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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 · 2025Q1
59 positions
1
N
N20944109CNH INDL N V
14.51%
of portfolio
Number of shares
13,335,317 sh
Holdings current value
$163.76M
Avg closing price
$9.95
Last action
Added 107.2%
2025Q4
Current —
2
B
BRK.ABERKSHIRE HATHAWAY INC DEL
11.82%
of portfolio
Number of shares
167 sh
Holdings current value
$133.34M
Avg closing price
$634440
+11.3%
Last action
Trimmed 5.1%
2025Q3
Current $706165
3
K
KOFCOCA-COLA FEMSA SAB DE CVADR
Consumer Defensive·Beverages - Non-Alcoholic
10.40%
of portfolio
Number of shares
1,285,257 sh
Holdings current value
$117.33M
Avg closing price
$97.20
+4.8%
Last action
Trimmed 1.3%
2025Q4
Current $101.84
4
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
9.22%
of portfolio
Number of shares
672,947 sh
Holdings current value
$104.06M
Avg closing price
$150.93
+124.5%
Last action
Trimmed 4.9%
2025Q4
Current $338.89
5
I
IONSIONIS PHARMACEUTICALS INC
Healthcare·Biotechnology
7.98%
of portfolio
Number of shares
2,983,518 sh
Holdings current value
$90.01M
Avg closing price
$43.42
+70.6%
Last action
Trimmed 12.8%
2025Q4
Current $74.09
6
J
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
6.44%
of portfolio
Number of shares
438,271 sh
Holdings current value
$72.68M
Avg closing price
$158.19
+45.8%
Last action
Trimmed 1.3%
2025Q4
Current $230.65
7
B
BRK.BBERKSHIRE HATHAWAY INC DEL
4.25%
of portfolio
Number of shares
89,970 sh
Holdings current value
$47.92M
Avg closing price
$427.93
+10.0%
Last action
Trimmed 2.2%
2025Q4
Current $470.55
8
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
4.10%
of portfolio
Number of shares
644,280 sh
Holdings current value
$46.25M
Avg closing price
$57.96
+38.9%
Last action
Trimmed 3.3%
2025Q4
Current $80.51
9
A
ALVAUTOLIV INC
Consumer Cyclical·Auto Parts
3.40%
of portfolio
Number of shares
433,706 sh
Holdings current value
$38.36M
Avg closing price
$120.43
-3.4%
Last action
Trimmed 6.8%
2025Q4
Current $116.31
10
U
UHAL/BU HAUL HOLDING COMPANY
2.52%
of portfolio
Number of shares
480,424 sh
Holdings current value
$28.43M
Avg closing price
$66.61
Last action
Added 0.3%
2025Q4
Current —
11
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
2.49%
of portfolio
Number of shares
115,213 sh
Holdings current value
$28.09M
Avg closing price
$289.74
+35.5%
Last action
Trimmed 0.5%
2025Q4
Current $392.69
12
N
NVSTENVISTA HOLDINGS CORPORATION
Healthcare·Medical Instruments & Supplies
2.29%
of portfolio
Number of shares
1,496,834 sh
Holdings current value
$25.84M
Avg closing price
$19.09
+41.7%
Last action
Trimmed 0.6%
2025Q4
Current $27.04
13
T
TFCTRUIST FINL CORP
Financial Services·Banks - Regional
2.22%
of portfolio
Number of shares
607,846 sh
Holdings current value
$25.01M
Avg closing price
$38.98
+31.9%
Last action
Trimmed 2.2%
2025Q4
Current $51.40
14
A
AZOAUTOZONE INC
Consumer Cyclical·Auto Parts
2.11%
of portfolio
Number of shares
6,256 sh
Holdings current value
$23.85M
Avg closing price
$3152
+14.1%
Last action
Trimmed 3.4%
2025Q4
Current $3597
15
A
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.71%
of portfolio
Number of shares
71,820 sh
Holdings current value
$19.32M
Avg closing price
$227.69
+39.9%
Last action
Trimmed 2.2%
2025Q4
Current $318.55
16
V
VRTXVERTEX PHARMACEUTICALS INC
Healthcare·Biotechnology
1.65%
of portfolio
Number of shares
38,316 sh
Holdings current value
$18.58M
Avg closing price
$416.86
+4.4%
Last action
Added 0.2%
2025Q4
Current $435.10
17
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
1.45%
of portfolio
Number of shares
393,091 sh
Holdings current value
$16.40M
Avg closing price
$37.92
+38.4%
Last action
Trimmed 1.7%
2025Q4
Current $52.47
18
S
SDASEALED AIR CORP NEW
Consumer Cyclical·Auto & Truck Dealerships
1.40%
of portfolio
Number of shares
546,476 sh
Holdings current value
$15.79M
Avg closing price
$37.20
-96.0%
Last action
Trimmed 1.2%
2025Q3
Current $1.49
19
D
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
1.26%
of portfolio
Number of shares
136,194 sh
Holdings current value
$14.27M
Avg closing price
$147.39
-46.1%
Last action
Added 2.1%
2025Q4
Current $79.37
20
B
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
1.10%
of portfolio
Number of shares
148,501 sh
Holdings current value
$12.45M
Avg closing price
$57.62
+135.0%
Last action
Trimmed 7.3%
2025Q4
Current $135.42
21
F
FMCFMC CORP
Basic Materials·Agricultural Inputs
1.07%
of portfolio
Number of shares
287,218 sh
Holdings current value
$12.12M
Avg closing price
$62.43
-76.9%
Last action
Trimmed 41.5%
2025Q4
Current $14.45
22
N
NVSNOVARTIS AGADR
Healthcare·Drug Manufacturers - General
0.80%
of portfolio
Number of shares
81,025 sh
Holdings current value
$9.03M
Avg closing price
$96.73
+52.5%
Last action
Trimmed 1.4%
2025Q4
Current $147.48
23
T
TTENTOTALENERGIES SEADR
0.79%
of portfolio
Number of shares
137,194 sh
Holdings current value
$8.88M
Avg closing price
$68.83
Last action
Exited
2025Q4
Current —
24
U
USBUS BANCORP DEL
Financial Services·Banks - Regional
0.78%
of portfolio
Number of shares
208,109 sh
Holdings current value
$8.79M
Avg closing price
$44.70
+26.7%
Last action
Trimmed 4.7%
2025Q4
Current $56.63
25
U
UNPUNION PAC CORP
Industrials·Railroads
0.44%
of portfolio
Number of shares
21,068 sh
Holdings current value
$4.98M
Avg closing price
$245.93
+10.3%
Last action
Trimmed 0.4%
2025Q4
Current $271.26
26
G
GLGLOBE LIFE INC
Financial Services·Insurance - Life
0.37%
of portfolio
Number of shares
31,626 sh
Holdings current value
$4.17M
Avg closing price
$105.91
+45.4%
Last action
Trimmed 4.0%
2025Q4
Current $153.97
27
9
904767704UNILEVER PLC
0.35%
of portfolio
Number of shares
66,675 sh
Holdings current value
$3.97M
Avg closing price
$50.19
Last action
Exited
2025Q4
Current —
28
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.34%
of portfolio
Number of shares
13,711 sh
Holdings current value
$3.88M
Avg closing price
$206.82
-0.7%
Last action
Trimmed 6.0%
2025Q1
Current $205.33
29
E
EPDENTERPRISE PRODS PARTNERS LMLP
Energy·Oil & Gas Midstream
0.34%
of portfolio
Number of shares
111,435 sh
Holdings current value
$3.80M
Avg closing price
$29.18
+29.7%
Last action
Trimmed 2.6%
2025Q2
Current $37.84
30
C
CSCOCISCO SYS INC
Technology·Communication Equipment
0.32%
of portfolio
Number of shares
58,299 sh
Holdings current value
$3.60M
Avg closing price
$49.91
+77.5%
Last action
Trimmed 0.1%
2025Q4
Current $88.59
31
G
GSKGSK PLCADR
Healthcare·Drug Manufacturers - General
0.31%
of portfolio
Number of shares
90,545 sh
Holdings current value
$3.51M
Avg closing price
$42.87
+29.8%
Last action
Trimmed 4.9%
2025Q3
Current $55.63
32
A
ATMUATMUS FILTRATION TECHNOLOGIE
Consumer Cyclical·Auto Parts
0.29%
of portfolio
Number of shares
89,586 sh
Holdings current value
$3.29M
Avg closing price
$32.25
+90.2%
Last action
Trimmed 35.2%
2025Q4
Current $61.33
33
C
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
0.21%
of portfolio
Number of shares
22,709 sh
Holdings current value
$2.38M
Avg closing price
$121.31
+2.5%
Last action
Added 6.0%
2025Q4
Current $124.37
34
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.20%
of portfolio
Number of shares
14,278 sh
Holdings current value
$2.23M
Avg closing price
$152.26
+121.8%
Last action
Exited
2025Q4
Current $337.75
35
P
PSXPHILLIPS 66
Energy·Oil & Gas Refining & Marketing
0.14%
of portfolio
Number of shares
13,101 sh
Holdings current value
$1.62M
Avg closing price
$163.34
-2.3%
Last action
Trimmed 2.8%
2025Q3
Current $159.53
36
C
CNXCCONCENTRIX CORP
Technology·Information Technology Services
0.11%
of portfolio
Number of shares
22,051 sh
Holdings current value
$1.23M
Avg closing price
$66.22
-59.6%
Last action
Trimmed 0.8%
2025Q4
Current $26.77
37
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.11%
of portfolio
Number of shares
32,326 sh
Holdings current value
$1.19M
Avg closing price
$43.35
-27.0%
Last action
Trimmed 0.2%
2025Q3
Current $31.64
38
K
KVUEKENVUE INC
Consumer Defensive·Household & Personal Products
0.10%
of portfolio
Number of shares
47,098 sh
Holdings current value
$1.13M
Avg closing price
$21.46
-18.5%
Last action
Trimmed 0.3%
2025Q4
Current $17.49
39
E
EMREMERSON ELEC CO
Industrials·Specialty Industrial Machinery
0.10%
of portfolio
Number of shares
9,959 sh
Holdings current value
$1.09M
Avg closing price
$113.42
+25.6%
Last action
Trimmed 2.4%
2025Q4
Current $142.44
40
V
VZVERIZON COMMUNICATIONS INC
Communication Services·Telecom Services
0.10%
of portfolio
Number of shares
24,034 sh
Holdings current value
$1.09M
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
0.07%
of portfolio
Number of shares
81,419 sh
Holdings current value
$837.8K
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
0.05%
of portfolio
Number of shares
4,645 sh
Holdings current value
$614.2K
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
0.03%
of portfolio
Number of shares
9,831 sh
Holdings current value
$336.5K
Avg closing price
$42.74
-56.9%
Last action
Trimmed 0.3%
2025Q3
Current $18.41
44
H
HCIHCI GROUP INC
Financial Services·Insurance - Property & Casualty
0.03%
of portfolio
Number of shares
1,981 sh
Holdings current value
$295.6K
Avg closing price
$174.02
-11.8%
Last action
Added 322.4%
2025Q4
Current $153.52
45
A
ARLPALLIANCE RESOURCE PARTNERS LMLP
0.02%
of portfolio
Number of shares
8,755 sh
Holdings current value
$238.8K
Avg closing price
$25.56
-1.3%
Last action
Added 325.2%
2025Q4
Current $25.23
46
F
FITBFIFTH THIRD BANCORP
Financial Services·Banks - Regional
0.02%
of portfolio
Number of shares
5,925 sh
Holdings current value
$232.3K
Avg closing price
$39.20
+29.8%
Last action
Exited
2025Q2
Current $50.89
47
W
WTFCWINTRUST FINL CORP
Financial Services·Banks - Regional
0.02%
of portfolio
Number of shares
2,029 sh
Holdings current value
$228.2K
Avg closing price
$125.73
+19.7%
Last action
Exited
2025Q4
Current $150.55
48
Z
ZIONZIONS BANCORPORATION N A
Financial Services·Banks - Regional
0.02%
of portfolio
Number of shares
4,553 sh
Holdings current value
$227.0K
Avg closing price
$54.53
+14.8%
Last action
Added 315.0%
2025Q4
Current $62.63
49
G
GMGENERAL MTRS CO
Consumer Cyclical·Auto Manufacturers
0.02%
of portfolio
Number of shares
4,826 sh
Holdings current value
$227.0K
Avg closing price
$58.54
+34.1%
Last action
Added 318.2%
2025Q4
Current $78.52
50
E
EIGEMPLOYERS HLDGS INC
Financial Services·Insurance - Specialty
0.02%
of portfolio
Number of shares
4,289 sh
Holdings current value
$217.2K
Avg closing price
$45.54
-7.3%
Last action
Exited
2025Q4
Current $42.21
51
K
KTKT CORPADR
Communication Services·Telecom Services
0.02%
of portfolio
Number of shares
12,150 sh
Holdings current value
$215.2K
Avg closing price
$19.46
+11.4%
Last action
Added
2025Q4
Current $21.69
52
O
OBDCOWL ROCK CAPITAL CORPORATION
Financial Services·Asset Management
0.02%
of portfolio
Number of shares
13,431 sh
Holdings current value
$196.9K
Avg closing price
$13.44
-15.5%
Last action
Added 309.6%
2025Q4
Current $11.35
53
H
HPKHIGHPEAK ENERGY INC
Energy·Oil & Gas E&P
0.01%
of portfolio
Number of shares
11,363 sh
Holdings current value
$143.9K
Avg closing price
$11.11
-43.8%
Last action
Exited
2025Q3
Current $6.24
54
H
HTLDHEARTLAND EXPRESS INC
Industrials·Trucking
0.01%
of portfolio
Number of shares
15,332 sh
Holdings current value
$141.4K
Avg closing price
$8.69
+38.3%
Last action
Added 294.7%
2025Q4
Current $12.02
55
P
PSECPROSPECT CAP CORP
Financial Services·Asset Management
0.01%
of portfolio
Number of shares
30,562 sh
Holdings current value
$125.3K
Avg closing price
$3.08
-11.9%
Last action
Added 322.7%
2025Q4
Current $2.71
56
Y
Y2990R101HAFNIA LTD
0.01%
of portfolio
Number of shares
28,183 sh
Holdings current value
$117.2K
Avg closing price
$5.36
Last action
Added
2025Q4
Current —
57
A
ACDCPROFRAC HLDG CORP
Energy·Oil & Gas Equipment & Services
0.01%
of portfolio
Number of shares
12,519 sh
Holdings current value
$95.0K
Avg closing price
$7.68
-4.3%
Last action
Exited
2025Q3
Current $7.35
58
C
CLFCLEVELAND-CLIFFS INC NEW
Basic Materials·Steel
0.01%
of portfolio
Number of shares
11,365 sh
Holdings current value
$93.4K
Avg closing price
$10.53
-13.7%
Last action
Added 317.1%
2025Q4
Current $9.09
59
7
731105201POLESTAR AUTOMOTIVE HLDG UK
0.00%
of portfolio
Number of shares
10,256 sh
Holdings current value
$10.8K
Avg closing price
$1.06
Last action
Exited
2025Q3
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
CNH INDL N V
14.51%
BRK.A
11.82% · -11.6%
KOF
10.40% · +11.6%
GOOGL
9.22% · +119.1%
IONS
7.98% · +145.6%
JNJ
6.44% · +39.1%
BRK.B
4.25% · -11.6%
WFC
4.10% · +12.1%
ALV
3.40% · +31.5%
UHAL/B
2.52%
FDX
2.49% · +61.1%
NVST
2.29% · +56.7%
TFC
2.22% · +24.9%
AZO
2.11% · -5.7%
AXP
1.71% · +18.4%
VRTX
1.65% · -10.3%
BAC
1.45% · +25.7%
SDA
1.40% · -94.8%
DEO
1.26% · -24.3%
BK
1.10% · +61.5%
FMC
1.07% · -65.8%
NVS
0.80% · +32.3%
TTEN
0.79%
USB
0.78% · +34.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare8 pos$220.8M29.8%
  • Financial Services15 pos$137.8M18.6%
  • Consumer Defensive3 pos$132.7M17.9%
  • Communication Services5 pos$108.8M14.7%
  • Consumer Cyclical6 pos$82.1M11.1%
  • Industrials4 pos$34.3M4.6%
  • Basic Materials2 pos$12.2M1.6%
  • Energy5 pos$8.0M1.1%
  • Technology2 pos$4.8M0.7%
(34.3% unclassified, excluded from %)