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Tweedy Browne
hedge fundvalue
Portfolio Value
$1.3B
Positions
93
Quarter
2026-03-31
New Positions
0
Exits
0
Portfolio Value History — 8 Quarters
| Ticker | Value | Shares | % of Portfolio |
|---|---|---|---|
CNH INDUST | $221.7M | 20.2M | 17.6% |
| $170.9M | 2.3M | 13.6% | |
| $114.1M | 1.2M | 9.1% | |
| $103.4M | 144 | 8.2% | |
| $57.0M | 198.3K | 4.5% | |
| $53.7M | 219.5K | 4.3% | |
| $46.7M | 97.4K | 3.7% | |
| $41.1M | 515.9K | 3.3% | |
| $40.3M | 383.6K | 3.2% | |
| $36.5M | 1.4M | 2.9% | |
| $26.4M | 74.0K | 2.1% | |
| $25.6M | 557.4K | 2.0% | |
| $25.6M | 101.7K | 2.0% | |
| $20.7M | 463.3K | 1.6% | |
| $19.1M | 63.0K | 1.5% | |
| $18.7M | 5.5K | 1.5% | |
| $18.0M | 40.4K | 1.4% | |
| $18.0M | 509.6K | 1.4% | |
| $17.8M | 365.3K | 1.4% | |
| $12.9M | 109.0K | 1.0% | |
JAZZ PHARM | $11.4M | 60.2K | 0.9% |
NOVARTIS A | $10.9M | 71.3K | 0.9% |
TOTALENERG | $10.7M | 117.6K | 0.8% |
| $9.6M | 184.2K | 0.8% | |
DIAGEO P L | $9.4M | 126.2K | 0.7% |
| $4.7M | 19.2K | 0.4% | |
| $4.5M | 81.8K | 0.4% | |
| $4.4M | 54.0K | 0.3% | |
CISCO SYST | $4.3M | 55.2K | 0.3% |
| $4.1M | 30.7K | 0.3% | |
| $3.9M | 27.8K | 0.3% | |
| $3.6M | 167.2K | 0.3% | |
UNILEVER P | $2.9M | 51.7K | 0.2% |
HAFNIA LTD | $2.9M | 376.9K | 0.2% |
| $2.7M | 13.7K | 0.2% | |
NOBLE CORP | $2.7M | 54.4K | 0.2% |
TORM PLC-A | $2.6M | 92.9K | 0.2% |
| $2.6M | 34.1K | 0.2% | |
| $2.5M | 73.6K | 0.2% | |
| $2.3M | 31.3K | 0.2% | |
| $2.3M | 12.4K | 0.2% | |
| $2.2M | 37.9K | 0.2% | |
| $2.2M | 25.9K | 0.2% | |
| $2.1M | 10.9K | 0.2% | |
| $2.0M | 72.4K | 0.2% | |
| $2.0M | 9.4K | 0.2% | |
| $2.0M | 51.5K | 0.2% | |
| $1.9M | 16.6K | 0.2% | |
| $1.9M | 29.7K | 0.1% | |
| $1.8M | 15.8K | 0.1% | |
| $1.8M | 28.3K | 0.1% | |
| $1.7M | 48.2K | 0.1% | |
| $1.7M | 60.5K | 0.1% | |
| $1.7M | 26.1K | 0.1% | |
| $1.7M | 11.7K | 0.1% | |
| $1.6M | 49.4K | 0.1% | |
| $1.6M | 26.2K | 0.1% | |
| $1.5M | 15.5K | 0.1% | |
| $1.5M | 173.5K | 0.1% | |
| $1.5M | 77.2K | 0.1% | |
| $1.4M | 5.4K | 0.1% | |
| $1.4M | 7.3K | 0.1% | |
| $1.4M | 4.8K | 0.1% | |
VERSANT ME | $1.4M | 37.7K | 0.1% |
| $1.4M | 19.1K | 0.1% | |
| $1.4M | 31.8K | 0.1% | |
| $1.3M | 126.7K | 0.1% | |
| $1.3M | 33.5K | 0.1% | |
| $1.3M | 25.6K | 0.1% | |
| $1.3M | 24.2K | 0.1% | |
| $1.3M | 42.6K | 0.1% | |
DORIAN LPG | $1.2M | 35.5K | 0.1% |
| $1.2M | 24.0K | 0.1% | |
| $1.2M | 8.9K | 0.1% | |
BLACKSTONE | $1.2M | 77.4K | 0.1% |
| $1.2M | 14.0K | 0.1% | |
| $1.1M | 26.0K | 0.1% | |
| $1.1M | 46.9K | 0.1% | |
| $992K | 3.7K | 0.1% | |
| $972K | 50.5K | 0.1% | |
| $904K | 31.5K | 0.1% | |
| $728K | 72.8K | 0.1% | |
| $705K | 40.9K | 0.1% | |
| $666K | 75.4K | 0.1% | |
| $621K | 19.0K | 0.0% | |
| $532K | 30.9K | 0.0% | |
| $513K | 28.0K | 0.0% | |
| $509K | 4.1K | 0.0% | |
| $422K | 163.0K | 0.0% | |
ORION SA | $397K | 61.1K | 0.0% |
| $373K | 13.6K | 0.0% | |
| $222K | 9.7K | 0.0% | |
MAGNUM ICE | $180K | 12.0K | 0.0% |
Filing History
| Quarter | Filed | Portfolio Value | Positions | SEC Filing |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-06 | $1.3B | 93 | View on EDGAR |
| 2025-12-31 | 2026-02-03 | $1.2B | 96 | View on EDGAR |
| 2025-09-30 | 2025-11-20 | $1.2B | 97 | View on EDGAR |
| 2025-06-30 | 2025-07-29 | $1.1B | 91 | View on EDGAR |
| 2025-03-31 | 2025-05-15 | $1.1B | 59 | View on EDGAR |
| 2024-12-31 | 2025-02-12 | $1.5B | 43 | View on EDGAR |
| 2024-09-30 | 2024-11-13 | $2.1B | 43 | View on EDGAR |
| 2024-06-30 | 2024-08-13 | $2.2B | 44 | View on EDGAR |