13F filing recap ยท Q3 2025
What did Tweedy, Browne Company buy in Q3 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
$1.15B
Positions
97
Estimated turnover
6.2%
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 Stonex Group, PNC Financial Services, Elevance Health, G-III Apparel, Weis Markets, Allison Transmission, Western Union, UPS, Albemarle, and AMN Healthcare. It exited Ligand Pharmaceuticals, Polestar Automotive, Highpeak Energy, and Profrac Holding. The firm also trimmed Alphabet and added to ConocoPhillips, HCI Group, Resideo Technologies, KT Corporation, General Motors, Wintrust Financial, Zions Bancorporation, AutoNation, Alliance Resource Partners, and numerous other holdings.