Tweedy Browne · Tweedy, Browne Co. LLC
| Period: | Q1 2026 |
| Portfolio date: | Mar 31, 2026 |
| No. of stocks: | 93 |
| Portfolio value: | $1.3B |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| CNH · Cnh Indl N V | 17.61 | Reduce 0.15% | 20,150,358 | $11.00 | $221,653,938 | $10.96 | -0.36% | $9.00 | $14.27 |
| IONS · Ionis Pharmaceuticals Inc. | 13.57 | Reduce 7.68% | 2,275,625 | $75.09 | $170,876,681 | $75.71 | +0.83% | $32.00 | $86.74 |
| KOF · Coca-Cola Femsa Sab De Cv | 9.07 | Reduce 1.57% | 1,170,026 | $97.55 | $114,136,036 | $105.77 | +8.43% | $80.22 | $116.36 |
| BRK-A · Berkshire Hathaway Inc. Del | 8.22 | 144 | $718140.00 | $103,412,160 | $717387.00 | -0.10% | $685150.00 | $779853.00 | |
| GOOGL · Alphabet Inc. | 4.53 | Reduce 0.61% | 198,341 | $287.56 | $57,034,938 | $400.71 | +39.35% | $156.16 | $402.00 |
| JNJ · Johnson & Johnson | 4.26 | Reduce 7.03% | 219,490 | $244.44 | $53,652,136 | $221.32 | -9.46% | $146.12 | $251.71 |
| BRK-B · Berkshire Hathaway Inc. Del | 3.71 | Add 0.33% | 97,406 | $479.20 | $46,676,955 | $475.94 | -0.68% | $455.19 | $520.30 |
| WFC · Wells Fargo Co. New | 3.26 | Reduce 7.77% | 515,920 | $79.61 | $41,072,391 | $75.64 | -4.99% | $71.90 | $97.76 |
| ALV · Autoliv Inc. | 3.20 | Reduce 4.32% | 383,592 | $105.16 | $40,338,535 | $121.62 | +15.65% | $98.45 | $130.14 |
| NVST · Envista Holdings Corporation | 2.90 | Reduce 0.45% | 1,436,781 | $25.37 | $36,451,134 | $24.24 | -4.45% | $16.41 | $30.42 |
| FDX · Fedex Corp. | 2.09 | Reduce 34.34% | 74,035 | $356.18 | $26,369,786 | $378.58 | +6.29% | $214.35 | $404.03 |
| TFC · Truist Finl Corp. | 2.04 | Reduce 0.84% | 557,435 | $45.97 | $25,625,287 | $49.11 | +6.83% | $38.27 | $56.20 |
| 904708104 · Unifirst Corp. Mass | 2.03 | Reduce 0.38% | 101,671 | $251.59 | $25,579,407 | — | — | — | — |
| UHAL · U Haul Holding Company | 1.64 | Reduce 0.62% | 463,332 | $44.67 | $20,697,040 | $52.82 | +18.24% | $41.95 | $67.64 |
| AXP · American Express Co. | 1.51 | Reduce 2.49% | 62,985 | $302.48 | $19,051,703 | $316.03 | +4.48% | $281.46 | $387.49 |
| AZO · Autozone Inc. | 1.49 | Reduce 1.05% | 5,535 | $3377.78 | $18,696,012 | $3496.19 | +3.51% | $3210.72 | $4388.11 |
| VRTX · Vertex Pharmaceuticals Inc. | 1.43 | Add 3.16% | 40,387 | $446.54 | $18,034,411 | $429.82 | -3.74% | $362.50 | $507.92 |
| 81211K100 · Sealed Air Corp. New | 1.43 | 509,581 | $35.35 | $18,013,688 | — | — | — | — | |
| BAC · Bank America Corp. | 1.41 | Reduce 2.45% | 365,274 | $48.75 | $17,807,108 | $51.31 | +5.25% | $42.35 | $57.55 |
| BK · Bank New York Mellon Corp. | 1.03 | Reduce 14.47% | 108,955 | $118.63 | $12,925,332 | $130.50 | +10.01% | $86.52 | $139.15 |
| JAZZ · Jazz Pharmaceuticals Plc | 0.90 | New | 60,209 | $189.05 | $11,382,511 | $225.79 | +19.43% | $99.13 | $230.40 |
| NVS · Novartis Ag | 0.87 | Reduce 4.81% | 71,305 | $152.75 | $10,891,839 | $146.03 | -4.40% | $104.93 | $170.46 |
| TTE · Totalenergies Se | 0.85 | Reduce 12.94% | 117,603 | $90.98 | $10,699,521 | $88.48 | -2.75% | $57.26 | $93.67 |
| USB · Us Bancorp Del | 0.76 | Reduce 0.82% | 184,248 | $52.01 | $9,582,738 | $55.53 | +6.77% | $42.21 | $61.19 |
| DEO · Diageo Plc | 0.75 | Reduce 2.77% | 126,211 | $74.45 | $9,396,409 | $84.30 | +13.23% | $72.45 | $116.41 |
| 907818108 · Union Pac Corp. | 0.37 | Reduce 4.31% | 19,185 | $242.62 | $4,654,665 | — | — | — | — |
| GSK · Gsk Plc | 0.36 | Reduce 0.56% | 81,785 | $55.19 | $4,513,714 | $50.41 | -8.66% | $35.45 | $61.70 |
| SNEX · Stonex Group Inc. | 0.35 | Add 138.29% | 54,035 | $80.65 | $4,357,882 | $121.92 | +51.17% | $53.53 | $125.42 |
| CSCO · Cisco Sys Inc. | 0.34 | Reduce 1.55% | 55,199 | $77.59 | $4,282,890 | $96.57 | +24.46% | $60.85 | $97.02 |
| COP · Conocophillips | 0.32 | Add 18.02% | 30,705 | $132.00 | $4,053,060 | $113.87 | -13.73% | $84.28 | $135.87 |
| GL · Globe Life Inc. | 0.31 | 27,833 | $139.86 | $3,892,723 | $151.08 | +8.02% | $116.73 | $156.69 | |
| KT · Kt Corp. | 0.28 | Add 91.26% | 167,181 | $21.45 | $3,586,032 | $21.18 | -1.26% | $17.54 | $24.58 |
| UL · Unilever Plc | 0.23 | Reduce 6.65% | 51,693 | $56.97 | $2,944,950 | $58.40 | +2.51% | $54.95 | $74.98 |
| HAFN · Hafnia Ltd. | 0.23 | Add 91.92% | 376,903 | $7.60 | $2,864,463 | $8.96 | +17.89% | $4.90 | $9.54 |
| PGR · Progressive Corp. | 0.22 | 13,711 | $198.24 | $2,718,069 | $194.00 | -2.14% | $191.75 | $289.96 | |
| NE · Noble Corp. Plc | 0.21 | Add 57.16% | 54,434 | $49.07 | $2,671,076 | $50.14 | +2.18% | $22.37 | $54.57 |
| TRMD · Torm Plc | 0.21 | Add 91.19% | 92,911 | $27.90 | $2,592,217 | $33.92 | +21.58% | $15.79 | $34.88 |
| NTR · Nutrien Ltd. | 0.20 | Add 92.48% | 34,137 | $75.25 | $2,568,684 | $68.33 | -9.19% | $53.03 | $85.36 |
| REZI · Resideo Technologies Inc. | 0.20 | Add 57.71% | 73,628 | $33.71 | $2,482,000 | $39.75 | +17.92% | $19.65 | $45.29 |
| BFH · Bread Financial Holdings Inc. | 0.19 | Add 59.02% | 31,262 | $74.89 | $2,341,211 | $87.34 | +16.62% | $49.17 | $99.13 |
| PSX · Phillips 66 | 0.18 | Reduce 1.08% | 12,367 | $182.18 | $2,253,020 | $171.56 | -5.83% | $109.75 | $190.61 |
| ZION · Zions Bancorporation N A | 0.17 | Add 57.15% | 37,877 | $57.62 | $2,182,473 | $62.50 | +8.47% | $45.52 | $66.18 |
| TDW · Tidewater Inc. New | 0.17 | Add 56.47% | 25,919 | $83.55 | $2,165,532 | $81.16 | -2.86% | $38.24 | $93.13 |
| HCI · Hci Group Inc. | 0.17 | 10,906 | $191.69 | $2,090,571 | $152.24 | -20.58% | $136.37 | $210.50 | |
| ARLP · Alliance Resource Partners L | 0.16 | Add 55.01% | 72,382 | $27.65 | $2,001,362 | $24.85 | -10.13% | $22.20 | $29.45 |
| PNC · Pnc Finl Svcs Group Inc. | 0.16 | Add 55.16% | 9,415 | $208.09 | $1,959,167 | $216.85 | +4.21% | $169.32 | $243.94 |
| EPD · Enterprise Prods Partners L | 0.15 | Reduce 52.46% | 51,549 | $37.84 | $1,950,614 | $37.19 | -1.72% | $30.01 | $39.74 |
| AGCO · Agco Corp. | 0.15 | Add 52.71% | 16,647 | $115.87 | $1,928,888 | $117.34 | +1.27% | $95.96 | $143.78 |
| DINO · Hf Sinclair Corp. | 0.15 | Add 78.10% | 29,714 | $62.39 | $1,853,856 | $72.43 | +16.09% | $34.42 | $74.73 |
| ALSN · Allison Transmission Hldgs I | 0.15 | Add 56.75% | 15,796 | $117.06 | $1,849,080 | $124.18 | +6.08% | $76.01 | $137.62 |
| MTDR · Matador Res Co. | 0.14 | Add 56.44% | 28,286 | $63.18 | $1,787,109 | $55.26 | -12.54% | $37.14 | $66.84 |
| HP · Helmerich & Payne Inc. | 0.14 | Add 57.00% | 48,214 | $36.03 | $1,737,150 | $37.78 | +4.86% | $14.65 | $41.68 |
| GIII · G Iii Apparel Group Ltd. | 0.13 | Add 55.63% | 60,453 | $27.70 | $1,674,548 | $31.77 | +14.69% | $20.33 | $34.83 |
| TSN · Tyson Foods Inc. | 0.13 | Add 57.70% | 26,123 | $64.07 | $1,673,701 | $68.38 | +6.73% | $50.56 | $69.48 |
| ARW · Arrow Electrs Inc. | 0.13 | Add 54.98% | 11,670 | $143.41 | $1,673,595 | $194.95 | +35.94% | $101.79 | $199.47 |
| FIBK · First Intst Bancsystem Inc. | 0.13 | Add 55.37% | 49,370 | $33.40 | $1,648,958 | $36.42 | +9.04% | $25.81 | $39.26 |
| BMY · Bristol-Myers Squibb Co. | 0.13 | Add 55.31% | 26,158 | $60.65 | $1,586,483 | $56.16 | -7.40% | $42.52 | $62.89 |
| UPS · United Parcel Service Inc. | 0.12 | Add 57.64% | 15,515 | $98.38 | $1,526,366 | $100.78 | +2.44% | $82.00 | $122.41 |
| 959802109 · Western Un Co. | 0.12 | Add 60.98% | 173,459 | $8.73 | $1,514,297 | — | — | — | — |
| SFNC · Simmons 1st Natl Corp. | 0.12 | Add 58.92% | 77,193 | $19.45 | $1,501,404 | $21.27 | +9.36% | $17.00 | $22.18 |
| CI · The Cigna Group | 0.11 | New | 5,375 | $266.75 | $1,433,781 | $288.06 | +7.99% | $239.51 | $338.89 |
| ABG · Asbury Automotive Group Inc. | 0.11 | New | 7,253 | $195.41 | $1,417,309 | $200.39 | +2.55% | $184.61 | $274.50 |
| ELV · Elevance Health Inc. Formerly | 0.11 | Add 53.32% | 4,796 | $292.75 | $1,404,029 | $378.07 | +29.14% | $273.71 | $424.24 |
| VSNT · Versant Media Group Inc. | 0.11 | New | 37,692 | $37.02 | $1,395,358 | $41.14 | +11.13% | $27.17 | $59.00 |
| CVS · Cvs Health Corp. | 0.11 | Add 58.31% | 19,132 | $71.82 | $1,374,060 | $90.55 | +26.08% | $58.35 | $90.89 |
| TAP · Molson Coors Beverage Co. | 0.11 | Add 57.44% | 31,750 | $43.06 | $1,367,155 | $42.41 | -1.51% | $40.64 | $57.57 |
| HTLD · Heartland Express Inc. | 0.10 | Add 57.93% | 126,656 | $10.40 | $1,317,222 | $13.22 | +27.12% | $7.00 | $13.92 |
| ALLY · Ally Finl Inc. | 0.10 | New | 33,512 | $39.23 | $1,314,676 | $44.24 | +12.77% | $32.50 | $47.27 |
| DVN · Devon Energy Corp. | 0.10 | Add 54.68% | 25,622 | $50.32 | $1,289,299 | $45.61 | -9.36% | $30.24 | $52.71 |
| AAP · Advance Auto Parts Inc. | 0.10 | Add 59.24% | 24,171 | $52.75 | $1,275,020 | $56.15 | +6.45% | $31.28 | $70.00 |
| LKQ · Lkq Corp. | 0.10 | New | 42,646 | $29.37 | $1,252,513 | $28.89 | -1.63% | $27.23 | $42.67 |
| LPG · Dorian Lpg Ltd. | 0.10 | Add 57.07% | 35,480 | $34.20 | $1,213,416 | $40.29 | +17.81% | $20.03 | $40.69 |
| VZ · Verizon Communications Inc. | 0.10 | 23,972 | $50.20 | $1,203,394 | $47.22 | -5.94% | $38.39 | $51.68 | |
| EMR · Emerson Elec Co. | 0.09 | 8,943 | $131.02 | $1,171,712 | $141.31 | +7.85% | $114.83 | $165.15 | |
| BSM · Black Stone Minerals L P | 0.09 | Add 55.26% | 77,364 | $15.12 | $1,169,744 | $13.30 | -12.04% | $11.78 | $15.49 |
| CROX · Crocs Inc. | 0.09 | Add 55.05% | 14,015 | $83.02 | $1,163,525 | $103.63 | +24.83% | $73.21 | $122.84 |
| LW · Lamb Weston Hldgs Inc. | 0.09 | Add 56.72% | 25,960 | $42.26 | $1,097,070 | $42.01 | -0.59% | $37.62 | $67.07 |
| SIRI · Sirius Xm Holdings Inc. | 0.09 | Add 55.65% | 46,881 | $23.08 | $1,082,013 | $27.10 | +17.42% | $19.77 | $28.77 |
| UNH · Unitedhealth Group Inc. | 0.08 | Add 49.13% | 3,667 | $270.59 | $992,254 | $379.98 | +40.43% | $234.60 | $387.21 |
| BZH · Beazer Homes Usa Inc. | 0.08 | Add 58.52% | 50,523 | $19.24 | $972,063 | $18.77 | -2.44% | $17.83 | $28.33 |
| CMCSA · Comcast Corp. Cl A | 0.07 | 31,496 | $28.71 | $904,250 | $25.39 | -11.55% | $24.13 | $34.36 | |
| HLN · Haleon Plc | 0.06 | Reduce 4.94% | 72,750 | $10.01 | $728,228 | $9.11 | -8.99% | $8.71 | $11.42 |
| KVUE · Kenvue Inc. | 0.06 | Reduce 0.00% | 40,906 | $17.24 | $705,219 | $17.59 | +2.03% | $14.02 | $24.61 |
| EMBC · Embecta Corp. | 0.05 | Add 56.37% | 75,356 | $8.84 | $666,147 | $3.64 | -58.82% | $3.45 | $15.55 |
| CNC · Centene Corp. Del | 0.05 | Add 57.33% | 18,955 | $32.74 | $620,587 | $55.96 | +70.92% | $25.08 | $64.15 |
| FMC · Fmc Corp. | 0.04 | Add 53.22% | 30,877 | $17.22 | $531,702 | $13.40 | -22.18% | $12.17 | $44.78 |
| AMN · Amn Healthcare Svcs Inc. | 0.04 | Add 54.73% | 27,963 | $18.34 | $512,841 | $28.97 | +57.96% | $14.87 | $29.00 |
| BABA · Alibaba Group Holding Limited | 0.04 | 4,060 | $125.46 | $509,368 | $140.06 | +11.64% | $103.71 | $192.67 | |
| 74348T102 · Prospect Cap Corp. | 0.03 | 162,953 | $2.59 | $422,048 | — | — | — | — | |
| ORN · Orion S.A. | 0.03 | Add 56.09% | 61,120 | $6.50 | $397,280 | $14.90 | +129.23% | $6.44 | $15.81 |
| CNXC · Concentrix Corp. | 0.03 | Reduce 2.50% | 13,623 | $27.36 | $372,725 | $24.27 | -11.29% | $22.85 | $62.14 |
| BAX · Baxter Intl Inc. | 0.02 | 9,739 | $22.77 | $221,757 | $17.99 | -20.99% | $15.73 | $32.68 | |
| MICC · Magnum Ice Cream Company Nv | 0.01 | Reduce 3.14% | 12,047 | $14.95 | $180,103 | $14.79 | -1.07% | $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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