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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 · 2025Q3
1 / 2
75 of 97
1
I
IONSIONIS PHARMACEUTICALS INC
Healthcare·Biotechnology
16.48%
of portfolio
Number of shares
2,901,216 sh
Holdings current value
$189.80M
Avg closing price
$43.42
+70.6%
Last action
Trimmed 13.1%
2025Q4
Current $74.09
2
N
N20944109CNH INDL N V
12.52%
of portfolio
Number of shares
13,281,370 sh
Holdings current value
$144.10M
Avg closing price
$9.95
Last action
Added 108.1%
2025Q4
Current —
3
B
BRK.ABERKSHIRE HATHAWAY INC DEL
9.43%
of portfolio
Number of shares
144 sh
Holdings current value
$108.60M
Avg closing price
$634440
+11.3%
Last action
Trimmed 5.9%
2025Q3
Current $706165
4
K
KOFCOCA-COLA FEMSA SAB DE CVADR
Consumer Defensive·Beverages - Non-Alcoholic
8.71%
of portfolio
Number of shares
1,206,328 sh
Holdings current value
$100.25M
Avg closing price
$97.20
+4.8%
Last action
Trimmed 1.4%
2025Q4
Current $101.84
5
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
4.94%
of portfolio
Number of shares
233,967 sh
Holdings current value
$56.88M
Avg closing price
$150.93
+124.5%
Last action
Trimmed 12.8%
2025Q4
Current $338.89
6
A
ALVAUTOLIV INC
Consumer Cyclical·Auto Parts
4.64%
of portfolio
Number of shares
432,664 sh
Holdings current value
$53.43M
Avg closing price
$120.43
-3.4%
Last action
Trimmed 6.8%
2025Q4
Current $116.31
7
B
BRK.BBERKSHIRE HATHAWAY INC DEL
4.33%
of portfolio
Number of shares
99,113 sh
Holdings current value
$49.83M
Avg closing price
$427.93
+10.0%
Last action
Trimmed 2.0%
2025Q4
Current $470.55
8
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
4.23%
of portfolio
Number of shares
581,595 sh
Holdings current value
$48.75M
Avg closing price
$57.96
+38.9%
Last action
Trimmed 3.7%
2025Q4
Current $80.51
9
J
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
3.90%
of portfolio
Number of shares
242,003 sh
Holdings current value
$44.87M
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
2.57%
of portfolio
Number of shares
1,452,374 sh
Holdings current value
$29.58M
Avg closing price
$19.09
+41.7%
Last action
Trimmed 0.6%
2025Q4
Current $27.04
11
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
2.32%
of portfolio
Number of shares
113,295 sh
Holdings current value
$26.72M
Avg closing price
$289.74
+35.5%
Last action
Trimmed 0.5%
2025Q4
Current $392.69
12
T
TFCTRUIST FINL CORP
Financial Services·Banks - Regional
2.29%
of portfolio
Number of shares
575,735 sh
Holdings current value
$26.32M
Avg closing price
$38.98
+31.9%
Last action
Trimmed 2.3%
2025Q4
Current $51.40
13
A
AZOAUTOZONE INC
Consumer Cyclical·Auto Parts
2.17%
of portfolio
Number of shares
5,816 sh
Holdings current value
$24.95M
Avg closing price
$3152
+14.1%
Last action
Trimmed 3.7%
2025Q4
Current $3597
14
U
UHAL/BU HAUL HOLDING COMPANY
2.05%
of portfolio
Number of shares
464,565 sh
Holdings current value
$23.65M
Avg closing price
$66.61
Last action
Added 0.4%
2025Q4
Current —
15
A
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.91%
of portfolio
Number of shares
66,237 sh
Holdings current value
$22.00M
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
1.71%
of portfolio
Number of shares
381,079 sh
Holdings current value
$19.66M
Avg closing price
$37.92
+38.4%
Last action
Trimmed 1.7%
2025Q4
Current $52.47
17
S
SDASEALED AIR CORP NEW
Consumer Cyclical·Auto & Truck Dealerships
1.56%
of portfolio
Number of shares
509,581 sh
Holdings current value
$18.01M
Avg closing price
$37.20
-96.0%
Last action
Trimmed 1.3%
2025Q3
Current $1.49
18
V
VRTXVERTEX PHARMACEUTICALS INC
Healthcare·Biotechnology
1.33%
of portfolio
Number of shares
39,065 sh
Holdings current value
$15.30M
Avg closing price
$416.86
+4.4%
Last action
Added 0.2%
2025Q4
Current $435.10
19
B
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
1.32%
of portfolio
Number of shares
139,041 sh
Holdings current value
$15.15M
Avg closing price
$57.62
+135.0%
Last action
Trimmed 7.7%
2025Q4
Current $135.42
20
D
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
1.05%
of portfolio
Number of shares
126,995 sh
Holdings current value
$12.12M
Avg closing price
$147.39
-46.1%
Last action
Added 2.3%
2025Q4
Current $79.37
21
N
NVSNOVARTIS AGADR
Healthcare·Drug Manufacturers - General
0.85%
of portfolio
Number of shares
76,054 sh
Holdings current value
$9.75M
Avg closing price
$96.73
+52.5%
Last action
Trimmed 1.5%
2025Q4
Current $147.48
22
U
USBUS BANCORP DEL
Financial Services·Banks - Regional
0.82%
of portfolio
Number of shares
196,125 sh
Holdings current value
$9.48M
Avg closing price
$44.70
+26.7%
Last action
Trimmed 5.0%
2025Q4
Current $56.63
23
T
TTENTOTALENERGIES SEADR
0.69%
of portfolio
Number of shares
132,189 sh
Holdings current value
$7.89M
Avg closing price
$68.83
Last action
Exited
2025Q4
Current —
24
F
FMCFMC CORP
Basic Materials·Agricultural Inputs
0.65%
of portfolio
Number of shares
223,902 sh
Holdings current value
$7.53M
Avg closing price
$62.43
-76.9%
Last action
Trimmed 47.6%
2025Q4
Current $14.45
25
U
UNPUNION PAC CORP
Industrials·Railroads
0.41%
of portfolio
Number of shares
20,131 sh
Holdings current value
$4.76M
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
0.36%
of portfolio
Number of shares
29,139 sh
Holdings current value
$4.17M
Avg closing price
$105.91
+45.4%
Last action
Trimmed 4.3%
2025Q4
Current $153.97
27
A
ATMUATMUS FILTRATION TECHNOLOGIE
Consumer Cyclical·Auto Parts
0.35%
of portfolio
Number of shares
89,157 sh
Holdings current value
$4.02M
Avg closing price
$32.25
+90.2%
Last action
Trimmed 35.3%
2025Q4
Current $61.33
28
C
CSCOCISCO SYS INC
Technology·Communication Equipment
0.33%
of portfolio
Number of shares
56,126 sh
Holdings current value
$3.84M
Avg closing price
$49.91
+77.5%
Last action
Trimmed 0.1%
2025Q4
Current $88.59
29
9
904767704UNILEVER PLC
0.32%
of portfolio
Number of shares
62,616 sh
Holdings current value
$3.71M
Avg closing price
$50.19
Last action
Exited
2025Q4
Current —
30
G
GSKGSK PLCADR
Healthcare·Drug Manufacturers - General
0.31%
of portfolio
Number of shares
82,243 sh
Holdings current value
$3.55M
Avg closing price
$42.87
+29.8%
Last action
Trimmed 5.3%
2025Q3
Current $55.63
31
E
EPDENTERPRISE PRODS PARTNERS LMLP
Energy·Oil & Gas Midstream
0.29%
of portfolio
Number of shares
108,435 sh
Holdings current value
$3.39M
Avg closing price
$29.18
+29.7%
Last action
Trimmed 2.7%
2025Q2
Current $37.84
32
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.29%
of portfolio
Number of shares
13,711 sh
Holdings current value
$3.39M
Avg closing price
$206.82
-0.7%
Last action
Trimmed 6.0%
2025Q1
Current $205.33
33
C
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
0.20%
of portfolio
Number of shares
24,721 sh
Holdings current value
$2.34M
Avg closing price
$121.31
+2.5%
Last action
Added 5.5%
2025Q4
Current $124.37
34
S
SNEXSTONEX GROUP INC
Financial Services·Capital Markets
0.17%
of portfolio
Number of shares
19,436 sh
Holdings current value
$1.96M
Avg closing price
$100.09
+4.8%
Last action
Added 20.0%
2025Q4
Current $104.90
35
H
HCIHCI GROUP INC
Financial Services·Insurance - Property & Casualty
0.16%
of portfolio
Number of shares
9,394 sh
Holdings current value
$1.80M
Avg closing price
$174.02
-11.8%
Last action
Added 19.2%
2025Q4
Current $153.52
36
R
REZIRESIDEO TECHNOLOGIES INC
Industrials·Industrial Distribution
0.15%
of portfolio
Number of shares
39,989 sh
Holdings current value
$1.73M
Avg closing price
$33.22
+22.3%
Last action
Added 20.1%
2025Q4
Current $40.63
37
P
PSXPHILLIPS 66
Energy·Oil & Gas Refining & Marketing
0.15%
of portfolio
Number of shares
12,502 sh
Holdings current value
$1.70M
Avg closing price
$163.34
-2.3%
Last action
Trimmed 2.9%
2025Q3
Current $159.53
38
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.13%
of portfolio
Number of shares
6,272 sh
Holdings current value
$1.53M
Avg closing price
$152.26
+121.8%
Last action
Exited
2025Q4
Current $337.75
39
K
KTKT CORPADR
Communication Services·Telecom Services
0.12%
of portfolio
Number of shares
70,591 sh
Holdings current value
$1.38M
Avg closing price
$19.46
+11.4%
Last action
Added 31.3%
2025Q4
Current $21.69
40
G
GMGENERAL MTRS CO
Consumer Cyclical·Auto Manufacturers
0.12%
of portfolio
Number of shares
22,023 sh
Holdings current value
$1.34M
Avg closing price
$58.54
+34.1%
Last action
Added 20.0%
2025Q4
Current $78.52
41
E
EMREMERSON ELEC CO
Industrials·Specialty Industrial Machinery
0.10%
of portfolio
Number of shares
9,188 sh
Holdings current value
$1.21M
Avg closing price
$113.42
+25.6%
Last action
Trimmed 2.6%
2025Q4
Current $142.44
42
W
WTFCWINTRUST FINL CORP
Financial Services·Banks - Regional
0.10%
of portfolio
Number of shares
9,052 sh
Holdings current value
$1.20M
Avg closing price
$125.73
+19.7%
Last action
Exited
2025Q4
Current $150.55
43
Z
ZIONZIONS BANCORPORATION N A
Financial Services·Banks - Regional
0.10%
of portfolio
Number of shares
20,647 sh
Holdings current value
$1.17M
Avg closing price
$54.53
+14.8%
Last action
Added 20.1%
2025Q4
Current $62.63
44
A
ANAUTONATION INC
Consumer Cyclical·Auto & Truck Dealerships
0.10%
of portfolio
Number of shares
5,180 sh
Holdings current value
$1.13M
Avg closing price
$208.58
-2.7%
Last action
Added 20.0%
2025Q4
Current $202.97
45
V
VZVERIZON COMMUNICATIONS INC
Communication Services·Telecom Services
0.09%
of portfolio
Number of shares
23,972 sh
Holdings current value
$1.05M
Avg closing price
$41.96
+12.5%
Last action
Trimmed 0.3%
2025Q3
Current $47.22
46
P
PNCPNC FINL SVCS GROUP INC
Financial Services·Banks - Regional
0.09%
of portfolio
Number of shares
5,204 sh
Holdings current value
$1.05M
Avg closing price
$202.04
+11.4%
Last action
Added 19.9%
2025Q4
Current $225.09
47
A
ARLPALLIANCE RESOURCE PARTNERS LMLP
0.09%
of portfolio
Number of shares
39,999 sh
Holdings current value
$1.01M
Avg closing price
$25.56
-1.3%
Last action
Added 20.1%
2025Q4
Current $25.23
48
A
AGCOAGCO CORP
Industrials·Farm & Heavy Construction Machinery
0.09%
of portfolio
Number of shares
9,389 sh
Holdings current value
$1.01M
Avg closing price
$104.98
+13.9%
Last action
Added 19.2%
2025Q4
Current $119.54
49
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.09%
of portfolio
Number of shares
31,496 sh
Holdings current value
$989.6K
Avg closing price
$43.35
-27.0%
Last action
Trimmed 0.2%
2025Q3
Current $31.64
50
Y
Y2990R101HAFNIA LTD
0.08%
of portfolio
Number of shares
161,597 sh
Holdings current value
$968.0K
Avg closing price
$5.36
Last action
Added 27.4%
2025Q4
Current —
51
B
BFHALLIANCE DATA SYSTEMS CORP
Financial Services·Credit Services
0.08%
of portfolio
Number of shares
16,851 sh
Holdings current value
$939.8K
Avg closing price
$58.94
+56.3%
Last action
Added 20.0%
2025Q4
Current $92.12
52
E
ELVANTHEM INC
Healthcare·Healthcare Plans
0.08%
of portfolio
Number of shares
2,696 sh
Holdings current value
$871.1K
Avg closing price
$326.91
+5.9%
Last action
Added 19.1%
2025Q4
Current $346.29
53
F
FIBKFIRST INTST BANCSYSTEM INC
Financial Services·Banks - Regional
0.08%
of portfolio
Number of shares
27,239 sh
Holdings current value
$868.1K
Avg closing price
$30.98
+12.5%
Last action
Added 20.0%
2025Q4
Current $34.86
54
G
GIIIG III APPAREL GROUP LTD
Consumer Cyclical·Apparel Manufacturing
0.07%
of portfolio
Number of shares
32,393 sh
Holdings current value
$862.0K
Avg closing price
$27.00
+16.7%
Last action
Added 24.9%
2025Q4
Current $31.50
55
N
NTRNUTRIEN LTD
Basic Materials·Agricultural Inputs
0.07%
of portfolio
Number of shares
14,615 sh
Holdings current value
$858.5K
Avg closing price
$59.05
+22.3%
Last action
Added 27.1%
2025Q4
Current $72.19
56
G
G65431127NOBLE CORP NEW
0.07%
of portfolio
Number of shares
29,669 sh
Holdings current value
$839.0K
Avg closing price
$27.55
Last action
Added 20.1%
2025Q4
Current —
57
W
WMKWEIS MKTS INC
Consumer Defensive·Grocery Stores
0.07%
of portfolio
Number of shares
11,610 sh
Holdings current value
$834.4K
Avg closing price
$71.87
-1.4%
Last action
Exited
2025Q4
Current $70.87
58
G
G89479102TORM PLC
0.07%
of portfolio
Number of shares
40,007 sh
Holdings current value
$824.9K
Avg closing price
$18.88
Last action
Added 27.3%
2025Q4
Current —
59
L
LWLAMB WESTON HLDGS INC
Consumer Defensive·Packaged Foods
0.07%
of portfolio
Number of shares
14,189 sh
Holdings current value
$824.1K
Avg closing price
$53.16
-17.3%
Last action
Added 20.1%
2025Q4
Current $43.94
60
E
EIGEMPLOYERS HLDGS INC
Financial Services·Insurance - Specialty
0.07%
of portfolio
Number of shares
19,364 sh
Holdings current value
$822.6K
Avg closing price
$45.54
-7.3%
Last action
Exited
2025Q4
Current $42.21
61
A
AAPADVANCE AUTO PARTS INC
Consumer Cyclical·Auto Parts
0.07%
of portfolio
Number of shares
13,019 sh
Holdings current value
$799.4K
Avg closing price
$52.05
+11.7%
Last action
Added 19.9%
2025Q4
Current $58.16
62
S
SFNCSIMMONS 1ST NATL CORP
Financial Services·Banks - Regional
0.07%
of portfolio
Number of shares
41,660 sh
Holdings current value
$798.6K
Avg closing price
$19.04
+12.4%
Last action
Added 19.9%
2025Q4
Current $21.39
63
C
CVECENOVUS ENERGY INC
Energy·Oil & Gas Integrated
0.07%
of portfolio
Number of shares
46,942 sh
Holdings current value
$797.2K
Avg closing price
$15.38
+72.0%
Last action
Exited
2025Q4
Current $26.45
64
C
CVSCVS HEALTH CORP
Healthcare·Healthcare Plans
0.07%
of portfolio
Number of shares
10,357 sh
Holdings current value
$780.8K
Avg closing price
$73.27
+7.6%
Last action
Added 20.0%
2025Q4
Current $78.86
65
A
ARWARROW ELECTRS INC
Technology·Electronics & Computer Distribution
0.07%
of portfolio
Number of shares
6,450 sh
Holdings current value
$780.5K
Avg closing price
$122.13
+53.5%
Last action
Added 20.1%
2025Q4
Current $187.50
66
O
OBDCOWL ROCK CAPITAL CORPORATION
Financial Services·Asset Management
0.07%
of portfolio
Number of shares
60,629 sh
Holdings current value
$774.2K
Avg closing price
$13.44
-15.5%
Last action
Added 20.1%
2025Q4
Current $11.35
67
T
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
0.07%
of portfolio
Number of shares
14,189 sh
Holdings current value
$770.5K
Avg closing price
$55.60
+17.3%
Last action
Added 20.1%
2025Q4
Current $65.23
68
T
TDWTIDEWATER INC NEW
Energy·Oil & Gas Equipment & Services
0.07%
of portfolio
Number of shares
14,189 sh
Holdings current value
$756.7K
Avg closing price
$49.92
+71.5%
Last action
Added 20.1%
2025Q4
Current $85.62
69
D
DINOHF SINCLAIR CORPORATION
Energy·Oil & Gas Refining & Marketing
0.07%
of portfolio
Number of shares
14,308 sh
Holdings current value
$748.9K
Avg closing price
$46.78
+27.3%
Last action
Added 19.9%
2025Q4
Current $59.54
70
A
ALSNALLISON TRANSMISSION HLDGS I
Consumer Cyclical·Auto Parts
0.06%
of portfolio
Number of shares
8,781 sh
Holdings current value
$745.3K
Avg closing price
$86.55
+57.1%
Last action
Added 17.3%
2025Q4
Current $136.00
71
W
WUWESTERN UN CO
Financial Services·Credit Services
0.06%
of portfolio
Number of shares
92,417 sh
Holdings current value
$738.4K
Avg closing price
$8.18
+14.1%
Last action
Added 19.9%
2025Q4
Current $9.33
72
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
0.06%
of portfolio
Number of shares
2,137 sh
Holdings current value
$737.9K
Avg closing price
$328.47
+7.9%
Last action
Added 17.7%
2025Q4
Current $354.56
73
B
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
0.06%
of portfolio
Number of shares
4,060 sh
Holdings current value
$725.6K
Avg closing price
$72.36
+82.0%
Last action
Trimmed 12.6%
2025Q2
Current $131.70
74
U
UPSUNITED PARCEL SERVICE INC
Industrials·Integrated Freight & Logistics
0.06%
of portfolio
Number of shares
8,546 sh
Holdings current value
$713.8K
Avg closing price
$85.59
+25.9%
Last action
Added 17.9%
2025Q4
Current $107.72
75
M
MTDRMATADOR RES CO
Energy·Oil & Gas E&P
0.06%
of portfolio
Number of shares
15,489 sh
Holdings current value
$695.9K
Avg closing price
$45.74
+33.5%
Last action
Added 20.1%
2025Q4
Current $61.07

Portfolio heatmap

Box size = % of portfolio · color = return since filing
IONS
16.48% · +13.3%
CNH INDL N V
12.52%
BRK.A
9.43% · -6.4%
KOF
8.71% · +22.6%
GOOGL
4.94% · +39.4%
ALV
4.64% · -5.8%
BRK.B
4.33% · -6.4%
WFC
4.23% · -3.9%
JNJ
3.90% · +24.4%
NVST
2.57% · +32.7%
FDX
2.32% · +66.5%
TFC
2.29% · +12.4%
AZO
2.17% · -16.2%
UHAL/B
2.05%
AXP
1.91% · -4.1%
BAC
1.71% · +1.7%
SDA
1.56% · -95.8%
VRTX
1.33% · +11.1%
BK
1.32% · +24.3%
DEO
1.05% · -16.8%
NVS
0.85% · +15.0%
USB
0.82% · +17.2%
TTEN
0.69%
FMC
0.65% · -57.0%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare15 pos$298.1M36.9%
  • Financial Services20 pos$161.4M20.0%
  • Consumer Defensive6 pos$115.5M14.3%
  • Consumer Cyclical12 pos$107.3M13.3%
  • Communication Services6 pos$62.4M7.7%
  • Industrials7 pos$36.7M4.5%
  • Energy9 pos$11.5M1.4%
  • Basic Materials4 pos$9.3M1.2%
  • Technology4 pos$6.0M0.7%
(29.8% unclassified, excluded from %)