Tweedy Browne

History Stock Activity ▼ Share change % change to portfolio
Q4  2025
≡ CNH - CNH Industrial NV Add 51.95% 6,899,583 5.14
≡ KT - KT Corp. Add 23.82% 16,818 0.03
≡ HAFN - Hafnia Ltd Add 21.53% 34,784 0.01
≡ TRMD - Torm Plc Add 21.47% 8,588 0.01
≡ NTR - Nutrien Ltd. Add 21.35% 3,120 0.02
≡ CVE - Cenovus Energy Inc. Add 21.26% 9,978 0.01
≡ GIII - G-III Apparel Group Add 19.91% 6,450 0.01
≡ ALB - Albemarle Corp. Add 16.75% 648 0.01
≡ DVN - Devon Energy Corp. Add 16.75% 2,376 0.01
≡ LPG - Dorian LPG Ltd Add 16.75% 3,240 0.01
≡ LW - Lamb Weston Hldgs Inc. Add 16.75% 2,376 0.01
≡ TDW - Tidewater Inc. Add 16.75% 2,376 0.01
≡ TSN - Tyson Foods Add 16.75% 2,376 0.01
≡ REZI - Resideo Technologies Inc. Add 16.74% 6,696 0.02
≡ ZION - Zions Bancorp Add 16.74% 3,456 0.02
≡ ARLP - Alliance Resource Partners LP Add 16.74% 6,696 0.01
≡ ARW - Arrow Electronics Add 16.74% 1,080 0.01
≡ CNC - Centene Corp. Add 16.74% 1,728 0.01
≡ CROX - Crocs Inc. Add 16.74% 1,296 0.01
≡ EMBC - Embecta Corp Add 16.74% 6,912 0.01
≡ NE - Noble Corp. Add 16.74% 4,968 0.01
≡ OBDC - Blue Owl Capital Corp. Add 16.74% 10,152 0.01
≡ SIRI - SiriusXM Holdings Inc Add 16.74% 4,320 0.01
≡ AMN - AMN Healthcare Services Add 16.74% 2,592 0.00
≡ OEC - Orion SA Add 16.74% 5,616 0.00
≡ MTDR - Matador Resources Co. Add 16.73% 2,592 0.01
≡ PSEC - Prospect Capital Corp. Add 16.71% 23,331 0.00
≡ BSM - Black Stone Minerals L.P. Add 16.69% 7,128 0.01
≡ AN - AutoNation Inc. Add 16.68% 864 0.01
≡ CVS - CVS Health Corp. Add 16.68% 1,728 0.01
≡ GM - General Motors Add 16.67% 3,672 0.02
≡ SNEX - StoneX Group Inc. Add 16.67% 4,860 0.02
≡ BFH - Bread Financial Holdings Inc. Add 16.66% 2,808 0.02
≡ FIBK - First Interstate Bancsystem Inc. Add 16.65% 4,536 0.01
≡ HTLD - Heartland Express Add 16.65% 11,448 0.01
≡ HLF - Herbalife Nutrition Ltd. Add 16.64% 7,344 0.01
≡ CLF - Cleveland-Cliffs Inc. Add 16.62% 8,640 0.01
≡ DINO - HF Sinclair Corp. Add 16.61% 2,376 0.01
≡ PNC - PNC Financial Services Add 16.60% 864 0.01
≡ AAP - Advance Auto Parts Add 16.59% 2,160 0.01
≡ BZH - Beazer Homes USA Add 16.59% 4,536 0.01
≡ SFNC - Simmons First National Corp. Add 16.59% 6,912 0.01
≡ WU - Western Union Co. Add 16.59% 15,336 0.01
≡ BMY - Bristol-Myers Squibb Add 16.42% 2,376 0.01
≡ HP - Helmerich & Payne Add 16.37% 4,320 0.01
≡ HCI - HCI Group Inc. Add 16.10% 1,512 0.02
≡ AGCO - AGCO Corp. Add 16.10% 1,512 0.01
≡ ELV - Elevance Health Inc. Add 16.02% 432 0.01
≡ UPS - United Parcel Service Add 15.16% 1,296 0.01
≡ UNH - United Health Group Inc. Add 15.07% 322 0.01
≡ ALSN - Allison Transmission Holdings Add 14.76% 1,296 0.01
≡ COP - ConocoPhillips Add 5.24% 1,295 0.01
≡ DEO - Diageo ADR Add 2.22% 2,813 0.02
≡ TTE - TotalEnergies SE Add 2.19% 2,901 0.02
≡ UHAL.B - U Haul Holding Co Non Voting Add 0.36% 1,652 0.01
≡ VRTX - Vertex Pharmaceuticals Add 0.21% 83 0.00
≡ UNF - UniFirst Corp. Buy 102,059 1.59
≡ TAP - Molson Coors Beverage Co. Buy 20,167 0.08
≡ MICC - Magnum Ice Cream Co NV Buy 12,438 0.02
≡ CSCO - Cisco Systems Reduce 0.10% 58 0.00
≡ HLN - Haleon Plc ADR Reduce 0.18% 138 0.00
≡ KVUE - Kenvue Inc Reduce 0.33% 134 0.00
≡ UNP - Union Pacific Reduce 0.40% 81 0.00
≡ FDX - FedEx Corp. Reduce 0.48% 548 0.01
≡ NVST - Envista Holdings Corp. Reduce 0.62% 9,041 0.02
≡ CNXC - Concentrix Corp. Reduce 1.31% 185 0.00
≡ KOF - Coca-Cola FEMSA S A CV Reduce 1.46% 17,582 0.13
≡ NVS - Novartis AG Reduce 1.51% 1,149 0.01
≡ BAC - Bank of America Corp. Reduce 1.74% 6,617 0.03
≡ BRK.B - Berkshire Hathaway CL B Reduce 2.05% 2,032 0.08
≡ TFC - Truist Financial Corp. Reduce 2.36% 13,575 0.05
≡ JNJ - Johnson & Johnson Reduce 2.45% 5,928 0.10
≡ AXP - American Express Reduce 2.48% 1,645 0.05
≡ EMR - Emerson Electric Reduce 2.67% 245 0.00
≡ WFC - Wells Fargo Reduce 3.82% 22,228 0.17
≡ AZO - AutoZone Inc. Reduce 3.82% 222 0.06
≡ GL - Globe Life Inc. Reduce 4.48% 1,306 0.01
≡ USB - U.S. Bancorp Reduce 5.28% 10,357 0.04
≡ ALV - Autoliv Inc. Reduce 7.34% 31,740 0.30
≡ BK - Bank of New York Mellon Corp. Reduce 8.38% 11,648 0.11
≡ UL - Unilever PLC Reduce 11.57% 7,242 0.04
≡ GOOGL - Alphabet Inc. Reduce 14.71% 34,406 0.87
≡ IONS - Ionis Pharmaceuticals Inc. Reduce 15.04% 436,286 2.79
≡ CCSI - Consensus Cloud Solution Reduce 33.08% 7,698 0.01
≡ ATMU - Atmus Filtration Technologies Inc. Reduce 54.52% 48,607 0.20
≡ FMC - FMC Corp. Reduce 91.00% 203,750 0.20
≡ GOOG - Alphabet Inc. CL C Sell 100.00% 6,272 0.13
≡ WTFC - Wintrust Financial Corp. Sell 100.00% 9,052 0.10
≡ EIG - Employers Holdings Inc. Sell 100.00% 19,364 0.07
≡ WMK - Weis Markets Inc. Sell 100.00% 11,610 0.07
Q3  2025
≡ CVE - Cenovus Energy Inc. Add 111.99% 24,798 0.04
≡ HAFN - Hafnia Ltd Add 110.92% 84,980 0.04
≡ NTR - Nutrien Ltd. Add 109.96% 7,654 0.04
≡ KT - KT Corp. Add 109.81% 36,946 0.06
≡ TRMD - Torm Plc Add 109.54% 20,914 0.04
≡ PSEC - Prospect Capital Corp. Add 108.29% 72,590 0.02
≡ DINO - HF Sinclair Corp. Add 106.73% 7,387 0.04
≡ BZH - Beazer Homes USA Add 106.25% 14,082 0.03
≡ AAP - Advance Auto Parts Add 106.13% 6,703 0.04
≡ HP - Helmerich & Payne Add 105.75% 13,563 0.03