Tweedy Browne — Recent Sells
Tweedy Browne Company · Sold and reduced positions in the Q2 '26 13F filing.
Filed August 7, 2026 · Last updated
Tweedy Browne fully exited 15 positions and reduced 37 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $81.9M. Largest exit: SEALED AIR CORPORATION (was $18.0M).
Fully exited (15)
| Ticker | Company | Prev Shares | Prev Value | Prev % Portfolio |
|---|---|---|---|---|
| SEE | SEALED AIR CORPORATION | 509581 | $18.0M | 1.43% |
| SNEX | STONEX GROUP, INC. | 54035 | $4.4M | 0.35% |
| NE | NOBLE CORP PLC | 54434 | $2.7M | 0.21% |
| TRMD | TORM PLC-A | 92911 | $2.6M | 0.21% |
| BFH | BREAD FINANCIAL HOLDINGS, INC. | 31262 | $2.3M | 0.19% |
| ZIONP | ZIONS BANCORPORATION N.A. | 37877 | $2.2M | 0.17% |
| HCIIP | HCI GROUP INC | 10906 | $2.1M | 0.17% |
| EPD | ENTERPRISE PRODUCTS PARTNERS | 51549 | $2.0M | 0.15% |
| AGCO | AGCO CORP. | 16647 | $1.9M | 0.15% |
| TSN | TYSON FOODS | 26123 | $1.7M | 0.13% |
| FIBK | FIRST INTERSTATE BANCSYSTEM INC | 49370 | $1.6M | 0.13% |
| SFNC | SIMMONS FIRS NATIONAL CORP-A | 77193 | $1.5M | 0.12% |
| CVS | CVS CORP. | 19132 | $1.4M | 0.11% |
| EMBC | EMBECTA CORP | 75356 | $666K | 0.05% |
| PSEC-PA | PROSPECT CAPITAL CORP | 162953 | $422K | 0.03% |
Reduced positions (37)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| CNH | CNH INDUSTRIAL NV | 20115883 | $225.9M | 17.11% | -0.2% |
| KOF | Coca-Cola FEMSA | 1160570 | $123.3M | 9.34% | -0.8% |
| JNJ | JOHNSON & JOHNSON | 201644 | $51.2M | 3.88% | -8.1% |
| GOOGL | ALPHABET INC-CL A | 141282 | $50.5M | 3.83% | -28.8% |
| ALV | AUTOLIV INC. | 383314 | $44.5M | 3.37% | -0.1% |
| WFC | WELLS FARGO & CO | 497011 | $41.1M | 3.11% | -3.7% |
| NVST | ENVISTA HOLDINGS CORP | 1435248 | $37.8M | 2.87% | -0.1% |
| TFC-PR | TRUIST FINANCIAL CORP | 546256 | $27.2M | 2.06% | -2.0% |
| UNF | UNIFIRST CORP | 101553 | $26.9M | 2.03% | -0.1% |
| UHAL-B | U-HAUL HOLDING CO - NON VOTING | 462827 | $26.7M | 2.02% | -0.1% |
| AXP | AMERICAN EXPRESS CO | 62719 | $21.2M | 1.61% | -0.4% |
| BAC | BANK OF AMERICA CORP COM | 364776 | $20.8M | 1.57% | -0.1% |
| VRTX | VERTEX PHARMACEUTICALS | 40121 | $19.9M | 1.51% | -0.7% |
| AZO | AUTOZONE, INC. | 5530 | $17.7M | 1.34% | -0.1% |
| BNY | BANK OF NEW YORK MELLON CORP | 102246 | $14.8M | 1.12% | -6.2% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 60149 | $14.5M | 1.10% | -0.1% |
| NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 71125 | $11.1M | 0.84% | -0.3% |
| USB | US BANCORP | 181896 | $11.0M | 0.83% | -1.3% |
| DEO | DIAGEO P L C - ADR | 126176 | $10.1M | 0.77% | -0.0% |
| TTE | TOTALENERGIES SE ADR | 117108 | $9.1M | 0.69% | -0.4% |
| GSK | GSK plc | 81527 | $4.3M | 0.32% | -0.3% |
| GL-PD | GLOBE LIFE INC. | 22364 | $4.0M | 0.30% | -19.6% |
| CSCO | CISCO SYSTEMS INC | 29397 | $3.5M | 0.26% | -46.7% |
| FDX | FEDEX CORP. | 10774 | $3.4M | 0.26% | -85.4% |
| PNC | PNC FINANCIAL SERVICES GROUP INC. | 13214 | $3.3M | 0.25% | 40.4% |
| UNLYF | UNILEVER PLC SPONSORED ADR | 49084 | $3.0M | 0.22% | -5.0% |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | 111658 | $2.7M | 0.20% | 54.3% |
| PSX | PHILLIPS 66 | 12282 | $2.1M | 0.16% | -0.7% |
| ABG | ASBURY AUTO GROUP | 10305 | $2.1M | 0.16% | 42.1% |
| EMR | EMERSON ELECTRIC CO | 8743 | $1.3M | 0.09% | -2.2% |
| VZ | VERIZON COMMUNICATIONS | 23878 | $1.0M | 0.08% | -0.4% |
| CMCSA | Comcast Corporation | 31330 | $769K | 0.06% | -0.5% |
| HLNCF | HALEON PLC ADR | 72035 | $672K | 0.05% | -1.0% |
| BABA | ALIBABA GROUP HOLDING SP-ADR | 3960 | $380K | 0.03% | -2.5% |
| CNXC | CONCENTRIX CORP | 13431 | $301K | 0.02% | -1.4% |
| MICC | MAGNUM ICE CREAM CO NV ADR | 11654 | $203K | 0.02% | -3.3% |
| BAX | BAXTER INTERNATIONAL INC | 9479 | $202K | 0.02% | -2.7% |