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Tweedy Browne13F | |
| Tweedy Browne CO LLC | |
| Last update 2025-05-15 | 59 Stocks (16 new) |
| Value $1.13 Bil | Turnover 0 % |
Tweedy Browne Profile
Tweedy, Browne's operations are managed by its Management Committee, which consists of Jay Hill, Thomas H. Shrager, John D. Spears and Robert Q. Wyckoff, Jr., who have been with the firm for tenures ranging from 18 to 47 years.
Tweedy, Browne is owned by its Managing Directors and certain other employees and by a wholly-owned subsidiary of Affiliated Managers Group, Inc. ("AMG"), which owns a majority interest in the firm. AMG provides the Firm with operational autonomy and a seamless mechanism for ownership transfer and succession. Benjamin Graham, through his investment firm Graham-Newman Corp., was one of the firm's primary brokerage clients in the 1930s, 1940s, and 1950s.
Tweedy, Browne is owned by its Managing Directors and certain other employees and by a wholly-owned subsidiary of Affiliated Managers Group, Inc. ("AMG"), which owns a majority interest in the firm. AMG provides the Firm with operational autonomy and a seamless mechanism for ownership transfer and succession. Benjamin Graham, through his investment firm Graham-Newman Corp., was one of the firm's primary brokerage clients in the 1930s, 1940s, and 1950s.
Tweedy Browne Investing Philosophy
The Tweedy, Browne Value Fund seeks long-term growth of capital by investing primarily in U.S. and foreign equity securities that the Adviser believes are undervalued. Investments are focused in developed markets. The fund seeks to reduce currency risk by hedging its perceived foreign currency exposure back into the U.S. dollar where practicable.
Tweedy Browne's Portfolio
Tweedy Browne Current Holdings
| Ticker |
|---|
| Ticker |
HCI |
ARLP |
OBDC |
EIG |
FITB |
GM |
KT |
WTFC |
ZION |
CLF |
HAFN |
HTLD |
HPK |
ACDC |
PSEC |
PSNY |
VZ |
BABA |
BAX |
DEO |
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
HCI | HCI Group Inc | 1,981 | 295.6 | New Holding | 0.030 | +0.03% | 0.020 | +2.25% | +30.42% | 1,744.7 | Insurance | |
ARLP | Alliance Resource Partners LP | 8,755 | 238.8 | New Holding | 0.020 | +0.02% | 0.010 | -1.45% | +2.29% | 3,280.1 | Other Energy Sources | |
OBDC | Blue Owl Capital Corp | 13,431 | 196.9 | New Holding | 0.020 | +0.02% | 0.000 | -2.57% | -1.02% | 7,430.6 | Asset Management | |
EIG | Employers Holdings Inc | 4,289 | 217.2 | New Holding | 0.020 | +0.02% | 0.020 | -6.64% | -6.89% | 1,132.5 | Insurance | |
FITB | Fifth Third Bancorp | 5,925 | 232.3 | New Holding | 0.020 | +0.02% | 0.000 | +5.38% | -0.88% | 27,707.6 | Banks | |
GM | General Motors Co | 4,826 | 227.0 | New Holding | 0.020 | +0.02% | 0.000 | +5.59% | -6.20% | 47,764.1 | Vehicles & Parts | |
KT | KT Corp | 12,150 | 215.2 | New Holding | 0.020 | +0.02% | 0.000 | +16.47% | +33.74% | 9,883.1 | Telecommunication Services | |
WTFC | Wintrust Financial Corp | 2,029 | 228.2 | New Holding | 0.020 | +0.02% | 0.000 | +8.78% | -0.30% | 8,253.8 | Banks | |
ZION | Zions Bancorp NA | 4,553 | 227.0 | New Holding | 0.020 | +0.02% | 0.000 | +3.30% | -3.55% | 7,595.5 | Banks | |
CLF | Cleveland-Cliffs Inc | 11,365 | 93.4 | New Holding | 0.010 | +0.01% | 0.000 | -20.47% | -21.06% | 3,670.3 | Steel | |
HAFN | Hafnia Ltd | 28,183 | 117.2 | New Holding | 0.010 | +0.01% | 0.010 | +22.76% | -6.37% | 2,535.4 | Transportation | |
HTLD | Heartland Express Inc | 15,332 | 141.4 | New Holding | 0.010 | +0.01% | 0.020 | -8.15% | -22.47% | 680.3 | Transportation | |
HPK | HighPeak Energy Inc | 11,363 | 143.9 | New Holding | 0.010 | +0.01% | 0.010 | -21.82% | -32.03% | 1,250.6 | Oil & Gas | |
ACDC | ProFrac Holding Corp | 12,519 | 95.0 | New Holding | 0.010 | +0.01% | 0.010 | -1.34% | +4.25% | 1,295.8 | Oil & Gas | |
PSEC | Prospect Capital Corp | 30,562 | 125.3 | New Holding | 0.010 | +0.01% | 0.010 | -20.82% | -20.76% | 1,435.9 | Asset Management | |
PSNY | Polestar Automotive Holding UK PLC | 10,256 | 10.8 | New Holding | 0.000 | 0% | 0.000 | -0.89% | +5.71% | 2,342.5 | Vehicles & Parts | |
VZ | Verizon Communications Inc | 24,034 | 1,090.2 | 0% | 0.100 | 0% | 0.000 | -4.38% | +9.40% | 178,389.7 | Telecommunication Services | |
BABA | Alibaba Group Holding Ltd | 4,645 | 614.2 | 0% | 0.050 | 0% | 0.000 | -14.47% | +36.82% | 272,144.7 | Retail - Cyclical | |
BAX | Baxter International Inc | 9,831 | 336.5 | -0.30% | 0.030 | 0% | 0.000 | -9.32% | +5.31% | 15,595.4 | Medical Devices & Instruments | |
DEO | Diageo PLC | 136,194 | 14,271.8 | -1.61% | 1.260 | -0.02% | 0.020 | -4.81% | -19.80% | 55,607.1 | Beverages - Alcoholic |
Total 59
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