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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 · 2024Q4
43 positions
1
B
BRK.ABERKSHIRE HATHAWAY INC DEL
13.08%
of portfolio
Number of shares
285 sh
Holdings current value
$194.06M
Avg closing price
$634440
+11.3%
Last action
Trimmed 3.1%
2025Q3
Current $706165
2
N
N20944109CNH INDL N V
11.18%
of portfolio
Number of shares
14,634,939 sh
Holdings current value
$165.81M
Avg closing price
$9.95
Last action
Added 89.2%
2025Q4
Current —
3
J
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
10.53%
of portfolio
Number of shares
1,080,471 sh
Holdings current value
$156.26M
Avg closing price
$158.19
+45.8%
Last action
Trimmed 0.5%
2025Q4
Current $230.65
4
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
9.40%
of portfolio
Number of shares
736,815 sh
Holdings current value
$139.48M
Avg closing price
$150.93
+124.5%
Last action
Trimmed 4.5%
2025Q4
Current $338.89
5
F
FMCFMC CORP
Basic Materials·Agricultural Inputs
9.38%
of portfolio
Number of shares
2,862,055 sh
Holdings current value
$139.12M
Avg closing price
$62.43
-76.9%
Last action
Trimmed 6.6%
2025Q4
Current $14.45
6
I
IONSIONIS PHARMACEUTICALS INC
Healthcare·Biotechnology
7.66%
of portfolio
Number of shares
3,248,863 sh
Holdings current value
$113.58M
Avg closing price
$43.42
+70.6%
Last action
Trimmed 11.8%
2025Q4
Current $74.09
7
K
KOFCOCA-COLA FEMSA SAB DE CVADR
Consumer Defensive·Beverages - Non-Alcoholic
6.98%
of portfolio
Number of shares
1,329,940 sh
Holdings current value
$103.59M
Avg closing price
$97.20
+4.8%
Last action
Trimmed 1.3%
2025Q4
Current $101.84
8
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
3.21%
of portfolio
Number of shares
677,364 sh
Holdings current value
$47.58M
Avg closing price
$57.96
+38.9%
Last action
Trimmed 3.2%
2025Q4
Current $80.51
9
B
BRK.BBERKSHIRE HATHAWAY INC DEL
3.07%
of portfolio
Number of shares
100,415 sh
Holdings current value
$45.52M
Avg closing price
$427.93
+10.0%
Last action
Trimmed 2.0%
2025Q4
Current $470.55
10
A
ALVAUTOLIV INC
Consumer Cyclical·Auto Parts
2.81%
of portfolio
Number of shares
444,159 sh
Holdings current value
$41.66M
Avg closing price
$120.43
-3.4%
Last action
Trimmed 6.7%
2025Q4
Current $116.31
11
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
2.25%
of portfolio
Number of shares
118,859 sh
Holdings current value
$33.44M
Avg closing price
$289.74
+35.5%
Last action
Trimmed 0.5%
2025Q4
Current $392.69
12
U
UHAL/BU HAUL HOLDING COMPANY
2.11%
of portfolio
Number of shares
489,431 sh
Holdings current value
$31.35M
Avg closing price
$66.61
Last action
Added 0.3%
2025Q4
Current —
13
N
NVSTENVISTA HOLDINGS CORPORATION
Healthcare·Medical Instruments & Supplies
1.99%
of portfolio
Number of shares
1,528,831 sh
Holdings current value
$29.49M
Avg closing price
$19.09
+41.7%
Last action
Trimmed 0.6%
2025Q4
Current $27.04
14
T
TFCTRUIST FINL CORP
Financial Services·Banks - Regional
1.86%
of portfolio
Number of shares
636,823 sh
Holdings current value
$27.63M
Avg closing price
$38.98
+31.9%
Last action
Trimmed 2.1%
2025Q4
Current $51.40
15
A
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.79%
of portfolio
Number of shares
89,548 sh
Holdings current value
$26.58M
Avg closing price
$227.69
+39.9%
Last action
Trimmed 1.8%
2025Q4
Current $318.55
16
A
AZOAUTOZONE INC
Consumer Cyclical·Auto Parts
1.66%
of portfolio
Number of shares
7,696 sh
Holdings current value
$24.64M
Avg closing price
$3152
+14.1%
Last action
Trimmed 2.8%
2025Q4
Current $3597
17
S
SDASEALED AIR CORP NEW
Consumer Cyclical·Auto & Truck Dealerships
1.29%
of portfolio
Number of shares
564,481 sh
Holdings current value
$19.10M
Avg closing price
$37.20
-96.0%
Last action
Trimmed 1.2%
2025Q3
Current $1.49
18
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
1.27%
of portfolio
Number of shares
429,853 sh
Holdings current value
$18.89M
Avg closing price
$37.92
+38.4%
Last action
Trimmed 1.5%
2025Q4
Current $52.47
19
D
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
1.19%
of portfolio
Number of shares
138,420 sh
Holdings current value
$17.60M
Avg closing price
$147.39
-46.1%
Last action
Added 2.1%
2025Q4
Current $79.37
20
V
VRTXVERTEX PHARMACEUTICALS INC
Healthcare·Biotechnology
1.10%
of portfolio
Number of shares
40,631 sh
Holdings current value
$16.36M
Avg closing price
$416.86
+4.4%
Last action
Added 0.2%
2025Q4
Current $435.10
21
B
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
0.81%
of portfolio
Number of shares
156,883 sh
Holdings current value
$12.05M
Avg closing price
$57.62
+135.0%
Last action
Trimmed 6.9%
2025Q4
Current $135.42
22
U
USBUS BANCORP DEL
Financial Services·Banks - Regional
0.75%
of portfolio
Number of shares
231,179 sh
Holdings current value
$11.06M
Avg closing price
$44.70
+26.7%
Last action
Trimmed 4.3%
2025Q4
Current $56.63
23
N
NVSNOVARTIS AGADR
Healthcare·Drug Manufacturers - General
0.55%
of portfolio
Number of shares
83,141 sh
Holdings current value
$8.09M
Avg closing price
$96.73
+52.5%
Last action
Trimmed 1.4%
2025Q4
Current $147.48
24
T
TTENTOTALENERGIES SEADR
0.52%
of portfolio
Number of shares
142,229 sh
Holdings current value
$7.75M
Avg closing price
$68.83
Last action
Exited
2025Q4
Current —
25
K
KVUEKENVUE INC
Consumer Defensive·Household & Personal Products
0.51%
of portfolio
Number of shares
356,796 sh
Holdings current value
$7.62M
Avg closing price
$21.46
-18.5%
Last action
Trimmed 0.0%
2025Q4
Current $17.49
26
A
ATMUATMUS FILTRATION TECHNOLOGIE
Consumer Cyclical·Auto Parts
0.35%
of portfolio
Number of shares
131,732 sh
Holdings current value
$5.16M
Avg closing price
$32.25
+90.2%
Last action
Trimmed 27.0%
2025Q4
Current $61.33
27
U
UNPUNION PAC CORP
Industrials·Railroads
0.34%
of portfolio
Number of shares
21,965 sh
Holdings current value
$5.01M
Avg closing price
$245.93
+10.3%
Last action
Trimmed 0.4%
2025Q4
Current $271.26
28
E
EPDENTERPRISE PRODS PARTNERS LMLP
Energy·Oil & Gas Midstream
0.29%
of portfolio
Number of shares
136,295 sh
Holdings current value
$4.27M
Avg closing price
$29.18
+29.7%
Last action
Trimmed 2.2%
2025Q2
Current $37.84
29
9
904767704UNILEVER PLC
0.26%
of portfolio
Number of shares
68,803 sh
Holdings current value
$3.90M
Avg closing price
$50.19
Last action
Exited
2025Q4
Current —
30
G
GLGLOBE LIFE INC
Financial Services·Insurance - Life
0.25%
of portfolio
Number of shares
33,234 sh
Holdings current value
$3.71M
Avg closing price
$105.91
+45.4%
Last action
Trimmed 3.8%
2025Q4
Current $153.97
31
C
CSCOCISCO SYS INC
Technology·Communication Equipment
0.24%
of portfolio
Number of shares
59,943 sh
Holdings current value
$3.55M
Avg closing price
$49.91
+77.5%
Last action
Trimmed 0.1%
2025Q4
Current $88.59
32
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.24%
of portfolio
Number of shares
14,586 sh
Holdings current value
$3.49M
Avg closing price
$206.82
-0.7%
Last action
Trimmed 5.7%
2025Q1
Current $205.33
33
G
GSKGSK PLCADR
Healthcare·Drug Manufacturers - General
0.21%
of portfolio
Number of shares
93,816 sh
Holdings current value
$3.17M
Avg closing price
$42.87
+29.8%
Last action
Trimmed 4.7%
2025Q3
Current $55.63
34
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.19%
of portfolio
Number of shares
14,665 sh
Holdings current value
$2.79M
Avg closing price
$152.26
+121.8%
Last action
Exited
2025Q4
Current $337.75
35
C
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
0.16%
of portfolio
Number of shares
24,007 sh
Holdings current value
$2.38M
Avg closing price
$121.31
+2.5%
Last action
Added 5.7%
2025Q4
Current $124.37
36
P
PSXPHILLIPS 66
Energy·Oil & Gas Refining & Marketing
0.10%
of portfolio
Number of shares
13,471 sh
Holdings current value
$1.53M
Avg closing price
$163.34
-2.3%
Last action
Trimmed 2.7%
2025Q3
Current $159.53
37
E
EMREMERSON ELEC CO
Industrials·Specialty Industrial Machinery
0.09%
of portfolio
Number of shares
10,608 sh
Holdings current value
$1.31M
Avg closing price
$113.42
+25.6%
Last action
Trimmed 2.3%
2025Q4
Current $142.44
38
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.09%
of portfolio
Number of shares
34,578 sh
Holdings current value
$1.30M
Avg closing price
$43.35
-27.0%
Last action
Trimmed 0.2%
2025Q3
Current $31.64
39
C
CNXCCONCENTRIX CORP
Technology·Information Technology Services
0.08%
of portfolio
Number of shares
28,207 sh
Holdings current value
$1.22M
Avg closing price
$66.22
-59.6%
Last action
Trimmed 0.7%
2025Q4
Current $26.77
40
V
VZVERIZON COMMUNICATIONS INC
Communication Services·Telecom Services
0.06%
of portfolio
Number of shares
24,034 sh
Holdings current value
$961.1K
Avg closing price
$41.96
+12.5%
Last action
Trimmed 0.3%
2025Q3
Current $47.22
41
H
HLNHALEON PLCADR
Healthcare·Drug Manufacturers - Specialty & Generic
0.05%
of portfolio
Number of shares
85,509 sh
Holdings current value
$815.8K
Avg closing price
$8.49
+12.2%
Last action
Trimmed 0.2%
2025Q4
Current $9.53
42
B
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
0.03%
of portfolio
Number of shares
4,645 sh
Holdings current value
$393.9K
Avg closing price
$72.36
+82.0%
Last action
Trimmed 11.2%
2025Q2
Current $131.70
43
B
BAXBAXTER INTL INC
Healthcare·Medical Instruments & Supplies
0.02%
of portfolio
Number of shares
9,861 sh
Holdings current value
$287.5K
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
13.08% · +3.7%
CNH INDL N V
11.18%
JNJ
10.53% · +59.5%
GOOGL
9.40% · +79.0%
FMC
9.38% · -70.3%
IONS
7.66% · +111.9%
KOF
6.98% · +30.7%
WFC
3.21% · +14.6%
BRK.B
3.07% · +3.8%
ALV
2.81% · +24.0%
FDX
2.25% · +39.6%
UHAL/B
2.11%
NVST
1.99% · +40.2%
TFC
1.86% · +18.5%
AXP
1.79% · +7.3%
AZO
1.66% · +12.3%
SDA
1.29% · -95.6%
BAC
1.27% · +19.4%
DEO
1.19% · -37.6%
VRTX
1.10% · +8.0%
BK
0.81% · +76.3%
USB
0.75% · +18.4%
NVS
0.55% · +51.6%
TTEN
0.52%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare8 pos$328.1M31.7%
  • Financial Services8 pos$151.0M14.6%
  • Communication Services4 pos$144.5M14.0%
  • Basic Materials1 pos$139.1M13.4%
  • Consumer Defensive3 pos$128.8M12.4%
  • Consumer Cyclical5 pos$91.0M8.8%
  • Industrials3 pos$39.8M3.8%
  • Energy3 pos$8.2M0.8%
  • Technology2 pos$4.8M0.5%
(30.2% unclassified, excluded from %)