What Tweedy Browne bought and sold in Q3 2025
In Q3 2025, Tweedy Browne (Tweedy Browne) opened 10 new positions — including SNEX (0.2%), PNC (0.1%), ELV (0.1%), added to 41, trimmed 2, exited 3 (LGND, HPK, ACDC). The book stood at $1.15B across 97 positions, filed Nov 20, 2025.
10New41Added2Trimmed3Exited
New positions (10)
- SNEXStonex Group Inc0.2% · $2M
- PNCPnc Financial Services Group0.1% · $1M
- ELVElevance Health Inc0.1% · $871K
- GIIIG-iii Apparel Group Ltd0.1% · $862K
- WMKWeis Markets Inc0.1% · $834K
- ALSNAllison Transmission Holding0.1% · $745K
- WUWestern Union CO0.1% · $738K
- UPSUnited Parcel Service-cl B0.1% · $714K
- ALBAlbemarle Corp<0.1% · $314K
- AMNAmn Healthcare Services Inc<0.1% · $300K
Added to (41)
- HCIHci Group Inc+97% shares · 0.2% · $2M
- REZIResideo Technologies Inc+105% shares · 0.1% · $2M
- KTKT Corp-sp Adr+110% shares · 0.1% · $1M
- GMGeneral Motors CO+105% shares · 0.1% · $1M
- WTFCWintrust Financial Corp+105% shares · 0.1% · $1M
- ZIONZions Bancorp NA+105% shares · 0.1% · $1M
- ANAutonation Inc+105% shares · 0.1% · $1M
- ARLPAlliance Resource Partners+105% shares · 0.1% · $1M
- AGCOAgco Corp+97% shares · 0.1% · $1M
- BFHBread Financial Holdings Inc+104% shares · 0.1% · $940K
- FIBKFirst Interstate Bancsys-a+104% shares · 0.1% · $868K
- NTRNutrien Ltd+110% shares · 0.1% · $858K
- NENoble Corp Plc+105% shares · 0.1% · $839K
- TRMDTorm Plc-a+110% shares · 0.1% · $825K
- LWLamb Weston Holdings Inc+105% shares · 0.1% · $824K
- EIGEmployers Holdings Inc+105% shares · 0.1% · $823K
- AAPAdvance Auto Parts Inc+106% shares · 0.1% · $799K
- SFNCSimmons First Natl Corp-cl A+103% shares · 0.1% · $799K
- CVECenovus Energy Inc+112% shares · 0.1% · $797K
- ARWArrow Electronics Inc+105% shares · 0.1% · $780K
- CVSCvs Health Corp+105% shares · 0.1% · $781K
- TSNTyson Foods Inc-cl A+105% shares · 0.1% · $770K
- OBDCBlue Owl Capital Corp+105% shares · 0.1% · $774K
- TDWTidewater Inc+105% shares · 0.1% · $757K
- DINOHF Sinclair Corp+107% shares · 0.1% · $749K
- UNHUnitedhealth Group Inc+95% shares · 0.1% · $738K
- MTDRMatador Resources CO+105% shares · 0.1% · $696K
- CCSIConsensus Cloud Solution+105% shares · 0.1% · $683K
- BZHBeazer Homes Usa Inc+106% shares · 0.1% · $671K
- BMYBristol-myers Squibb CO+101% shares · 0.1% · $652K
- CROXCrocs Inc+105% shares · 0.1% · $647K
- CLFCleveland-cliffs Inc+104% shares · 0.1% · $634K
- SIRISirius XM Holdings Inc+105% shares · 0.1% · $600K
- EMBCEmbecta Corp+105% shares · 0.1% · $582K
- HPHelmerich & Payne+106% shares · 0.1% · $583K
- HTLDHeartland Express Inc+104% shares · 0.1% · $576K
- BSMBlack Stone Minerals LP+105% shares · <0.1% · $561K
- DVNDevon Energy Corp+105% shares · <0.1% · $497K
- PSECProspect Capital Corp+108% shares · <0.1% · $384K
- HLFHerbalife Ltd+104% shares · <0.1% · $373K
- CNCCentene Corp+105% shares · <0.1% · $368K
Trimmed (2)
Exited (3)
- LGNDLigand Pharmaceuticalswas <0.1% of book
- HPKHighpeak Energy Incwas <0.1% of book
- ACDCProfrac Holding Corp-awas <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.