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Data sourced from SEC EDGAR 13F filings

© 2026 Super Investor · Not financial advice

Tweedy Browne Co LLC

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
93
Portfolio value:
$1,258,817,000
Filed:
May 6, 2026
CIK:
732905
HistStockActivityShare change% change to portfolio
Q1 2026filed May 6, 266 new44 added8 reduced9 exited
≡JAZZ – JAZZ PHARMACEUTICALS PLCBuy60,2090.90
≡SNEX – STONEX GROUP, INC.Add 138.00%31,3590.17
≡KT – KT CORP - ADRAdd 91.00%79,7720.15
≡HAFN – HAFNIA LTDAdd 92.00%180,5220.14
≡NE – NOBLE CORP PLCAdd 57.00%19,7970.13
≡TRMD – TORM PLC-AAdd 91.00%44,3160.13
≡COP – CONOCOPHILLIPSAdd 18.00%4,6890.13
≡NTR – NUTRIEN LTDAdd 92.00%16,4020.12
≡CI – CIGNA CORP.Buy5,3750.11
≡ABG – ASBURY AUTO GROUPBuy7,2530.11
≡VSNT – VERSANT MEDIA GROUP INCBuy37,6920.11
≡TDW – TIDEWATER INCAdd 56.00%9,3540.10
≡ALLY – ALLY FINANCIALBuy33,5120.10
≡LKQ – LKQ CORPBuy42,6460.10
≡DINO – HF SINCLAIR CORPAdd 78.00%13,0300.09
≡MTDR – MATADOR RESOURCES CO.Add 56.00%10,2050.08
≡ARLP – ALLIANCE RESOURCE PARTNERS LPAdd 55.00%25,6870.07
≡BFH – BREAD FINANCIAL HOLDINGS, INC.Add 59.00%11,6030.07
≡ALSN – ALLISON TRANSMISSION HLDAdd 57.00%5,7190.07
≡HP – HELMERICH & PAYNEAdd 57.00%17,5050.07
≡ARW – ARROW ELECTRICAdd 55.00%4,1400.07
≡REZI – RESIDEO TECHNOLOGIESAdd 58.00%26,9430.06
≡AGCO – AGCO CORP.Add 53.00%5,7460.06
≡ZION – ZIONS BANCORPORATION N.A.Add 57.00%13,7740.06
≡TSN – TYSON FOODSAdd 58.00%9,5580.05
≡DVN – DEVON ENERGY CORPAdd 55.00%9,0570.05
≡PNC – PNC FINANCIAL SERVICES GROUP INC.Add 55.00%3,3470.05
≡AAP – ADVANCE AUTO PARTS INC.Add 59.00%8,9920.05
≡BMY – BRISTOL-MYERS SQUIBB COAdd 55.00%9,3160.05
≡LPG – DORIAN LPG LIMITEDAdd 57.00%12,8910.05
≡HTLD – HEARTLAND EXPRESS INC.Add 58.00%46,4580.05
≡SFNC – SIMMONS FIRS NATIONAL CORP-AAdd 59.00%28,6210.05
≡UPS – UNITED PARCEL SERVICEAdd 58.00%5,6730.04
≡FIBK – FIRST INTERSTATE BANCSYSTEM INCAdd 55.00%17,5950.04
≡GIII – G III APPARELAdd 56.00%21,6100.04
≡BSM – BLACKSTONE MINEAdd 55.00%27,5350.04
≡WU – WESTERN UNIONAdd 61.00%65,7060.04
≡SIRI – SIRIUS XM HOLDINGS INCAdd 56.00%16,7610.04
≡TAP – MOLSON COORS BREWING COMPANYAdd 57.00%11,5830.03
≡CVS – CVS CORP.Add 58.00%7,0470.03
≡LW – LAMB WESTON HOLDINGS INCAdd 57.00%9,3950.03
≡CROX – CROCS INCAdd 55.00%4,9760.03
≡BZH – BEAZER HOMES USAAdd 59.00%18,6510.03
≡ELV – ELEVANCE HEALTHAdd 53.00%1,6680.02
≡FMC – FMC CORP.Add 53.00%10,7250.02
≡AMN – AMN HEALTHCARE SERVICES INCAdd 55.00%9,8910.02
≡ORN – ORION SAAdd 56.00%21,9630.01
≡UNH – UNITEDHEALTH GROUPAdd 49.00%1,2080.01
≡CNC – CENTENE CORPAdd 57.00%6,9070.01
≡EMBC – EMBECTA CORPAdd 56.00%27,1650.01
Q4 2025filed Feb 3, 266 new50 added7 reduced7 exited
≡CNH – CNH INDUSTRIAL NVAdd 52.00%6,899,5832.51
≡UNF – UNIFIRST CORPBuy102,0591.59
≡TTE – TOTALENERGIES SE ADRBuy135,0900.71
≡UL – UNILEVER PLC SPONSORED ADRBuy55,374
Q3 2025filed Nov 20, 2513 new45 added5 reduced7 exited
≡DEO – DIAGEO P L C - ADRBuy126,9951.05
≡NVS – NOVARTIS AG AMERICAN DEPOSITORY SHARESBuy76,0540.85
≡CSCO – CISCO SYSTEMS INCBuy56,1260.33
≡SNEX – STONEX GROUP, INC.Buy
Q2 2025filed Jul 29, 253 new3 exited
≡DEO – DIAGEO P L C - ADRBuy130,8021.22
≡NVS – NOVARTIS AG AMERICAN DEPOSITORY SHARESBuy77,2690.87
≡CSCO – CISCO SYSTEMS INCBuy57,7590.37
Q2 2025filed Jul 29, 2533 new16 added12 reduced1 exited
≡BRK.B – BERKSHIRE HATHAWAY INC DEL CL BAdd 13.00%11,5290.33
≡AN – AUTONATION, INC.Buy2,5320.05
≡KT – KT CORP - ADRAdd 177.00%21,4950.05
≡AGCO – AGCO CORP.Buy4,755
Q1 2025filed May 15, 253 new3 exited
≡DEO – DIAGEO P L C - ADRBuy136,1941.26
≡NVS – NOVARTIS AG AMERICAN DEPOSITORY SHARESBuy81,0250.80
≡CSCO – CISCO SYSTEMS INCBuy58,2990.32
Q1 2025filed May 15, 2519 new19 reduced3 exited
≡DEO – DIAGEO P L C - ADRBuy136,1941.26
≡NVS – NOVARTIS AG AMERICAN DEPOSITORY SHARESBuy81,0250.80
≡CSCO – CISCO SYSTEMS INCBuy58,2990.32
≡HCI – HCI GROUP INCBuy1,981
Q4 2024filed Feb 12, 253 new3 exited
≡DEO – DIAGEO P L C - ADRBuy138,4201.19
≡NVS – NOVARTIS AG AMERICAN DEPOSITORY SHARESBuy83,1410.55
≡CSCO – CISCO SYSTEMS INCBuy59,9430.24
Q3 2024filed Nov 13, 241 new12 reduced2 exited
≡GL – GLOBE LIFE INC.Buy35,5020.18
Q2 2024filed Aug 13, 243 added18 reduced1 exited
≡CNH – CNH INDUSTRIALSAdd 1320.00%14,280,5016.50
≡FMC – FMC CORP.Add 26.00%651,9570.86
≡NVST – ENVISTA HOLDINGS CORPAdd 93.00%917,4480.47
Q1 2024filed May 6, 242 new2 added9 reduced2 exited
≡NVST – ENVISTA HOLDINGS CORPBuy984,7190.99
≡TTEN – TOTALENERGIES SE ADRBuy157,6570.51
≡CNH – CNH INDUSTRIALSAdd 32.00%262,4710.17
≡CNXC – CONCENTRIX CORPAdd 22.00%30,798
0.29
≡CVE – CENOVUS ENERGYBuy56,9200.08
≡TAP – MOLSON COORS BREWING COMPANYBuy20,1670.08
≡GM – GENERAL MOTORSAdd 17.00%3,6720.05
≡BFH – BREAD FINANCIAL HOLDINGS, INC.Add 17.00%2,8080.04
≡ALB – ALBEMARLE CORPAdd 17.00%6480.02
≡HLF – HERBALIFE LTDAdd 17.00%7,3440.02
≡AAP – ADVANCE AUTO PARTS INC.Add 17.00%2,160−0.02
≡HP – HELMERICH & PAYNEAdd 16.00%4,3200.02
≡REZI – RESIDEO TECHNOLOGIESAdd 17.00%6,696−0.02
≡WU – WESTERN UNIONAdd 17.00%15,3360.02
≡UPS – UNITED PARCEL SERVICEAdd 15.00%1,2960.02
≡BMY – BRISTOL-MYERS SQUIBB COAdd 16.00%2,3760.02
≡GIII – G III APPARELAdd 20.00%6,4500.02
≡MICC – MAGNUM ICE CREAM CO NV ADRBuy12,4380.02
≡LW – LAMB WESTON HOLDINGS INCAdd 17.00%2,376−0.02
≡ALSN – ALLISON TRANSMISSION HLDAdd 15.00%1,2960.01
≡KT – KT CORP - ADRAdd 24.00%16,8180.01
≡NTR – NUTRIEN LTDAdd 21.00%3,1200.01
≡FIBK – FIRST INTERSTATE BANCSYSTEM INCAdd 17.00%4,5360.01
≡ELV – ELEVANCE HEALTHAdd 16.00%4320.01
≡ZION – ZIONS BANCORPORATION N.A.Add 17.00%3,4560.01
≡HCI – HCI GROUP INCAdd 16.00%1,5120.01
≡TSN – TYSON FOODSAdd 17.00%2,3760.01
≡PNC – PNC FINANCIAL SERVICES GROUP INC.Add 17.00%8640.01
≡CLF – CLEVELAND-CLIFFS INCAdd 17.00%8,6400.01
≡CVS – CVS CORP.Add 17.00%1,7280.01
≡HTLD – HEARTLAND EXPRESS INC.Add 17.00%11,4480.01
≡CNC – CENTENE CORPAdd 17.00%1,7280.01
≡CROX – CROCS INCAdd 17.00%1,2960.01
≡BZH – BEAZER HOMES USAAdd 17.00%4,536−0.01
≡NE – NOBLE CORP PLCAdd 17.00%4,9680.01
≡DVN – DEVON ENERGY CORPAdd 17.00%2,3760.01
≡LPG – DORIAN LPG LIMITEDAdd 17.00%3,240−0.01
≡ORN – ORION SAAdd 17.00%5,616−0.01
≡TRMD – TORM PLC-AAdd 21.00%8,5880.01
≡BSM – BLACKSTONE MINEAdd 17.00%7,1280.00
≡SFNC – SIMMONS FIRS NATIONAL CORP-AAdd 17.00%6,9120.00
≡AGCO – AGCO CORP.Add 16.00%1,5120.00
≡EMBC – EMBECTA CORPAdd 17.00%6,912−0.00
≡SNEX – STONEX GROUP, INC.Add 17.00%3,2400.00
≡OBDC – BLUE OWL CAPITAL CORPAdd 17.00%10,1520.00
≡SIRI – SIRIUS XM HOLDINGS INCAdd 17.00%4,320−0.00
≡AMN – AMN HEALTHCARE SERVICES INCAdd 17.00%2,592−0.00
≡DINO – HF SINCLAIR CORPAdd 17.00%2,376−0.00
≡AN – AUTONATION, INC.Add 17.00%8640.00
≡TDW – TIDEWATER INCAdd 17.00%2,3760.00
≡MTDR – MATADOR RESOURCES CO.Add 17.00%2,5920.00
≡UNH – UNITEDHEALTH GROUPAdd 15.00%3220.00
≡ARW – ARROW ELECTRICAdd 17.00%1,080−0.00
≡PSEC – PROSPECT CAPITAL CORPAdd 17.00%23,3310.00
≡HAFN – HAFNIA LTDAdd 22.00%34,7840.00
≡ARLP – ALLIANCE RESOURCE PARTNERS LPAdd 17.00%6,696−0.00
19,436
0.17
≡REZI – RESIDEO TECHNOLOGIESAdd 105.00%20,5220.11
≡PNC – PNC FINANCIAL SERVICES GROUP INC.Buy5,2040.09
≡HCI – HCI GROUP INCAdd 97.00%4,6340.09
≡ELV – ELEVANCE HEALTHBuy2,6960.08
≡GIII – G III APPARELBuy32,3930.07
≡WMK – WEIS MARKETS INCBuy11,6100.07
≡GM – GENERAL MOTORSAdd 105.00%11,2540.07
≡ALSN – ALLISON TRANSMISSION HLDBuy8,7810.06
≡WU – WESTERN UNIONBuy92,4170.06
≡UPS – UNITED PARCEL SERVICEBuy8,5460.06
≡KT – KT CORP - ADRAdd 110.00%36,9460.05
≡WTFC – WINTRUST FINANCIALAdd 105.00%4,6340.05
≡ZION – ZIONS BANCORPORATION N.A.Add 105.00%10,5920.05
≡AN – AUTONATION, INC.Add 105.00%2,6480.05
≡HAFN – HAFNIA LTDAdd 111.00%84,9800.05
≡TRMD – TORM PLC-AAdd 110.00%20,9140.04
≡AAP – ADVANCE AUTO PARTS INC.Add 106.00%6,7030.04
≡AGCO – AGCO CORP.Add 97.00%4,6340.04
≡CVE – CENOVUS ENERGYAdd 112.00%24,7980.04
≡ARLP – ALLIANCE RESOURCE PARTNERS LPAdd 105.00%20,5220.04
≡FIBK – FIRST INTERSTATE BANCSYSTEM INCAdd 104.00%13,9020.04
≡DINO – HF SINCLAIR CORPAdd 107.00%7,3870.04
≡LW – LAMB WESTON HOLDINGS INCAdd 105.00%7,2820.04
≡BFH – BREAD FINANCIAL HOLDINGS, INC.Add 104.00%8,6060.04
≡NE – NOBLE CORP PLCAdd 105.00%15,2260.04
≡CLF – CLEVELAND-CLIFFS INCAdd 104.00%26,4800.04
≡NTR – NUTRIEN LTDAdd 110.00%7,6540.04
≡TDW – TIDEWATER INCAdd 105.00%7,2820.04
≡CVS – CVS CORP.Add 105.00%5,2960.04
≡CCSI – CONSENSUS CLOUDAdd 105.00%11,9160.04
≡SFNC – SIMMONS FIRS NATIONAL CORP-AAdd 103.00%21,1840.03
≡HP – HELMERICH & PAYNEAdd 106.00%13,5630.03
≡EMBC – EMBECTA CORPAdd 105.00%21,1840.03
≡UNH – UNITEDHEALTH GROUPAdd 95.00%1,0420.03
≡TSN – TYSON FOODSAdd 105.00%7,2820.03
≡BZH – BEAZER HOMES USAAdd 106.00%14,0820.03
≡ARW – ARROW ELECTRICAdd 105.00%3,3100.03
≡EIG – EMPLOYERS HOLDING INCAdd 105.00%9,9300.03
≡LPG – DORIAN LPG LIMITEDAdd 105.00%9,9300.03
≡OBDC – BLUE OWL CAPITAL CORPAdd 105.00%31,1140.03
≡ALB – ALBEMARLE CORPBuy3,8690.03
≡MTDR – MATADOR RESOURCES CO.Add 105.00%7,9440.03
≡AMN – AMN HEALTHCARE SERVICES INCBuy15,4800.03
≡COP – CONOCOPHILLIPSAdd 16.00%3,4170.03
≡BMY – BRISTOL-MYERS SQUIBB COAdd 101.00%7,2820.03
≡SIRI – SIRIUS XM HOLDINGS INCAdd 105.00%13,2400.03
≡BSM – BLACKSTONE MINEAdd 105.00%21,8460.02
≡HTLD – HEARTLAND EXPRESS INC.Add 104.00%35,0860.02
≡DVN – DEVON ENERGY CORPAdd 105.00%7,2820.02
≡CROX – CROCS INCAdd 105.00%3,9720.02
≡HLF – HERBALIFE LTDAdd 104.00%22,5080.02
≡PSEC – PROSPECT CAPITAL CORPAdd 108.00%72,5900.01
≡CNC – CENTENE CORPAdd 105.00%5,2960.01
≡ORN – ORION SAAdd 105.00%17,2120.01
0.05
≡BFH – BREAD FINANCIAL HOLDINGS, INC.Buy8,2450.04
≡HCI – HCI GROUP INCAdd 140.00%2,7790.04
≡REZI – RESIDEO TECHNOLOGIESBuy19,4670.04
≡NTR – NUTRIEN LTDBuy6,9610.04
≡ARW – ARROW ELECTRICBuy3,1400.04
≡SFNC – SIMMONS FIRS NATIONAL CORP-ABuy20,4760.04
≡TSN – TYSON FOODSBuy6,9070.04
≡FIBK – FIRST INTERSTATE BANCSYSTEM INCBuy13,3370.04
≡NE – NOBLE CORP PLCBuy14,4430.04
≡CROX – CROCS INCBuy3,7710.04
≡MTDR – MATADOR RESOURCES CO.Buy7,5450.03
≡LW – LAMB WESTON HOLDINGS INCBuy6,9070.03
≡LGND – LIGAND PHARMACEUTICALSBuy3,1400.03
≡CVS – CVS CORP.Buy5,0610.03
≡UNH – UNITEDHEALTH GROUPBuy1,0950.03
≡BMY – BRISTOL-MYERS SQUIBB COBuy7,1840.03
≡WTFC – WINTRUST FINANCIALAdd 118.00%2,3890.03
≡TDW – TIDEWATER INCBuy6,9070.03
≡TRMD – TORM PLC-ABuy19,0930.03
≡GM – GENERAL MOTORSAdd 123.00%5,9430.03
≡ZION – ZIONS BANCORPORATION N.A.Add 121.00%5,5020.03
≡CVE – CENOVUS ENERGYBuy22,1440.03
≡BZH – BEAZER HOMES USABuy13,2540.03
≡AAP – ADVANCE AUTO PARTS INC.Buy6,3160.03
≡SIRI – SIRIUS XM HOLDINGS INCBuy12,5600.03
≡DINO – HF SINCLAIR CORPBuy6,9210.03
≡ARLP – ALLIANCE RESOURCE PARTNERS LPAdd 122.00%10,7220.03
≡BSM – BLACKSTONE MINEBuy20,8550.03
≡CNC – CENTENE CORPBuy5,0240.03
≡HAFN – HAFNIA LTDAdd 172.00%48,4340.03
≡CCSI – CONSENSUS CLOUDBuy11,3560.02
≡EIG – EMPLOYERS HOLDING INCAdd 120.00%5,1450.02
≡OBDC – BLUE OWL CAPITAL CORPAdd 120.00%16,0840.02
≡LPG – DORIAN LPG LIMITEDBuy9,4190.02
≡DVN – DEVON ENERGY CORPBuy6,9070.02
≡EMBC – EMBECTA CORPBuy20,0950.02
≡HP – HELMERICH & PAYNEBuy12,8260.02
≡HLF – HERBALIFE LTDBuy21,6280.02
≡ORN – ORION SABuy16,3290.02
≡HTLD – HEARTLAND EXPRESS INC.Add 120.00%18,3320.01
≡ACDC – PROFRAC HOLDINGS AAdd 121.00%15,1130.01
≡HPK – HIGHPEAK ENERGY, INC.Add 119.00%13,5090.01
≡CLF – CLEVELAND-CLIFFS INCAdd 124.00%14,1420.01
≡PSEC – PROSPECT CAPITAL CORPAdd 119.00%36,4700.01
≡PSNY – POLESTAR AUTOMOTIVE-CL AAdd 120.00%12,3510.00
0.03
≡ARLP – ALLIANCE RESOURCE PARTNERS LPBuy8,7550.02
≡FITB – FIFTH THIRD BANCBuy5,9250.02
≡WTFC – WINTRUST FINANCIALBuy2,0290.02
≡GM – GENERAL MOTORSBuy4,8260.02
≡ZION – ZIONS BANCORPORATION N.A.Buy4,5530.02
≡EIG – EMPLOYERS HOLDING INCBuy4,2890.02
≡KT – KT CORP - ADRBuy12,1500.02
≡OBDC – BLUE OWL CAPITAL CORPBuy13,4310.02
≡HPK – HIGHPEAK ENERGY, INC.Buy11,3630.01
≡HTLD – HEARTLAND EXPRESS INC.Buy15,3320.01
≡PSEC – PROSPECT CAPITAL CORPBuy30,5620.01
≡HAFN – HAFNIA LTDBuy28,1830.01
≡ACDC – PROFRAC HOLDINGS ABuy12,5190.01
≡CLF – CLEVELAND-CLIFFS INCBuy11,3650.01
≡PSNY – POLESTAR AUTOMOTIVE-CL ABuy10,2560.00
−0.14