What did Tweedy Browne actually do?

A source-backed history of material decisions from Tweedy Browne. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 11
Stocks observed: 6
Outcomes observed: 11

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 7, 2026
38d lag
GOOGLTRIM-28.8%
Tweedy Browne · 4.5% of reported portfolio
Original SEC filing ↗
-3.7% vs SPY
39 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 20, 2025
51d lag
GOOGLTRIM-27.2%
Tweedy Browne · 5.3% of reported portfolio
Original SEC filing ↗
-0.8% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Jul 29, 2025
29d lag
GOOGLTRIM-52.3%
Tweedy Browne · 9.2% of reported portfolio
Original SEC filing ↗
+28.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Jul 29, 2025
29d lag
JNJTRIM-44.2%
Tweedy Browne · 6.4% of reported portfolio
Original SEC filing ↗
+6.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
BRK/ATRIM-41.4%
Tweedy Browne · 13.1% of reported portfolio
Original SEC filing ↗
-15.5% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
JNJTRIM-59.4%
Tweedy Browne · 10.5% of reported portfolio
Original SEC filing ↗
+9.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 12, 2025
43d lag
BRK/ATRIM-49.5%
Tweedy Browne · 18.6% of reported portfolio
Original SEC filing ↗
+7.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 12, 2025
43d lag
GOOGLTRIM-56.7%
Tweedy Browne · 13.5% of reported portfolio
Original SEC filing ↗
-7.7% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 12, 2025
43d lag
WFCTRIM-20.7%
Tweedy Browne · 2.3% of reported portfolio
Original SEC filing ↗
+0.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 12, 2025
43d lag
BRK/BTRIM-28.7%
Tweedy Browne · 3.1% of reported portfolio
Original SEC filing ↗
+8.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 13, 2024
44d lag
GOOGTRIM-63.1%
Tweedy Browne · 1.2% of reported portfolio
Original SEC filing ↗
+1.5% vs SPY
63 sessions after disclosure
direction not supported so far

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.