Tweedy, Browne Co LLC activity
Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
13
Add
41
Reduce
34
Exit
15
103 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| ZTS | New | 0% to 3.0% | $40M | Q1→Q2 |
| DIS | New | 0% to 0.33% | $4.3M | Q1→Q2 |
| BNS | New | 0% to 0.28% | $3.7M | Q1→Q2 |
| EVTC | New | 0% to 0.19% | $2.5M | Q1→Q2 |
| LULU | New | 0% to 0.16% | $2.1M | Q1→Q2 |
| CAG | New | 0% to 0.15% | $2M | Q1→Q2 |
| THO | New | 0% to 0.15% | $2M | Q1→Q2 |
| BLDR | New | 0% to 0.13% | $1.8M | Q1→Q2 |
| SHOE | New | 0% to 0.13% | $1.7M | Q1→Q2 |
| GLOB | New | 0% to 0.13% | $1.8M | Q1→Q2 |
| EFOR | New | 0% to 0.12% | $1.6M | Q1→Q2 |
| FDX | New | 0% to 0.03% | $333K | Q1→Q2 |
| INTC | New | 0% to 0.02% | $209K | Q1→Q2 |
| SEE | Exit | 1.4% to 0% | $18M | Q1→Q2 |
| SNEX | Exit | 0.35% to 0% | $4.4M | Q1→Q2 |
| NE | Exit | 0.21% to 0% | $2.7M | Q1→Q2 |
| TRMD | Exit | 0.21% to 0% | $2.6M | Q1→Q2 |
| BFH | Exit | 0.19% to 0% | $2.3M | Q1→Q2 |
| HCI | Exit | 0.17% to 0% | $2.1M | Q1→Q2 |
| Zions Bancorporation … | Exit | 0.17% to 0% | $2.2M | Q1→Q2 |
| AGCO | Exit | 0.15% to 0% | $1.9M | Q1→Q2 |
| EPD | Exit | 0.15% to 0% | $2M | Q1→Q2 |
| First Interstate Banc… | Exit | 0.13% to 0% | $1.6M | Q1→Q2 |
| TSN | Exit | 0.13% to 0% | $1.7M | Q1→Q2 |
| Simmons Firs National… | Exit | 0.12% to 0% | $1.5M | Q1→Q2 |
| CVS | Exit | 0.11% to 0% | $1.4M | Q1→Q2 |
| EMBC | Exit | 0.05% to 0% | $666K | Q1→Q2 |
| Prospect Capital | Exit | 0.03% to 0% | $422K | Q1→Q2 |
| IONS | Add | 13.6% to 13.7% | +0.2% sh | Q1→Q2 |
| GIII | Add | 0.13% to 0.22% | +41.6% sh | Q1→Q2 |
| PNC | Add | 0.16% to 0.25% | +40.4% sh | Q1→Q2 |
| ELV | Add | 0.11% to 0.19% | +33.8% sh | Q1→Q2 |
| CROX | Add | 0.09% to 0.18% | +36.9% sh | Q1→Q2 |
| VSNT | Add | 0.11% to 0.19% | +84.0% sh | Q1→Q2 |
| ARW | Add | 0.13% to 0.21% | +10.0% sh | Q1→Q2 |
| CNC | Add | 0.05% to 0.12% | +32.5% sh | Q1→Q2 |
| COP | Add | 0.32% to 0.25% | +4.7% sh | Q1→Q2 |
| ALLY | Add | 0.10% to 0.16% | +41.1% sh | Q1→Q2 |
| DINO | Add | 0.15% to 0.21% | +31.0% sh | Q1→Q2 |
| SIRI | Add | 0.09% to 0.15% | +41.8% sh | Q1→Q2 |
| AMN | Add | 0.04% to 0.09% | +33.4% sh | Q1→Q2 |
| CI | Add | 0.11% to 0.16% | +42.2% sh | Q1→Q2 |
| HTLD | Add | 0.10% to 0.16% | +9.1% sh | Q1→Q2 |
| KVUE | Add | 0.06% to 0.11% | +78.3% sh | Q1→Q2 |
| UNH | Add | 0.08% to 0.13% | +11.5% sh | Q1→Q2 |
| ARLP | Add | 0.16% to 0.20% | +54.3% sh | Q1→Q2 |
| ALSN | Add | 0.15% to 0.19% | +38.0% sh | Q1→Q2 |
| ABG | Add | 0.11% to 0.16% | +42.1% sh | Q1→Q2 |
| BZH | Add | 0.08% to 0.12% | +7.7% sh | Q1→Q2 |
| BMY | Add | 0.13% to 0.16% | +43.6% sh | Q1→Q2 |
| WU | Add | 0.12% to 0.16% | +57.1% sh | Q1→Q2 |
| AAP | Add | 0.10% to 0.13% | +12.2% sh | Q1→Q2 |
| LW | Add | 0.09% to 0.12% | +43.6% sh | Q1→Q2 |
| NTR | Add | 0.20% to 0.18% | +9.3% sh | Q1→Q2 |
| LKQ | Add | 0.10% to 0.12% | +45.5% sh | Q1→Q2 |
| TAP | Add | 0.11% to 0.13% | +40.8% sh | Q1→Q2 |
| TDW | Add | 0.17% to 0.15% | +14.0% sh | Q1→Q2 |
| Hafnia | Add | 0.23% to 0.21% | +9.9% sh | Q1→Q2 |
| BRK.B | Add | 3.7% to 3.7% | +0.2% sh | Q1→Q2 |
| HP | Add | 0.14% to 0.13% | +8.3% sh | Q1→Q2 |
| KT | Add | 0.28% to 0.29% | +33.3% sh | Q1→Q2 |
| UPS | Add | 0.12% to 0.14% | +7.2% sh | Q1→Q2 |
| OEC | Add | 0.03% to 0.05% | +48.1% sh | Q1→Q2 |
| Dorian LPG | Add | 0.10% to 0.11% | +12.5% sh | Q1→Q2 |
| BSM | Add | 0.09% to 0.09% | +8.0% sh | Q1→Q2 |
| DVN | Add | 0.10% to 0.11% | +33.3% sh | Q1→Q2 |
| FMC | Add | 0.04% to 0.04% | +42.3% sh | Q1→Q2 |
| MTDR | Add | 0.14% to 0.14% | +34.0% sh | Q1→Q2 |
| REZI | Add | 0.20% to 0.20% | +15.1% sh | Q1→Q2 |
| FDX | Reduce | 2.1% to 0.26% | −85.4% sh | Q1→Q2 |
| GOOGL | Reduce | 4.5% to 3.8% | −28.8% sh | Q1→Q2 |
| CNH | Reduce | 17.6% to 17.1% | −0.2% sh | Q1→Q2 |
| UHAL.B | Reduce | 1.6% to 2.0% | −0.1% sh | Q1→Q2 |
| JNJ | Reduce | 4.3% to 3.9% | −8.1% sh | Q1→Q2 |
| KOF | Reduce | 9.1% to 9.3% | −0.8% sh | Q1→Q2 |
| JAZZ | Reduce | 0.90% to 1.1% | −0.1% sh | Q1→Q2 |
| ALV | Reduce | 3.2% to 3.4% | −0.1% sh | Q1→Q2 |
| BAC | Reduce | 1.4% to 1.6% | −0.1% sh | Q1→Q2 |
| TTE | Reduce | 0.85% to 0.69% | −0.4% sh | Q1→Q2 |
| AZO | Reduce | 1.5% to 1.3% | −0.1% sh | Q1→Q2 |
| WFC | Reduce | 3.3% to 3.1% | −3.7% sh | Q1→Q2 |
| AXP | Reduce | 1.5% to 1.6% | −0.4% sh | Q1→Q2 |
| BK | Reduce | 1.0% to 1.1% | −6.2% sh | Q1→Q2 |
| CSCO | Reduce | 0.34% to 0.26% | −46.7% sh | Q1→Q2 |
| VRTX | Reduce | 1.4% to 1.5% | −0.7% sh | Q1→Q2 |
| USB | Reduce | 0.76% to 0.83% | −1.3% sh | Q1→Q2 |
| NVST | Reduce | 2.9% to 2.9% | −0.1% sh | Q1→Q2 |
| GSK | Reduce | 0.36% to 0.32% | −0.3% sh | Q1→Q2 |
| TFC | Reduce | 2.0% to 2.1% | −2.0% sh | Q1→Q2 |
| DEO | Reduce | 0.75% to 0.77% | 0.0% sh | Q1→Q2 |
| AIG | Reduce | 0.87% to 0.84% | −0.3% sh | Q1→Q2 |
| PSX | Reduce | 0.18% to 0.16% | −0.7% sh | Q1→Q2 |
| VZ | Reduce | 0.10% to 0.08% | −0.4% sh | Q1→Q2 |
| BABA | Reduce | 0.04% to 0.03% | −2.5% sh | Q1→Q2 |
| CMCSA | Reduce | 0.07% to 0.06% | −0.5% sh | Q1→Q2 |
| CNXC | Reduce | 0.03% to 0.02% | −1.4% sh | Q1→Q2 |
| GL | Reduce | 0.31% to 0.30% | −19.6% sh | Q1→Q2 |
| HLN | Reduce | 0.06% to 0.05% | −1.0% sh | Q1→Q2 |
| UL | Reduce | 0.23% to 0.22% | −5.0% sh | Q1→Q2 |
| BAX | Reduce | 0.02% to 0.02% | −2.7% sh | Q1→Q2 |
| EMR | Reduce | 0.09% to 0.09% | −2.2% sh | Q1→Q2 |
| UNF | Reduce | 2.0% to 2.0% | −0.1% sh | Q1→Q2 |
| MICC | Reduce | 0.01% to 0.02% | −3.3% sh | Q1→Q2 |