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TB
Tweedy Browne
Tweedy Browne
Periodo
Q1 2026
Valore portafoglio
$1.26B
Titoli
93
Attività
52 acquisti · 29 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | CNH INDUSTRIAL NV | 17.61% | Reduce 0.15% | 20,150,358 | $221.7M |
| 2 | IONS IONIS PHARMACEUTICALS INC. | 13.57% | Reduce 7.68% | 2,275,625 | $170.9M |
| 3 | KOF COCA COLA FEMSA | 9.07% | Reduce 1.57% | 1,170,026 | $114.1M |
| 4 | BRK/A BERKSHIRE HATHAWAY INC | 8.22% | — | 144 | $103.4M |
| 5 | GOOGL ALPHABET INC-CL A | 4.53% | Reduce 0.61% | 198,341 | $57.0M |
| 6 | JNJ JOHNSON & JOHNSON | 4.26% | Reduce 7.03% | 219,490 | $53.7M |
| 7 | BRK/B BERKSHIRE HATHAWAY INC DEL CL B | 3.71% | Add 0.33% | 97,406 | $46.7M |
| 8 | WFC WELLS FARGO & CO | 3.26% | Reduce 7.77% | 515,920 | $41.1M |
| 9 | ALV AUTOLIV INC. | 3.2% | Reduce 4.32% | 383,592 | $40.3M |
| 10 | NVST ENVISTA HOLDINGS CORP | 2.9% | Reduce 0.45% | 1,436,781 | $36.5M |
| 11 | FDX FEDEX CORP. | 2.09% | Reduce 34.34% | 74,035 | $26.4M |
| 12 | TFC TRUIST FINANCIAL CORP | 2.04% | Reduce 0.84% | 557,435 | $25.6M |
| 13 | UNF UNIFIRST CORP | 2.03% | Reduce 0.38% | 101,671 | $25.6M |
| 14 | UHAL/B U-HAUL HOLDING CO - NON VOTING | 1.64% | Reduce 0.62% | 463,332 | $20.7M |
| 15 | AXP AMERICAN EXPRESS CO | 1.51% | Reduce 2.49% | 62,985 | $19.1M |
| 16 | AZO AUTOZONE, INC. | 1.49% | Reduce 1.05% | 5,535 | $18.7M |
| 17 | VRTX VERTEX PHARMACEUTICALS | 1.43% | Add 3.16% | 40,387 | $18.0M |
| 18 | SEALED AIR CORPORATION | 1.43% | — | 509,581 | $18.0M |
| 19 | BAC BANK OF AMERICA CORP COM | 1.41% | Reduce 2.45% | 365,274 | $17.8M |
| 20 | BNY BANK OF NEW YORK MELLON CORP | 1.03% | Reduce 14.47% | 108,955 | $12.9M |
| 21 | JAZZ PHARMACEUTICALS PLC | 0.9% | Buy | 60,209 | $11.4M |
| 22 | NVS NOVARTIS AG AMERICAN DEPOSITORY SH | 0.87% | Reduce 4.81% | 71,305 | $10.9M |
| 23 | TOTALENERGIES SE ADR | 0.85% | Reduce 12.94% | 117,603 | $10.7M |
| 24 | USB US BANCORP | 0.76% | Reduce 0.82% | 184,248 | $9.6M |
| 25 | DEO DIAGEO P L C - ADR | 0.75% | Reduce 2.77% | 126,211 | $9.4M |
| 26 | UNP UNION PACIFIC CORP | 0.37% | Reduce 4.31% | 19,185 | $4.7M |
| 27 | GSK GSK PLC ADR | 0.36% | Reduce 0.56% | 81,785 | $4.5M |
| 28 | SNEX STONEX GROUP, INC. | 0.35% | Add 138.29% | 54,035 | $4.4M |
| 29 | CSCO CISCO SYSTEMS INC | 0.34% | Reduce 1.55% | 55,199 | $4.3M |
| 30 | COP CONOCOPHILLIPS | 0.32% | Add 18.02% | 30,705 | $4.1M |
| 31 | GL GLOBE LIFE INC. | 0.31% | — | 27,833 | $3.9M |
| 32 | KT KT CORP - ADR | 0.28% | Add 91.26% | 167,181 | $3.6M |
| 33 | UL UNILEVER PLC SPONSORED ADR | 0.23% | Reduce 6.65% | 51,693 | $2.9M |
| 34 | HAFNIA LTD | 0.23% | Add 91.92% | 376,903 | $2.9M |
| 35 | PGR PROGRESSIVE CORP | 0.22% | — | 13,711 | $2.7M |
| 36 | NOBLE CORP PLC | 0.21% | Add 57.16% | 54,434 | $2.7M |
| 37 | TORM PLC-A | 0.21% | Add 91.19% | 92,911 | $2.6M |
| 38 | NTR NUTRIEN LTD | 0.2% | Add 92.48% | 34,137 | $2.6M |
| 39 | REZI RESIDEO TECHNOLOGIES | 0.2% | Add 57.71% | 73,628 | $2.5M |
| 40 | BFH BREAD FINANCIAL HOLDINGS, INC. | 0.19% | Add 59.02% | 31,262 | $2.3M |
| 41 | PSX PHILLIPS 66 | 0.18% | Reduce 1.08% | 12,367 | $2.3M |
| 42 | ZION ZIONS BANCORPORATION N.A. | 0.17% | Add 57.15% | 37,877 | $2.2M |
| 43 | TDW TIDEWATER INC | 0.17% | Add 56.47% | 25,919 | $2.2M |
| 44 | HCI HCI GROUP INC | 0.17% | — | 10,906 | $2.1M |
| 45 | ARLP ALLIANCE RESOURCE PARTNERS LP | 0.16% | Add 55.01% | 72,382 | $2.0M |
| 46 | PNC PNC FINANCIAL SERVICES GROUP INC. | 0.16% | Add 55.16% | 9,415 | $2.0M |
| 47 | EPD ENTERPRISE PRODUCTS PARTNERS | 0.15% | Reduce 52.46% | 51,549 | $2.0M |
| 48 | AGCO AGCO CORP. | 0.15% | Add 52.71% | 16,647 | $1.9M |
| 49 | DINO HF SINCLAIR CORP | 0.15% | Add 78.1% | 29,714 | $1.9M |
| 50 | ALSN ALLISON TRANSMISSION HLD | 0.15% | Add 56.75% | 15,796 | $1.8M |
| 51 | MTDR MATADOR RESOURCES CO. | 0.14% | Add 56.44% | 28,286 | $1.8M |
| 52 | HP HELMERICH & PAYNE | 0.14% | Add 57% | 48,214 | $1.7M |
| 53 | GIII G III APPAREL | 0.13% | Add 55.63% | 60,453 | $1.7M |
| 54 | TSN TYSON FOODS | 0.13% | Add 57.7% | 26,123 | $1.7M |
| 55 | ARW ARROW ELECTRIC | 0.13% | Add 54.98% | 11,670 | $1.7M |
| 56 | FIBK FIRST INTERSTATE BANCSYSTEM INC | 0.13% | Add 55.37% | 49,370 | $1.6M |
| 57 | BMY BRISTOL-MYERS SQUIBB CO | 0.13% | Add 55.31% | 26,158 | $1.6M |
| 58 | UPS UNITED PARCEL SERVICE | 0.12% | Add 57.64% | 15,515 | $1.5M |
| 59 | WU WESTERN UNION | 0.12% | Add 60.98% | 173,459 | $1.5M |
| 60 | SFNC SIMMONS FIRS NATIONAL CORP-A | 0.12% | Add 58.92% | 77,193 | $1.5M |
| 61 | CI CIGNA CORP. | 0.11% | Buy | 5,375 | $1.4M |
| 62 | ABG ASBURY AUTO GROUP | 0.11% | Buy | 7,253 | $1.4M |
| 63 | ELV ELEVANCE HEALTH | 0.11% | Add 53.32% | 4,796 | $1.4M |
| 64 | VSNT VERSANT MEDIA GROUP INC | 0.11% | Buy | 37,692 | $1.4M |
| 65 | CVS CVS CORP. | 0.11% | Add 58.31% | 19,132 | $1.4M |
| 66 | TAP MOLSON COORS BREWING COMPANY | 0.11% | Add 57.44% | 31,750 | $1.4M |
| 67 | HTLD HEARTLAND EXPRESS INC. | 0.1% | Add 57.93% | 126,656 | $1.3M |
| 68 | ALLY ALLY FINANCIAL | 0.1% | Buy | 33,512 | $1.3M |
| 69 | DVN DEVON ENERGY CORP | 0.1% | Add 54.68% | 25,622 | $1.3M |
| 70 | AAP ADVANCE AUTO PARTS INC. | 0.1% | Add 59.24% | 24,171 | $1.3M |
| 71 | LKQ LKQ CORP | 0.1% | Buy | 42,646 | $1.3M |
| 72 | DORIAN LPG LIMITED | 0.1% | Add 57.07% | 35,480 | $1.2M |
| 73 | VZ VERIZON COMMUNICATIONS | 0.1% | — | 23,972 | $1.2M |
| 74 | EMR EMERSON ELECTRIC CO | 0.09% | — | 8,943 | $1.2M |
| 75 | BSM BLACKSTONE MINE | 0.09% | Add 55.26% | 77,364 | $1.2M |
| 76 | CROX CROCS INC | 0.09% | Add 55.05% | 14,015 | $1.2M |
| 77 | LW LAMB WESTON HOLDINGS INC | 0.09% | Add 56.72% | 25,960 | $1.1M |
| 78 | SIRI SIRIUS XM HOLDINGS INC | 0.09% | Add 55.65% | 46,881 | $1.1M |
| 79 | UNH UNITEDHEALTH GROUP | 0.08% | Add 49.13% | 3,667 | $992,254 |
| 80 | BZH BEAZER HOMES USA | 0.08% | Add 58.52% | 50,523 | $972,063 |
| 81 | CMCSA COMCAST CORPORATION - CLASS A | 0.07% | — | 31,496 | $904,250 |
| 82 | HLN HALEON PLC ADR | 0.06% | Reduce 4.94% | 72,750 | $728,228 |
| 83 | KVUE KENVUE INC. | 0.06% | — | 40,906 | $705,219 |
| 84 | EMBC EMBECTA CORP | 0.05% | Add 56.37% | 75,356 | $666,147 |
| 85 | CNC CENTENE CORP | 0.05% | Add 57.33% | 18,955 | $620,587 |
| 86 | FMC FMC CORP. | 0.04% | Add 53.22% | 30,877 | $531,702 |
| 87 | AMN AMN HEALTHCARE SERVICES INC | 0.04% | Add 54.73% | 27,963 | $512,841 |
| 88 | BABA ALIBABA GROUP HOLDING SP-ADR | 0.04% | — | 4,060 | $509,368 |
| 89 | PSEC PROSPECT CAPITAL CORP | 0.03% | — | 162,953 | $422,048 |
| 90 | ORION SA | 0.03% | Add 56.09% | 61,120 | $397,280 |
| 91 | CNXC CONCENTRIX CORP | 0.03% | Reduce 2.5% | 13,623 | $372,725 |
| 92 | BAX BAXTER INTERNATIONAL INC | 0.02% | — | 9,739 | $221,757 |
| 93 | MAGNUM ICE CREAM CO NV ADR | 0.01% | Reduce 3.14% | 12,047 | $180,103 |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.