Tweedy Browne — Recent Buys
Tweedy Browne Company · New and increased positions in the Q2 '26 13F filing.
Filed August 7, 2026 · Last updated
Tweedy Browne opened 13 new positions and increased 38 existing holdings in the Q2 '26 filing — a combined buy footprint of $365.6M. Largest new position: ZOETIS, INC. at $40.0M.
New positions (13)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| ZTS | ZOETIS, INC. | 556056 | $40.0M | 3.03% |
| DIS | DISNEY WALT COMPANY HOLDING CO | 44975 | $4.3M | 0.33% |
| BNS | BANK OF NOVA SCOTIA | 42479 | $3.7M | 0.28% |
| EVTC | EVERTEC INC | 88487 | $2.5M | 0.19% |
| LULU | LULULEMON ATHLETICA INC | 17963 | $2.1M | 0.16% |
| THO | THOR INDUSTRIES INC. | 26526 | $2.0M | 0.15% |
| CAG | CONAGRA BRANDS INC | 146196 | $2.0M | 0.15% |
| GLOB | GLOBANT SA | 61306 | $1.8M | 0.13% |
| BLDR | BUILDERS FIRSTSOURCE INC | 19598 | $1.8M | 0.13% |
| SHOE | SHOE STATION GROUP INC | 116763 | $1.7M | 0.13% |
| EFOR | EVERFORTH INC | 87577 | $1.6M | 0.12% |
| FDXF | FEDEX HOLDINGS CO INC | 2206 | $333K | 0.03% |
| INTC | INTEL CORP | 1500 | $209K | 0.02% |
Increased positions (38)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| IONS | IONIS PHARMACEUTICALS INC. | 2280311 | $180.8M | 13.70% | +0.2% |
| BRK.B | Berkshire Hathaway Inc. Class B | 97625 | $48.9M | 3.70% | +0.2% |
| KT | KT CORP - ADR | 222892 | $3.9M | 0.29% | +33.3% |
| COP | CONOCOPHILLIPS | 32137 | $3.3M | 0.25% | +4.7% |
| GIII | G III APPAREL | 85600 | $2.9M | 0.22% | +41.6% |
| HAFN | HAFNIA LTD | 414383 | $2.8M | 0.21% | +9.9% |
| ARW | ARROW ELECTRIC | 12839 | $2.7M | 0.21% | +10.0% |
| DINO | HF SINCLAIR CORP | 38922 | $2.7M | 0.21% | +31.0% |
| REZI | RESIDEO TECHNOLOGIES | 84748 | $2.6M | 0.20% | +15.1% |
| VSNT | VERSANT MEDIA GROUP INC | 69343 | $2.5M | 0.19% | +84.0% |
| ELV | ELEVANCE HEALTH | 6417 | $2.5M | 0.19% | +33.8% |
| ALSN | ALLISON TRANSMISSION HLD | 21791 | $2.5M | 0.19% | +38.0% |
| NTR | NUTRIEN LTD | 37327 | $2.4M | 0.18% | +9.3% |
| CROX | CROCS INC | 19181 | $2.3M | 0.18% | +36.9% |
| ALLY | ALLY FINANCIAL | 47288 | $2.2M | 0.16% | +41.1% |
| BMY | Bristol-Myers Squibb | 37570 | $2.2M | 0.16% | +43.6% |
| CI | CIGNA CORP. | 7644 | $2.1M | 0.16% | +42.2% |
| HTLD | HEARTLAND EXPRESS INC. | 138119 | $2.1M | 0.16% | +9.1% |
| WU | WESTERN UNION | 272476 | $2.1M | 0.16% | +57.1% |
| TDW | TIDEWATER INC | 29555 | $2.0M | 0.15% | +14.0% |
| SIRI | SIRIUS XM HOLDINGS INC | 66492 | $2.0M | 0.15% | +41.8% |
| MTDR | MATADOR RESOURCES CO. | 37901 | $1.9M | 0.14% | +34.0% |
| UPS | UNITED PARCEL SERVICE | 16630 | $1.8M | 0.14% | +7.2% |
| TAP | MOLSON COORS BREWING COMPANY | 44702 | $1.7M | 0.13% | +40.8% |
| HP | HELMERICH & PAYNE | 52236 | $1.7M | 0.13% | +8.3% |
| UNH | UNITEDHEALTH GROUP | 4089 | $1.7M | 0.13% | +11.5% |
| AAP | ADVANCE AUTO PARTS INC. | 27118 | $1.7M | 0.13% | +12.2% |
| LKQ | LKQ CORP | 62066 | $1.6M | 0.12% | +45.5% |
| CNC | CENTENE CORP | 25121 | $1.6M | 0.12% | +32.5% |
| LW | LAMB WESTON HOLDINGS INC | 37275 | $1.6M | 0.12% | +43.6% |
| BZH | BEAZER HOMES USA | 54435 | $1.5M | 0.12% | +7.7% |
| DVN | DEVON ENERGY CORP | 34147 | $1.4M | 0.11% | +33.3% |
| KVUE | KENVUE INC. | 72949 | $1.4M | 0.11% | +78.3% |
| LPG | DORIAN LPG LIMITED | 39902 | $1.4M | 0.11% | +12.5% |
| AMN | AMN HEALTHCARE SERVICES INC | 37299 | $1.2M | 0.09% | +33.4% |
| BSM | BLACKSTONE MINE | 83530 | $1.2M | 0.09% | +8.0% |
| OEC | ORION SA | 90520 | $600K | 0.05% | +48.1% |
| FMC | FMC CORP. | 43935 | $505K | 0.04% | +42.3% |