What Tweedy Browne bought and sold in Q2 2026
In Q2 2026, Tweedy Browne (Tweedy Browne) opened 12 new positions — including ZTS (3.0%), DIS (0.3%), BNS (0.3%), added to 24, trimmed 3, exited 15 (SEE, SNEX, NE). The book stood at $1.32B across 91 positions, filed Aug 7, 2026.
12New24Added3Trimmed15Exited
New positions (12)
- ZTSZoetis Inc3.0% · $40M
- DISWalt Disney Co/the0.3% · $4M
- BNSBank OF Nova Scotia0.3% · $4M
- EVTCEvertec Inc0.2% · $2M
- LULULululemon Athletica Inc0.2% · $2M
- THOThor Industries Inc0.2% · $2M
- CAGConagra Brands Inc0.1% · $2M
- BLDRBuilders Firstsource Inc0.1% · $2M
- SCVLShoe Carnival Inc0.1% · $2M
- EFOREverforth Inc0.1% · $2M
- FDXFFedex Freight Holding CO<0.1% · $333K
- INTCIntel Corp<0.1% · $209K
Added to (24)
- KTKT Corp-sp Adr+33% shares · 0.3% · $4M
- PNCPnc Financial Services Group+40% shares · 0.2% · $3M
- GIIIG-iii Apparel Group Ltd+42% shares · 0.2% · $3M
- DINOHF Sinclair Corp+31% shares · 0.2% · $3M
- ARLPAlliance Resource Partners+54% shares · 0.2% · $3M
- VSNTVersant Media Group Inc+84% shares · 0.2% · $2M
- ELVElevance Health Inc+34% shares · 0.2% · $2M
- ALSNAllison Transmission Holding+38% shares · 0.2% · $2M
- CROXCrocs Inc+37% shares · 0.2% · $2M
- ALLYAlly Financial Inc+41% shares · 0.2% · $2M
- BMYBristol-myers Squibb CO+44% shares · 0.2% · $2M
- CIThe Cigna Group+42% shares · 0.2% · $2M
- WUWestern Union CO+57% shares · 0.2% · $2M
- ABGAsbury Automotive Group+42% shares · 0.2% · $2M
- SIRISirius XM Holdings Inc+42% shares · 0.1% · $2M
- MTDRMatador Resources CO+34% shares · 0.1% · $2M
- TAPMolson Coors Beverage CO - B+41% shares · 0.1% · $2M
- LKQLkq Corp+46% shares · 0.1% · $2M
- LWLamb Weston Holdings Inc+44% shares · 0.1% · $2M
- CNCCentene Corp+33% shares · 0.1% · $2M
- DVNDevon Energy Corp+33% shares · 0.1% · $1M
- KVUEKenvue Inc+78% shares · 0.1% · $1M
- AMNAmn Healthcare Services Inc+33% shares · 0.1% · $1M
- FMCFmc Corp+42% shares · <0.1% · $505K
Trimmed (3)
Exited (15)
- SEESealed Air Corporationwas 1.4% of book
- SNEXStonex Group Incwas 0.3% of book
- NENoble Corp Plcwas 0.2% of book
- TRMDTorm Plc-awas 0.2% of book
- BFHBread Financial Holdings Incwas 0.2% of book
- ZIONZions Bancorp NAwas 0.2% of book
- HCIHci Group Incwas 0.2% of book
- EPDEnterprise Products Partnerswas 0.2% of book
- AGCOAgco Corpwas 0.2% of book
- TSNTyson Foods Inc-cl Awas 0.1% of book
- FIBKFirst Interstate Bancsys-awas 0.1% of book
- SFNCSimmons First Natl Corp-cl Awas 0.1% of book
- CVSCvs Health Corpwas 0.1% of book
- EMBCEmbecta Corpwas 0.1% of book
- PSECProspect Capital Corpwas <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.