Tweedy Browne's UL Position Overview
Tweedy Browne (via Tweedy, Browne Co LLC) currently holds 55,659 shares of Unilever PLC (UL) worth $3.71 M, representing 0.32% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Tweedy Browne has maintained a long-term strategic position in UL, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2020, adding 444,547 shares. Largest reduction occurred in Q2 2023, reducing 155,415 shares.
Analysis based on 13F filings available since 2013 Q2
Tweedy Browne's Unilever PLC (UL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Unilever PLC (UL) Trades by Tweedy Browne
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +289,818 | Add 0.00% | 257,615 | $45.51 |
| Q3 2014 | -764 | Reduce 0.30% | 256,851 | $47.14 |
| Q4 2014 | -2,667 | Reduce 1.04% | 254,184 | $45.54 |
| Q1 2015 | -907 | Reduce 0.36% | 253,277 | $46.92 |
| Q3 2015 | -360 | Reduce 0.14% | 252,917 | $45.88 |
| Q3 2016 | -715 | Reduce 0.28% | 252,202 | $53.33 |
| Q4 2016 | -1,486 | Reduce 0.59% | 250,716 | $45.79 |
| Q1 2017 | -292 | Reduce 0.12% | 250,424 | $55.51 |
| Q2 2017 | -2,060 | Reduce 0.82% | 248,364 | $60.89 |
| Q3 2017 | +280 | Add 0.11% | 248,644 | $65.21 |
| Q4 2017 | -50,709 | Reduce 20.39% | 197,935 | $62.26 |
| Q2 2018 | -178 | Reduce 0.09% | 197,757 | $62.19 |
| Q3 2018 | -81,561 | Reduce 41.24% | 116,196 | $61.84 |
| Q1 2019 | -312 | Reduce 0.27% | 115,884 | $64.94 |
| Q2 2019 | -172 | Reduce 0.15% | 115,712 | $69.72 |
| Q3 2019 | -325 | Reduce 0.28% | 115,387 | $67.62 |
| Q4 2019 | -3,658 | Reduce 3.17% | 111,729 | $64.32 |
| Q1 2020 | -240 | Reduce 0.21% | 111,489 | $56.89 |
| Q2 2020 | -276 | Reduce 0.25% | 111,213 | $61.74 |
| Q3 2020 | -54,933 | Reduce 49.39% | 56,280 | $69.39 |
| Q4 2020 | +444,547 | Add 789.88% | 500,827 | $67.91 |
| Q1 2021 | -3,493 | Reduce 0.70% | 497,334 | $62.81 |
| Q2 2021 | -48,552 | Reduce 9.76% | 448,782 | $65.81 |
| Q3 2021 | -5,500 | Reduce 1.23% | 443,282 | $61.00 |
| Q4 2021 | -23,989 | Reduce 5.41% | 419,293 | $60.51 |
| Q1 2022 | -6,194 | Reduce 1.48% | 413,099 | $51.27 |
| Q2 2022 | -5,489 | Reduce 1.33% | 407,610 | $51.56 |
| Q3 2022 | -16 | Reduce 0.00% | 407,594 | $49.32 |
| Q4 2022 | -24,007 | Reduce 5.89% | 383,587 | $56.64 |
| Q1 2023 | -93,306 | Reduce 24.32% | 290,281 | $58.42 |
| Q2 2023 | -155,415 | Reduce 53.54% | 134,866 | $58.64 |
| Q3 2023 | -16,411 | Reduce 12.17% | 118,455 | $55.58 |
| Q4 2023 | -9,995 | Reduce 8.44% | 108,460 | $54.54 |
| Q1 2024 | -14,236 | Reduce 13.13% | 94,224 | $56.46 |
| Q2 2024 | -7,386 | Reduce 7.84% | 86,838 | $61.86 |
| Q3 2024 | -24,372 | Reduce 28.07% | 62,466 | $73.08 |
| Q4 2024 | -1,308 | Reduce 2.09% | 61,158 | $63.79 |
| Q1 2025 | -1,891 | Reduce 3.09% | 59,267 | $66.99 |
| Q2 2025 | -3,305 | Reduce 5.58% | 55,962 | $68.82 |
| Q3 2025 | -303 | Reduce 0.54% | 55,659 | $66.69 |
Tweedy Browne's Unilever PLC Investment FAQs
Tweedy Browne first purchased Unilever PLC (UL) in Q2 2013, acquiring 257,615 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 Unilever PLC (UL) for 50 quarters since Q2 2013.
Tweedy Browne's largest addition to Unilever PLC (UL) was in Q4 2020, adding 500,827 shares worth $34.01 M.
According to the latest 13F filing for Q3 2025, Tweedy Browne's firm, Tweedy, Browne Co LLC, owns 55,659 shares of Unilever PLC (UL), valued at approximately $3.71 M.
As of the Q3 2025 filing, Unilever PLC (UL) represents approximately 0.32% of Tweedy Browne's publicly disclosed stock portfolio, making it one of their key holdings.
Tweedy Browne's peak holding in Unilever PLC (UL) was 500,827 shares, as reported at the end of Q4 2020.