What Tweedy Browne Bought in Q4 2025
Tweedy Browne Company · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$1.24B
Total Value
96
Holdings
6
New Buys
30
Reduced
In Q4 2025, Tweedy Browne reported 96 long equity positions worth $1.24B in their Tweedy Browne Company 13F filing, including 6 new positions (largest: UNIFIRST CORP at $19.7M) and 50 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | IONS | IONIS PHARMACEUTICALS INC. | 2464930 | $195.0M | 15.74% | -15.0% |
| 2 | CNH | CNH INDUSTRIAL NV | 20180953 | $186.1M | 15.02% | +51.9% |
| 3 | KOF | Coca-Cola FEMSA | 1188746 | $112.6M | 9.09% | -1.5% |
| 4 | BRK.A | Berkshire Hathaway Inc. Class A | 144 | $108.7M | 8.78% | — |
| 5 | GOOGL | ALPHABET INC-CL A | 199561 | $62.5M | 5.04% | -14.7% |
| 6 | WFC | WELLS FARGO & CO | 559367 | $52.1M | 4.21% | -3.8% |
| 7 | JNJ | JOHNSON & JOHNSON | 236075 | $48.9M | 3.94% | -2.4% |
| 8 | BRK.B | Berkshire Hathaway Inc. Class B | 97081 | $48.8M | 3.94% | -2.1% |
| 9 | ALV | AUTOLIV INC. | 400924 | $47.6M | 3.84% | -7.3% |
| 10 | FDX | FEDEX CORP. | 112747 | $32.6M | 2.63% | -0.5% |
| 11 | NVST | ENVISTA HOLDINGS CORP | 1443333 | $31.3M | 2.53% | -0.6% |
| 12 | TFC-PR | TRUIST FINANCIAL CORP | 562160 | $27.7M | 2.23% | -2.4% |
| 13 | AXP | AMERICAN EXPRESS CO | 64592 | $23.9M | 1.93% | -2.5% |
| 14 | UHAL-B | U-HAUL HOLDING CO - NON VOTING | 466217 | $21.8M | 1.76% | +0.4% |
| 15 | BAC | BANK OF AMERICA CORP COM | 374462 | $20.6M | 1.66% | -1.7% |
| 16 | UNF | UNIFIRST CORP | 102059 | $19.7M | 1.59% | NEW |
| 17 | AZO | AUTOZONE, INC. | 5594 | $19.0M | 1.53% | -3.8% |
| 18 | SEE | SEALED AIR CORPORATION | 509581 | $18.0M | 1.45% | — |
| 19 | VRTX | VERTEX PHARMACEUTICALS | 39148 | $17.7M | 1.43% | +0.2% |
| 20 | BNY | BANK OF NEW YORK MELLON CORP | 127393 | $14.8M | 1.19% | -8.4% |
| 21 | DEO | DIAGEO P L C - ADR | 129808 | $11.2M | 0.90% | +2.2% |
| 22 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 74905 | $10.3M | 0.83% | -1.5% |
| 23 | USB | US BANCORP | 185768 | $9.9M | 0.80% | -5.3% |
| 24 | TTE | TOTALENERGIES SE ADR | 135090 | $8.8M | 0.71% | NEW |
| 25 | UNP | UNION PACIFIC CORP | 20050 | $4.6M | 0.37% | -0.4% |
| 26 | CSCO | CISCO SYSTEMS INC | 56068 | $4.3M | 0.35% | -0.1% |
| 27 | GSK | GSK plc | 82243 | $4.0M | 0.33% | — |
| 28 | GL-PD | GLOBE LIFE INC. | 27833 | $3.9M | 0.31% | -4.5% |
| 29 | UNLYF | UNILEVER PLC SPONSORED ADR | 55374 | $3.6M | 0.29% | NEW |
| 30 | EPD | ENTERPRISE PRODUCTS PARTNERS | 108435 | $3.5M | 0.28% | — |
| 31 | PGR | PROGRESSIVE CORP | 13711 | $3.1M | 0.25% | — |
| 32 | COP | CONOCOPHILLIPS | 26016 | $2.4M | 0.20% | +5.2% |
| 33 | SNEX | STONEX GROUP, INC. | 22676 | $2.2M | 0.17% | +16.7% |
| 34 | ATMU | ATMUS FILTRATION TECHNOLOGIES | 40550 | $2.1M | 0.17% | -54.5% |
| 35 | HCIIP | HCI GROUP INC | 10906 | $2.1M | 0.17% | 16.1% |
| 36 | GM | GENERAL MOTORS | 25695 | $2.1M | 0.17% | +16.7% |
| 37 | KT | KT CORP - ADR | 87409 | $1.7M | 0.13% | +23.8% |
| 38 | REZI | RESIDEO TECHNOLOGIES | 46685 | $1.6M | 0.13% | +16.7% |
| 39 | PSX | PHILLIPS 66 | 12502 | $1.6M | 0.13% | — |
| 40 | BFH | BREAD FINANCIAL HOLDINGS, INC. | 19659 | $1.5M | 0.12% | +16.7% |
| 41 | ZIONP | ZIONS BANCORPORATION N.A. | 24103 | $1.4M | 0.11% | +16.7% |
| 42 | PNC | PNC FINANCIAL SERVICES GROUP INC. | 6068 | $1.3M | 0.10% | +16.6% |
| 43 | AN | AUTONATION, INC. | 6044 | $1.2M | 0.10% | +16.7% |
| 44 | EMR | EMERSON ELECTRIC CO | 8943 | $1.2M | 0.10% | -2.7% |
| 45 | AGCO | AGCO CORP. | 10901 | $1.1M | 0.09% | 16.1% |
| 46 | GIII | G III APPAREL | 38843 | $1.1M | 0.09% | +19.9% |
| 47 | FIBK | FIRST INTERSTATE BANCSYSTEM INC | 31775 | $1.1M | 0.09% | +16.7% |
| 48 | ELV | ELEVANCE HEALTH | 3128 | $1.1M | 0.09% | +16.0% |
| 49 | NTR | NUTRIEN LTD | 17735 | $1.1M | 0.09% | +21.3% |
| 50 | ARLP | ALLIANCE RESOURCE PARTNERS LP | 46695 | $1.1M | 0.09% | +16.7% |
| 51 | HAFN | HAFNIA LTD | 196381 | $1.0M | 0.08% | +21.5% |
| 52 | WU | WESTERN UNION | 107753 | $1.0M | 0.08% | 16.6% |
| 53 | ALSN | ALLISON TRANSMISSION HLD | 10077 | $987K | 0.08% | 14.8% |
| 54 | NE | NOBLE CORP PLC | 34637 | $978K | 0.08% | +16.7% |
| 55 | VZ | VERIZON COMMUNICATIONS | 23972 | $976K | 0.08% | — |
| 56 | UPS | UNITED PARCEL SERVICE | 9842 | $976K | 0.08% | +15.2% |
| 57 | TSN | TYSON FOODS | 16565 | $971K | 0.08% | +16.7% |
| 58 | CNVEF | CENOVUS ENERGY | 56920 | $964K | 0.08% | NEW |
| 59 | CVS | CVS CORP. | 12085 | $959K | 0.08% | +16.7% |
| 60 | TRMD | TORM PLC-A | 48595 | $951K | 0.08% | +21.5% |
| 61 | CMCSA | Comcast Corporation | 31496 | $941K | 0.08% | — |
| 62 | TAP | MOLSON COORS BREWING COMPANY | 20167 | $941K | 0.08% | NEW |
| 63 | SFNC | SIMMONS FIRS NATIONAL CORP-A | 48572 | $916K | 0.07% | +16.6% |
| 64 | BMY | Bristol-Myers Squibb | 16842 | $908K | 0.07% | +16.4% |
| 65 | HP | HELMERICH & PAYNE | 30709 | $881K | 0.07% | +16.4% |
| 66 | OBDC | BLUE OWL CAPITAL CORP | 70781 | $880K | 0.07% | +16.7% |
| 67 | TDW | TIDEWATER INC | 16565 | $837K | 0.07% | +16.7% |
| 68 | ARW | ARROW ELECTRIC | 7530 | $830K | 0.07% | +16.7% |
| 69 | UNH | UNITEDHEALTH GROUP | 2459 | $812K | 0.07% | +15.1% |
| 70 | CLF | CLEVELAND-CLIFFS INC | 60627 | $805K | 0.07% | +16.6% |
| 71 | HLNCF | HALEON PLC ADR | 76530 | $774K | 0.06% | -0.2% |
| 72 | CROX | CROCS INC | 9039 | $773K | 0.06% | +16.7% |
| 73 | DINO | HF SINCLAIR CORP | 16684 | $769K | 0.06% | +16.6% |
| 74 | MTDR | MATADOR RESOURCES CO. | 18081 | $767K | 0.06% | +16.7% |
| 75 | HTLD | HEARTLAND EXPRESS INC. | 80198 | $724K | 0.06% | +16.7% |
| 76 | KVUE | KENVUE INC. | 40907 | $706K | 0.06% | -0.3% |
| 77 | LW | LAMB WESTON HOLDINGS INC | 16565 | $694K | 0.06% | +16.7% |
| 78 | HLF | HERBALIFE LTD | 51480 | $664K | 0.05% | +16.6% |
| 79 | BSM | BLACKSTONE MINE | 49829 | $662K | 0.05% | +16.7% |
| 80 | BZH | BEAZER HOMES USA | 31872 | $646K | 0.05% | +16.6% |
| 81 | ALB-PA | ALBEMARLE CORP | 4517 | $639K | 0.05% | +16.7% |
| 82 | DVN | DEVON ENERGY CORP | 16565 | $607K | 0.05% | +16.7% |
| 83 | SIRI | SIRIUS XM HOLDINGS INC | 30120 | $602K | 0.05% | +16.7% |
| 84 | AAP | ADVANCE AUTO PARTS INC. | 15179 | $597K | 0.05% | +16.6% |
| 85 | BABA | ALIBABA GROUP HOLDING SP-ADR | 4060 | $595K | 0.05% | — |
| 86 | CNXC | CONCENTRIX CORP | 13973 | $581K | 0.05% | -1.3% |
| 87 | EMBC | EMBECTA CORP | 48191 | $573K | 0.05% | +16.7% |
| 88 | LPG | DORIAN LPG LIMITED | 22589 | $550K | 0.04% | +16.7% |
| 89 | CNC | CENTENE CORP | 12048 | $496K | 0.04% | +16.7% |
| 90 | PSEC-PA | PROSPECT CAPITAL CORP | 162953 | $422K | 0.03% | +16.7% |
| 91 | CCSI | CONSENSUS CLOUD | 15574 | $340K | 0.03% | -33.1% |
| 92 | AMN | AMN HEALTHCARE SERVICES INC | 18072 | $285K | 0.02% | +16.7% |
| 93 | FMC | FMC CORP. | 20152 | $280K | 0.02% | -91.0% |
| 94 | BAX | BAXTER INTERNATIONAL INC | 9739 | $222K | 0.02% | — |
| 95 | OEC | ORION SA | 39157 | $207K | 0.02% | +16.7% |
| 96 | MICC | MAGNUM ICE CREAM CO NV ADR | 12438 | $197K | 0.02% | NEW |