What Tweedy Browne bought and sold in Q4 2025
In Q4 2025, Tweedy Browne (Tweedy Browne) opened 3 new positions — including UNF (1.6%), UL (0.3%), TAP (0.1%), added to 4, trimmed 3, exited 6 (TTEN, GOOG, WTFC). The book stood at $1.24B across 96 positions, filed Feb 3, 2026.
3New4Added3Trimmed6Exited
New positions (3)
- UNFUnifirst Corp/ma1.6% · $20M
- ULUnilever Plc-sponsored Adr0.3% · $4M
- TAPMolson Coors Beverage CO - B0.1% · $941K
Added to (4)
- CNHCnh Industrial NV+52% shares · 15.0% · $186M
- KTKT Corp-sp Adr+24% shares · 0.1% · $2M
- NTRNutrien Ltd+21% shares · 0.1% · $1M
- TRMDTorm Plc-a+21% shares · 0.1% · $951K
Trimmed (3)
- ATMUAtmus Filtration Technologie-55% shares · 0.2% · $2M
- CCSIConsensus Cloud Solution-33% shares · <0.1% · $340K
- FMCFmc Corp-91% shares · <0.1% · $280K
Exited (6)
- TTENTotalenergies SE -spon Adrwas 0.7% of book
- GOOGAlphabet Inc-cl Cwas 0.1% of book
- WTFCWintrust Financial Corpwas 0.1% of book
- WMKWeis Markets Incwas 0.1% of book
- EIGEmployers Holdings Incwas 0.1% of book
- CVECenovus Energy Incwas 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.