What Tweedy Browne bought and sold in Q2 2025
In Q2 2025, Tweedy Browne (Tweedy Browne) opened 31 new positions — including AN (<0.1%), AGCO (<0.1%), BFH (<0.1%), added to 13, trimmed 3, exited 1 (FITB). The book stood at $1.08B across 91 positions, filed Jul 29, 2025.
31New13Added3Trimmed1Exited
New positions (31)
- ANAutonation Inc<0.1% · $503K
- AGCOAgco Corp<0.1% · $491K
- BFHBread Financial Holdings Inc<0.1% · $471K
- REZIResideo Technologies Inc<0.1% · $429K
- NTRNutrien Ltd<0.1% · $405K
- ARWArrow Electronics Inc<0.1% · $400K
- SFNCSimmons First Natl Corp-cl A<0.1% · $388K
- FIBKFirst Interstate Bancsys-a<0.1% · $384K
- NENoble Corp Plc<0.1% · $383K
- TSNTyson Foods Inc-cl A<0.1% · $386K
- CROXCrocs Inc<0.1% · $382K
- LWLamb Weston Holdings Inc<0.1% · $358K
- LGNDLigand Pharmaceuticals<0.1% · $357K
- MTDRMatador Resources CO<0.1% · $360K
- UNHUnitedhealth Group Inc<0.1% · $342K
- CVSCvs Health Corp<0.1% · $349K
- BMYBristol-myers Squibb CO<0.1% · $333K
- TDWTidewater Inc<0.1% · $319K
- TRMDTorm Plc-a<0.1% · $318K
- CVECenovus Energy Inc<0.1% · $301K
- BZHBeazer Homes Usa Inc<0.1% · $296K
- SIRISirius XM Holdings Inc<0.1% · $289K
- AAPAdvance Auto Parts Inc<0.1% · $294K
- DINOHF Sinclair Corp<0.1% · $284K
- BSMBlack Stone Minerals LP<0.1% · $273K
- CNCCentene Corp<0.1% · $273K
- CCSIConsensus Cloud Solution<0.1% · $262K
- DVNDevon Energy Corp<0.1% · $220K
- EMBCEmbecta Corp<0.1% · $195K
- HPHelmerich & Payne<0.1% · $194K
- HLFHerbalife Ltd<0.1% · $186K
Added to (13)
- HCIHci Group Inc+140% shares · 0.1% · $724K
- KTKT Corp-sp Adr+177% shares · 0.1% · $699K
- WTFCWintrust Financial Corp+118% shares · 0.1% · $548K
- GMGeneral Motors CO+123% shares · <0.1% · $530K
- ZIONZions Bancorp NA+121% shares · <0.1% · $522K
- ARLPAlliance Resource Partners+122% shares · <0.1% · $509K
- EIGEmployers Holdings Inc+120% shares · <0.1% · $445K
- OBDCBlue Owl Capital Corp+120% shares · <0.1% · $423K
- HTLDHeartland Express Inc+120% shares · <0.1% · $291K
- HPKHighpeak Energy Inc+119% shares · <0.1% · $244K
- PSECProspect Capital Corp+119% shares · <0.1% · $213K
- ACDCProfrac Holding Corp-a+121% shares · <0.1% · $214K
- CLFCleveland-cliffs Inc+124% shares · <0.1% · $194K
Trimmed (3)
- GOOGLAlphabet Inc-cl A-52% shares · 5.3% · $57M
- JNJJohnson & Johnson-44% shares · 3.5% · $37M
- CNXCConcentrix Corp-33% shares · 0.1% · $785K
Exited (1)
- FITBFifth Third Bancorpwas <0.1% of book
Tweedy Browne's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.