13F filing recap · Q1 2026
What did Tweedy, Browne Company buy in Q1 2026?
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
$1.26B
Positions
93
Estimated turnover
8.6%
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 Jazz Pharmaceuticals, The Cigna Group, Asbury Automotive Group, Versant Media Group, Ally Financial, and Lkq Corporation. The firm exited Albemarle, Atmus Filtration Technologies, Autonation, Cenovus Energy, Cleveland-Cliffs, General Motors, Blue Owl Capital, Herbalife, and Consensus Cloud Solutions. It trimmed Fedex, Bank of New York Mellon, and Totalenergies, while adding substantially to Stonex Group, Kt Corporation, Hafnia, Noble, Torm, Nutrien, Resideo Technologies, and Bread Financial.