What Tweedy Browne bought and sold in Q1 2026
In Q1 2026, Tweedy Browne (Tweedy Browne) opened 5 new positions — including CI (0.1%), ABG (0.1%), VSNT (0.1%), added to 40, trimmed 2, exited 8 (ATMU, GM, AN). The book stood at $1.26B across 93 positions, filed May 6, 2026.
5New40Added2Trimmed8Exited
New positions (5)
Added to (40)
- SNEXStonex Group Inc+138% shares · 0.3% · $4M
- KTKT Corp-sp Adr+91% shares · 0.3% · $4M
- NENoble Corp Plc+57% shares · 0.2% · $3M
- TRMDTorm Plc-a+91% shares · 0.2% · $3M
- NTRNutrien Ltd+92% shares · 0.2% · $3M
- REZIResideo Technologies Inc+58% shares · 0.2% · $2M
- BFHBread Financial Holdings Inc+59% shares · 0.2% · $2M
- ZIONZions Bancorp NA+57% shares · 0.2% · $2M
- TDWTidewater Inc+56% shares · 0.2% · $2M
- ARLPAlliance Resource Partners+55% shares · 0.2% · $2M
- PNCPnc Financial Services Group+55% shares · 0.2% · $2M
- AGCOAgco Corp+53% shares · 0.2% · $2M
- DINOHF Sinclair Corp+78% shares · 0.1% · $2M
- ALSNAllison Transmission Holding+57% shares · 0.1% · $2M
- MTDRMatador Resources CO+56% shares · 0.1% · $2M
- HPHelmerich & Payne+57% shares · 0.1% · $2M
- GIIIG-iii Apparel Group Ltd+56% shares · 0.1% · $2M
- TSNTyson Foods Inc-cl A+58% shares · 0.1% · $2M
- ARWArrow Electronics Inc+55% shares · 0.1% · $2M
- FIBKFirst Interstate Bancsys-a+55% shares · 0.1% · $2M
- BMYBristol-myers Squibb CO+55% shares · 0.1% · $2M
- UPSUnited Parcel Service-cl B+58% shares · 0.1% · $2M
- WUWestern Union CO+61% shares · 0.1% · $2M
- SFNCSimmons First Natl Corp-cl A+59% shares · 0.1% · $2M
- ELVElevance Health Inc+53% shares · 0.1% · $1M
- CVSCvs Health Corp+58% shares · 0.1% · $1M
- TAPMolson Coors Beverage CO - B+57% shares · 0.1% · $1M
- HTLDHeartland Express Inc+58% shares · 0.1% · $1M
- DVNDevon Energy Corp+55% shares · 0.1% · $1M
- AAPAdvance Auto Parts Inc+59% shares · 0.1% · $1M
- BSMBlack Stone Minerals LP+55% shares · 0.1% · $1M
- CROXCrocs Inc+55% shares · 0.1% · $1M
- LWLamb Weston Holdings Inc+57% shares · 0.1% · $1M
- SIRISirius XM Holdings Inc+56% shares · 0.1% · $1M
- UNHUnitedhealth Group Inc+49% shares · 0.1% · $992K
- BZHBeazer Homes Usa Inc+59% shares · 0.1% · $972K
- EMBCEmbecta Corp+56% shares · 0.1% · $666K
- CNCCentene Corp+57% shares · <0.1% · $621K
- FMCFmc Corp+53% shares · <0.1% · $532K
- AMNAmn Healthcare Services Inc+55% shares · <0.1% · $513K
Trimmed (2)
Exited (8)
- ATMUAtmus Filtration Technologiewas 0.2% of book
- GMGeneral Motors COwas 0.2% of book
- ANAutonation Incwas 0.1% of book
- OBDCBlue Owl Capital Corpwas 0.1% of book
- CLFCleveland-cliffs Incwas 0.1% of book
- HLFHerbalife Ltdwas 0.1% of book
- ALBAlbemarle Corpwas 0.1% of book
- CCSIConsensus Cloud Solutionwas <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.