What Tweedy Browne Bought in Q2 2025
Tweedy Browne Company · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$1.08B
Total Value
91
Holdings
33
New Buys
43
Reduced
In Q2 2025, Tweedy Browne reported 91 long equity positions worth $1.08B in their Tweedy Browne Company 13F filing, including 33 new positions (largest: AUTONATION, INC. at $503K) and 12 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CNH | CNH INDUSTRIAL NV | 13311912 | $172.5M | 16.00% | -0.2% |
| 2 | KOF | Coca-Cola FEMSA | 1217892 | $117.8M | 10.92% | -5.2% |
| 3 | IONS | IONIS PHARMACEUTICALS INC. | 2891948 | $114.3M | 10.60% | -3.1% |
| 4 | BRK.A | Berkshire Hathaway Inc. Class A | 153 | $111.5M | 10.34% | -8.4% |
| 5 | GOOGL | ALPHABET INC-CL A | 321299 | $56.6M | 5.25% | -52.3% |
| 6 | BRK.B | Berkshire Hathaway Inc. Class B | 101499 | $49.3M | 4.57% | 12.8% |
| 7 | ALV | AUTOLIV INC. | 433246 | $48.5M | 4.50% | -0.1% |
| 8 | WFC | WELLS FARGO & CO | 598781 | $48.0M | 4.45% | -7.1% |
| 9 | JNJ | JOHNSON & JOHNSON | 244713 | $37.4M | 3.47% | -44.2% |
| 10 | NVST | ENVISTA HOLDINGS CORP | 1460413 | $28.5M | 2.65% | -2.4% |
| 11 | FDX | FEDEX CORP. | 114047 | $25.9M | 2.40% | -1.0% |
| 12 | UHAL-B | U-HAUL HOLDING CO - NON VOTING | 475351 | $25.8M | 2.40% | -1.1% |
| 13 | TFC-PR | TRUIST FINANCIAL CORP | 580542 | $25.0M | 2.31% | -4.5% |
| 14 | AZO | AUTOZONE, INC. | 6051 | $22.5M | 2.08% | -3.3% |
| 15 | AXP | AMERICAN EXPRESS CO | 68093 | $21.7M | 2.01% | -5.2% |
| 16 | BAC | BANK OF AMERICA CORP COM | 385707 | $18.3M | 1.69% | -1.9% |
| 17 | VRTX | VERTEX PHARMACEUTICALS | 37253 | $16.6M | 1.54% | -2.8% |
| 18 | SEE | SEALED AIR CORPORATION | 516397 | $16.0M | 1.49% | -5.5% |
| 19 | DEO | DIAGEO P L C - ADR | 130802 | $13.2M | 1.22% | -4.0% |
| 20 | BNY | BANK OF NEW YORK MELLON CORP | 142960 | $13.0M | 1.21% | -3.7% |
| 21 | FMC | FMC CORP. | 238124 | $9.9M | 0.92% | -17.1% |
| 22 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 77269 | $9.4M | 0.87% | -4.6% |
| 23 | USB | US BANCORP | 203123 | $9.2M | 0.85% | -2.4% |
| 24 | TTE | TOTALENERGIES SE ADR | 133168 | $8.2M | 0.76% | -2.9% |
| 25 | UNP | UNION PACIFIC CORP | 20718 | $4.8M | 0.44% | -1.7% |
| 26 | CSCO | CISCO SYSTEMS INC | 57759 | $4.0M | 0.37% | -0.9% |
| 27 | UNLYF | UNILEVER PLC SPONSORED ADR | 62957 | $3.9M | 0.36% | -5.6% |
| 28 | GL-PD | GLOBE LIFE INC. | 30525 | $3.8M | 0.35% | -3.5% |
| 29 | PGR | PROGRESSIVE CORP | 13711 | $3.7M | 0.34% | — |
| 30 | EPD | ENTERPRISE PRODUCTS PARTNERS | 108435 | $3.4M | 0.31% | -2.7% |
| 31 | GSK | GSK plc | 86871 | $3.3M | 0.31% | -4.1% |
| 32 | ATMU | ATMUS FILTRATION TECHNOLOGIES | 89586 | $3.3M | 0.30% | — |
| 33 | GOOG | ALPHABET INC-CL C | 13153 | $2.3M | 0.22% | -7.9% |
| 34 | COP | CONOCOPHILLIPS | 21304 | $1.9M | 0.18% | -6.2% |
| 35 | PSX | PHILLIPS 66 | 12874 | $1.5M | 0.14% | -1.7% |
| 36 | EMR | EMERSON ELECTRIC CO | 9689 | $1.3M | 0.12% | -2.7% |
| 37 | CMCSA | Comcast Corporation | 31564 | $1.1M | 0.10% | -2.4% |
| 38 | VZ | VERIZON COMMUNICATIONS | 24034 | $1.0M | 0.10% | — |
| 39 | KVUE | KENVUE INC. | 45857 | $960K | 0.09% | -2.6% |
| 40 | HLNCF | HALEON PLC ADR | 76806 | $796K | 0.07% | -5.7% |
| 41 | CNXC | CONCENTRIX CORP | 14858 | $785K | 0.07% | -32.6% |
| 42 | HCIIP | HCI GROUP INC | 4760 | $724K | 0.07% | +140.3% |
| 43 | KT | KT CORP - ADR | 33645 | $699K | 0.06% | +176.9% |
| 44 | WTFCN | WINTRUST FINANCIAL | 4418 | $548K | 0.05% | +117.7% |
| 45 | GM | GENERAL MOTORS | 10769 | $530K | 0.05% | 123.1% |
| 46 | ZIONP | ZIONS BANCORPORATION N.A. | 10055 | $522K | 0.05% | 120.8% |
| 47 | ARLP | ALLIANCE RESOURCE PARTNERS LP | 19477 | $509K | 0.05% | 122.5% |
| 48 | AN | AUTONATION, INC. | 2532 | $503K | 0.05% | NEW |
| 49 | AGCO | AGCO CORP. | 4755 | $491K | 0.05% | NEW |
| 50 | BFH | BREAD FINANCIAL HOLDINGS, INC. | 8245 | $471K | 0.04% | NEW |
| 51 | BABA | ALIBABA GROUP HOLDING SP-ADR | 4060 | $460K | 0.04% | -12.6% |
| 52 | EIG | EMPLOYERS HOLDING INC | 9434 | $445K | 0.04% | +120.0% |
| 53 | REZI | RESIDEO TECHNOLOGIES | 19467 | $429K | 0.04% | NEW |
| 54 | OBDC | BLUE OWL CAPITAL CORP | 29515 | $423K | 0.04% | +119.8% |
| 55 | NTR | NUTRIEN LTD | 6961 | $405K | 0.04% | NEW |
| 56 | ARW | ARROW ELECTRIC | 3140 | $400K | 0.04% | NEW |
| 57 | SFNC | SIMMONS FIRS NATIONAL CORP-A | 20476 | $388K | 0.04% | NEW |
| 58 | TSN | TYSON FOODS | 6907 | $386K | 0.04% | NEW |
| 59 | FIBK | FIRST INTERSTATE BANCSYSTEM INC | 13337 | $384K | 0.04% | NEW |
| 60 | NE | NOBLE CORP PLC | 14443 | $383K | 0.04% | NEW |
| 61 | HAFN | HAFNIA LTD | 76617 | $382K | 0.04% | +171.9% |
| 62 | CROX | CROCS INC | 3771 | $382K | 0.04% | NEW |
| 63 | MTDR | MATADOR RESOURCES CO. | 7545 | $360K | 0.03% | NEW |
| 64 | LW | LAMB WESTON HOLDINGS INC | 6907 | $358K | 0.03% | NEW |
| 65 | LGNZZ | LIGAND PHARMACEUTICALS | 3140 | $357K | 0.03% | NEW |
| 66 | CVS | CVS CORP. | 5061 | $349K | 0.03% | NEW |
| 67 | UNH | UNITEDHEALTH GROUP | 1095 | $342K | 0.03% | NEW |
| 68 | BMY | Bristol-Myers Squibb | 7184 | $333K | 0.03% | NEW |
| 69 | TDW | TIDEWATER INC | 6907 | $319K | 0.03% | NEW |
| 70 | TRMD | TORM PLC-A | 19093 | $318K | 0.03% | NEW |
| 71 | CVE | CENOVUS ENERGY | 22144 | $301K | 0.03% | NEW |
| 72 | BZH | BEAZER HOMES USA | 13254 | $296K | 0.03% | NEW |
| 73 | BAX | BAXTER INTERNATIONAL INC | 9770 | $296K | 0.03% | -0.6% |
| 74 | AAP | ADVANCE AUTO PARTS INC. | 6316 | $294K | 0.03% | NEW |
| 75 | HTLD | HEARTLAND EXPRESS INC. | 33664 | $291K | 0.03% | +119.6% |
| 76 | SIRI | SIRIUS XM HOLDINGS INC | 12560 | $289K | 0.03% | NEW |
| 77 | DINO | HF SINCLAIR CORP | 6921 | $284K | 0.03% | NEW |
| 78 | BSM | BLACKSTONE MINE | 20855 | $273K | 0.03% | NEW |
| 79 | CNC | CENTENE CORP | 5024 | $273K | 0.03% | NEW |
| 80 | CCSI | CONSENSUS CLOUD | 11356 | $262K | 0.02% | NEW |
| 81 | HPK | HIGHPEAK ENERGY, INC. | 24872 | $244K | 0.02% | +118.9% |
| 82 | LPG | DORIAN LPG LIMITED | 9419 | $230K | 0.02% | NEW |
| 83 | DVN | DEVON ENERGY CORP | 6907 | $220K | 0.02% | NEW |
| 84 | ACDC | PROFRAC HOLDINGS A | 27632 | $214K | 0.02% | +120.7% |
| 85 | PSEC-PA | PROSPECT CAPITAL CORP | 67032 | $213K | 0.02% | +119.3% |
| 86 | EMBC | EMBECTA CORP | 20095 | $195K | 0.02% | NEW |
| 87 | HP | HELMERICH & PAYNE | 12826 | $194K | 0.02% | NEW |
| 88 | CLF | CLEVELAND-CLIFFS INC | 25507 | $194K | 0.02% | +124.4% |
| 89 | HLF | HERBALIFE LTD | 21628 | $186K | 0.02% | NEW |
| 90 | OEC | ORION SA | 16329 | $171K | 0.02% | NEW |
| 91 | PSNY | POLESTAR AUTOMOTIVE-CL A | 22607 | $24K | 0.00% | +120.4% |