
$50.19
Last action
Exited
2025Q4
Current —
32
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.21%
of portfolio
Number of shares
22,330 sh
Holdings current value
$4.64M
Avg closing price
$206.82
-0.7%
Last action
Trimmed 3.8%
2025Q1
Current $205.33
33
P
PSXPHILLIPS 66
Energy·Oil & Gas Refining & Marketing
0.20%
of portfolio
Number of shares
30,228 sh
Holdings current value
$4.27M
Avg closing price
$163.34
-2.3%
Last action
Trimmed 1.2%
2025Q3
Current $159.53
34
G
GSKGSK PLCADR
Healthcare·Drug Manufacturers - General
0.19%
of portfolio
Number of shares
109,855 sh
Holdings current value
$4.23M
Avg closing price
$42.87
+29.8%
Last action
Trimmed 4.0%
2025Q3
Current $55.63
35
E
EPDENTERPRISE PRODS PARTNERS LMLP
Energy·Oil & Gas Midstream
0.18%
of portfolio
Number of shares
136,295 sh
Holdings current value
$3.95M
Avg closing price
$29.18
+29.7%
Last action
Trimmed 2.2%
2025Q2
Current $37.84
36
A
ATMUATMUS FILTRATION TECHNOLOGIE
Consumer Cyclical·Auto Parts
0.17%
of portfolio
Number of shares
132,195 sh
Holdings current value
$3.80M
Avg closing price
$32.25
+90.2%
Last action
Trimmed 26.9%
2025Q4
Current $61.33
37
C
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
0.14%
of portfolio
Number of shares
27,038 sh
Holdings current value
$3.09M
Avg closing price
$121.31
+2.5%
Last action
Added 5.0%
2025Q4
Current $124.37
38
B
BIDUBAIDU INCADR
Communication Services·Internet Content & Information
0.07%
of portfolio
Number of shares
17,454 sh
Holdings current value
$1.51M
Avg closing price
$105.28
+15.4%
Last action
Exited
2024Q3
Current $121.53
39
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.07%
of portfolio
Number of shares
37,641 sh
Holdings current value
$1.47M
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
0.06%
of portfolio
Number of shares
11,954 sh
Holdings current value
$1.32M
Avg closing price
$113.42
+25.6%
Last action
Trimmed 2.0%
2025Q4
Current $142.44
41
V
VZVERIZON COMMUNICATIONS INC
Communication Services·Telecom Services
0.05%
of portfolio
Number of shares
28,814 sh
Holdings current value
$1.19M
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
0.05%
of portfolio
Number of shares
13,675 sh
Holdings current value
$984.6K
Avg closing price
$72.36
+82.0%
Last action
Trimmed 4.1%
2025Q2
Current $131.70
43
H
HLNHALEON PLCADR
Healthcare·Drug Manufacturers - Specialty & Generic
0.04%
of portfolio
Number of shares
95,609 sh
Holdings current value
$789.7K
Avg closing price
$8.49
+12.2%
Last action
Trimmed 0.1%
2025Q4
Current $9.53
44
B
BAXBAXTER INTL INC
Healthcare·Medical Instruments & Supplies
0.02%
of portfolio
Number of shares
9,861 sh
Holdings current value
$329.9K
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
18.36% · +15.3%
GOOGL
16.29% · +86.0%
FMC
8.36% · -74.9%
JNJ
7.60% · +57.8%
IONS
7.57% · +55.5%
CNH INDL N V
7.16%
KOF
5.49% · +18.6%
BRK.B
2.80% · +15.7%
WFC
2.38% · +35.6%
ALV
2.32% · +8.7%
FDX
2.22% · +31.0%
UHAL/B
1.66%
AZO
1.65% · +21.4%
NVST
1.45% · +62.6%
SDA
1.43% · -95.7%
TFC
1.39% · +32.3%
GOOG
1.25% · +84.1%
VRTX
1.17% · -7.2%
AXP
1.11% · +37.6%
NWLIEUR
1.00%
BAC
0.94% · +31.9%
DEO
0.82% · -37.0%
BK
0.77% · +126.1%
CSCO
0.50% · +86.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare8 pos$401.7M27.0%
  • Communication Services5 pos$385.5M25.9%
  • Basic Materials1 pos$181.8M12.2%
  • Financial Services7 pos$158.1M10.6%
  • Consumer Defensive3 pos$144.2M9.7%
  • Consumer Cyclical5 pos$122.3M8.2%
  • Industrials3 pos$59.4M4.0%
  • Technology2 pos$21.5M1.4%
  • Energy3 pos$11.3M0.8%
(31.7% unclassified, excluded from %)