Tweedy Browne decreased ISI position by 436,286 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $ISI based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other Tweedy Browne Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| FMC | FMC CORP. | Decreased | 203,750 | $279.5M |
| TTEN | TOTALENERGIES SE ADR | Exited | 132,189 | — |
| UNF | UNIFIRST CORP | New | +102,059 | $19.7B |
| ATMU | ATMUS FILTRATION TECHNOLOGIES | Decreased | 48,607 | $2.1B |
| CVE | CENOVUS ENERGY | Exited | 46,942 | — |
| GOOGL | ALPHABET INC-CL A | Decreased | 34,406 | $62.5B |
| ALV | AUTOLIV INC. | Decreased | 31,740 | $47.6B |
| PSEC | PROSPECT CAPITAL CORP | Increased | +23,331 | $422.0M |
| WFC | WELLS FARGO & CO | Decreased | 22,228 | $52.1B |
| TAP | MOLSON COORS BREWING COMPANY | New | +20,167 | $941.4M |
Other Whales Moving ISI This Period
| Manager | Change Type | Share Change |
|---|---|---|
| Capital World | Increased | +5,238,571 |
| Franklin Templeton | Increased | +1,314,709 |
| Adage Capital | Decreased | 1,175,000 |
| Two Sigma | Increased | +1,082,703 |
| Millennium | Decreased | 686,308 |
| Balyasny | Decreased | 499,511 |
| Arrowstreet | Increased | +433,191 |
| State Street | Decreased | 413,786 |
| DE Shaw | Decreased | 295,692 |
| Artisan Partners | Increased | +291,344 |
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: July 09, 2026 at 06:01 UTC