13F filing recap · Q4 2025
What did Tweedy, Browne Company buy in Q4 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
$1.24B
Positions
96
Estimated turnover
15.0%
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 Unifirst Corporation, Totalenergies SE, Unilever Plc, Molson Coors Beverage Co, and Magnum Ice Cream Co N.v., while exiting Alphabet Inc., Weis Markets, Wintrust Financial Corp, and Employers Holdings. The firm substantially increased its stake in Cnh Industrial N.v. and trimmed Atmus Filtration Technologies and Fmc Corporation significantly. It also added to Stonex Group, Hci Group, General Motors, and Kt Corporation, among others, while reducing Ionis Pharmaceuticals and Alphabet Inc.