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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
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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 · 2025Q2
1 / 2
75 of 91
1
N
N20944109CNH INDL N V
16.00%
of portfolio
Number of shares
13,311,912 sh
Holdings current value
$172.52M
Avg closing price
$9.95
Last action
Added 107.6%
2025Q4
Current —
2
K
KOFCOCA-COLA FEMSA SAB DE CVADR
Consumer Defensive·Beverages - Non-Alcoholic
10.92%
of portfolio
Number of shares
1,217,892 sh
Holdings current value
$117.81M
Avg closing price
$97.20
+4.8%
Last action
Trimmed 1.4%
2025Q4
Current $101.84
3
I
IONSIONIS PHARMACEUTICALS INC
Healthcare·Biotechnology
10.60%
of portfolio
Number of shares
2,891,948 sh
Holdings current value
$114.26M
Avg closing price
$43.42
+70.6%
Last action
Trimmed 13.1%
2025Q4
Current $74.09
4
B
BRK.ABERKSHIRE HATHAWAY INC DEL
10.34%
of portfolio
Number of shares
153 sh
Holdings current value
$111.51M
Avg closing price
$634440
+11.3%
Last action
Trimmed 5.6%
2025Q3
Current $706165
5
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
5.25%
of portfolio
Number of shares
321,299 sh
Holdings current value
$56.62M
Avg closing price
$150.93
+124.5%
Last action
Trimmed 9.7%
2025Q4
Current $338.89
6
B
BRK.BBERKSHIRE HATHAWAY INC DEL
4.57%
of portfolio
Number of shares
101,499 sh
Holdings current value
$49.31M
Avg closing price
$427.93
+10.0%
Last action
Trimmed 2.0%
2025Q4
Current $470.55
7
A
ALVAUTOLIV INC
Consumer Cyclical·Auto Parts
4.50%
of portfolio
Number of shares
433,246 sh
Holdings current value
$48.48M
Avg closing price
$120.43
-3.4%
Last action
Trimmed 6.8%
2025Q4
Current $116.31
8
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
4.45%
of portfolio
Number of shares
598,781 sh
Holdings current value
$47.97M
Avg closing price
$57.96
+38.9%
Last action
Trimmed 3.6%
2025Q4
Current $80.51
9
J
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
3.47%
of portfolio
Number of shares
244,713 sh
Holdings current value
$37.38M
Avg closing price
$158.19
+45.8%
Last action
Trimmed 2.4%
2025Q4
Current $230.65
10
N
NVSTENVISTA HOLDINGS CORPORATION
Healthcare·Medical Instruments & Supplies
2.65%
of portfolio
Number of shares
1,460,413 sh
Holdings current value
$28.54M
Avg closing price
$19.09
+41.7%
Last action
Trimmed 0.6%
2025Q4
Current $27.04
11
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
2.40%
of portfolio
Number of shares
114,047 sh
Holdings current value
$25.92M
Avg closing price
$289.74
+35.5%
Last action
Trimmed 0.5%
2025Q4
Current $392.69
12
U
UHAL/BU HAUL HOLDING COMPANY
2.40%
of portfolio
Number of shares
475,351 sh
Holdings current value
$25.84M
Avg closing price
$66.61
Last action
Added 0.3%
2025Q4
Current —
13
T
TFCTRUIST FINL CORP
Financial Services·Banks - Regional
2.31%
of portfolio
Number of shares
580,542 sh
Holdings current value
$24.96M
Avg closing price
$38.98
+31.9%
Last action
Trimmed 2.3%
2025Q4
Current $51.40
14
A
AZOAUTOZONE INC
Consumer Cyclical·Auto Parts
2.08%
of portfolio
Number of shares
6,051 sh
Holdings current value
$22.46M
Avg closing price
$3152
+14.1%
Last action
Trimmed 3.5%
2025Q4
Current $3597
15
A
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
2.01%
of portfolio
Number of shares
68,093 sh
Holdings current value
$21.72M
Avg closing price
$227.69
+39.9%
Last action
Trimmed 2.4%
2025Q4
Current $318.55
16
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
1.69%
of portfolio
Number of shares
385,707 sh
Holdings current value
$18.25M
Avg closing price
$37.92
+38.4%
Last action
Trimmed 1.7%
2025Q4
Current $52.47
17
V
VRTXVERTEX PHARMACEUTICALS INC
Healthcare·Biotechnology
1.54%
of portfolio
Number of shares
37,253 sh
Holdings current value
$16.59M
Avg closing price
$416.86
+4.4%
Last action
Added 0.2%
2025Q4
Current $435.10
18
S
SDASEALED AIR CORP NEW
Consumer Cyclical·Auto & Truck Dealerships
1.49%
of portfolio
Number of shares
516,397 sh
Holdings current value
$16.02M
Avg closing price
$37.20
-96.0%
Last action
Trimmed 1.3%
2025Q3
Current $1.49
19
D
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
1.22%
of portfolio
Number of shares
130,802 sh
Holdings current value
$13.19M
Avg closing price
$147.39
-46.1%
Last action
Added 2.2%
2025Q4
Current $79.37
20
B
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
1.21%
of portfolio
Number of shares
142,960 sh
Holdings current value
$13.03M
Avg closing price
$57.62
+135.0%
Last action
Trimmed 7.5%
2025Q4
Current $135.42
21
F
FMCFMC CORP
Basic Materials·Agricultural Inputs
0.92%
of portfolio
Number of shares
238,124 sh
Holdings current value
$9.94M
Avg closing price
$62.43
-76.9%
Last action
Trimmed 46.1%
2025Q4
Current $14.45
22
N
NVSNOVARTIS AGADR
Healthcare·Drug Manufacturers - General
0.87%
of portfolio
Number of shares
77,269 sh
Holdings current value
$9.35M
Avg closing price
$96.73
+52.5%
Last action
Trimmed 1.5%
2025Q4
Current $147.48
23
U
USBUS BANCORP DEL
Financial Services·Banks - Regional
0.85%
of portfolio
Number of shares
203,123 sh
Holdings current value
$9.19M
Avg closing price
$44.70
+26.7%
Last action
Trimmed 4.9%
2025Q4
Current $56.63
24
T
TTENTOTALENERGIES SEADR
0.76%
of portfolio
Number of shares
133,168 sh
Holdings current value
$8.18M
Avg closing price
$68.83
Last action
Exited
2025Q4
Current —
25
U
UNPUNION PAC CORP
Industrials·Railroads
0.44%
of portfolio
Number of shares
20,718 sh
Holdings current value
$4.77M
Avg closing price
$245.93
+10.3%
Last action
Trimmed 0.4%
2025Q4
Current $271.26
26
C
CSCOCISCO SYS INC
Technology·Communication Equipment
0.37%
of portfolio
Number of shares
57,759 sh
Holdings current value
$4.01M
Avg closing price
$49.91
+77.5%
Last action
Trimmed 0.1%
2025Q4
Current $88.59
27
9
904767704UNILEVER PLC
0.36%
of portfolio
Number of shares
62,957 sh
Holdings current value
$3.85M
Avg closing price
$50.19
Last action
Exited
2025Q4
Current —
28
G
GLGLOBE LIFE INC
Financial Services·Insurance - Life
0.35%
of portfolio
Number of shares
30,525 sh
Holdings current value
$3.79M
Avg closing price
$105.91
+45.4%
Last action
Trimmed 4.1%
2025Q4
Current $153.97
29
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.34%
of portfolio
Number of shares
13,711 sh
Holdings current value
$3.66M
Avg closing price
$206.82
-0.7%
Last action
Trimmed 6.0%
2025Q1
Current $205.33
30
E
EPDENTERPRISE PRODS PARTNERS LMLP
Energy·Oil & Gas Midstream
0.31%
of portfolio
Number of shares
108,435 sh
Holdings current value
$3.36M
Avg closing price
$29.18
+29.7%
Last action
Trimmed 2.7%
2025Q2
Current $37.84
31
G
GSKGSK PLCADR
Healthcare·Drug Manufacturers - General
0.31%
of portfolio
Number of shares
86,871 sh
Holdings current value
$3.34M
Avg closing price
$42.87
+29.8%
Last action
Trimmed 5.1%
2025Q3
Current $55.63
32
A
ATMUATMUS FILTRATION TECHNOLOGIE
Consumer Cyclical·Auto Parts
0.30%
of portfolio
Number of shares
89,586 sh
Holdings current value
$3.26M
Avg closing price
$32.25
+90.2%
Last action
Trimmed 35.2%
2025Q4
Current $61.33
33
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.22%
of portfolio
Number of shares
13,153 sh
Holdings current value
$2.33M
Avg closing price
$152.26
+121.8%
Last action
Exited
2025Q4
Current $337.75
34
C
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
0.18%
of portfolio
Number of shares
21,304 sh
Holdings current value
$1.91M
Avg closing price
$121.31
+2.5%
Last action
Added 6.5%
2025Q4
Current $124.37
35
P
PSXPHILLIPS 66
Energy·Oil & Gas Refining & Marketing
0.14%
of portfolio
Number of shares
12,874 sh
Holdings current value
$1.54M
Avg closing price
$163.34
-2.3%
Last action
Trimmed 2.8%
2025Q3
Current $159.53
36
E
EMREMERSON ELEC CO
Industrials·Specialty Industrial Machinery
0.12%
of portfolio
Number of shares
9,689 sh
Holdings current value
$1.29M
Avg closing price
$113.42
+25.6%
Last action
Trimmed 2.5%
2025Q4
Current $142.44
37
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.10%
of portfolio
Number of shares
31,564 sh
Holdings current value
$1.13M
Avg closing price
$43.35
-27.0%
Last action
Trimmed 0.2%
2025Q3
Current $31.64
38
V
VZVERIZON COMMUNICATIONS INC
Communication Services·Telecom Services
0.10%
of portfolio
Number of shares
24,034 sh
Holdings current value
$1.04M
Avg closing price
$41.96
+12.5%
Last action
Trimmed 0.3%
2025Q3
Current $47.22
39
K
KVUEKENVUE INC
Consumer Defensive·Household & Personal Products
0.09%
of portfolio
Number of shares
45,857 sh
Holdings current value
$959.8K
Avg closing price
$21.46
-18.5%
Last action
Trimmed 0.3%
2025Q4
Current $17.49
40
H
HLNHALEON PLCADR
Healthcare·Drug Manufacturers - Specialty & Generic
0.07%
of portfolio
Number of shares
76,806 sh
Holdings current value
$796.5K
Avg closing price
$8.49
+12.2%
Last action
Trimmed 0.2%
2025Q4
Current $9.53
41
C
CNXCCONCENTRIX CORP
Technology·Information Technology Services
0.07%
of portfolio
Number of shares
14,858 sh
Holdings current value
$785.3K
Avg closing price
$66.22
-59.6%
Last action
Trimmed 1.2%
2025Q4
Current $26.77
42
H
HCIHCI GROUP INC
Financial Services·Insurance - Property & Casualty
0.07%
of portfolio
Number of shares
4,760 sh
Holdings current value
$724.5K
Avg closing price
$174.02
-11.8%
Last action
Added 46.6%
2025Q4
Current $153.52
43
K
KTKT CORPADR
Communication Services·Telecom Services
0.06%
of portfolio
Number of shares
33,645 sh
Holdings current value
$699.1K
Avg closing price
$19.46
+11.4%
Last action
Added 99.9%
2025Q4
Current $21.69
44
W
WTFCWINTRUST FINL CORP
Financial Services·Banks - Regional
0.05%
of portfolio
Number of shares
4,418 sh
Holdings current value
$547.7K
Avg closing price
$125.73
+19.7%
Last action
Exited
2025Q4
Current $150.55
45
G
GMGENERAL MTRS CO
Consumer Cyclical·Auto Manufacturers
0.05%
of portfolio
Number of shares
10,769 sh
Holdings current value
$529.9K
Avg closing price
$58.54
+34.1%
Last action
Added 51.7%
2025Q4
Current $78.52
46
Z
ZIONZIONS BANCORPORATION N A
Financial Services·Banks - Regional
0.05%
of portfolio
Number of shares
10,055 sh
Holdings current value
$522.3K
Avg closing price
$54.53
+14.8%
Last action
Added 52.4%
2025Q4
Current $62.63
47
A
ARLPALLIANCE RESOURCE PARTNERS LMLP
0.05%
of portfolio
Number of shares
19,477 sh
Holdings current value
$509.1K
Avg closing price
$25.56
-1.3%
Last action
Added 52.4%
2025Q4
Current $25.23
48
A
ANAUTONATION INC
Consumer Cyclical·Auto & Truck Dealerships
0.05%
of portfolio
Number of shares
2,532 sh
Holdings current value
$503.0K
Avg closing price
$208.58
-2.7%
Last action
Added 51.8%
2025Q4
Current $202.97
49
A
AGCOAGCO CORP
Industrials·Farm & Heavy Construction Machinery
0.05%
of portfolio
Number of shares
4,755 sh
Holdings current value
$490.5K
Avg closing price
$104.98
+13.9%
Last action
Added 46.6%
2025Q4
Current $119.54
50
B
BFHALLIANCE DATA SYSTEMS CORP
Financial Services·Credit Services
0.04%
of portfolio
Number of shares
8,245 sh
Holdings current value
$471.0K
Avg closing price
$58.94
+56.3%
Last action
Added 51.6%
2025Q4
Current $92.12
51
B
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
0.04%
of portfolio
Number of shares
4,060 sh
Holdings current value
$460.4K
Avg closing price
$72.36
+82.0%
Last action
Trimmed 12.6%
2025Q2
Current $131.70
52
E
EIGEMPLOYERS HLDGS INC
Financial Services·Insurance - Specialty
0.04%
of portfolio
Number of shares
9,434 sh
Holdings current value
$445.1K
Avg closing price
$45.54
-7.3%
Last action
Exited
2025Q4
Current $42.21
53
R
REZIRESIDEO TECHNOLOGIES INC
Industrials·Industrial Distribution
0.04%
of portfolio
Number of shares
19,467 sh
Holdings current value
$429.4K
Avg closing price
$33.22
+22.3%
Last action
Added 52.4%
2025Q4
Current $40.63
54
O
OBDCOWL ROCK CAPITAL CORPORATION
Financial Services·Asset Management
0.04%
of portfolio
Number of shares
29,515 sh
Holdings current value
$423.2K
Avg closing price
$13.44
-15.5%
Last action
Added 52.4%
2025Q4
Current $11.35
55
N
NTRNUTRIEN LTD
Basic Materials·Agricultural Inputs
0.04%
of portfolio
Number of shares
6,961 sh
Holdings current value
$404.8K
Avg closing price
$59.05
+22.3%
Last action
Added 81.2%
2025Q4
Current $72.19
56
A
ARWARROW ELECTRS INC
Technology·Electronics & Computer Distribution
0.04%
of portfolio
Number of shares
3,140 sh
Holdings current value
$400.1K
Avg closing price
$122.13
+53.5%
Last action
Added 52.4%
2025Q4
Current $187.50
57
S
SFNCSIMMONS 1ST NATL CORP
Financial Services·Banks - Regional
0.04%
of portfolio
Number of shares
20,476 sh
Holdings current value
$388.2K
Avg closing price
$19.04
+12.4%
Last action
Added 51.0%
2025Q4
Current $21.39
58
T
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
0.04%
of portfolio
Number of shares
6,907 sh
Holdings current value
$386.4K
Avg closing price
$55.60
+17.3%
Last action
Added 52.4%
2025Q4
Current $65.23
59
F
FIBKFIRST INTST BANCSYSTEM INC
Financial Services·Banks - Regional
0.04%
of portfolio
Number of shares
13,337 sh
Holdings current value
$384.4K
Avg closing price
$30.98
+12.5%
Last action
Added 51.5%
2025Q4
Current $34.86
60
G
G65431127NOBLE CORP NEW
0.04%
of portfolio
Number of shares
14,443 sh
Holdings current value
$383.5K
Avg closing price
$27.55
Last action
Added 52.4%
2025Q4
Current —
61
Y
Y2990R101HAFNIA LTD
0.04%
of portfolio
Number of shares
76,617 sh
Holdings current value
$382.3K
Avg closing price
$5.36
Last action
Added 83.1%
2025Q4
Current —
62
C
CROXCROCS INC
Consumer Cyclical·Footwear & Accessories
0.04%
of portfolio
Number of shares
3,771 sh
Holdings current value
$381.9K
Avg closing price
$91.23
+14.2%
Last action
Added 52.4%
2025Q4
Current $104.22
63
M
MTDRMATADOR RES CO
Energy·Oil & Gas E&P
0.03%
of portfolio
Number of shares
7,545 sh
Holdings current value
$360.0K
Avg closing price
$45.74
+33.5%
Last action
Added 52.3%
2025Q4
Current $61.07
64
L
LWLAMB WESTON HLDGS INC
Consumer Defensive·Packaged Foods
0.03%
of portfolio
Number of shares
6,907 sh
Holdings current value
$358.1K
Avg closing price
$53.16
-17.3%
Last action
Added 52.4%
2025Q4
Current $43.94
65
L
LGNDLIGAND PHARMACEUTICALS INC
Healthcare·Biotechnology
0.03%
of portfolio
Number of shares
3,140 sh
Holdings current value
$357.0K
Avg closing price
$113.68
+101.0%
Last action
Exited
2025Q3
Current $228.48
66
C
CVSCVS HEALTH CORP
Healthcare·Healthcare Plans
0.03%
of portfolio
Number of shares
5,061 sh
Holdings current value
$349.1K
Avg closing price
$73.27
+7.6%
Last action
Added 51.8%
2025Q4
Current $78.86
67
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
0.03%
of portfolio
Number of shares
1,095 sh
Holdings current value
$341.6K
Avg closing price
$328.47
+7.9%
Last action
Added 41.7%
2025Q4
Current $354.56
68
B
BMYBRISTOL-MYERS SQUIBB CO
Healthcare·Drug Manufacturers - General
0.03%
of portfolio
Number of shares
7,184 sh
Holdings current value
$332.5K
Avg closing price
$46.85
+26.0%
Last action
Added 49.4%
2025Q4
Current $59.02
69
T
TDWTIDEWATER INC NEW
Energy·Oil & Gas Equipment & Services
0.03%
of portfolio
Number of shares
6,907 sh
Holdings current value
$318.6K
Avg closing price
$49.92
+71.5%
Last action
Added 52.4%
2025Q4
Current $85.62
70
G
G89479102TORM PLC
0.03%
of portfolio
Number of shares
19,093 sh
Holdings current value
$318.1K
Avg closing price
$18.88
Last action
Added 81.8%
2025Q4
Current —
71
C
CVECENOVUS ENERGY INC
Energy·Oil & Gas Integrated
0.03%
of portfolio
Number of shares
22,144 sh
Holdings current value
$300.7K
Avg closing price
$15.38
+72.0%
Last action
Exited
2025Q4
Current $26.45
72
B
BZHBEAZER HOMES USA INC
Consumer Cyclical·Residential Construction
0.03%
of portfolio
Number of shares
13,254 sh
Holdings current value
$296.5K
Avg closing price
$23.03
-2.0%
Last action
Added 52.0%
2025Q4
Current $22.57
73
B
BAXBAXTER INTL INC
Healthcare·Medical Instruments & Supplies
0.03%
of portfolio
Number of shares
9,770 sh
Holdings current value
$295.8K
Avg closing price
$42.74
-56.9%
Last action
Trimmed 0.3%
2025Q3
Current $18.41
74
A
AAPADVANCE AUTO PARTS INC
Consumer Cyclical·Auto Parts
0.03%
of portfolio
Number of shares
6,316 sh
Holdings current value
$293.6K
Avg closing price
$52.05
+11.7%
Last action
Added 52.0%
2025Q4
Current $58.16
75
H
HTLDHEARTLAND EXPRESS INC
Industrials·Trucking
0.03%
of portfolio
Number of shares
33,664 sh
Holdings current value
$290.9K
Avg closing price
$8.69
+38.3%
Last action
Added 51.5%
2025Q4
Current $12.02

Portfolio heatmap

Box size = % of portfolio · color = return since filing
CNH INDL N V
16.00%
KOF
10.92% · +5.3%
IONS
10.60% · +87.5%
BRK.A
10.34% · -3.1%
GOOGL
5.25% · +92.3%
BRK.B
4.57% · -3.1%
ALV
4.50% · +3.9%
WFC
4.45% · +0.5%
JNJ
3.47% · +51.0%
NVST
2.65% · +38.4%
FDX
2.40% · +72.8%
UHAL/B
2.40%
TFC
2.31% · +19.6%
AZO
2.08% · -3.1%
AXP
2.01% · -0.1%
BAC
1.69% · +10.9%
VRTX
1.54% · -2.3%
SDA
1.49% · -95.2%
DEO
1.22% · -21.3%
BK
1.21% · +48.6%
FMC
0.92% · -65.4%
NVS
0.87% · +21.9%
USB
0.85% · +25.1%
TTEN
0.76%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare14 pos$212.4M30.1%
  • Financial Services17 pos$146.7M20.8%
  • Consumer Defensive5 pos$132.7M18.8%
  • Consumer Cyclical10 pos$92.7M13.2%
  • Communication Services6 pos$62.1M8.8%
  • Industrials6 pos$33.2M4.7%
  • Basic Materials3 pos$10.5M1.5%
  • Energy11 pos$8.9M1.3%
  • Technology4 pos$5.5M0.8%
(34.7% unclassified, excluded from %)