What Tweedy Browne Bought in Q3 2025
Tweedy Browne Company · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$1.15B
Total Value
97
Holdings
10
New Buys
51
Reduced
In Q3 2025, Tweedy Browne reported 97 long equity positions worth $1.15B in their Tweedy Browne Company 13F filing, including 10 new positions (largest: STONEX GROUP, INC. at $2.0M) and 33 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | IONS | IONIS PHARMACEUTICALS INC. | 2901216 | $189.8M | 16.48% | +0.3% |
| 2 | CNH | CNH INDUSTRIAL NV | 13281370 | $144.1M | 12.52% | -0.2% |
| 3 | BRK.A | Berkshire Hathaway Inc. Class A | 144 | $108.6M | 9.43% | -5.9% |
| 4 | KOF | Coca-Cola FEMSA | 1206328 | $100.2M | 8.71% | -0.9% |
| 5 | GOOGL | ALPHABET INC-CL A | 233967 | $56.9M | 4.94% | -27.2% |
| 6 | ALV | AUTOLIV INC. | 432664 | $53.4M | 4.64% | -0.1% |
| 7 | BRK.B | Berkshire Hathaway Inc. Class B | 99113 | $49.8M | 4.33% | +-2.4% |
| 8 | WFC | WELLS FARGO & CO | 581595 | $48.7M | 4.23% | -2.9% |
| 9 | JNJ | JOHNSON & JOHNSON | 242003 | $44.9M | 3.90% | -1.1% |
| 10 | NVST | ENVISTA HOLDINGS CORP | 1452374 | $29.6M | 2.57% | -0.6% |
| 11 | FDX | FEDEX CORP. | 113295 | $26.7M | 2.32% | -0.7% |
| 12 | TFC-PR | TRUIST FINANCIAL CORP | 575735 | $26.3M | 2.29% | -0.8% |
| 13 | AZO | AUTOZONE, INC. | 5816 | $25.0M | 2.17% | -3.9% |
| 14 | UHAL-B | U-HAUL HOLDING CO - NON VOTING | 464565 | $23.6M | 2.05% | -2.3% |
| 15 | AXP | AMERICAN EXPRESS CO | 66237 | $22.0M | 1.91% | -2.7% |
| 16 | BAC | BANK OF AMERICA CORP COM | 381079 | $19.7M | 1.71% | -1.2% |
| 17 | SEE | SEALED AIR CORPORATION | 509581 | $18.0M | 1.56% | -1.3% |
| 18 | VRTX | VERTEX PHARMACEUTICALS | 39065 | $15.3M | 1.33% | +4.9% |
| 19 | BNY | BANK OF NEW YORK MELLON CORP | 139041 | $15.1M | 1.32% | -2.7% |
| 20 | DEO | DIAGEO P L C - ADR | 126995 | $12.1M | 1.05% | -2.9% |
| 21 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 76054 | $9.8M | 0.85% | -1.6% |
| 22 | USB | US BANCORP | 196125 | $9.5M | 0.82% | -3.4% |
| 23 | TTE | TOTALENERGIES SE ADR | 132189 | $7.9M | 0.69% | -0.7% |
| 24 | FMC | FMC CORP. | 223902 | $7.5M | 0.65% | -6.0% |
| 25 | UNP | UNION PACIFIC CORP | 20131 | $4.8M | 0.41% | -2.8% |
| 26 | GL-PD | GLOBE LIFE INC. | 29139 | $4.2M | 0.36% | -4.5% |
| 27 | ATMU | ATMUS FILTRATION TECHNOLOGIES | 89157 | $4.0M | 0.35% | -0.5% |
| 28 | CSCO | CISCO SYSTEMS INC | 56126 | $3.8M | 0.33% | -2.8% |
| 29 | UNLYF | UNILEVER PLC SPONSORED ADR | 62616 | $3.7M | 0.32% | -0.5% |
| 30 | GSK | GSK plc | 82243 | $3.5M | 0.31% | -5.3% |
| 31 | EPD | ENTERPRISE PRODUCTS PARTNERS | 108435 | $3.4M | 0.29% | — |
| 32 | PGR | PROGRESSIVE CORP | 13711 | $3.4M | 0.29% | — |
| 33 | COP | CONOCOPHILLIPS | 24721 | $2.3M | 0.20% | +16.0% |
| 34 | SNEX | STONEX GROUP, INC. | 19436 | $2.0M | 0.17% | NEW |
| 35 | HCIIP | HCI GROUP INC | 9394 | $1.8M | 0.16% | +97.4% |
| 36 | REZI | RESIDEO TECHNOLOGIES | 39989 | $1.7M | 0.15% | +105.4% |
| 37 | PSX | PHILLIPS 66 | 12502 | $1.7M | 0.15% | -2.9% |
| 38 | GOOG | ALPHABET INC-CL C | 6272 | $1.5M | 0.13% | +-52.3% |
| 39 | KT | KT CORP - ADR | 70591 | $1.4M | 0.12% | +109.8% |
| 40 | GM | GENERAL MOTORS | 22023 | $1.3M | 0.12% | +104.5% |
| 41 | EMR | EMERSON ELECTRIC CO | 9188 | $1.2M | 0.10% | -5.2% |
| 42 | WTFCN | WINTRUST FINANCIAL | 9052 | $1.2M | 0.10% | +104.9% |
| 43 | ZIONP | ZIONS BANCORPORATION N.A. | 20647 | $1.2M | 0.10% | +105.3% |
| 44 | AN | AUTONATION, INC. | 5180 | $1.1M | 0.10% | +104.6% |
| 45 | VZ | VERIZON COMMUNICATIONS | 23972 | $1.1M | 0.09% | -0.3% |
| 46 | PNC | PNC FINANCIAL SERVICES GROUP INC. | 5204 | $1.0M | 0.09% | NEW |
| 47 | ARLP | ALLIANCE RESOURCE PARTNERS LP | 39999 | $1.0M | 0.09% | +105.4% |
| 48 | AGCO | AGCO CORP. | 9389 | $1.0M | 0.09% | +97.5% |
| 49 | CMCSA | Comcast Corporation | 31496 | $990K | 0.09% | -0.2% |
| 50 | HAFN | HAFNIA LTD | 161597 | $968K | 0.08% | 110.9% |
| 51 | BFH | BREAD FINANCIAL HOLDINGS, INC. | 16851 | $940K | 0.08% | 104.4% |
| 52 | ELV | ELEVANCE HEALTH | 2696 | $871K | 0.08% | NEW |
| 53 | FIBK | FIRST INTERSTATE BANCSYSTEM INC | 27239 | $868K | 0.08% | +104.2% |
| 54 | GIII | G III APPAREL | 32393 | $862K | 0.07% | NEW |
| 55 | NTR | NUTRIEN LTD | 14615 | $858K | 0.07% | 110.0% |
| 56 | NE | NOBLE CORP PLC | 29669 | $839K | 0.07% | +105.4% |
| 57 | WMK | WEIS MARKETS INC | 11610 | $834K | 0.07% | NEW |
| 58 | TRMD | TORM PLC-A | 40007 | $825K | 0.07% | +109.5% |
| 59 | LW | LAMB WESTON HOLDINGS INC | 14189 | $824K | 0.07% | 105.4% |
| 60 | EIG | EMPLOYERS HOLDING INC | 19364 | $823K | 0.07% | 105.3% |
| 61 | AAP | ADVANCE AUTO PARTS INC. | 13019 | $799K | 0.07% | 106.1% |
| 62 | SFNC | SIMMONS FIRS NATIONAL CORP-A | 41660 | $799K | 0.07% | +103.5% |
| 63 | CVE | CENOVUS ENERGY | 46942 | $797K | 0.07% | +112.0% |
| 64 | CVS | CVS CORP. | 10357 | $781K | 0.07% | 104.6% |
| 65 | ARW | ARROW ELECTRIC | 6450 | $780K | 0.07% | +105.4% |
| 66 | OBDC | BLUE OWL CAPITAL CORP | 60629 | $774K | 0.07% | +105.4% |
| 67 | TSN | TYSON FOODS | 14189 | $770K | 0.07% | 105.4% |
| 68 | TDW | TIDEWATER INC | 14189 | $757K | 0.07% | 105.4% |
| 69 | DINO | HF SINCLAIR CORP | 14308 | $749K | 0.07% | 106.7% |
| 70 | ALSN | ALLISON TRANSMISSION HLD | 8781 | $745K | 0.06% | NEW |
| 71 | WU | WESTERN UNION | 92417 | $738K | 0.06% | NEW |
| 72 | UNH | UNITEDHEALTH GROUP | 2137 | $738K | 0.06% | +95.2% |
| 73 | BABA | ALIBABA GROUP HOLDING SP-ADR | 4060 | $726K | 0.06% | — |
| 74 | UPS | UNITED PARCEL SERVICE | 8546 | $714K | 0.06% | NEW |
| 75 | MTDR | MATADOR RESOURCES CO. | 15489 | $696K | 0.06% | 105.3% |
| 76 | HLNCF | HALEON PLC ADR | 76668 | $688K | 0.06% | -0.2% |
| 77 | CCSI | CONSENSUS CLOUD | 23272 | $683K | 0.06% | +104.9% |
| 78 | BZH | BEAZER HOMES USA | 27336 | $671K | 0.06% | +106.2% |
| 79 | KVUE | KENVUE INC. | 41041 | $666K | 0.06% | -10.5% |
| 80 | CNXC | CONCENTRIX CORP | 14158 | $653K | 0.06% | -4.7% |
| 81 | BMY | Bristol-Myers Squibb | 14466 | $652K | 0.06% | 101.4% |
| 82 | CROX | CROCS INC | 7743 | $647K | 0.06% | +105.3% |
| 83 | CLF | CLEVELAND-CLIFFS INC | 51987 | $634K | 0.06% | +103.8% |
| 84 | SIRI | SIRIUS XM HOLDINGS INC | 25800 | $600K | 0.05% | +105.4% |
| 85 | HP | HELMERICH & PAYNE | 26389 | $583K | 0.05% | +105.7% |
| 86 | EMBC | EMBECTA CORP | 41279 | $582K | 0.05% | +105.4% |
| 87 | LPG | DORIAN LPG LIMITED | 19349 | $577K | 0.05% | 105.4% |
| 88 | HTLD | HEARTLAND EXPRESS INC. | 68750 | $576K | 0.05% | +104.2% |
| 89 | BSM | BLACKSTONE MINE | 42701 | $561K | 0.05% | +104.8% |
| 90 | DVN | DEVON ENERGY CORP | 14189 | $497K | 0.04% | 105.4% |
| 91 | PSEC-PA | PROSPECT CAPITAL CORP | 139622 | $384K | 0.03% | 108.3% |
| 92 | HLF | HERBALIFE LTD | 44136 | $373K | 0.03% | +104.1% |
| 93 | CNC | CENTENE CORP | 10320 | $368K | 0.03% | 105.4% |
| 94 | ALB-PA | ALBEMARLE CORP | 3869 | $314K | 0.03% | NEW |
| 95 | AMN | AMN HEALTHCARE SERVICES INC | 15480 | $300K | 0.03% | NEW |
| 96 | OEC | ORION SA | 33541 | $254K | 0.02% | +105.4% |
| 97 | BAX | BAXTER INTERNATIONAL INC | 9739 | $222K | 0.02% | -0.3% |