Tweedy Browne

History Stock Activity Share change % change to portfolio
Q4  2025
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
ALV - Autoliv Inc. Reduce 0.13% 582 0.01
HLN - Haleon Plc ADR Reduce 0.18% 138 0.00
CMCSA - Comcast Corp. Reduce 0.22% 68 0.00
CNH - CNH Industrial NV Reduce 0.23% 30,542 0.03
VZ - Verizon Communications Reduce 0.26% 62 0.00
BAX - Baxter International Inc. Reduce 0.32% 31 0.00
ATMU - Atmus Filtration Technologies Inc. Reduce 0.48% 429 0.00
UL - Unilever PLC Reduce 0.54% 341 0.00
NVST - Envista Holdings Corp. Reduce 0.55% 8,039 0.01
FDX - FedEx Corp. Reduce 0.66% 752 0.02
TTE - TotalEnergies SE Reduce 0.74% 979 0.01
TFC - Truist Financial Corp. Reduce 0.83% 4,807 0.02
KOF - Coca-Cola FEMSA S A CV Reduce 0.95% 11,564 0.08
JNJ - Johnson & Johnson Reduce 1.11% 2,710 0.04
BAC - Bank of America Corp. Reduce 1.20% 4,628 0.02
SEE-OLD - Sealed Air Corp. Reduce 1.32% 6,816 0.02
NVS - Novartis AG Reduce 1.57% 1,215 0.01
UHAL.B - U Haul Holding Co Non Voting Reduce 2.27% 10,786 0.05
BRK.B - Berkshire Hathaway CL B Reduce 2.35% 2,386 0.10
AXP - American Express Reduce 2.73% 1,856 0.05
BK - Bank of New York Mellon Corp. Reduce 2.74% 3,919 0.04
CSCO - Cisco Systems Reduce 2.83% 1,633 0.01
UNP - Union Pacific Reduce 2.83% 587 0.01
WFC - Wells Fargo Reduce 2.87% 17,186 0.12
PSX - Phillips 66 Reduce 2.89% 372 0.00
DEO - Diageo ADR Reduce 2.91% 3,807 0.03
USB - U.S. Bancorp Reduce 3.45% 6,998 0.03
AZO - AutoZone Inc. Reduce 3.88% 235 0.09
GL - Globe Life Inc. Reduce 4.54% 1,386 0.02
CNXC - Concentrix Corp. Reduce 4.71% 700 0.00
EMR - Emerson Electric Reduce 5.17% 501 0.01
GSK - GSK plc Reduce 5.33% 4,628 0.02
BRK.A - Berkshire Hathaway CL A Reduce 5.88% 9 0.59
FMC - FMC Corp. Reduce 5.97% 14,222 0.04
KVUE - Kenvue Inc Reduce 10.50% 4,816 0.01
GOOGL - Alphabet Inc. Reduce 27.18% 87,332 1.84
GOOG - Alphabet Inc. CL C Reduce 52.32% 6,881 0.14
LGND - Ligand Pharmaceuticals Inc. Sell 100.00% 3,140 0.03
ACDC - Profrac Holding Corp A Sell 100.00% 27,632 0.02
HPK - Highpeak Energy Inc Sell 100.00% 24,872 0.02
PSNY - Polestar Automotive Holding UK PLC Sell 100.00% 22,607 0.00
Q2  2025
ALV - Autoliv Inc. Reduce 0.11% 460 0.00
CNH - CNH Industrial NV Reduce 0.18% 23,405 0.03
BAX - Baxter International Inc. Reduce 0.62% 61 0.00
CSCO - Cisco Systems Reduce 0.93% 540 0.00
FDX - FedEx Corp. Reduce 1.01% 1,166 0.02
UHAL.B - U Haul Holding Co Non Voting Reduce 1.06% 5,073 0.03
UNP - Union Pacific Reduce 1.66% 350 0.01
PSX - Phillips 66 Reduce 1.73% 227 0.00
BAC - Bank of America Corp. Reduce 1.88% 7,384 0.03
CMCSA - Comcast Corp. Reduce 2.36% 762 0.00
USB - U.S. Bancorp Reduce 2.40% 4,986 0.02
NVST - Envista Holdings Corp. Reduce 2.43% 36,421 0.07
KVUE - Kenvue Inc Reduce 2.63% 1,241 0.00
EPD - Enterprise Products Partners LP Reduce 2.69% 3,000 0.01
EMR - Emerson Electric Reduce 2.71% 270 0.00
VRTX - Vertex Pharmaceuticals Reduce 2.77% 1,063 0.04
TTE - TotalEnergies SE Reduce 2.93% 4,026 0.02
IONS - Ionis Pharmaceuticals Inc. Reduce 3.07% 91,570 0.34
AZO - AutoZone Inc. Reduce 3.28% 205 0.07
GL - Globe Life Inc. Reduce 3.48% 1,101 0.01
BK - Bank of New York Mellon Corp. Reduce 3.73% 5,541 0.05
DEO - Diageo ADR Reduce 3.96% 5,392 0.05
GSK - GSK plc Reduce 4.06% 3,674 0.01
TFC - Truist Financial Corp. Reduce 4.49% 27,304 0.11
NVS - Novartis AG Reduce 4.64% 3,756 0.04
AXP - American Express Reduce 5.19% 3,727 0.11
KOF - Coca-Cola FEMSA S A CV Reduce 5.24% 67,365 0.60
SEE-OLD - Sealed Air Corp. Reduce 5.50% 30,079 0.09