13F filing recap · Q2 2026
What did Tweedy, Browne Company buy in Q2 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
$1.32B
Positions
91
Estimated turnover
14.1%
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
ZTSZoetis Inc.$39.96Mreported value+556.1K sharesDISWalt Disney Co/$4.33Mreported value+45.0K sharesBNSBank of Nova Scotia$3.69Mreported value+42.5K sharesEVTCEvertec, Inc.$2.46Mreported value+88.5K sharesLULULululemon Athletica Inc.$2.05Mreported value+18.0K sharesTHOThor Industries, Inc.$1.99Mreported value+26.5K sharesCAGConagra Brands, Inc.$1.97Mreported value+146.2K sharesGLOBGlobant S.a.$1.77Mreported value+61.3K sharesBLDRBuilders Firstsource, Inc.$1.75Mreported value+19.6K sharesSCVLShoe Carnival Inc$1.73Mreported value+116.8K sharesASGNAsgn Incorporated$1.57Mreported value+87.6K sharesFDXFFedex Freight Holding Company, Inc.$333.0Kreported value+2.2K sharesINTCIntel Corp$209.4Kreported value+1.5K shares