Tweedy Browne · Tweedy, Browne Co. LLC
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 91 |
| Portfolio value: | $1.1B |
Viewing historical Q2 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 | 16.00 | Reduce 0.18% | 13,311,912 | $12.96 | $172,522,380 | $10.96 | -15.43% | $9.00 | $14.27 |
| KOF · Coca-Cola Femsa Sab De Cv | 10.92 | Reduce 5.24% | 1,217,892 | $96.73 | $117,806,693 | $105.77 | +9.35% | $80.22 | $116.36 |
| IONS · Ionis Pharmaceuticals Inc. | 10.60 | Reduce 3.07% | 2,891,948 | $39.51 | $114,260,865 | $75.71 | +91.62% | $32.00 | $86.74 |
| BRK-A · Berkshire Hathaway Inc. Del | 10.34 | Reduce 8.38% | 153 | $728800.00 | $111,506,400 | $717387.00 | -1.57% | $685150.00 | $779853.00 |
| GOOGL · Alphabet Inc. | 5.25 | Reduce 52.25% | 321,299 | $176.23 | $56,622,523 | $400.71 | +127.38% | $156.16 | $402.00 |
| BRK-B · Berkshire Hathaway Inc. Del | 4.57 | Add 12.81% | 101,499 | $485.77 | $49,305,169 | $475.94 | -2.02% | $455.19 | $520.30 |
| ALV · Autoliv Inc. | 4.50 | Reduce 0.11% | 433,246 | $111.90 | $48,480,227 | $121.62 | +8.69% | $98.45 | $130.14 |
| WFC · Wells Fargo Co. New | 4.45 | Reduce 7.06% | 598,781 | $80.12 | $47,974,334 | $75.64 | -5.59% | $71.90 | $97.76 |
| JNJ · Johnson & Johnson | 3.47 | Reduce 44.16% | 244,713 | $152.75 | $37,379,911 | $221.32 | +44.89% | $146.12 | $251.71 |
| NVST · Envista Holdings Corporation | 2.65 | Reduce 2.43% | 1,460,413 | $19.54 | $28,536,470 | $24.24 | +24.05% | $16.41 | $30.42 |
| FDX · Fedex Corp. | 2.40 | Reduce 1.01% | 114,047 | $227.31 | $25,924,024 | $378.58 | +66.55% | $214.35 | $404.03 |
| UHAL · U Haul Holding Company | 2.40 | Reduce 1.06% | 475,351 | $54.37 | $25,844,834 | $52.82 | -2.85% | $41.95 | $67.64 |
| TFC · Truist Finl Corp. | 2.31 | Reduce 4.49% | 580,542 | $42.99 | $24,957,501 | $49.11 | +14.24% | $38.27 | $56.20 |
| AZO · Autozone Inc. | 2.08 | Reduce 3.28% | 6,051 | $3712.23 | $22,462,704 | $3496.19 | -5.82% | $3210.72 | $4388.11 |
| AXP · American Express Co. | 2.01 | Reduce 5.19% | 68,093 | $318.98 | $21,720,305 | $316.03 | -0.92% | $281.46 | $387.49 |
| BAC · Bank America Corp. | 1.69 | Reduce 1.88% | 385,707 | $47.32 | $18,251,655 | $51.31 | +8.43% | $42.35 | $57.55 |
| VRTX · Vertex Pharmaceuticals Inc. | 1.54 | Reduce 2.77% | 37,253 | $445.20 | $16,585,036 | $429.82 | -3.45% | $362.50 | $507.92 |
| 81211K100 · Sealed Air Corp. New | 1.49 | Reduce 5.50% | 516,397 | $31.03 | $16,023,799 | — | — | — | — |
| DEO · Diageo Plc | 1.22 | Reduce 3.96% | 130,802 | $100.84 | $13,190,074 | $84.30 | -16.40% | $72.45 | $116.41 |
| BK · Bank New York Mellon Corp. | 1.21 | Reduce 3.73% | 142,960 | $91.11 | $13,025,086 | $130.50 | +43.23% | $86.52 | $139.15 |
| FMC · Fmc Corp. | 0.92 | Reduce 17.09% | 238,124 | $41.75 | $9,941,677 | $13.40 | -67.90% | $12.17 | $44.78 |
| NVS · Novartis Ag | 0.87 | Reduce 4.64% | 77,269 | $121.01 | $9,350,322 | $146.03 | +20.68% | $104.93 | $170.46 |
| USB · Us Bancorp Del | 0.85 | Reduce 2.40% | 203,123 | $45.25 | $9,191,316 | $55.53 | +22.72% | $42.21 | $61.19 |
| TTE · Totalenergies Se | 0.76 | Reduce 2.93% | 133,168 | $61.39 | $8,175,184 | — | — | — | — |
| 907818108 · Union Pac Corp. | 0.44 | Reduce 1.66% | 20,718 | $230.08 | $4,766,797 | — | — | — | — |
| CSCO · Cisco Sys Inc. | 0.37 | Reduce 0.93% | 57,759 | $69.38 | $4,007,319 | $96.57 | +39.19% | $60.85 | $97.02 |
| UL · Unilever Plc | 0.36 | Reduce 5.58% | 62,957 | $61.17 | $3,851,080 | — | — | — | — |
| GL · Globe Life Inc. | 0.35 | Reduce 3.48% | 30,525 | $124.29 | $3,793,952 | $151.08 | +21.55% | $116.73 | $156.69 |
| PGR · Progressive Corp. | 0.34 | 13,711 | $266.86 | $3,658,917 | $194.00 | -27.30% | $191.75 | $289.96 | |
| EPD · Enterprise Prods Partners L | 0.31 | Reduce 2.69% | 108,435 | $31.01 | $3,362,569 | $37.19 | +19.93% | $30.01 | $39.74 |
| GSK · Gsk Plc | 0.31 | Reduce 4.06% | 86,871 | $38.40 | $3,335,846 | $50.41 | +31.28% | $35.45 | $61.70 |
| ATMU · Atmus Filtration Technologie | 0.30 | 89,586 | $36.42 | $3,262,722 | — | — | — | — | |
| GOOG · Alphabet Inc. | 0.22 | Reduce 7.88% | 13,153 | $177.39 | $2,333,211 | $400.71 | +125.89% | $156.16 | $402.00 |
| COP · Conocophillips | 0.18 | Reduce 6.19% | 21,304 | $89.74 | $1,911,821 | $113.87 | +26.89% | $84.28 | $135.87 |
| PSX · Phillips 66 | 0.14 | Reduce 1.73% | 12,874 | $119.30 | $1,535,868 | $171.56 | +43.81% | $109.75 | $190.61 |
| EMR · Emerson Elec Co. | 0.12 | Reduce 2.71% | 9,689 | $133.33 | $1,291,834 | $141.31 | +5.99% | $114.83 | $165.15 |
| CMCSA · Comcast Corp. Cl A | 0.10 | Reduce 2.36% | 31,564 | $35.69 | $1,126,519 | $25.39 | -28.85% | $24.13 | $34.36 |
| VZ · Verizon Communications Inc. | 0.10 | 24,034 | $43.27 | $1,039,951 | $47.22 | +9.13% | $38.39 | $51.68 | |
| KVUE · Kenvue Inc. | 0.09 | Reduce 2.63% | 45,857 | $20.93 | $959,787 | $17.59 | -15.96% | $14.02 | $24.61 |
| HLN · Haleon Plc | 0.07 | Reduce 5.67% | 76,806 | $10.37 | $796,478 | $9.11 | -12.15% | $8.71 | $11.42 |
| CNXC · Concentrix Corp. | 0.07 | Reduce 32.62% | 14,858 | $52.86 | $785,320 | $24.27 | -54.08% | $22.85 | $62.14 |
| HCI · Hci Group Inc. | 0.07 | Add 140.28% | 4,760 | $152.20 | $724,472 | $152.24 | +0.03% | $136.37 | $210.50 |
| KT · Kt Corp. | 0.06 | Add 176.91% | 33,645 | $20.78 | $699,143 | $21.18 | +1.92% | $17.54 | $24.58 |
| WTFC · Wintrust Finl Corp. | 0.05 | Add 117.74% | 4,418 | $123.98 | $547,744 | $151.64 | +22.31% | $114.73 | $162.96 |
| GM · General Motors Company | 0.05 | Add 123.15% | 10,769 | $49.21 | $529,942 | $78.80 | +60.13% | $46.82 | $87.62 |
| ZION · Zions Bancorporation N A | 0.05 | Add 120.84% | 10,055 | $51.94 | $522,257 | $62.50 | +20.33% | $45.52 | $66.18 |
| ARLP · Alliance Resource Partners L | 0.05 | Add 122.47% | 19,477 | $26.14 | $509,129 | $24.85 | -4.94% | $22.20 | $29.45 |
| AN · Autonation Inc. | 0.05 | New | 2,532 | $198.65 | $502,982 | $205.97 | +3.68% | $176.25 | $228.92 |
| AGCO · Agco Corp. | 0.05 | New | 4,755 | $103.16 | $490,526 | $117.34 | +13.75% | $95.96 | $143.78 |
| BFH · Bread Financial Holdings Inc. | 0.04 | New | 8,245 | $57.12 | $470,954 | $87.34 | +52.91% | $49.17 | $99.13 |
| BABA · Alibaba Group Holding Limited | 0.04 | Reduce 12.59% | 4,060 | $113.41 | $460,445 | $140.06 | +23.50% | $103.71 | $192.67 |
| EIG · Employers Hldgs Inc. | 0.04 | Add 119.96% | 9,434 | $47.18 | $445,096 | — | — | — | — |
| REZI · Resideo Technologies Inc. | 0.04 | New | 19,467 | $22.06 | $429,442 | $39.75 | +80.19% | $19.65 | $45.29 |
| OWL · Blue Owl Capital Corporation | 0.04 | Add 119.75% | 29,515 | $14.34 | $423,245 | — | — | — | — |
| NTR · Nutrien Ltd. | 0.04 | New | 6,961 | $58.15 | $404,804 | $68.33 | +17.50% | $53.03 | $85.36 |
| ARW · Arrow Electrs Inc. | 0.04 | New | 3,140 | $127.43 | $400,130 | $194.95 | +52.99% | $101.79 | $199.47 |
| SFNC · Simmons 1st Natl Corp. | 0.04 | New | 20,476 | $18.96 | $388,225 | $21.27 | +12.18% | $17.00 | $22.18 |
| TSN · Tyson Foods Inc. | 0.04 | New | 6,907 | $55.94 | $386,378 | $68.38 | +22.24% | $50.56 | $69.48 |
| FIBK · First Intst Bancsystem Inc. | 0.04 | New | 13,337 | $28.82 | $384,372 | $36.42 | +26.37% | $25.81 | $39.26 |
| NE · Noble Corp. Plc | 0.04 | New | 14,443 | $26.55 | $383,462 | $50.14 | +88.85% | $22.37 | $54.57 |
| HAFN · Hafnia Ltd. | 0.04 | Add 171.86% | 76,617 | $4.99 | $382,319 | $8.96 | +79.56% | $4.90 | $9.54 |
| CROX · Crocs Inc. | 0.04 | New | 3,771 | $101.28 | $381,927 | $103.63 | +2.32% | $73.21 | $122.84 |
| MTDR · Matador Res Co. | 0.03 | New | 7,545 | $47.72 | $360,047 | $55.26 | +15.80% | $37.14 | $66.84 |
| LW · Lamb Weston Hldgs Inc. | 0.03 | New | 6,907 | $51.85 | $358,128 | $42.01 | -18.98% | $37.62 | $67.07 |
| LGND · Ligand Pharmaceuticals Inc. | 0.03 | New | 3,140 | $113.68 | $356,955 | — | — | — | — |
| CVS · Cvs Health Corp. | 0.03 | New | 5,061 | $68.98 | $349,108 | $90.55 | +31.27% | $58.35 | $90.89 |
| UNH · Unitedhealth Group Inc. | 0.03 | New | 1,095 | $311.97 | $341,607 | $379.98 | +21.80% | $234.60 | $387.21 |
| BMY · Bristol-Myers Squibb Co. | 0.03 | New | 7,184 | $46.29 | $332,547 | $56.16 | +21.32% | $42.52 | $62.89 |
| TDW · Tidewater Inc. New | 0.03 | New | 6,907 | $46.13 | $318,620 | $81.16 | +75.94% | $38.24 | $93.13 |
| TRMD · Torm Plc | 0.03 | New | 19,093 | $16.66 | $318,089 | $33.92 | +103.60% | $15.79 | $34.88 |
| CVE · Cenovus Energy Inc. | 0.03 | New | 22,144 | $13.58 | $300,717 | — | — | — | — |
| BZH · Beazer Homes Usa Inc. | 0.03 | New | 13,254 | $22.37 | $296,492 | $18.77 | -16.09% | $17.83 | $28.33 |
| BAX · Baxter Intl Inc. | 0.03 | Reduce 0.62% | 9,770 | $30.28 | $295,836 | $17.99 | -40.59% | $15.73 | $32.68 |
| AAP · Advance Auto Parts Inc. | 0.03 | New | 6,316 | $46.49 | $293,631 | $56.15 | +20.78% | $31.28 | $70.00 |
| HTLD · Heartland Express Inc. | 0.03 | Add 119.57% | 33,664 | $8.64 | $290,857 | $13.22 | +53.01% | $7.00 | $13.92 |
| SIRI · Sirius Xm Holdings Inc. | 0.03 | New | 12,560 | $22.97 | $288,503 | $27.10 | +17.98% | $19.77 | $28.77 |
| DINO · Hf Sinclair Corp. | 0.03 | New | 6,921 | $41.08 | $284,315 | $72.43 | +76.31% | $34.42 | $74.73 |
| BSM · Black Stone Minerals L P | 0.03 | New | 20,855 | $13.08 | $272,783 | $13.30 | +1.68% | $11.78 | $15.49 |
| CNC · Centene Corp. Del | 0.03 | New | 5,024 | $54.28 | $272,703 | $55.96 | +3.09% | $25.08 | $64.15 |
| CCSI · Consensus Cloud Solutions In | 0.02 | New | 11,356 | $23.06 | $261,869 | — | — | — | — |
| HPK · Highpeak Energy Inc. | 0.02 | Add 118.89% | 24,872 | $9.80 | $243,746 | — | — | — | — |
| LPG · Dorian Lpg Ltd. | 0.02 | New | 9,419 | $24.38 | $229,635 | $40.29 | +65.26% | $20.03 | $40.69 |
| DVN · Devon Energy Corp. | 0.02 | New | 6,907 | $31.81 | $219,712 | $45.61 | +43.38% | $30.24 | $52.71 |
| ACDC · Profrac Hldg Corp. | 0.02 | Add 120.72% | 27,632 | $7.76 | $214,424 | — | — | — | — |
| 74348T102 · Prospect Cap Corp. | 0.02 | Add 119.33% | 67,032 | $3.18 | $213,162 | — | — | — | — |
| EMBC · Embecta Corp. | 0.02 | New | 20,095 | $9.69 | $194,721 | $3.64 | -62.44% | $3.45 | $15.55 |
| HP · Helmerich & Payne Inc. | 0.02 | New | 12,826 | $15.16 | $194,442 | $37.78 | +149.21% | $14.65 | $41.68 |
| CLF · Cleveland-Cliffs Inc. New | 0.02 | Add 124.43% | 25,507 | $7.60 | $193,853 | $11.02 | +45.00% | $5.63 | $16.70 |
| HLF · Herbalife Ltd. | 0.02 | New | 21,628 | $8.62 | $186,433 | $14.31 | +66.01% | $6.62 | $20.40 |
| ORN · Orion S.A. | 0.02 | New | 16,329 | $10.49 | $171,291 | $14.90 | +42.04% | $6.44 | $15.81 |
| PSNY · Polestar Automotive Hldg Uk | 0.00 | Add 120.43% | 22,607 | $1.07 | $24,189 | — | — | — | — |
* 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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