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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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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 · 2024Q3
43 positions
1
B
BRK.ABERKSHIRE HATHAWAY INC DEL
18.58%
of portfolio
Number of shares
564 sh
Holdings current value
$389.83M
Avg closing price
$634440
+11.3%
Last action
Trimmed 1.6%
2025Q3
Current $706165
2
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
13.45%
of portfolio
Number of shares
1,701,654 sh
Holdings current value
$282.22M
Avg closing price
$150.93
+124.5%
Last action
Trimmed 2.0%
2025Q4
Current $338.89
3
F
FMCFMC CORP
Basic Materials·Agricultural Inputs
9.83%
of portfolio
Number of shares
3,125,442 sh
Holdings current value
$206.09M
Avg closing price
$62.43
-76.9%
Last action
Trimmed 6.1%
2025Q4
Current $14.45
4
J
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
8.70%
of portfolio
Number of shares
1,126,182 sh
Holdings current value
$182.51M
Avg closing price
$158.19
+45.8%
Last action
Trimmed 0.5%
2025Q4
Current $230.65
5
N
N20944109CNH INDL N V
8.11%
of portfolio
Number of shares
15,334,473 sh
Holdings current value
$170.21M
Avg closing price
$9.95
Last action
Added 81.8%
2025Q4
Current —
6
I
IONSIONIS PHARMACEUTICALS INC
Healthcare·Biotechnology
6.60%
of portfolio
Number of shares
3,454,676 sh
Holdings current value
$138.39M
Avg closing price
$43.42
+70.6%
Last action
Trimmed 11.2%
2025Q4
Current $74.09
7
K
KOFCOCA-COLA FEMSA SAB DE CVADR
Consumer Defensive·Beverages - Non-Alcoholic
5.86%
of portfolio
Number of shares
1,385,475 sh
Holdings current value
$122.92M
Avg closing price
$97.20
+4.8%
Last action
Trimmed 1.3%
2025Q4
Current $101.84
8
B
BRK.BBERKSHIRE HATHAWAY INC DEL
3.09%
of portfolio
Number of shares
140,855 sh
Holdings current value
$64.83M
Avg closing price
$427.93
+10.0%
Last action
Trimmed 1.4%
2025Q4
Current $470.55
9
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
2.30%
of portfolio
Number of shares
854,276 sh
Holdings current value
$48.26M
Avg closing price
$57.96
+38.9%
Last action
Trimmed 2.5%
2025Q4
Current $80.51
10
A
ALVAUTOLIV INC
Consumer Cyclical·Auto Parts
2.10%
of portfolio
Number of shares
471,284 sh
Holdings current value
$44.00M
Avg closing price
$120.43
-3.4%
Last action
Trimmed 6.3%
2025Q4
Current $116.31
11
U
UHAL/BU HAUL HOLDING COMPANY
2.05%
of portfolio
Number of shares
598,368 sh
Holdings current value
$43.08M
Avg closing price
$66.61
Last action
Added 0.3%
2025Q4
Current —
12
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
2.05%
of portfolio
Number of shares
157,226 sh
Holdings current value
$43.03M
Avg closing price
$289.74
+35.5%
Last action
Trimmed 0.3%
2025Q4
Current $392.69
13
N
NVSTENVISTA HOLDINGS CORPORATION
Healthcare·Medical Instruments & Supplies
1.78%
of portfolio
Number of shares
1,887,420 sh
Holdings current value
$37.30M
Avg closing price
$19.09
+41.7%
Last action
Trimmed 0.5%
2025Q4
Current $27.04
14
A
AZOAUTOZONE INC
Consumer Cyclical·Auto Parts
1.66%
of portfolio
Number of shares
11,024 sh
Holdings current value
$34.73M
Avg closing price
$3152
+14.1%
Last action
Trimmed 2.0%
2025Q4
Current $3597
15
T
TFCTRUIST FINL CORP
Financial Services·Banks - Regional
1.55%
of portfolio
Number of shares
760,929 sh
Holdings current value
$32.54M
Avg closing price
$38.98
+31.9%
Last action
Trimmed 1.8%
2025Q4
Current $51.40
16
S
SDASEALED AIR CORP NEW
Consumer Cyclical·Auto & Truck Dealerships
1.33%
of portfolio
Number of shares
766,121 sh
Holdings current value
$27.81M
Avg closing price
$37.20
-96.0%
Last action
Trimmed 0.9%
2025Q3
Current $1.49
17
A
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.29%
of portfolio
Number of shares
100,037 sh
Holdings current value
$27.13M
Avg closing price
$227.69
+39.9%
Last action
Trimmed 1.6%
2025Q4
Current $318.55
18
V
VRTXVERTEX PHARMACEUTICALS INC
Healthcare·Biotechnology
1.19%
of portfolio
Number of shares
53,600 sh
Holdings current value
$24.93M
Avg closing price
$416.86
+4.4%
Last action
Added 0.2%
2025Q4
Current $435.10
19
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
0.96%
of portfolio
Number of shares
506,461 sh
Holdings current value
$20.10M
Avg closing price
$37.92
+38.4%
Last action
Trimmed 1.3%
2025Q4
Current $52.47
20
D
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
0.93%
of portfolio
Number of shares
139,325 sh
Holdings current value
$19.55M
Avg closing price
$147.39
-46.1%
Last action
Added 2.1%
2025Q4
Current $79.37
21
B
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
0.90%
of portfolio
Number of shares
263,670 sh
Holdings current value
$18.95M
Avg closing price
$57.62
+135.0%
Last action
Trimmed 4.2%
2025Q4
Current $135.42
22
U
USBUS BANCORP DEL
Financial Services·Banks - Regional
0.54%
of portfolio
Number of shares
247,567 sh
Holdings current value
$11.32M
Avg closing price
$44.70
+26.7%
Last action
Trimmed 4.0%
2025Q4
Current $56.63
23
C
CSCOCISCO SYS INC
Technology·Communication Equipment
0.53%
of portfolio
Number of shares
210,529 sh
Holdings current value
$11.20M
Avg closing price
$49.91
+77.5%
Last action
Trimmed 0.0%
2025Q4
Current $88.59
24
U
UNPUNION PAC CORP
Industrials·Railroads
0.50%
of portfolio
Number of shares
42,889 sh
Holdings current value
$10.57M
Avg closing price
$245.93
+10.3%
Last action
Trimmed 0.2%
2025Q4
Current $271.26
25
N
NVSNOVARTIS AGADR
Healthcare·Drug Manufacturers - General
0.47%
of portfolio
Number of shares
85,347 sh
Holdings current value
$9.82M
Avg closing price
$96.73
+52.5%
Last action
Trimmed 1.3%
2025Q4
Current $147.48
26
T
TTENTOTALENERGIES SEADR
0.45%
of portfolio
Number of shares
144,828 sh
Holdings current value
$9.36M
Avg closing price
$68.83
Last action
Exited
2025Q4
Current —
27
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.43%
of portfolio
Number of shares
54,575 sh
Holdings current value
$9.12M
Avg closing price
$152.26
+121.8%
Last action
Exited
2025Q4
Current $337.75
28
K
KVUEKENVUE INC
Consumer Defensive·Household & Personal Products
0.42%
of portfolio
Number of shares
383,206 sh
Holdings current value
$8.86M
Avg closing price
$21.46
-18.5%
Last action
Trimmed 0.0%
2025Q4
Current $17.49
29
C
CNXCCONCENTRIX CORP
Technology·Information Technology Services
0.40%
of portfolio
Number of shares
164,205 sh
Holdings current value
$8.42M
Avg closing price
$66.22
-59.6%
Last action
Trimmed 0.1%
2025Q4
Current $26.77
30
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.25%
of portfolio
Number of shares
20,891 sh
Holdings current value
$5.30M
Avg closing price
$206.82
-0.7%
Last action
Trimmed 4.0%
2025Q1
Current $205.33
31
A
ATMUATMUS FILTRATION TECHNOLOGIE
Consumer Cyclical·Auto Parts
0.24%
of portfolio
Number of shares
131,732 sh
Holdings current value
$4.94M
Avg closing price
$32.25
+90.2%
Last action
Trimmed 27.0%
2025Q4
Current $61.33
32
9
904767704UNILEVER PLC
0.22%
of portfolio
Number of shares
70,274 sh
Holdings current value
$4.56M
Avg closing price
$50.19
Last action
Exited
2025Q4
Current —
33
G
GSKGSK PLCADR
Healthcare·Drug Manufacturers - General
0.21%
of portfolio
Number of shares
108,035 sh
Holdings current value
$4.42M
Avg closing price
$42.87
+29.8%
Last action
Trimmed 4.1%
2025Q3
Current $55.63
34
P
PSXPHILLIPS 66
Energy·Oil & Gas Refining & Marketing
0.19%
of portfolio
Number of shares
30,228 sh
Holdings current value
$3.97M
Avg closing price
$163.34
-2.3%
Last action
Trimmed 1.2%
2025Q3
Current $159.53
35
E
EPDENTERPRISE PRODS PARTNERS LMLP
Energy·Oil & Gas Midstream
0.19%
of portfolio
Number of shares
136,295 sh
Holdings current value
$3.97M
Avg closing price
$29.18
+29.7%
Last action
Trimmed 2.2%
2025Q2
Current $37.84
36
G
GLGLOBE LIFE INC
Financial Services·Insurance - Life
0.18%
of portfolio
Number of shares
35,502 sh
Holdings current value
$3.76M
Avg closing price
$105.91
+45.4%
Last action
Trimmed 3.5%
2025Q4
Current $153.97
37
C
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
0.13%
of portfolio
Number of shares
26,718 sh
Holdings current value
$2.81M
Avg closing price
$121.31
+2.5%
Last action
Added 5.1%
2025Q4
Current $124.37
38
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.07%
of portfolio
Number of shares
35,481 sh
Holdings current value
$1.48M
Avg closing price
$43.35
-27.0%
Last action
Trimmed 0.2%
2025Q3
Current $31.64
39
B
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
0.07%
of portfolio
Number of shares
12,940 sh
Holdings current value
$1.37M
Avg closing price
$72.36
+82.0%
Last action
Trimmed 4.3%
2025Q2
Current $131.70
40
E
EMREMERSON ELEC CO
Industrials·Specialty Industrial Machinery
0.06%
of portfolio
Number of shares
11,954 sh
Holdings current value
$1.31M
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
0.06%
of portfolio
Number of shares
27,004 sh
Holdings current value
$1.21M
Avg closing price
$41.96
+12.5%
Last action
Trimmed 0.2%
2025Q3
Current $47.22
42
H
HLNHALEON PLCADR
Healthcare·Drug Manufacturers - Specialty & Generic
0.05%
of portfolio
Number of shares
93,584 sh
Holdings current value
$990.1K
Avg closing price
$8.49
+12.2%
Last action
Trimmed 0.1%
2025Q4
Current $9.53
43
B
BAXBAXTER INTL INC
Healthcare·Medical Instruments & Supplies
0.02%
of portfolio
Number of shares
9,861 sh
Holdings current value
$374.4K
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
18.58% · +2.2%
GOOGL
13.45% · +104.3%
FMC
9.83% · -78.1%
JNJ
8.70% · +42.3%
CNH INDL N V
8.11%
IONS
6.60% · +84.9%
KOF
5.86% · +14.8%
BRK.B
3.09% · +2.2%
WFC
2.30% · +42.5%
ALV
2.10% · +24.6%
UHAL/B
2.05%
FDX
2.05% · +43.5%
NVST
1.78% · +36.8%
AZO
1.66% · +14.2%
TFC
1.55% · +20.2%
SDA
1.33% · -95.9%
AXP
1.29% · +17.5%
VRTX
1.19% · -6.4%
BAC
0.96% · +32.2%
DEO
0.93% · -43.4%
BK
0.90% · +88.4%
USB
0.54% · +23.8%
CSCO
0.53% · +66.5%
UNP
0.50% · +10.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare8 pos$398.7M28.2%
  • Communication Services4 pos$294.0M20.8%
  • Basic Materials1 pos$206.1M14.6%
  • Financial Services8 pos$167.4M11.8%
  • Consumer Defensive3 pos$151.3M10.7%
  • Consumer Cyclical5 pos$112.9M8.0%
  • Industrials3 pos$54.9M3.9%
  • Technology2 pos$19.6M1.4%
  • Energy3 pos$10.8M0.8%
(32.5% unclassified, excluded from %)