What Tweedy Browne Bought in Q1 2025
Tweedy Browne Company · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$1.13B
Total Value
59
Holdings
16
New Buys
35
Reduced
In Q1 2025, Tweedy Browne reported 59 long equity positions worth $1.13B in their Tweedy Browne Company 13F filing, including 16 new positions (largest: HCI GROUP INC at $296K) and 6 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CNH | CNH INDUSTRIAL NV | 13335317 | $163.8M | 14.51% | -8.9% |
| 2 | BRK.A | Berkshire Hathaway Inc. Class A | 167 | $133.3M | 11.82% | -41.4% |
| 3 | KOF | Coca-Cola FEMSA | 1285257 | $117.3M | 10.40% | -3.4% |
| 4 | GOOGL | ALPHABET INC-CL A | 672947 | $104.1M | 9.22% | -8.7% |
| 5 | IONS | IONIS PHARMACEUTICALS INC. | 2983518 | $90.0M | 7.98% | -8.2% |
| 6 | JNJ | JOHNSON & JOHNSON | 438271 | $72.7M | 6.44% | +-59.4% |
| 7 | BRK.B | Berkshire Hathaway Inc. Class B | 89970 | $47.9M | 4.25% | +-10.4% |
| 8 | WFC | WELLS FARGO & CO | 644280 | $46.3M | 4.10% | -4.9% |
| 9 | ALV | AUTOLIV INC. | 433706 | $38.4M | 3.40% | -2.4% |
| 10 | UHAL-B | U-HAUL HOLDING CO - NON VOTING | 480424 | $28.4M | 2.52% | -1.8% |
| 11 | FDX | FEDEX CORP. | 115213 | $28.1M | 2.49% | -3.1% |
| 12 | NVST | ENVISTA HOLDINGS CORP | 1496834 | $25.8M | 2.29% | -2.1% |
| 13 | TFC-PR | TRUIST FINANCIAL CORP | 607846 | $25.0M | 2.22% | -4.6% |
| 14 | AZO | AUTOZONE, INC. | 6256 | $23.9M | 2.11% | -18.7% |
| 15 | AXP | AMERICAN EXPRESS CO | 71820 | $19.3M | 1.71% | -19.8% |
| 16 | VRTX | VERTEX PHARMACEUTICALS | 38316 | $18.6M | 1.65% | -5.7% |
| 17 | BAC | BANK OF AMERICA CORP COM | 393091 | $16.4M | 1.45% | -8.6% |
| 18 | SEE | SEALED AIR CORPORATION | 546476 | $15.8M | 1.40% | -3.2% |
| 19 | DEO | DIAGEO P L C - ADR | 136194 | $14.3M | 1.26% | -1.6% |
| 20 | BNY | BANK OF NEW YORK MELLON CORP | 148501 | $12.5M | 1.10% | -5.3% |
| 21 | FMC | FMC CORP. | 287218 | $12.1M | 1.07% | +-90.0% |
| 22 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 81025 | $9.0M | 0.80% | -2.5% |
| 23 | TTE | TOTALENERGIES SE ADR | 137194 | $8.9M | 0.79% | -3.5% |
| 24 | USB | US BANCORP | 208109 | $8.8M | 0.78% | -10.0% |
| 25 | UNP | UNION PACIFIC CORP | 21068 | $5.0M | 0.44% | -4.1% |
| 26 | GL-PD | GLOBE LIFE INC. | 31626 | $4.2M | 0.37% | -4.8% |
| 27 | UNLYF | UNILEVER PLC SPONSORED ADR | 66675 | $4.0M | 0.35% | -3.1% |
| 28 | PGR | PROGRESSIVE CORP | 13711 | $3.9M | 0.34% | -6.0% |
| 29 | EPD | ENTERPRISE PRODUCTS PARTNERS | 111435 | $3.8M | 0.34% | -18.2% |
| 30 | CSCO | CISCO SYSTEMS INC | 58299 | $3.6M | 0.32% | -2.7% |
| 31 | GSK | GSK plc | 90545 | $3.5M | 0.31% | -3.5% |
| 32 | ATMU | ATMUS FILTRATION TECHNOLOGIES | 89586 | $3.3M | 0.29% | +-32.0% |
| 33 | COP | CONOCOPHILLIPS | 22709 | $2.4M | 0.21% | -5.4% |
| 34 | GOOG | ALPHABET INC-CL C | 14278 | $2.2M | 0.20% | -2.6% |
| 35 | PSX | PHILLIPS 66 | 13101 | $1.6M | 0.14% | -2.7% |
| 36 | CNXC | CONCENTRIX CORP | 22051 | $1.2M | 0.11% | -21.8% |
| 37 | CMCSA | Comcast Corporation | 32326 | $1.2M | 0.11% | -6.5% |
| 38 | KVUE | KENVUE INC. | 47098 | $1.1M | 0.10% | +-86.8% |
| 39 | EMR | EMERSON ELECTRIC CO | 9959 | $1.1M | 0.10% | +-6.1% |
| 40 | VZ | VERIZON COMMUNICATIONS | 24034 | $1.1M | 0.10% | — |
| 41 | HLNCF | HALEON PLC ADR | 81419 | $838K | 0.07% | -4.8% |
| 42 | BABA | ALIBABA GROUP HOLDING SP-ADR | 4645 | $614K | 0.05% | — |
| 43 | BAX | BAXTER INTERNATIONAL INC | 9831 | $337K | 0.03% | -0.3% |
| 44 | HCIIP | HCI GROUP INC | 1981 | $296K | 0.03% | NEW |
| 45 | ARLP | ALLIANCE RESOURCE PARTNERS LP | 8755 | $239K | 0.02% | NEW |
| 46 | FITB | FIFTH THIRD BANC | 5925 | $232K | 0.02% | NEW |
| 47 | WTFCN | WINTRUST FINANCIAL | 2029 | $228K | 0.02% | NEW |
| 48 | ZIONP | ZIONS BANCORPORATION N.A. | 4553 | $227K | 0.02% | NEW |
| 49 | GM | GENERAL MOTORS | 4826 | $227K | 0.02% | NEW |
| 50 | EIG | EMPLOYERS HOLDING INC | 4289 | $217K | 0.02% | NEW |
| 51 | KT | KT CORP - ADR | 12150 | $215K | 0.02% | NEW |
| 52 | OBDC | BLUE OWL CAPITAL CORP | 13431 | $197K | 0.02% | NEW |
| 53 | HPK | HIGHPEAK ENERGY, INC. | 11363 | $144K | 0.01% | NEW |
| 54 | HTLD | HEARTLAND EXPRESS INC. | 15332 | $141K | 0.01% | NEW |
| 55 | PSEC-PA | PROSPECT CAPITAL CORP | 30562 | $125K | 0.01% | NEW |
| 56 | HAFN | HAFNIA LTD | 28183 | $117K | 0.01% | NEW |
| 57 | ACDC | PROFRAC HOLDINGS A | 12519 | $95K | 0.01% | NEW |
| 58 | CLF | CLEVELAND-CLIFFS INC | 11365 | $93K | 0.01% | NEW |
| 59 | PSNY | POLESTAR AUTOMOTIVE-CL A | 10256 | $11K | 0.00% | NEW |