13F filing recap · Q1 2025
What did Tweedy, Browne Company buy in Q1 2025?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Tweedy, Browne account, including accounts that belong to no fund below.
Stock value
$1.13B
Positions
59
Estimated turnover
29.8%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Tweedy, Browne Company opened new positions in Hci Group, Alliance Resource Partners, Fifth Third Bancorp, Wintrust Financial, Zions Bancorporation, General Motors, Employers Holdings, Kt Corporation, Blue Owl Capital, Highpeak Energy, Heartland Express, Prospect Capital, Hafnia, Profrac Holding, Cleveland-Cliffs, and Polestar Automotive. The firm substantially trimmed Berkshire Hathaway, Johnson & Johnson, Fmc Corporation, and Kenvue. It also reduced Autozone, American Express, Enterprise Products Partners, Atmus Filtration Technologies, and Concentrix.