Tweedy Browne · Tweedy, Browne Co. LLC
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 96 |
| Portfolio value: | $1.2B |
Viewing historical Q4 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. | 15.74 | Reduce 15.04% | 2,464,930 | $79.11 | $195,000,612 | $75.71 | -4.30% | $32.00 | $86.74 |
| CNH · Cnh Indl N V | 15.02 | Add 51.95% | 20,180,953 | $9.22 | $186,068,387 | $10.96 | +18.87% | $9.00 | $14.27 |
| KOF · Coca-Cola Femsa Sab De Cv | 9.09 | Reduce 1.46% | 1,188,746 | $94.71 | $112,586,134 | $105.77 | +11.68% | $80.22 | $116.36 |
| BRK-A · Berkshire Hathaway Inc. Del | 8.78 | 144 | $754800.00 | $108,691,200 | $717387.00 | -4.96% | $685150.00 | $779853.00 | |
| GOOGL · Alphabet Inc. | 5.04 | Reduce 14.71% | 199,561 | $313.00 | $62,462,593 | $400.71 | +28.02% | $156.16 | $402.00 |
| WFC · Wells Fargo Co. New | 4.21 | Reduce 3.82% | 559,367 | $93.20 | $52,133,004 | $75.64 | -18.84% | $71.90 | $97.76 |
| JNJ · Johnson & Johnson | 3.94 | Reduce 2.45% | 236,075 | $206.95 | $48,855,721 | $221.32 | +6.94% | $146.12 | $251.71 |
| BRK-B · Berkshire Hathaway Inc. Del | 3.94 | Reduce 2.05% | 97,081 | $502.65 | $48,797,765 | $475.94 | -5.31% | $455.19 | $520.30 |
| ALV · Autoliv Inc. | 3.84 | Reduce 7.34% | 400,924 | $118.70 | $47,589,679 | $121.62 | +2.46% | $98.45 | $130.14 |
| FDX · Fedex Corp. | 2.63 | Reduce 0.48% | 112,747 | $288.86 | $32,568,098 | $378.58 | +31.06% | $214.35 | $404.03 |
| NVST · Envista Holdings Corporation | 2.53 | Reduce 0.62% | 1,443,333 | $21.71 | $31,334,759 | $24.24 | +11.65% | $16.41 | $30.42 |
| TFC · Truist Finl Corp. | 2.23 | Reduce 2.36% | 562,160 | $49.21 | $27,663,894 | $49.11 | -0.20% | $38.27 | $56.20 |
| AXP · American Express Co. | 1.93 | Reduce 2.48% | 64,592 | $369.95 | $23,895,810 | $316.03 | -14.57% | $281.46 | $387.49 |
| UHAL · U Haul Holding Company | 1.76 | Add 0.36% | 466,217 | $46.74 | $21,790,983 | $52.82 | +13.01% | $41.95 | $67.64 |
| BAC · Bank America Corp. | 1.66 | Reduce 1.74% | 374,462 | $55.00 | $20,595,410 | $51.31 | -6.71% | $42.35 | $57.55 |
| 904708104 · Unifirst Corp. Mass | 1.59 | New | 102,059 | $192.90 | $19,687,181 | — | — | — | — |
| AZO · Autozone Inc. | 1.53 | Reduce 3.82% | 5,594 | $3391.50 | $18,972,051 | $3496.19 | +3.09% | $3210.72 | $4388.11 |
| 81211K100 · Sealed Air Corp. New | 1.45 | 509,581 | $35.35 | $18,013,688 | — | — | — | — | |
| VRTX · Vertex Pharmaceuticals Inc. | 1.43 | Add 0.21% | 39,148 | $453.36 | $17,748,137 | $429.82 | -5.19% | $362.50 | $507.92 |
| BK · Bank New York Mellon Corp. | 1.19 | Reduce 8.38% | 127,393 | $116.09 | $14,789,053 | $130.50 | +12.41% | $86.52 | $139.15 |
| DEO · Diageo Plc | 0.90 | Add 2.22% | 129,808 | $86.27 | $11,198,536 | $84.30 | -2.28% | $72.45 | $116.41 |
| NVS · Novartis Ag | 0.83 | Reduce 1.51% | 74,905 | $137.87 | $10,327,152 | $146.03 | +5.92% | $104.93 | $170.46 |
| USB · Us Bancorp Del | 0.80 | Reduce 5.28% | 185,768 | $53.36 | $9,912,580 | $55.53 | +4.07% | $42.21 | $61.19 |
| TTE · Totalenergies Se | 0.71 | New | 135,090 | $65.42 | $8,837,588 | $88.48 | +35.25% | $57.26 | $93.67 |
| 907818108 · Union Pac Corp. | 0.37 | Reduce 0.40% | 20,050 | $231.32 | $4,637,966 | — | — | — | — |
| CSCO · Cisco Sys Inc. | 0.35 | Reduce 0.10% | 56,068 | $77.03 | $4,318,918 | $96.57 | +25.37% | $60.85 | $97.02 |
| GSK · Gsk Plc | 0.33 | 82,243 | $49.04 | $4,033,197 | $50.41 | +2.79% | $35.45 | $61.70 | |
| GL · Globe Life Inc. | 0.31 | Reduce 4.48% | 27,833 | $139.86 | $3,892,723 | $151.08 | +8.02% | $116.73 | $156.69 |
| UL · Unilever Plc | 0.29 | New | 55,374 | $65.40 | $3,621,438 | $58.40 | -10.70% | $54.95 | $74.98 |
| EPD · Enterprise Prods Partners L | 0.28 | 108,435 | $32.06 | $3,476,426 | $37.19 | +16.00% | $30.01 | $39.74 | |
| PGR · Progressive Corp. | 0.25 | 13,711 | $227.72 | $3,122,269 | $194.00 | -14.81% | $191.75 | $289.96 | |
| COP · Conocophillips | 0.20 | Add 5.24% | 26,016 | $93.61 | $2,435,358 | $113.87 | +21.64% | $84.28 | $135.87 |
| SNEX · Stonex Group Inc. | 0.17 | Add 16.67% | 22,676 | $95.13 | $2,157,168 | $121.92 | +28.16% | $53.53 | $125.42 |
| ATMU · Atmus Filtration Technologie | 0.17 | Reduce 54.52% | 40,550 | $51.91 | $2,104,950 | — | — | — | — |
| HCI · Hci Group Inc. | 0.17 | Add 16.10% | 10,906 | $191.69 | $2,090,571 | $152.24 | -20.58% | $136.37 | $210.50 |
| GM · General Motors Company | 0.17 | Add 16.67% | 25,695 | $81.32 | $2,089,517 | $78.80 | -3.10% | $46.82 | $87.62 |
| KT · Kt Corp. | 0.13 | Add 23.82% | 87,409 | $18.97 | $1,658,149 | $21.18 | +11.65% | $17.54 | $24.58 |
| REZI · Resideo Technologies Inc. | 0.13 | Add 16.74% | 46,685 | $35.12 | $1,639,577 | $39.75 | +13.18% | $19.65 | $45.29 |
| PSX · Phillips 66 | 0.13 | 12,502 | $129.04 | $1,613,258 | $171.56 | +32.95% | $109.75 | $190.61 | |
| BFH · Bread Financial Holdings Inc. | 0.12 | Add 16.66% | 19,659 | $74.03 | $1,455,356 | $87.34 | +17.98% | $49.17 | $99.13 |
| ZION · Zions Bancorporation N A | 0.11 | Add 16.74% | 24,103 | $58.54 | $1,410,990 | $62.50 | +6.76% | $45.52 | $66.18 |
| PNC · Pnc Finl Svcs Group Inc. | 0.10 | Add 16.60% | 6,068 | $208.73 | $1,266,574 | $216.85 | +3.89% | $169.32 | $243.94 |
| AN · Autonation Inc. | 0.10 | Add 16.68% | 6,044 | $206.48 | $1,247,965 | $205.97 | -0.25% | $176.25 | $228.92 |
| EMR · Emerson Elec Co. | 0.10 | Reduce 2.67% | 8,943 | $132.72 | $1,186,915 | $141.31 | +6.47% | $114.83 | $165.15 |
| AGCO · Agco Corp. | 0.09 | Add 16.10% | 10,901 | $104.32 | $1,137,192 | $117.34 | +12.48% | $95.96 | $143.78 |
| GIII · G Iii Apparel Group Ltd. | 0.09 | Add 19.91% | 38,843 | $28.96 | $1,124,893 | $31.77 | +9.70% | $20.33 | $34.83 |
| FIBK · First Intst Bancsystem Inc. | 0.09 | Add 16.65% | 31,775 | $34.60 | $1,099,415 | $36.42 | +5.26% | $25.81 | $39.26 |
| ELV · Elevance Health Inc. Formerly | 0.09 | Add 16.02% | 3,128 | $350.55 | $1,096,520 | $378.07 | +7.85% | $273.71 | $424.24 |
| NTR · Nutrien Ltd. | 0.09 | Add 21.35% | 17,735 | $61.81 | $1,096,122 | $68.33 | +10.56% | $53.03 | $85.36 |
| ARLP · Alliance Resource Partners L | 0.09 | Add 16.74% | 46,695 | $23.23 | $1,084,725 | $24.85 | +6.97% | $22.20 | $29.45 |
| HAFN · Hafnia Ltd. | 0.08 | Add 21.53% | 196,381 | $5.33 | $1,046,711 | $8.96 | +68.11% | $4.90 | $9.54 |
| 959802109 · Western Un Co. | 0.08 | Add 16.59% | 107,753 | $9.31 | $1,003,180 | — | — | — | — |
| ALSN · Allison Transmission Hldgs I | 0.08 | Add 14.76% | 10,077 | $97.90 | $986,538 | $124.18 | +26.84% | $76.01 | $137.62 |
| NE · Noble Corp. Plc | 0.08 | Add 16.74% | 34,637 | $28.24 | $978,149 | $50.14 | +77.55% | $22.37 | $54.57 |
| VZ · Verizon Communications Inc. | 0.08 | 23,972 | $40.73 | $976,380 | $47.22 | +15.93% | $38.39 | $51.68 | |
| UPS · United Parcel Service Inc. | 0.08 | Add 15.16% | 9,842 | $99.19 | $976,228 | $100.78 | +1.60% | $82.00 | $122.41 |
| TSN · Tyson Foods Inc. | 0.08 | Add 16.75% | 16,565 | $58.62 | $971,040 | $68.38 | +16.65% | $50.56 | $69.48 |
| CVE · Cenovus Energy | 0.08 | New | 56,920 | $16.94 | $964,204 | — | — | — | — |
| CVS · Cvs Health Corp. | 0.08 | Add 16.68% | 12,085 | $79.36 | $959,066 | $90.55 | +14.10% | $58.35 | $90.89 |
| TRMD · Torm Plc | 0.08 | Add 21.47% | 48,595 | $19.58 | $951,490 | $33.92 | +73.24% | $15.79 | $34.88 |
| CMCSA · Comcast Corp. Cl A | 0.08 | 31,496 | $29.89 | $941,415 | $25.39 | -15.04% | $24.13 | $34.36 | |
| TAP · Molson Coors Beverage Co. | 0.08 | New | 20,167 | $46.68 | $941,396 | $42.41 | -9.15% | $40.64 | $57.57 |
| SFNC · Simmons 1st Natl Corp. | 0.07 | Add 16.59% | 48,572 | $18.85 | $915,582 | $21.27 | +12.84% | $17.00 | $22.18 |
| BMY · Bristol-Myers Squibb Co. | 0.07 | Add 16.42% | 16,842 | $53.94 | $908,457 | $56.16 | +4.12% | $42.52 | $62.89 |
| HP · Helmerich & Payne Inc. | 0.07 | Add 16.37% | 30,709 | $28.68 | $880,734 | $37.78 | +31.73% | $14.65 | $41.68 |
| OWL · Blue Owl Capital Corporation | 0.07 | Add 16.74% | 70,781 | $12.43 | $879,808 | — | — | — | — |
| TDW · Tidewater Inc. New | 0.07 | Add 16.75% | 16,565 | $50.51 | $836,698 | $81.16 | +60.68% | $38.24 | $93.13 |
| ARW · Arrow Electrs Inc. | 0.07 | Add 16.74% | 7,530 | $110.18 | $829,655 | $194.95 | +76.94% | $101.79 | $199.47 |
| UNH · Unitedhealth Group Inc. | 0.07 | Add 15.07% | 2,459 | $330.11 | $811,740 | $379.98 | +15.11% | $234.60 | $387.21 |
| CLF · Cleveland-Cliffs Inc. New | 0.07 | Add 16.62% | 60,627 | $13.28 | $805,127 | $11.02 | -17.02% | $5.63 | $16.70 |
| HLN · Haleon Plc | 0.06 | Reduce 0.18% | 76,530 | $10.11 | $773,718 | $9.11 | -9.89% | $8.71 | $11.42 |
| CROX · Crocs Inc. | 0.06 | Add 16.74% | 9,039 | $85.52 | $773,015 | $103.63 | +21.18% | $73.21 | $122.84 |
| DINO · Hf Sinclair Corp. | 0.06 | Add 16.61% | 16,684 | $46.08 | $768,799 | $72.43 | +57.18% | $34.42 | $74.73 |
| MTDR · Matador Res Co. | 0.06 | Add 16.73% | 18,081 | $42.44 | $767,358 | $55.26 | +30.21% | $37.14 | $66.84 |
| HTLD · Heartland Express Inc. | 0.06 | Add 16.65% | 80,198 | $9.03 | $724,188 | $13.22 | +46.40% | $7.00 | $13.92 |
| KVUE · Kenvue Inc. | 0.06 | Reduce 0.33% | 40,907 | $17.25 | $705,646 | $17.59 | +1.97% | $14.02 | $24.61 |
| LW · Lamb Weston Hldgs Inc. | 0.06 | Add 16.75% | 16,565 | $41.89 | $693,908 | $42.01 | +0.29% | $37.62 | $67.07 |
| HLF · Herbalife Ltd. | 0.05 | Add 16.64% | 51,480 | $12.89 | $663,577 | $14.31 | +11.02% | $6.62 | $20.40 |
| BSM · Black Stone Minerals L P | 0.05 | Add 16.69% | 49,829 | $13.29 | $662,227 | $13.30 | +0.08% | $11.78 | $15.49 |
| BZH · Beazer Homes Usa Inc. | 0.05 | Add 16.59% | 31,872 | $20.27 | $646,045 | $18.77 | -7.40% | $17.83 | $28.33 |
| ALB · Albemarle Corp. | 0.05 | Add 16.75% | 4,517 | $141.44 | $638,884 | — | — | — | — |
| DVN · Devon Energy Corp. | 0.05 | Add 16.75% | 16,565 | $36.63 | $606,776 | $45.61 | +24.52% | $30.24 | $52.71 |
| SIRI · Sirius Xm Holdings Inc. | 0.05 | Add 16.74% | 30,120 | $19.99 | $602,249 | $27.10 | +35.53% | $19.77 | $28.77 |
| AAP · Advance Auto Parts Inc. | 0.05 | Add 16.59% | 15,179 | $39.30 | $596,535 | $56.15 | +42.88% | $31.28 | $70.00 |
| BABA · Alibaba Group Holding Limited | 0.05 | 4,060 | $146.58 | $595,115 | $140.06 | -4.45% | $103.71 | $192.67 | |
| CNXC · Concentrix Corp. | 0.05 | Reduce 1.31% | 13,973 | $41.58 | $580,997 | $24.27 | -41.63% | $22.85 | $62.14 |
| EMBC · Embecta Corp. | 0.05 | Add 16.74% | 48,191 | $11.88 | $572,509 | $3.64 | -69.36% | $3.45 | $15.55 |
| LPG · Dorian Lpg Ltd. | 0.04 | Add 16.75% | 22,589 | $24.34 | $549,816 | $40.29 | +65.53% | $20.03 | $40.69 |
| CNC · Centene Corp. Del | 0.04 | Add 16.74% | 12,048 | $41.15 | $495,775 | $55.96 | +35.99% | $25.08 | $64.15 |
| 74348T102 · Prospect Cap Corp. | 0.03 | Add 16.71% | 162,953 | $2.59 | $422,048 | — | — | — | — |
| CCSI · Consensus Cloud Solutions In | 0.03 | Reduce 33.08% | 15,574 | $21.82 | $339,825 | — | — | — | — |
| AMN · Amn Healthcare Svcs Inc. | 0.02 | Add 16.74% | 18,072 | $15.76 | $284,815 | $28.97 | +83.82% | $14.87 | $29.00 |
| FMC · Fmc Corp. | 0.02 | Reduce 91.00% | 20,152 | $13.87 | $279,508 | $13.40 | -3.39% | $12.17 | $44.78 |
| BAX · Baxter Intl Inc. | 0.02 | 9,739 | $22.77 | $221,757 | $17.99 | -20.99% | $15.73 | $32.68 | |
| ORN · Orion S.A. | 0.02 | Add 16.74% | 39,157 | $5.28 | $206,749 | $14.90 | +182.20% | $6.44 | $15.81 |
| MICC · Magnum Ice Cream Company Nv | 0.02 | New | 12,438 | $15.85 | $197,142 | $14.79 | -6.69% | $12.94 | $19.93 |
* 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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