About Tweedy Browne
Tweedy, Browne Company LLC is a legendary investment advisory firm known for its strict adherence to the principles of Benjamin Graham-style value investing. Founded in 1920, it has a long and storied history, and Warren Buffett was among its early clients. The firm is one of the most respected and long-standing practitioners of classic value investing in the world.
Tweedy Browne Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 13.31 M | $172.52 M | 16.00% | 6.7 Years | -0.18% | ||
| 1.22 M | $117.81 M | 10.92% | >10 Years | -5.24% | ||
| 2.89 M | $114.26 M | 10.60% | 3.2 Years | -3.07% | ||
| 153 | $111.51 M | 10.34% | >10 Years | -8.38% | ||
| 321,299 | $56.62 M | 5.25% | 9.5 Years | -52.25% | ||
| 101,499 | $49.31 M | 4.57% | >10 Years | +12.81% | ||
| 433,246 | $48.48 M | 4.50% | 5.2 Years | -0.11% | ||
| 598,781 | $47.97 M | 4.45% | >10 Years | -7.06% | ||
| 244,713 | $37.38 M | 3.47% | >10 Years | -44.16% | ||
| 1.46 M | $28.54 M | 2.65% | 1.2 Years | -2.43% |
Recent Moves
Significant New Position
+2,532 Shares | +$502,982 Value
Continues to build a major stake in the Consumer Discretionary sector
2025 Q2
Added to Core Holding
+11,529 Shares | +$5.6 M Value
Modest increase in Financials
2025 Q2
Reduced Exposure to Position
-351,648 Shares | -$61.97 M Value
Significant reduction in holdings of Communication Services
2025 Q2
Complete Exit
-5,925 Shares | -$232,260 Value
Cleared FITB, sector remains in portfolio
2025 Q2
Tweedy Browne's Historical Top Holdings Breakdown
Portfolio Date:
Tweedy Browne Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | Reduce -52.3% | 321,299 | -351,648 | $61.97 M | ||
| 06/30/2025 | Reduce -44.2% | 244,713 | -193,558 | $29.57 M | ||
| 06/30/2025 | Reduce -8.4% | 153 | -14 | $10.2 M | ||
| 06/30/2025 | Reduce -5.2% | 1.22 M | -67,365 | $6.52 M | ||
| 06/30/2025 | Add 12.8% | 101,499 | 11,529 | $5.6 M | ||
| 06/30/2025 | Reduce -7.1% | 598,781 | -45,499 | $3.65 M | ||
| 06/30/2025 | Reduce -3.1% | 2.89 M | -91,570 | $3.62 M | ||
| 06/30/2025 | Reduce -17.1% | 238,124 | -49,094 | $2.05 M | ||
| 06/30/2025 | Reduce -5.2% | 68,093 | -3,727 | $1.19 M | ||
| 06/30/2025 | Reduce -4.5% | 580,542 | -27,304 | $1.17 M |