As of Q1 2026, Tweedy Browne Co. reported 93 long-equity positions worth $1.26B in aggregate.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| NTR | NUTRIEN LTD | Add +92.5% | 0.20% | 34,137 | $2.57M | $75.25 | $58.74 - $85.36(62%)$63.16 -> $75.46 |
| HAFN | HAFNIA LTD | Add +91.9% | 0.23% | 376,903 | $2.86M | $7.60 | $5.17 - $7.96(87%)$5.21 -> $7.60 |
| KT | KT CORP - ADR | Add +91.3% | 0.28% | 167,181 | $3.59M | $21.45 | $18.67 - $24.58(47%)$19.04 -> $21.45 |
| TRMD | TORM PLC-A | Add +91.2% | 0.21% | 92,911 | $2.59M | $27.90 | $19.61 - $31.76(68%)$19.79 -> $27.90 |
| DINO | HF SINCLAIR CORP | Add +78.1% | 0.15% | 29,714 | $1.85M | $62.39 | $45.98 - $64.70(88%)$46.85 -> $62.39 |
| WU | WESTERN UNION | Add +61.0% | 0.12% | 173,459 | $1.51M | $8.73 | $8.67 - $10.35(4%)$9.23 -> $8.73 |
| AAP | ADVANCE AUTO PARTS INC. | Add +59.2% | 0.10% | 24,171 | $1.28M | $52.75 | $37.89 - $65.20(54%)$38.89 -> $52.75 |
| BFH | BREAD FINANCIAL HOLDINGS, INC. | Add +59.0% | 0.19% | 31,262 | $2.34M | $74.89 | $67.78 - $82.03(50%)$75.30 -> $74.89 |
| SFNC | SIMMONS FIRS NATIONAL CORP-A | Add +58.9% | 0.12% | 77,193 | $1.5M | $19.45 | $18.25 - $22.18(31%)$18.82 -> $19.45 |
| SNEX | STONEX GROUP, INC. | Add +58.9%1.5:1 split | 0.35% | 54,035 | $4.36M | $80.65 | $63.13 - $88.38(69%)$64.92 -> $80.65 |
| BZH | BEAZER HOMES USA | Add +58.5% | 0.08% | 50,523 | $972.06K | $19.24 | $18.58 - $28.33(7%)$20.25 -> $19.24 |
| CVS | CVS CORP. | Add +58.3% | 0.11% | 19,132 | $1.37M | $71.82 | $69.51 - $84.00(16%)$80.13 -> $71.82 |
| HTLD | HEARTLAND EXPRESS INC. | Add +57.9% | 0.10% | 126,656 | $1.32M | $10.40 | $8.91 - $12.13(46%)$9.15 -> $10.40 |
| REZI | RESIDEO TECHNOLOGIES | Add +57.7% | 0.20% | 73,628 | $2.48M | $33.71 | $32.18 - $42.95(14%)$35.16 -> $33.71 |
| TSN | TYSON FOODS | Add +57.7% | 0.13% | 26,123 | $1.67M | $64.07 | $55.70 - $66.41(78%)$58.04 -> $64.07 |
| UPS | UNITED PARCEL SERVICE | Add +57.6% | 0.12% | 15,515 | $1.53M | $98.38 | $94.06 - $122.41(15%)$101.02 -> $98.38 |
| TAP | MOLSON COORS BREWING COMPANY | Add +57.4% | 0.11% | 31,750 | $1.37M | $43.06 | $41.04 - $54.82(15%)$47.40 -> $43.06 |
| CNC | CENTENE CORP | Add +57.3% | 0.05% | 18,955 | $620.59K | $32.74 | $31.63 - $47.68(7%)$41.78 -> $32.74 |
| NE | NOBLE CORP PLC | Add +57.2% | 0.21% | 54,434 | $2.67M | $49.07 | $27.88 - $50.99(92%)$29.00 -> $49.07 |
| ZION | ZIONS BANCORPORATION N.A. | Add +57.1% | 0.17% | 37,877 | $2.18M | $57.62 | $52.70 - $66.18(36%)$59.25 -> $57.62 |
| LPG | DORIAN LPG LIMITED | Add +57.1% | 0.10% | 35,480 | $1.21M | $34.20 | $24.05 - $38.40(71%)$24.75 -> $34.20 |
| HP | HELMERICH & PAYNE | Add +57.0% | 0.14% | 48,214 | $1.74M | $36.03 | $28.49 - $37.87(80%)$29.94 -> $36.03 |
| ALSN | ALLISON TRANSMISSION HLD | Add +56.8% | 0.15% | 15,796 | $1.85M | $117.06 | $97.64 - $128.85(62%)$98.94 -> $117.06 |
| LW | LAMB WESTON HOLDINGS INC | Add +56.7% | 0.09% | 25,960 | $1.1M | $42.26 | $39.60 - $52.05(21%)$42.29 -> $42.26 |
| TDW | TIDEWATER INC | Add +56.5% | 0.17% | 25,919 | $2.17M | $83.55 | $49.92 - $88.99(86%)$52.23 -> $83.55 |
| MTDR | MATADOR RESOURCES CO. | Add +56.4% | 0.14% | 28,286 | $1.79M | $63.18 | $39.72 - $66.84(87%)$43.36 -> $63.18 |
| EMBC | EMBECTA CORP | Add +56.4% | 0.05% | 75,356 | $666.15K | $8.84 | $8.47 - $13.45(7%)$11.66 -> $8.84 |
| OEC | ORION SA | Add +56.1% | 0.03% | 61,120 | $397.28K | $6.50 | $4.53 - $7.60(64%)$5.26 -> $6.50 |
| SIRI | SIRIUS XM HOLDINGS INC | Add +55.6% | 0.09% | 46,881 | $1.08M | $23.08 | $19.77 - $23.57(87%)$20.51 -> $23.08 |
| GIII | G III APPAREL | Add +55.6% | 0.13% | 60,453 | $1.67M | $27.70 | $24.61 - $32.80(38%)$29.51 -> $27.70 |
| FIBK | FIRST INTERSTATE BANCSYSTEM INC | Add +55.4% | 0.13% | 49,370 | $1.65M | $33.40 | $31.62 - $39.26(23%)$35.30 -> $33.40 |
| BMY | BRISTOL-MYERS SQUIBB CO | Add +55.3% | 0.13% | 26,158 | $1.59M | $60.65 | $52.06 - $62.89(79%)$53.46 -> $60.65 |
| BSM | BLACKSTONE MINE | Add +55.3% | 0.09% | 77,364 | $1.17M | $15.12 | $13.20 - $15.49(84%)$13.51 -> $15.12 |
| PNC | PNC FINANCIAL SERVICES GROUP INC. | Add +55.2% | 0.16% | 9,415 | $1.96M | $208.09 | $197.56 - $243.94(23%)$211.46 -> $208.09 |
| CROX | CROCS INC | Add +55.0% | 0.09% | 14,015 | $1.16M | $83.02 | $75.13 - $101.59(30%)$86.95 -> $83.02 |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | Add +55.0% | 0.16% | 72,382 | $2M | $27.65 | $23.01 - $29.45(72%)$23.29 -> $27.65 |
| ARW | ARROW ELECTRIC | Add +55.0% | 0.13% | 11,670 | $1.67M | $143.41 | $110.06 - $162.61(63%)$113.04 -> $143.41 |
| AMN | AMN HEALTHCARE SERVICES INC | Add +54.7% | 0.04% | 27,963 | $512.84K | $18.34 | $14.97 - $22.75(43%)$15.12 -> $18.34 |
| DVN | DEVON ENERGY CORP | Add +54.7% | 0.10% | 25,622 | $1.29M | $50.32 | $34.23 - $52.71(87%)$37.87 -> $50.32 |
| ELV | ELEVANCE HEALTH | Add +53.3% | 0.11% | 4,796 | $1.4M | $292.75 | $274.84 - $383.00(17%)$354.25 -> $292.75 |
| FMC | FMC CORP. | Add +53.2% | 0.04% | 30,877 | $531.7K | $17.22 | $12.48 - $17.33(98%)$14.34 -> $17.22 |
| AGCO | AGCO CORP. | Add +52.7% | 0.15% | 16,647 | $1.93M | $115.87 | $103.84 - $143.78(30%)$105.84 -> $115.87 |
| UNH | UNITEDHEALTH GROUP | Add +49.1% | 0.08% | 3,667 | $992.25K | $270.59 | $255.97 - $357.87(14%)$336.40 -> $270.59 |
| COP | CONOCOPHILLIPS | Add +18.0% | 0.32% | 30,705 | $4.05M | $132.00 | $93.13 - $135.87(91%)$96.70 -> $132.00 |
| VRTX | VERTEX PHARMACEUTICALS | Add +3.2% | 1.43% | 40,387 | $18.03M | $446.54 | $429.00 - $507.92(22%)$452.13 -> $446.54 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | New | 0.90% | 60,209 | $11.38M | $189.05 | $156.95 - $198.00(78%)$173.15 -> $189.05 |
| CI | CIGNA CORP. | New | 0.11% | 5,375 | $1.43M | $266.75 | $257.85 - $297.80(22%)$279.12 -> $266.75 |
| ABG | ASBURY AUTO GROUP | New | 0.11% | 7,253 | $1.42M | $195.41 | $184.61 - $258.75(15%)$234.76 -> $195.41 |
| VSNT | VERSANT MEDIA GROUP INC | New | 0.11% | 37,692 | $1.4M | $37.02 | $27.17 - $47.63(48%)$46.65 -> $37.02 |
| ALLY | ALLY FINANCIAL | New | 0.10% | 33,512 | $1.31M | $39.23 | $35.92 - $47.27(29%)$45.76 -> $39.23 |
| LKQ | LKQ CORP | New | 0.10% | 42,646 | $1.25M | $29.37 | $27.64 - $37.13(18%)$30.03 -> $29.37 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL CL B | Add +0.3% | 3.71% | 97,406 | $46.68M | $479.20 | $467.21 - $512.13(27%)$496.85 -> $479.20 |
