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sec filings

Tweedy Browne

period Tue 30 Jun 2026 · filed Fri 7 Aug 2026 · $1.32B

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StockChangeValueShares
CNH

CNH INDUSTRIAL NV

17.1%Trimmed$225.90M20,115,883
IONS

IONIS PHARMACEUTICALS INC.

13.7%Added$180.81M2,280,311
KOF

COCA COLA FEMSA

9.3%Trimmed -1%$123.31M1,160,570
BRK.A

BERKSHIRE HATHAWAY INC

8.2%Same$107.83M144
JNJ

JOHNSON & JOHNSON

3.9%Trimmed -8%$51.21M201,644
GOOGL

ALPHABET INC-CL A

3.8%Trimmed -29%$50.49M141,282
BRK.B

BERKSHIRE HATHAWAY INC DEL CL B

3.7%Added$48.85M97,625
ALV

AUTOLIV INC.

3.4%Trimmed$44.53M383,314
WFC

WELLS FARGO & CO

3.1%Trimmed -4%$41.07M497,011
ZTS

ZOETIS, INC.

3.0%New$39.96M556,056
NVST

ENVISTA HOLDINGS CORP

2.9%Trimmed$37.82M1,435,248
TFC

TRUIST FINANCIAL CORP

2.1%Trimmed -2%$27.21M546,256
UNF

UNIFIRST CORP

2.0%Trimmed$26.86M101,553
UHAL.B

U-HAUL HOLDING CO - NON VOTING

2.0%Trimmed$26.71M462,827
AXP

AMERICAN EXPRESS CO

1.6%Trimmed$21.21M62,719
BAC

BANK OF AMERICA CORP COM

1.6%Trimmed$20.78M364,776
VRTX

VERTEX PHARMACEUTICALS

1.5%Trimmed -1%$19.93M40,121
AZO

AUTOZONE, INC.

1.3%Trimmed$17.67M5,530
BNY

BANK OF NEW YORK MELLON CORP

1.1%Trimmed -6%$14.79M102,246
JAZZ

JAZZ PHARMACEUTICALS PLC

1.1%Trimmed$14.49M60,149
NVS

NOVARTIS AG AMERICAN DEPOSITORY SHARES

0.8%Trimmed$11.15M71,125
USB

US BANCORP

0.8%Trimmed -1%$10.99M181,896
DEO

DIAGEO P L C - ADR

0.8%Trimmed$10.14M126,176
TTE

TOTALENERGIES SE ADR

0.7%Trimmed$9.11M117,108
UNP

UNION PACIFIC CORP

0.4%Same$5.22M19,185
DIS

DISNEY WALT COMPANY HOLDING CO

0.3%New$4.33M44,975
GSK

GSK PLC ADR

0.3%Trimmed$4.27M81,527
GL

GLOBE LIFE INC.

0.3%Trimmed -20%$4.00M22,364
KT

KT CORP - ADR

0.3%Added +33%$3.85M222,892
BNS

BANK OF NOVA SCOTIA

0.3%New$3.69M42,479
CSCO

CISCO SYSTEMS INC

0.3%Trimmed -47%$3.45M29,397
FDX

FEDEX CORP.

0.3%Trimmed -85%$3.37M10,774
COP

CONOCOPHILLIPS

0.3%Added +5%$3.34M32,137
PNC

PNC FINANCIAL SERVICES GROUP INC.

0.2%Added +40%$3.25M13,214
PGR

PROGRESSIVE CORP

0.2%Same$3.00M13,711
UL

UNILEVER PLC SPONSORED ADR

0.2%Trimmed -5%$2.95M49,084
GIII

G III APPAREL

0.2%Added +42%$2.89M85,600
HAFN

HAFNIA LTD

0.2%Added +10%$2.75M414,383
ARW

ARROW ELECTRIC

0.2%Added +10%$2.74M12,839
DINO

HF SINCLAIR CORP

0.2%Added +31%$2.71M38,922
ARLP

ALLIANCE RESOURCE PARTNERS LP

0.2%Added +54%$2.68M111,658
REZI

RESIDEO TECHNOLOGIES

0.2%Added +15%$2.64M84,748
VSNT

VERSANT MEDIA GROUP INC

0.2%Added +84%$2.50M69,343
ELV

ELEVANCE HEALTH

0.2%Added +34%$2.48M6,417
EVTC

EVERTEC INC

0.2%New$2.46M88,487
ALSN

ALLISON TRANSMISSION HLD

0.2%Added +38%$2.46M21,791
NTR

NUTRIEN LTD

0.2%Added +9%$2.35M37,327
CROX

CROCS INC

0.2%Added +37%$2.31M19,181
ALLY

ALLY FINANCIAL

0.2%Added +41%$2.17M47,288
BMY

BRISTOL-MYERS SQUIBB CO

0.2%Added +44%$2.16M37,570
CI

CIGNA CORP.

0.2%Added +42%$2.11M7,644
HTLD

HEARTLAND EXPRESS INC.

0.2%Added +9%$2.10M138,119
WU

WESTERN UNION

0.2%Added +57%$2.10M272,476
PSX

PHILLIPS 66

0.2%Trimmed -1%$2.08M12,282
ABG

ASBURY AUTO GROUP

0.2%Added +42%$2.07M10,305
LULU

LULULEMON ATHLETICA INC

0.2%New$2.05M17,963
THO

THOR INDUSTRIES INC.

0.2%New$1.99M26,526
TDW

TIDEWATER INC

0.1%Added +14%$1.97M29,555
CAG

CONAGRA BRANDS INC

0.1%New$1.97M146,196
SIRI

SIRIUS XM HOLDINGS INC

0.1%Added +42%$1.96M66,492
MTDR

MATADOR RESOURCES CO.

0.1%Added +34%$1.89M37,901
UPS

UNITED PARCEL SERVICE

0.1%Added +7%$1.79M16,630
GLOB

GLOBANT SA

0.1%New$1.77M61,306
BLDR

BUILDERS FIRSTSOURCE INC

0.1%New$1.75M19,598
TAP

MOLSON COORS BREWING COMPANY

0.1%Added +41%$1.74M44,702
SHOE

SHOE STATION GROUP INC

0.1%New$1.73M116,763
HP

HELMERICH & PAYNE

0.1%Added +8%$1.71M52,236
UNH

UNITEDHEALTH GROUP

0.1%Added +12%$1.70M4,089
AAP

ADVANCE AUTO PARTS INC.

0.1%Added +12%$1.69M27,118
LKQ

LKQ CORP

0.1%Added +46%$1.63M62,066
CNC

CENTENE CORP

0.1%Added +33%$1.61M25,121
LW

LAMB WESTON HOLDINGS INC

0.1%Added +44%$1.61M37,275
EFOR

EVERFORTH INC

0.1%New$1.57M87,577
BZH

BEAZER HOMES USA

0.1%Added +8%$1.53M54,435
DVN

DEVON ENERGY CORP

0.1%Added +33%$1.41M34,147
KVUE

KENVUE INC.

0.1%Added +78%$1.39M72,949
LPG

DORIAN LPG LIMITED

0.1%Added +12%$1.39M39,902
EMR

EMERSON ELECTRIC CO

0.1%Trimmed -2%$1.25M8,743
AMN

AMN HEALTHCARE SERVICES INC

0.1%Added +33%$1.21M37,299
BSM

BLACKSTONE MINE

0.1%Added +8%$1.17M83,530
VZ

VERIZON COMMUNICATIONS

0.1%Trimmed$1.01M23,878
CMCSA

COMCAST CORPORATION - CLASS A

0.1%Trimmed -1%$769,15231,330
HLN

HALEON PLC ADR

0.1%Trimmed -1%$672,08772,035
OEC

ORION SA

0.0%Added +48%$600,14890,520
FMC

FMC CORP.

0.0%Added +42%$505,25343,935
BABA

ALIBABA GROUP HOLDING SP-ADR

0.0%Trimmed -2%$380,0813,960
FDXF

FEDEX HOLDINGS CO INC

0.0%New$333,0312,206
CNXC

CONCENTRIX CORP

0.0%Trimmed -1%$300,92213,431
INTC

INTEL CORP

0.0%New$209,4451,500
MICC

MAGNUM ICE CREAM CO NV ADR

0.0%Trimmed -3%$202,89611,654
BAX

BAXTER INTERNATIONAL INC

0.0%Trimmed -3%$202,0929,479

Sold this quarter

  • SEALED AIR CORPORATIONheld 509,581 sh · $18.01M
  • SNEX

    STONEX GROUP, INC.

    held 54,035 sh · $4.36M
  • NE

    NOBLE CORP PLC

    held 54,434 sh · $2.67M
  • TRMD

    TORM PLC-A

    held 92,911 sh · $2.59M
  • BFH

    BREAD FINANCIAL HOLDINGS, INC.

    held 31,262 sh · $2.34M
  • ZION

    ZIONS BANCORPORATION N.A.

    held 37,877 sh · $2.18M
  • HCI

    HCI GROUP INC

    held 10,906 sh · $2.09M
  • EPD

    ENTERPRISE PRODUCTS PARTNERS

    held 51,549 sh · $1.95M
  • AGCO

    AGCO CORP.

    held 16,647 sh · $1.93M
  • TSN

    TYSON FOODS

    held 26,123 sh · $1.67M
  • FIBK

    FIRST INTERSTATE BANCSYSTEM INC

    held 49,370 sh · $1.65M
  • SFNC

    SIMMONS FIRS NATIONAL CORP-A

    held 77,193 sh · $1.50M
  • CVS

    CVS CORP.

    held 19,132 sh · $1.37M
  • EMBC

    EMBECTA CORP

    held 75,356 sh · $666,147
  • PSEC

    PROSPECT CAPITAL CORP

    held 162,953 sh · $422,048

Read from public SEC filings. Not financial advice.

Tweedy Browne 13F holdings · Nakagai