Tweedy Browne · Tweedy, Browne Co. LLC
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 59 |
| Portfolio value: | $1.1B |
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| CNH · Cnh Indl N V | 14.51 | New | 13,335,317 | $12.28 | $163,757,693 | $10.96 | -10.75% | $9.00 | $14.27 |
| BRK-A · Berkshire Hathaway Inc. Del | 11.82 | New | 167 | $798441.60 | $133,339,747 | $717387.00 | -10.15% | $685150.00 | $779853.00 |
| KOF · Coca-Cola Femsa Sab De Cv | 10.40 | New | 1,285,257 | $91.29 | $117,331,112 | $105.77 | +15.86% | $80.22 | $116.36 |
| GOOGL · Alphabet Inc. | 9.22 | New | 672,947 | $154.64 | $104,064,524 | $400.71 | +159.13% | $156.16 | $402.00 |
| IONS · Ionis Pharmaceuticals Inc. | 7.98 | New | 2,983,518 | $30.17 | $90,012,738 | $75.71 | +150.94% | $32.00 | $86.74 |
| JNJ · Johnson & Johnson | 6.44 | New | 438,271 | $165.84 | $72,682,863 | $221.32 | +33.45% | $146.12 | $251.71 |
| BRK-B · Berkshire Hathaway Inc. Del | 4.25 | New | 89,970 | $532.58 | $47,916,223 | $475.94 | -10.64% | $455.19 | $520.30 |
| WFC · Wells Fargo Co. New | 4.10 | New | 644,280 | $71.79 | $46,252,861 | $75.64 | +5.36% | $71.90 | $97.76 |
| ALV · Autoliv Inc. | 3.40 | New | 433,706 | $88.45 | $38,361,296 | $121.62 | +37.50% | $98.45 | $130.14 |
| UHAL · U Haul Holding Company | 2.52 | New | 480,424 | $59.18 | $28,431,492 | $52.82 | -10.75% | $41.95 | $67.64 |
| FDX · Fedex Corp. | 2.49 | New | 115,213 | $243.78 | $28,086,625 | $378.58 | +55.30% | $214.35 | $404.03 |
| NVST · Envista Holdings Corporation | 2.29 | New | 1,496,834 | $17.26 | $25,835,355 | $24.24 | +40.44% | $16.41 | $30.42 |
| TFC · Truist Finl Corp. | 2.22 | New | 607,846 | $41.15 | $25,012,863 | $49.11 | +19.34% | $38.27 | $56.20 |
| AZO · Autozone Inc. | 2.11 | New | 6,256 | $3812.78 | $23,852,752 | $3496.19 | -8.30% | $3210.72 | $4388.11 |
| AXP · American Express Co. | 1.71 | New | 71,820 | $269.05 | $19,323,171 | $316.03 | +17.46% | $281.46 | $387.49 |
| VRTX · Vertex Pharmaceuticals Inc. | 1.65 | New | 38,316 | $484.82 | $18,576,363 | $429.82 | -11.34% | $362.50 | $507.92 |
| BAC · Bank America Corp. | 1.45 | New | 393,091 | $41.73 | $16,403,687 | $51.31 | +22.96% | $42.35 | $57.55 |
| 81211K100 · Sealed Air Corp. New | 1.40 | New | 546,476 | $28.90 | $15,793,156 | — | — | — | — |
| DEO · Diageo Plc | 1.26 | New | 136,194 | $104.79 | $14,271,769 | $84.30 | -19.55% | $72.45 | $116.41 |
| BK · Bank New York Mellon Corp. | 1.10 | New | 148,501 | $83.87 | $12,454,779 | $130.50 | +55.60% | $86.52 | $139.15 |
| FMC · Fmc Corp. | 1.07 | New | 287,218 | $42.19 | $12,117,727 | $13.40 | -68.24% | $12.17 | $44.78 |
| NVS · Novartis Ag | 0.80 | New | 81,025 | $111.48 | $9,032,667 | $146.03 | +30.99% | $104.93 | $170.46 |
| TTE · Totalenergies Se | 0.79 | New | 137,194 | $64.69 | $8,875,080 | — | — | — | — |
| USB · Us Bancorp Del | 0.78 | New | 208,109 | $42.22 | $8,786,362 | $55.53 | +31.53% | $42.21 | $61.19 |
| 907818108 · Union Pac Corp. | 0.44 | New | 21,068 | $236.24 | $4,977,104 | — | — | — | — |
| GL · Globe Life Inc. | 0.37 | New | 31,626 | $131.72 | $4,165,777 | $151.08 | +14.70% | $116.73 | $156.69 |
| UL · Unilever Plc | 0.35 | New | 66,675 | $59.55 | $3,970,496 | — | — | — | — |
| PGR · Progressive Corp. | 0.34 | New | 13,711 | $283.01 | $3,880,350 | $194.00 | -31.45% | $191.75 | $289.96 |
| EPD · Enterprise Prods Partners L | 0.34 | New | 111,435 | $34.14 | $3,804,391 | $37.19 | +8.93% | $30.01 | $39.74 |
| CSCO · Cisco Sys Inc. | 0.32 | New | 58,299 | $61.71 | $3,597,631 | $96.57 | +56.49% | $60.85 | $97.02 |
| GSK · Gsk Plc | 0.31 | New | 90,545 | $38.74 | $3,507,713 | $50.41 | +30.12% | $35.45 | $61.70 |
| ATMU · Atmus Filtration Technologie | 0.29 | New | 89,586 | $36.73 | $3,290,494 | — | — | — | — |
| COP · Conocophillips | 0.21 | New | 22,709 | $105.02 | $2,384,899 | $113.87 | +8.43% | $84.28 | $135.87 |
| GOOG · Alphabet Inc. | 0.20 | New | 14,278 | $156.23 | $2,230,652 | $400.71 | +156.49% | $156.16 | $402.00 |
| PSX · Phillips 66 | 0.14 | New | 13,101 | $123.48 | $1,617,711 | $171.56 | +38.94% | $109.75 | $190.61 |
| CNXC · Concentrix Corp. | 0.11 | New | 22,051 | $55.64 | $1,226,918 | $24.27 | -56.38% | $22.85 | $62.14 |
| CMCSA · Comcast Corp. Cl A | 0.11 | New | 32,326 | $36.90 | $1,192,829 | $25.39 | -31.18% | $24.13 | $34.36 |
| KVUE · Kenvue Inc. | 0.10 | New | 47,098 | $23.98 | $1,129,410 | $17.59 | -26.65% | $14.02 | $24.61 |
| EMR · Emerson Elec Co. | 0.10 | New | 9,959 | $109.64 | $1,091,905 | $141.31 | +28.89% | $114.83 | $165.15 |
| VZ · Verizon Communications Inc. | 0.10 | New | 24,034 | $45.36 | $1,090,182 | $47.22 | +4.10% | $38.39 | $51.68 |
| HLN · Haleon Plc | 0.07 | New | 81,419 | $10.29 | $837,802 | $9.11 | -11.47% | $8.71 | $11.42 |
| BABA · Alibaba Group Holding Limited | 0.05 | New | 4,645 | $132.23 | $614,208 | $140.06 | +5.92% | $103.71 | $192.67 |
| BAX · Baxter Intl Inc. | 0.03 | New | 9,831 | $34.23 | $336,515 | $17.99 | -47.44% | $15.73 | $32.68 |
| HCI · Hci Group Inc. | 0.03 | New | 1,981 | $149.23 | $295,625 | $152.24 | +2.02% | $136.37 | $210.50 |
| ARLP · Alliance Resource Partners L | 0.02 | New | 8,755 | $27.28 | $238,836 | $24.85 | -8.91% | $22.20 | $29.45 |
| FITB · Fifth Third Bancorp | 0.02 | New | 5,925 | $39.20 | $232,260 | $49.33 | +25.84% | $36.64 | $55.44 |
| WTFC · Wintrust Finl Corp. | 0.02 | New | 2,029 | $112.46 | $228,181 | $151.64 | +34.84% | $114.73 | $162.96 |
| ZION · Zions Bancorporation N A | 0.02 | New | 4,553 | $49.86 | $227,013 | $62.50 | +25.35% | $45.52 | $66.18 |
| GM · General Motors Company | 0.02 | New | 4,826 | $47.03 | $226,967 | $78.80 | +67.55% | $46.82 | $87.62 |
| EIG · Employers Hldgs Inc. | 0.02 | New | 4,289 | $50.64 | $217,195 | — | — | — | — |
| KT · Kt Corp. | 0.02 | New | 12,150 | $17.71 | $215,176 | $21.18 | +19.59% | $17.54 | $24.58 |
| OWL · Blue Owl Capital Corporation | 0.02 | New | 13,431 | $14.66 | $196,898 | — | — | — | — |
| HPK · Highpeak Energy Inc. | 0.01 | New | 11,363 | $12.66 | $143,856 | — | — | — | — |
| HTLD · Heartland Express Inc. | 0.01 | New | 15,332 | $9.22 | $141,361 | $13.22 | +43.38% | $7.00 | $13.92 |
| 74348T102 · Prospect Cap Corp. | 0.01 | New | 30,562 | $4.10 | $125,304 | — | — | — | — |
| HAFN · Hafnia Ltd. | 0.01 | New | 28,183 | $4.16 | $117,241 | $8.96 | +115.39% | $4.90 | $9.54 |
| ACDC · Profrac Hldg Corp. | 0.01 | New | 12,519 | $7.59 | $95,019 | — | — | — | — |
| CLF · Cleveland-Cliffs Inc. New | 0.01 | New | 11,365 | $8.22 | $93,420 | $11.02 | +34.06% | $5.63 | $16.70 |
| PSNY · Polestar Automotive Hldg Uk | 0.00 | New | 10,256 | $1.05 | $10,769 | — | — | — | — |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
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