Tweedy Browne's BFH Position Overview
Tweedy Browne (via Tweedy, Browne Co LLC) currently holds 31,262 shares of Bread Financial Holdings, Inc. (BFH) worth $2.34 M, representing 0.19% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 4 quarters.
Based on 13F filings, Tweedy Browne has maintained this position in BFH for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 11,603 shares.
Analysis based on 13F filings available since 2013 Q2
Tweedy Browne's Bread Financial Holdings (BFH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bread Financial Holdings (BFH) Trades by Tweedy Browne
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +11,603 | Add 59.02% | 31,262 | $74.89 |
| Q4 2025 | +2,808 | Add 16.66% | 19,659 | $74.03 |
| Q3 2025 | +8,606 | Add 104.38% | 16,851 | $55.77 |
| Q2 2025 | +8,245 | New Buy | 8,245 | $57.12 |
Tweedy Browne's Bread Financial Holdings Investment FAQs
Tweedy Browne first purchased Bread Financial Holdings, Inc. (BFH) in Q2 2025, acquiring 8,245 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tweedy Browne has held Bread Financial Holdings, Inc. (BFH) for 4 quarters since Q2 2025.
Tweedy Browne's largest addition to Bread Financial Holdings, Inc. (BFH) was in Q1 2026, adding 31,262 shares worth $2.34 M.
According to the latest 13F filing for Q1 2026, Tweedy Browne's firm, Tweedy, Browne Co LLC, owns 31,262 shares of Bread Financial Holdings, Inc. (BFH), valued at approximately $2.34 M.
As of the Q1 2026 filing, Bread Financial Holdings, Inc. (BFH) represents approximately 0.19% of Tweedy Browne's publicly disclosed stock portfolio, making it one of their key holdings.
Tweedy Browne's peak holding in Bread Financial Holdings, Inc. (BFH) was 31,262 shares, as reported at the end of Q1 2026.