Tweedy Browne · Tweedy, Browne Co. LLC
| Period: | Q3 2025 |
| Portfolio date: | Sep 30, 2025 |
| No. of stocks: | 97 |
| Portfolio value: | $1.2B |
Viewing historical Q3 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 |
|---|---|---|---|---|---|---|---|---|---|
| IONS · Ionis Pharmaceuticals Inc. | 16.48 | Add 0.32% | 2,901,216 | $65.42 | $189,797,551 | $75.71 | +15.73% | $32.00 | $86.74 |
| CNH · Cnh Indl N V | 12.52 | Reduce 0.23% | 13,281,370 | $10.85 | $144,102,864 | $10.96 | +1.01% | $9.00 | $14.27 |
| BRK-A · Berkshire Hathaway Inc. Del | 9.43 | Reduce 5.88% | 144 | $754200.00 | $108,604,800 | $717387.00 | -4.88% | $685150.00 | $779853.00 |
| KOF · Coca-Cola Femsa Sab De Cv | 8.71 | Reduce 0.95% | 1,206,328 | $83.10 | $100,245,857 | $105.77 | +27.28% | $80.22 | $116.36 |
| GOOGL · Alphabet Inc. | 4.94 | Reduce 27.18% | 233,967 | $243.10 | $56,877,378 | $400.71 | +64.83% | $156.16 | $402.00 |
| ALV · Autoliv Inc. | 4.64 | Reduce 0.13% | 432,664 | $123.50 | $53,434,004 | $121.62 | -1.52% | $98.45 | $130.14 |
| BRK-B · Berkshire Hathaway Inc. Del | 4.33 | Reduce 2.35% | 99,113 | $502.74 | $49,828,070 | $475.94 | -5.33% | $455.19 | $520.30 |
| WFC · Wells Fargo Co. New | 4.23 | Reduce 2.87% | 581,595 | $83.82 | $48,749,293 | $75.64 | -9.76% | $71.90 | $97.76 |
| JNJ · Johnson & Johnson | 3.90 | Reduce 1.11% | 242,003 | $185.42 | $44,872,196 | $221.32 | +19.36% | $146.12 | $251.71 |
| NVST · Envista Holdings Corporation | 2.57 | Reduce 0.55% | 1,452,374 | $20.37 | $29,584,858 | $24.24 | +19.00% | $16.41 | $30.42 |
| FDX · Fedex Corp. | 2.32 | Reduce 0.66% | 113,295 | $235.81 | $26,716,094 | $378.58 | +60.54% | $214.35 | $404.03 |
| TFC · Truist Finl Corp. | 2.29 | Reduce 0.83% | 575,735 | $45.72 | $26,322,604 | $49.11 | +7.41% | $38.27 | $56.20 |
| AZO · Autozone Inc. | 2.17 | Reduce 3.88% | 5,816 | $4290.24 | $24,952,036 | $3496.19 | -18.51% | $3210.72 | $4388.11 |
| UHAL · U Haul Holding Company | 2.05 | Reduce 2.27% | 464,565 | $50.90 | $23,646,359 | $52.82 | +3.77% | $41.95 | $67.64 |
| AXP · American Express Co. | 1.91 | Reduce 2.73% | 66,237 | $332.16 | $22,001,282 | $316.03 | -4.86% | $281.46 | $387.49 |
| BAC · Bank America Corp. | 1.71 | Reduce 1.20% | 381,079 | $51.59 | $19,659,866 | $51.31 | -0.54% | $42.35 | $57.55 |
| 81211K100 · Sealed Air Corp. New | 1.56 | Reduce 1.32% | 509,581 | $35.35 | $18,013,688 | — | — | — | — |
| VRTX · Vertex Pharmaceuticals Inc. | 1.33 | Add 4.86% | 39,065 | $391.64 | $15,299,417 | $429.82 | +9.75% | $362.50 | $507.92 |
| BK · Bank New York Mellon Corp. | 1.32 | Reduce 2.74% | 139,041 | $108.96 | $15,149,907 | $130.50 | +19.77% | $86.52 | $139.15 |
| DEO · Diageo Plc | 1.05 | Reduce 2.91% | 126,995 | $95.43 | $12,119,133 | $84.30 | -11.66% | $72.45 | $116.41 |
| NVS · Novartis Ag | 0.85 | Reduce 1.57% | 76,054 | $128.24 | $9,753,165 | $146.03 | +13.87% | $104.93 | $170.46 |
| USB · Us Bancorp Del | 0.82 | Reduce 3.45% | 196,125 | $48.33 | $9,478,721 | $55.53 | +14.90% | $42.21 | $61.19 |
| TTE · Totalenergies Se | 0.69 | Reduce 0.74% | 132,189 | $59.69 | $7,890,361 | — | — | — | — |
| FMC · Fmc Corp. | 0.65 | Reduce 5.97% | 223,902 | $33.63 | $7,529,824 | $13.40 | -60.15% | $12.17 | $44.78 |
| 907818108 · Union Pac Corp. | 0.41 | Reduce 2.83% | 20,131 | $236.37 | $4,758,364 | — | — | — | — |
| GL · Globe Life Inc. | 0.36 | Reduce 4.54% | 29,139 | $142.97 | $4,166,003 | $151.08 | +5.67% | $116.73 | $156.69 |
| ATMU · Atmus Filtration Technologie | 0.35 | Reduce 0.48% | 89,157 | $45.09 | $4,020,089 | — | — | — | — |
| CSCO · Cisco Sys Inc. | 0.33 | Reduce 2.83% | 56,126 | $68.42 | $3,840,141 | $96.57 | +41.14% | $60.85 | $97.02 |
| UL · Unilever Plc | 0.32 | Reduce 0.54% | 62,616 | $59.28 | $3,711,876 | — | — | — | — |
| GSK · Gsk Plc | 0.31 | Reduce 5.33% | 82,243 | $43.16 | $3,549,608 | $50.41 | +16.80% | $35.45 | $61.70 |
| EPD · Enterprise Prods Partners L | 0.29 | 108,435 | $31.27 | $3,390,762 | $37.19 | +18.93% | $30.01 | $39.74 | |
| PGR · Progressive Corp. | 0.29 | 13,711 | $246.95 | $3,385,931 | $194.00 | -21.44% | $191.75 | $289.96 | |
| COP · Conocophillips | 0.20 | Add 16.04% | 24,721 | $94.59 | $2,338,359 | $113.87 | +20.38% | $84.28 | $135.87 |
| SNEX · Stonex Group Inc. | 0.17 | New | 19,436 | $100.92 | $1,961,481 | $121.92 | +20.81% | $53.53 | $125.42 |
| HCI · Hci Group Inc. | 0.16 | Add 97.35% | 9,394 | $191.93 | $1,802,990 | $152.24 | -20.68% | $136.37 | $210.50 |
| REZI · Resideo Technologies Inc. | 0.15 | Add 105.42% | 39,989 | $43.18 | $1,726,725 | $39.75 | -7.94% | $19.65 | $45.29 |
| PSX · Phillips 66 | 0.15 | Reduce 2.89% | 12,502 | $136.02 | $1,700,522 | $171.56 | +26.13% | $109.75 | $190.61 |
| GOOGL · Alphabet Inc. | 0.13 | Reduce 52.32% | 6,272 | $243.55 | $1,527,546 | $400.71 | +64.53% | $156.16 | $402.00 |
| KT · Kt Corp. | 0.12 | Add 109.81% | 70,591 | $19.50 | $1,376,525 | $21.18 | +8.62% | $17.54 | $24.58 |
| GM · General Motors Company | 0.12 | Add 104.50% | 22,023 | $60.97 | $1,342,742 | $78.80 | +29.24% | $46.82 | $87.62 |
| EMR · Emerson Elec Co. | 0.10 | Reduce 5.17% | 9,188 | $131.18 | $1,205,282 | $141.31 | +7.72% | $114.83 | $165.15 |
| WTFC · Wintrust Finl Corp. | 0.10 | Add 104.89% | 9,052 | $132.44 | $1,198,847 | $151.64 | +14.50% | $114.73 | $162.96 |
| ZION · Zions Bancorporation N A | 0.10 | Add 105.34% | 20,647 | $56.58 | $1,168,207 | $62.50 | +10.46% | $45.52 | $66.18 |
| AN · Autonation Inc. | 0.10 | Add 104.58% | 5,180 | $218.77 | $1,133,229 | $205.97 | -5.85% | $176.25 | $228.92 |
| VZ · Verizon Communications Inc. | 0.09 | Reduce 0.26% | 23,972 | $43.95 | $1,053,569 | $47.22 | +7.44% | $38.39 | $51.68 |
| PNC · Pnc Finl Svcs Group Inc. | 0.09 | New | 5,204 | $200.93 | $1,045,640 | $216.85 | +7.92% | $169.32 | $243.94 |
| ARLP · Alliance Resource Partners L | 0.09 | Add 105.37% | 39,999 | $25.29 | $1,011,375 | $24.85 | -1.72% | $22.20 | $29.45 |
| AGCO · Agco Corp. | 0.09 | Add 97.46% | 9,389 | $107.07 | $1,005,280 | $117.34 | +9.59% | $95.96 | $143.78 |
| CMCSA · Comcast Corp. Cl A | 0.09 | Reduce 0.22% | 31,496 | $31.42 | $989,604 | $25.39 | -19.18% | $24.13 | $34.36 |
| HAFN · Hafnia Ltd. | 0.08 | Add 110.92% | 161,597 | $5.99 | $967,966 | $8.96 | +49.58% | $4.90 | $9.54 |
| BFH · Bread Financial Holdings Inc. | 0.08 | Add 104.38% | 16,851 | $55.77 | $939,780 | $87.34 | +56.61% | $49.17 | $99.13 |
| ELV · Elevance Health Inc. Formerly | 0.08 | New | 2,696 | $323.12 | $871,132 | $378.07 | +17.01% | $273.71 | $424.24 |
| FIBK · First Intst Bancsystem Inc. | 0.08 | Add 104.24% | 27,239 | $31.87 | $868,107 | $36.42 | +14.28% | $25.81 | $39.26 |
| GIII · G Iii Apparel Group Ltd. | 0.07 | New | 32,393 | $26.61 | $861,978 | $31.77 | +19.39% | $20.33 | $34.83 |
| NTR · Nutrien Ltd. | 0.07 | Add 109.96% | 14,615 | $58.74 | $858,476 | $68.33 | +16.33% | $53.03 | $85.36 |
| NE · Noble Corp. Plc | 0.07 | Add 105.42% | 29,669 | $28.28 | $839,039 | $50.14 | +77.30% | $22.37 | $54.57 |
| 948849104 · Weis Mkts Inc. | 0.07 | New | 11,610 | $71.87 | $834,411 | — | — | — | — |
| TRMD · Torm Plc | 0.07 | Add 109.54% | 40,007 | $20.62 | $824,944 | $33.92 | +64.50% | $15.79 | $34.88 |
| LW · Lamb Weston Hldgs Inc. | 0.07 | Add 105.43% | 14,189 | $58.08 | $824,097 | $42.01 | -27.67% | $37.62 | $67.07 |
| EIG · Employers Hldgs Inc. | 0.07 | Add 105.26% | 19,364 | $42.48 | $822,583 | — | — | — | — |
| AAP · Advance Auto Parts Inc. | 0.07 | Add 106.13% | 13,019 | $61.40 | $799,367 | $56.15 | -8.55% | $31.28 | $70.00 |
| SFNC · Simmons 1st Natl Corp. | 0.07 | Add 103.46% | 41,660 | $19.17 | $798,622 | $21.27 | +10.95% | $17.00 | $22.18 |
| CVE · Cenovus Energy Inc. | 0.07 | Add 111.99% | 46,942 | $16.98 | $797,211 | — | — | — | — |
| CVS · Cvs Health Corp. | 0.07 | Add 104.64% | 10,357 | $75.39 | $780,814 | $90.55 | +20.11% | $58.35 | $90.89 |
| ARW · Arrow Electrs Inc. | 0.07 | Add 105.41% | 6,450 | $121.00 | $780,450 | $194.95 | +61.12% | $101.79 | $199.47 |
| OWL · Blue Owl Capital Corporation | 0.07 | Add 105.42% | 60,629 | $12.77 | $774,232 | — | — | — | — |
| TSN · Tyson Foods Inc. | 0.07 | Add 105.43% | 14,189 | $54.30 | $770,463 | $68.38 | +25.93% | $50.56 | $69.48 |
| TDW · Tidewater Inc. New | 0.07 | Add 105.43% | 14,189 | $53.33 | $756,699 | $81.16 | +52.18% | $38.24 | $93.13 |
| DINO · Hf Sinclair Corp. | 0.07 | Add 106.73% | 14,308 | $52.34 | $748,881 | $72.43 | +38.38% | $34.42 | $74.73 |
| ALSN · Allison Transmission Hldgs I | 0.06 | New | 8,781 | $84.88 | $745,331 | $124.18 | +46.30% | $76.01 | $137.62 |
| 959802109 · Western Un Co. | 0.06 | New | 92,417 | $7.99 | $738,412 | — | — | — | — |
| UNH · Unitedhealth Group Inc. | 0.06 | Add 95.16% | 2,137 | $345.30 | $737,906 | $379.98 | +10.04% | $234.60 | $387.21 |
| BABA · Alibaba Group Holding Limited | 0.06 | 4,060 | $178.73 | $725,644 | $140.06 | -21.64% | $103.71 | $192.67 | |
| UPS · United Parcel Service Inc. | 0.06 | New | 8,546 | $83.53 | $713,847 | $100.78 | +20.65% | $82.00 | $122.41 |
| MTDR · Matador Res Co. | 0.06 | Add 105.29% | 15,489 | $44.93 | $695,921 | $55.26 | +22.99% | $37.14 | $66.84 |
| HLN · Haleon Plc | 0.06 | Reduce 0.18% | 76,668 | $8.97 | $687,712 | $9.11 | +1.56% | $8.71 | $11.42 |
| CCSI · Consensus Cloud Solutions In | 0.06 | Add 104.93% | 23,272 | $29.37 | $683,499 | — | — | — | — |
| BZH · Beazer Homes Usa Inc. | 0.06 | Add 106.25% | 27,336 | $24.55 | $671,099 | $18.77 | -23.54% | $17.83 | $28.33 |
| KVUE · Kenvue Inc. | 0.06 | Reduce 10.50% | 41,041 | $16.23 | $666,095 | $17.59 | +8.38% | $14.02 | $24.61 |
| CNXC · Concentrix Corp. | 0.06 | Reduce 4.71% | 14,158 | $46.15 | $653,392 | $24.27 | -47.41% | $22.85 | $62.14 |
| BMY · Bristol-Myers Squibb Co. | 0.06 | Add 101.36% | 14,466 | $45.10 | $652,417 | $56.16 | +24.52% | $42.52 | $62.89 |
| CROX · Crocs Inc. | 0.06 | Add 105.33% | 7,743 | $83.55 | $646,928 | $103.63 | +24.03% | $73.21 | $122.84 |
| CLF · Cleveland-Cliffs Inc. New | 0.06 | Add 103.81% | 51,987 | $12.20 | $634,241 | $11.02 | -9.67% | $5.63 | $16.70 |
| SIRI · Sirius Xm Holdings Inc. | 0.05 | Add 105.41% | 25,800 | $23.27 | $600,495 | $27.10 | +16.43% | $19.77 | $28.77 |
| HP · Helmerich & Payne Inc. | 0.05 | Add 105.75% | 26,389 | $22.09 | $582,933 | $37.78 | +71.03% | $14.65 | $41.68 |
| EMBC · Embecta Corp. | 0.05 | Add 105.42% | 41,279 | $14.11 | $582,447 | $3.64 | -74.20% | $3.45 | $15.55 |
| LPG · Dorian Lpg Ltd. | 0.05 | Add 105.43% | 19,349 | $29.80 | $576,600 | $40.29 | +35.20% | $20.03 | $40.69 |
| HTLD · Heartland Express Inc. | 0.05 | Add 104.22% | 68,750 | $8.38 | $576,125 | $13.22 | +57.76% | $7.00 | $13.92 |
| BSM · Black Stone Minerals L P | 0.05 | Add 104.75% | 42,701 | $13.14 | $561,091 | $13.30 | +1.22% | $11.78 | $15.49 |
| DVN · Devon Energy Corp. | 0.04 | Add 105.43% | 14,189 | $35.06 | $497,466 | $45.61 | +30.09% | $30.24 | $52.71 |
| 74348T102 · Prospect Cap Corp. | 0.03 | Add 108.29% | 139,622 | $2.75 | $383,961 | — | — | — | — |
| HLF · Herbalife Ltd. | 0.03 | Add 104.07% | 44,136 | $8.44 | $372,508 | $14.31 | +69.55% | $6.62 | $20.40 |
| CNC · Centene Corp. Del | 0.03 | Add 105.41% | 10,320 | $35.68 | $368,218 | $55.96 | +56.84% | $25.08 | $64.15 |
| ALB · Albemarle Corp. | 0.03 | New | 3,869 | $81.08 | $313,699 | — | — | — | — |
| AMN · Amn Healthcare Svcs Inc. | 0.03 | New | 15,480 | $19.36 | $299,693 | $28.97 | +49.64% | $14.87 | $29.00 |
| ORN · Orion S.A. | 0.02 | Add 105.41% | 33,541 | $7.58 | $254,241 | $14.90 | +96.57% | $6.44 | $15.81 |
| BAX · Baxter Intl Inc. | 0.02 | Reduce 0.32% | 9,739 | $22.77 | $221,757 | $17.99 | -20.99% | $15.73 | $32.68 |
* 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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