13F filing recap · Q2 2025

What did Tweedy, Browne Company buy in Q2 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

$1.08B

Positions

Estimated turnover

13.4%

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.

New positions

ANAutonation, Inc.$503.0Kreported value+2.5K shares AGCOAgco Corp /de$490.5Kreported value+4.8K shares BFHBread Financial Holdings, Inc.$471.0Kreported value+8.2K shares REZIResideo Technologies, Inc.$429.4Kreported value+19.5K shares NTRNutrien Ltd.$404.8Kreported value+7.0K shares ARWArrow Electronics, Inc.$400.1Kreported value+3.1K shares SFNCSimmons First National Corporation$388.2Kreported value+20.5K shares TSNTyson Foods, Inc.$386.4Kreported value+6.9K shares FIBKFirst Interstate Bancsystem, Inc.$384.4Kreported value+13.3K shares NENoble Corporation Plc$383.5Kreported value+14.4K shares CROXCrocs, Inc.$381.9Kreported value+3.8K shares MTDRMatador Resources Company$360.0Kreported value+7.5K shares LWLamb Weston Holdings, Inc.$358.1Kreported value+6.9K shares LGNDLigand Pharmaceuticals Incorporated$357.0Kreported value+3.1K shares CVSCVS Health Corp$349.1Kreported value+5.1K shares UNHUnitedHealth Group Incorporated$341.6Kreported value+1.1K shares BMYBristol-Myers Squibb Company$332.5Kreported value+7.2K shares TDWTidewater Inc$318.6Kreported value+6.9K shares TRMDTorm Plc$318.1Kreported value+19.1K shares CVECenovus Energy Inc.$300.7Kreported value+22.1K shares BZHBeazer Homes Usa, Inc.$296.5Kreported value+13.3K shares AAPAdvance Auto Parts, Inc.$293.6Kreported value+6.3K shares SIRISirius XM Holdings Inc.$288.5Kreported value+12.6K shares DINOHf Sinclair Corporation$284.3Kreported value+6.9K shares BSMBlack Stone Minerals, L.p.$272.8Kreported value+20.9K shares CNCCentene Corporation$272.7Kreported value+5.0K shares CCSIConsensus Cloud Solutions, Inc.$261.9Kreported value+11.4K shares LPGDorian Lpg Ltd$229.6Kreported value+9.4K shares DVNDevon Energy Corp/de$219.7Kreported value+6.9K shares EMBCEmbecta Corp.$194.7Kreported value+20.1K shares HPHelmerich & Payne, Inc.$194.4Kreported value+12.8K shares HLFHerbalife Ltd.$186.4Kreported value+21.6K shares OECOrion S.a.$171.3Kreported value+16.3K shares

Increased positions

BRK.BBerkshire Hathaway Inc$49.31Mreported value+11.5K shares+12.8%HCIHci Group, Inc.$724.5Kreported value+2.8K shares+140.3%KTKt Corporation$699.1Kreported value+21.5K shares+176.9%WTFCWintrust Financial Corp$547.7Kreported value+2.4K shares

Reduced positions

CNHCnh Industrial N.v.$172.52Mreported value-23.4K shares-0.2%KOFCoca Cola Femsa Sab De Cv$117.81Mreported value-67.4K shares-5.2%IONSIonis Pharmaceuticals, Inc.$114.26Mreported value-91.6K shares-3.1%BRK.ABerkshire Hathaway Inc$111.51Mreported value-14 shares

Exited positions

FITBFifth Third Bancorp$232.3Kprior reported value-5.9K shares-100.0%