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Tweedy, Browne Co LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Tweedy, Browne Co LLC
报告期 2026-03-31 · CIK 0000732905
持仓数
93
前50大市值合计
$1.21B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 98 项
建仓 10
增持 47
减持 37
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IONS
IONIS PHARMACEUTICALS INC.
+$75.5M
2,901,216
+0%
减持
—
CNH INDUSTRIAL NV
-$28.4M
13,281,370
-0%
减持
KOF
COCA COLA FEMSA
-$17.6M
1,206,328
-1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
JNJ
JOHNSON & JOHNSON
+$7.5M
242,003
-1%
减持
ALV
AUTOLIV INC.
+$5.0M
432,664
-0%
减持
BRK/A
BERKSHIRE HATHAWAY INC
-$2.9M
144
-6%
减持
AZO
AUTOZONE, INC.
+$2.5M
5,816
-4%
减持
FMC
FMC CORP.
-$2.4M
223,902
-6%
减持
UHAL/B
U-HAUL HOLDING CO - NON VOTING
-$2.2M
464,565
-2%
减持
BNY
BANK OF NEW YORK MELLON CORP
+$2.1M
139,041
-3%
减持
—
SEALED AIR CORPORATION
+$2.0M
509,581
-1%
建仓
SNEX
STONEX GROUP, INC.
+$2.0M
19,436
减持
BAC
BANK OF AMERICA CORP COM
+$1.4M
381,079
-1%
减持
TFC
TRUIST FINANCIAL CORP
+$1.4M
575,735
-1%
增持
REZI
RESIDEO TECHNOLOGIES
+$1.3M
39,989
+105%
增持
VRTX
VERTEX PHARMACEUTICALS
-$1.3M
39,065
+5%
增持
HCI
HCI GROUP INC
+$1.1M
9,394
+97%
减持
—
DIAGEO P L C - ADR
-$1.1M
126,995
-3%
减持
NVST
ENVISTA HOLDINGS CORP
+$1.0M
1,452,374
-1%
建仓
PNC
PNC FINANCIAL SERVICES GROUP INC.
+$1.0M
5,204
建仓
ELV
ELEVANCE HEALTH
+$871.1K
2,696
建仓
GIII
G III APPAREL
+$862.0K
32,393
建仓
WMK
WEIS MARKETS INC
+$834.4K
11,610
增持
GM
GENERAL MOTORS
+$812.8K
22,023
+105%
减持
GOOG
ALPHABET INC-CL C
-$805.7K
6,272
-52%
减持
FDX
FEDEX CORP.
+$792.1K
113,295
-1%
减持
WFC
WELLS FARGO & CO
+$775.0K
581,595
-3%
减持
ATMU
ATMUS FILTRATION TECHNOLOGIES
+$757.4K
89,157
-0%
建仓
ALSN
ALLISON TRANSMISSION HLD
+$745.3K
8,781
建仓
WU
WESTERN UNION
+$738.4K
92,417
建仓
UPS
UNITED PARCEL SERVICE
+$713.8K
8,546
增持
KT
KT CORP - ADR
+$677.4K
70,591
+110%
增持
WTFC
WINTRUST FINANCIAL
+$651.1K
9,052
+105%
增持
ZION
ZIONS BANCORPORATION N.A.
+$646.0K
20,647
+105%
增持
AN
AUTONATION, INC.
+$630.2K
5,180
+105%
增持
—
HAFNIA LTD
+$585.6K
161,597
+111%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B
+$522.9K
99,113
-2%
增持
AGCO
AGCO CORP.
+$514.8K
9,389
+97%
增持
—
TORM PLC-A
+$506.9K
40,007
+110%
增持
AAP
ADVANCE AUTO PARTS INC.
+$505.7K
13,019
+106%
增持
ARLP
ALLIANCE RESOURCE PARTNERS LP
+$502.2K
39,999
+105%
增持
CVE
CENOVUS ENERGY
+$496.5K
46,942
+112%
增持
FIBK
FIRST INTERSTATE BANCSYSTEM INC
+$483.7K
27,239
+104%
增持
BFH
BREAD FINANCIAL HOLDINGS, INC.
+$468.8K
16,851
+104%
增持
LW
LAMB WESTON HOLDINGS INC
+$466.0K
14,189
+105%
增持
DINO
HF SINCLAIR CORP
+$464.6K
14,308
+107%
增持
—
NOBLE CORP PLC
+$455.6K
29,669
+105%
增持
NTR
NUTRIEN LTD
+$453.7K
14,615
+110%
增持
CLF
CLEVELAND-CLIFFS INC
+$440.4K
51,987
+104%
增持
TDW
TIDEWATER INC
+$438.1K
14,189
+105%
增持
CVS
CVS CORP.
+$431.7K
10,357
+105%
增持
COP
CONOCOPHILLIPS
+$426.5K
24,721
+16%
增持
CCSI
CONSENSUS CLOUD
+$421.6K
23,272
+105%
增持
SFNC
SIMMONS FIRS NATIONAL CORP-A
+$410.4K
41,660
+103%
减持
—
NOVARTIS AG AMERICAN DEPOSITORY SHARES
+$402.8K
76,054
-2%
增持
UNH
UNITEDHEALTH GROUP
+$396.3K
2,137
+95%
增持
HP
HELMERICH & PAYNE
+$388.5K
26,389
+106%
增持
EMBC
EMBECTA CORP
+$387.7K
41,279
+105%
增持
TSN
TYSON FOODS
+$384.1K
14,189
+105%
增持
ARW
ARROW ELECTRIC
+$380.3K
6,450
+105%
增持
EIG
EMPLOYERS HOLDING INC
+$377.5K
19,364
+105%
增持
BZH
BEAZER HOMES USA
+$374.6K
27,336
+106%
减持
GL
GLOBE LIFE INC.
+$372.1K
29,139
-5%
清仓
LGND
LIGAND PHARMACEUTICALS
-$357.0K
0
-100%
增持
OBDC
BLUE OWL CAPITAL CORP
+$351.0K
60,629
+105%
增持
—
DORIAN LPG LIMITED
+$347.0K
19,349
+105%
增持
MTDR
MATADOR RESOURCES CO.
+$335.9K
15,489
+105%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$319.9K
14,466
+101%
建仓
ALB
ALBEMARLE CORP
+$313.7K
3,869
增持
SIRI
SIRIUS XM HOLDINGS INC
+$312.0K
25,800
+105%
建仓
AMN
AMN HEALTHCARE SERVICES INC
+$299.7K
15,480
减持
KVUE
KENVUE INC.
-$293.7K
41,041
-11%
增持
BSM
BLACKSTONE MINE
+$288.3K
42,701
+105%
减持
USB
US BANCORP
+$287.4K
196,125
-3%
增持
HTLD
HEARTLAND EXPRESS INC.
+$285.3K
68,750
+104%
减持
—
TOTALENERGIES SE ADR
-$284.8K
132,189
-1%
减持
AXP
AMERICAN EXPRESS CO
+$281.0K
66,237
-3%
增持
DVN
DEVON ENERGY CORP
+$277.8K
14,189
+105%
增持
CROX
CROCS INC
+$265.0K
7,743
+105%
减持
GOOGL
ALPHABET INC-CL A
+$254.9K
233,967
-27%
清仓
HPK
HIGHPEAK ENERGY, INC.
-$243.7K
0
-100%
清仓
ACDC
PROFRAC HOLDINGS A
-$214.4K
0
-100%
减持
GSK
GSK PLC ADR
+$213.8K
82,243
-5%
增持
—
HERBALIFE LTD
+$186.1K
44,136
+104%
增持
PSEC
PROSPECT CAPITAL CORP
+$170.8K
139,622
+108%
减持
—
CISCO SYSTEMS INC
-$167.2K
56,126
-3%
减持
PSX
PHILLIPS 66
+$164.7K
12,502
-3%
减持
—
UNILEVER PLC SPONSORED ADR
-$139.2K
62,616
-1%
减持
CMCSA
COMCAST CORPORATION - CLASS A
-$136.9K
31,496
-0%
减持
CNXC
CONCENTRIX CORP
-$131.9K
14,158
-5%
减持
HLN
HALEON PLC ADR
-$108.8K
76,668
-0%
增持
CNC
CENTENE CORP
+$95.5K
10,320
+105%
减持
EMR
EMERSON ELECTRIC CO
-$86.6K
9,188
-5%
增持
—
ORION SA
+$83.0K
33,541
+105%
减持
BAX
BAXTER INTERNATIONAL INC
-$74.1K
9,739
-0%
清仓
—
POLESTAR AUTOMOTIVE-CL A
-$24.2K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS
+$13.6K
23,972
-0%
减持
UNP
UNION PACIFIC CORP
-$8.4K
20,131
-3%
