小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 93 项
建仓 6
增持 54
减持 26
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
—
CNH INDUSTRIAL NV
+$42.0M
20,180,953
+52%
建仓
UNF
UNIFIRST CORP
+$19.7M
102,059
减持
KOF
COCA COLA FEMSA
+$12.3M
1,188,746
-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。
建仓
—
TOTALENERGIES SE ADR
+$8.8M
135,090
清仓
—
TOTALENERGIES SE ADR
-$7.9M
0
-100%
减持
FMC
FMC CORP.
-$7.3M
20,152
-91%
减持
AZO
AUTOZONE, INC.
-$6.0M
5,594
-4%
减持
FDX
FEDEX CORP.
+$5.9M
112,747
-0%
减持
ALV
AUTOLIV INC.
-$5.8M
400,924
-7%
减持
GOOGL
ALPHABET INC-CL A
+$5.6M
199,561
-15%
减持
IONS
IONIS PHARMACEUTICALS INC.
+$5.2M
2,464,930
-15%
减持
JNJ
JOHNSON & JOHNSON
+$4.0M
236,075
-2%
清仓
—
UNILEVER PLC SPONSORED ADR
-$3.7M
0
-100%
建仓
UL
UNILEVER PLC SPONSORED ADR
+$3.6M
55,374
减持
WFC
WELLS FARGO & CO
+$3.4M
559,367
-4%
增持
VRTX
VERTEX PHARMACEUTICALS
+$2.4M
39,148
+0%
减持
ATMU
ATMUS FILTRATION TECHNOLOGIES
-$1.9M
40,550
-55%
减持
AXP
AMERICAN EXPRESS CO
+$1.9M
64,592
-2%
增持
UHAL/B
U-HAUL HOLDING CO - NON VOTING
-$1.9M
466,217
+0%
减持
NVST
ENVISTA HOLDINGS CORP
+$1.7M
1,443,333
-1%
清仓
GOOG
ALPHABET INC-CL C
-$1.5M
0
-100%
减持
TFC
TRUIST FINANCIAL CORP
+$1.3M
562,160
-2%
清仓
WTFC
WINTRUST FINANCIAL
-$1.2M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B
-$1.0M
97,081
-2%
建仓
—
CENOVUS ENERGY
+$964.2K
56,920
建仓
TAP
MOLSON COORS BREWING COMPANY
+$941.4K
20,167
减持
BAC
BANK OF AMERICA CORP COM
+$935.5K
374,462
-2%
增持
—
DIAGEO P L C - ADR
-$920.6K
129,808
+2%
清仓
WMK
WEIS MARKETS INC
-$834.4K
0
-100%
清仓
EIG
EMPLOYERS HOLDING INC
-$822.6K
0
-100%
清仓
CVE
CENOVUS ENERGY
-$797.2K
0
-100%
增持
GM
GENERAL MOTORS
+$746.8K
25,695
+17%
减持
—
NOVARTIS AG AMERICAN DEPOSITORY SHARES
+$574.0K
74,905
-2%
增持
BFH
BREAD FINANCIAL HOLDINGS, INC.
+$515.6K
19,659
+17%
减持
—
CISCO SYSTEMS INC
+$478.8K
56,068
-0%
减持
USB
US BANCORP
+$433.9K
185,768
-5%
减持
BNY
BANK OF NEW YORK MELLON CORP
-$360.9K
127,393
-8%
减持
CCSI
CONSENSUS CLOUD
-$343.7K
15,574
-33%
增持
ALB
ALBEMARLE CORP
+$325.2K
4,517
+17%
增持
HP
HELMERICH & PAYNE
+$297.8K
30,709
+16%
增持
—
HERBALIFE LTD
+$291.1K
51,480
+17%
增持
HCI
HCI GROUP INC
+$287.6K
10,906
+16%
增持
KT
KT CORP - ADR
+$281.6K
87,409
+24%
减持
GL
GLOBE LIFE INC.
-$273.3K
27,833
-4%
增持
WU
WESTERN UNION
+$264.8K
107,753
+17%
增持
GIII
G III APPAREL
+$262.9K
38,843
+20%
增持
UPS
UNITED PARCEL SERVICE
+$262.4K
9,842
+15%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$256.0K
16,842
+16%
增持
ZION
ZIONS BANCORPORATION N.A.
+$242.8K
24,103
+17%
增持
ALSN
ALLISON TRANSMISSION HLD
+$241.2K
10,077
+15%
增持
NTR
NUTRIEN LTD
+$237.6K
17,735
+21%
增持
FIBK
FIRST INTERSTATE BANCSYSTEM INC
+$231.3K
31,775
+17%
增持
ELV
ELEVANCE HEALTH
+$225.4K
3,128
+16%
增持
PNC
PNC FINANCIAL SERVICES GROUP INC.
+$220.9K
6,068
+17%
增持
AAP
ADVANCE AUTO PARTS INC.
-$202.8K
15,179
+17%
增持
TSN
TYSON FOODS
+$200.6K
16,565
+17%
建仓
—
MAGNUM ICE CREAM CO NV ADR
+$197.1K
12,438
增持
SNEX
STONEX GROUP, INC.
+$195.7K
22,676
+17%
增持
CVS
CVS CORP.
+$178.3K
12,085
+17%
增持
CLF
CLEVELAND-CLIFFS INC
+$170.9K
60,627
+17%
增持
HTLD
HEARTLAND EXPRESS INC.
+$148.1K
80,198
+17%
增持
—
NOBLE CORP PLC
+$139.1K
34,637
+17%
增持
AGCO
AGCO CORP.
+$131.9K
10,901
+16%
增持
LW
LAMB WESTON HOLDINGS INC
-$130.2K
16,565
+17%
增持
CNC
CENTENE CORP
+$127.6K
12,048
+17%
增持
—
TORM PLC-A
+$126.5K
48,595
+21%
增持
CROX
CROCS INC
+$126.1K
9,039
+17%
减持
UNP
UNION PACIFIC CORP
-$120.4K
20,050
-0%
增持
SFNC
SIMMONS FIRS NATIONAL CORP-A
+$117.0K
48,572
+17%
增持
AN
AUTONATION, INC.
+$114.7K
6,044
+17%
增持
DVN
DEVON ENERGY CORP
+$109.3K
16,565
+17%
增持
OBDC
BLUE OWL CAPITAL CORP
+$105.6K
70,781
+17%
增持
BSM
BLACKSTONE MINE
+$101.1K
49,829
+17%
增持
COP
CONOCOPHILLIPS
+$97.0K
26,016
+5%
增持
REZI
RESIDEO TECHNOLOGIES
-$87.1K
46,685
+17%
减持
HLN
HALEON PLC ADR
+$86.0K
76,530
-0%
增持
TDW
TIDEWATER INC
+$80.0K
16,565
+17%
增持
—
HAFNIA LTD
+$78.7K
196,381
+22%
增持
UNH
UNITEDHEALTH GROUP
+$73.8K
2,459
+15%
增持
ARLP
ALLIANCE RESOURCE PARTNERS LP
+$73.3K
46,695
+17%
减持
CNXC
CONCENTRIX CORP
-$72.4K
13,973
-1%
增持
MTDR
MATADOR RESOURCES CO.
+$71.4K
18,081
+17%
增持
ARW
ARROW ELECTRIC
+$49.2K
7,530
+17%
增持
—
ORION SA
-$47.5K
39,157
+17%
减持
KVUE
KENVUE INC.
+$39.6K
40,907
-0%
增持
PSEC
PROSPECT CAPITAL CORP
+$38.1K
162,953
+17%
增持
—
DORIAN LPG LIMITED
-$26.8K
22,589
+17%
增持
BZH
BEAZER HOMES USA
-$25.1K
31,872
+17%
增持
DINO
HF SINCLAIR CORP
+$19.9K
16,684
+17%
减持
EMR
EMERSON ELECTRIC CO
-$18.4K
8,943
-3%
增持
AMN
AMN HEALTHCARE SERVICES INC
-$14.9K
18,072
+17%
增持
EMBC
EMBECTA CORP
-$9.9K
48,191
+17%
增持
SIRI
SIRIUS XM HOLDINGS INC
+$1.8K
30,120
+17%
