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
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
LW - Lamb Weston Hldgs Inc. Add 105.43% 7,282 0.04
TDW - Tidewater Inc. Add 105.43% 7,282 0.04
TSN - Tyson Foods Add 105.43% 7,282 0.04
LPG - Dorian LPG Ltd Add 105.43% 9,930 0.03
DVN - Devon Energy Corp. Add 105.43% 7,282 0.02
REZI - Resideo Technologies Inc. Add 105.42% 20,522 0.08
NE - Noble Corp. Add 105.42% 15,226 0.04
OBDC - Blue Owl Capital Corp. Add 105.42% 31,114 0.04
EMBC - Embecta Corp Add 105.42% 21,184 0.03
ARW - Arrow Electronics Add 105.41% 3,310 0.04
SIRI - SiriusXM Holdings Inc Add 105.41% 13,240 0.03
CNC - Centene Corp. Add 105.41% 5,296 0.02
OEC - Orion SA Add 105.41% 17,212 0.01
ARLP - Alliance Resource Partners LP Add 105.37% 20,522 0.05
ZION - Zions Bancorp Add 105.34% 10,592 0.05
CROX - Crocs Inc. Add 105.33% 3,972 0.03
MTDR - Matador Resources Co. Add 105.29% 7,944 0.03
EIG - Employers Holdings Inc. Add 105.26% 9,930 0.04
CCSI - Consensus Cloud Solution Add 104.93% 11,916 0.03
WTFC - Wintrust Financial Corp. Add 104.89% 4,634 0.05
BSM - Black Stone Minerals L.P. Add 104.75% 21,846 0.03
CVS - CVS Health Corp. Add 104.64% 5,296 0.04
AN - AutoNation Inc. Add 104.58% 2,648 0.05
GM - General Motors Add 104.50% 11,254 0.06
BFH - Bread Financial Holdings Inc. Add 104.38% 8,606 0.04
FIBK - First Interstate Bancsystem Inc. Add 104.24% 13,902 0.04
HTLD - Heartland Express Add 104.22% 35,086 0.03
HLF - Herbalife Nutrition Ltd. Add 104.07% 22,508 0.02
CLF - Cleveland-Cliffs Inc. Add 103.81% 26,480 0.03
SFNC - Simmons First National Corp. Add 103.46% 21,184 0.04
BMY - Bristol-Myers Squibb Add 101.36% 7,282 0.03