Tweedy Browne Portfolio
Invests via Tweedy, Browne Company LLC | Managed by Tweedy Browne Company LLC
Invests via Tweedy, Browne Company LLC
Managed by Tweedy Browne Company LLC
Automatically Tracked
Company Profile
Established value-oriented investment manager known for disciplined, research-driven equity strategies and long-term client mandates, Tweedy Browne focuses on global and international value equities for institutional and high-net-worth investors. The firm emphasizes deep fundamental analysis, low portfolio turnover and transparent fee structures; it operates as a boutique asset manager with multi-decade investment continuity and a conservative, benchmark-aware approach.
Established value-oriented investment manager known for disciplined, research-driven equity strategies and long-term client mandates, Tweedy Browne focuses on global and international value equities for institutional and high-net-worth investors. The firm emphasizes deep fundamental analysis, low portfolio turnover and transparent fee structures; it operates as a boutique asset manager with multi-decade investment continuity and a conservative, benchmark-aware approach.
Investment Philosophy & Strategy
Firm embraces disciplined, research-led value investing across global and international equity markets, prioritizing deep fundamental analysis, margin-of-safety buying and long holding periods. Capital deployment favors high-conviction, concentrated positions selected through bottom-up stock selection and conservative valuation frameworks; portfolio construction is benchmark-aware, tax-efficient and turnover-conscious. Risk management relies on diversification by idea rather than market timing, stress-tested company-level fundamentals, and clear sell-discipline tied to valuation and business deterioration. Client alignment centers on institutional mandates, transparent fees and multi-decade stewardship of capital.
Firm embraces disciplined, research-led value investing across global and international equity markets, prioritizing deep fundamental analysis, margin-of-safety buying and long holding periods. Capital deployment favors high-conviction, concentrated positions selected through bottom-up stock selection and conservative valuation frameworks; portfolio construction is benchmark-aware, tax-efficient and turnover-conscious. Risk management relies on diversification by idea rather than market timing, stress-tested company-level fundamentals, and clear sell-discipline tied to valuation and business deterioration. Client alignment centers on institutional mandates, transparent fees and multi-decade stewardship of capital.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-1.36%
Gain
Monthly
0.65%
Yearly
8.14%
Drawdown
20.62%
$1.27B
Equity
Holdings
$1.27B
Investment
$762.56M
$6.5B
Profit +$2.63M
Realized
$6B
Unrealized
$504.7M
Dividends
$1.36B
Goals
Avg. 76.75% completed goals
Yearly
Loss < $200M 2026
Yearly
Loss < 18% 2026
Yearly
Gain > 9% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$2.63M
Win %
74%
This Week
Compared To Last Week
Gain
-4.04%
Profit
-$52.98M
Win %
74%
This Month
Compared to last month
Gain
-5.37%
Profit
-$71.41M
Win %
74%
This Year
Compared to last year
Gain
0.67%
Profit
$8.41M
Win %
74%
CNXC Concentrix Corporation
+7.02%
+$22,546.06 
BABA Alibaba Group Holding Limited SP ADR
+5.67%
+$25,862.2 
GIII G-III Apparel Group, Ltd.
+3.92%
+$81,007.02 
GOOGL Alphabet Inc
+3.3%
+$2.36M 
ABG Asbury Automotive Group Inc.
+3.21%
+$49,610.52 
BNY BlackRock New York Municipal Income Trust
+2.85%
+$479,400.91 
VSNT Versant Media Group, Inc.
+2.82%
+$36,938.16 
BMY Bristol-Myers Squibb Company
+2.77%
+$41,329.64 
CROX Crocs, Inc.
+2.6%
+$47,791.15 
BAX Baxter International Inc.
+2.6%
+$5,509.35 
NVST Envista Holdings Corporation
+2.53%
+$948,275.46 
UNF UniFirst Corp.
+2.51%
+$703,563.32 
ALLY Ally Financial Inc.
+2.47%
+$37,533.44 
AMN Amn Healthcare Services Inc.
+2.42%
+$21,950.96 
SIRI Sirius XM Holdings Inc.
+2.29%
+$32,563.54 
ALV Autoliv, Inc.
+2.22%
+$1.04M 
TAP Molson Coors Beverage Company
+2.17%
+$26,828.75 
WFC Wells Fargo & Company
+1.97%
+$866,745.6 
LKQ LKQ Corporation
+1.89%
+$20,043.62 
ZION Zions Bancorporation, National Association
+1.85%
+$49,240.1 
CMCSA Comcast Corp
+1.83%
+$13,385.8 
AXP American Express Company
+1.81%
+$405,308.47 
WU Western Union Co.
+1.78%
+$24,284.26 
EMBC Embecta Corp.
+1.77%
+$4,144.58 
TFC Truist Financial Corporation
+1.71%
+$496,117.15 
SNEX StoneX Group Inc.
+1.69%
+$103,595.9 
FIBK First Interstate Bancsystem Inc.
+1.66%
+$31,814.03 
MICC The Magnum Ice Cream Company N.V.
+1.59%
+$3,553.86 
SFNC Simmons First National Corporation
+1.53%
+$27,017.55 
OEC Orion S.A.
+1.48%
+$5,500.8 
BAC Bank of America Corporation
+1.46%
+$323,267.49 
USB U.S. Bancorp
+1.44%
+$164,901.96 
UHAL-B U-Haul Holding Company
+1.28%
+$356,765.64 
FDX FedEx Corporation
+1.28%
+$296,881.09 
KT KT Corporation
+1.18%
+$34,272.11 
PNC The PNC Financial Services Group, Inc.
+1.17%
+$27,774.25 
BFH Bread Financial Holdings Inc.
+1.17%
+$35,951.3 
VZ Verizon Communications Inc.
+1.13%
+$11,506.56 
CVS CVS Health Corporation
+1.06%
+$21,523.5 
PSEC Prospect Capital Corporation
+0.88%
+$3,242.76 
UPS United Parcel Service, Inc.
+0.87%
+$15,437.42 
UL Unilever PLC Sponsored American Depositary Receipt
+0.86%
+$27,138.83 
LW Lamb Weston Holdings, Inc.
+0.81%
+$9,735 
GSK GSK plc Sponsored ADR
+0.76%
+$31,896.15 
BZH Beazer Homes USA Inc.
+0.71%
+$11,620.29 
HLN Haleon Plc - ADR
+0.67%
+$4,728.75 
TSN Tyson Foods Inc.
+0.61%
+$9,143.05 
VRTX Vertex Pharmaceuticals Incorporated
+0.57%
+$109,448.77 
AGCO AGCO Corporation
+0.51%
+$9,655.26 
GL Globe Life Inc.
+0.47%
+$23,379.72 
KVUE Kenvue Inc.
+0.35%
+$2,658.89 
EMR Emerson Electric Co.
+0.15%
+$1,788.6 
CI The Cigna Group
+0.14%
+$2,257.5 
EPD Enterprise Products Partners L.P.
+0.09%
+$1,804.21 
17275R102
0%
$0 
25243Q205
0%
$0 
66987V109
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
NE
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
SEE Sealed Air Corporation
0%
$0 
ELV Elevance Health, Inc.
-8.91%
-$182,391.83 
PGR Progressive Corporation
-7.52%
-$233,703.99 
HP Helmerich & Payne Inc.
-2.71%
-$44,115.81 
CNC Centene Corporation
-2.68%
-$34,877.2 
DVN Devon Energy Corporation
-2.57%
-$28,568.53 
PSX Phillips 66
-2.54%
-$63,195.37 
HCI HCI Group, Inc.
-2.52%
-$49,556.86 
AAP Advance Auto Parts Inc.
-2.04%
-$27,313.23 
HTLD Heartland Express Inc.
-1.96%
-$37,363.52 
REZI Resideo Technologies Inc.
-1.93%
-$52,275.88 
COP ConocoPhillips
-1.87%
-$64,326.97 
ARLP Alliance Resource Partners, L.P.
-1.54%
-$27,867.07 
LPG Dorian LPG Ltd.
-1.54%
-$22,707.2 
TDW Tidewater Inc.
-1.5%
-$28,770.09 
MTDR Matador Resources Company
-1.45%
-$21,497.36 
TRMD TORM plc Class A
-1.4%
-$38,232.88 
AZO AutoZone Inc.
-1.35%
-$225,938.7 
BSM Black Stone Minerals, L.P.
-1.05%
-$11,596.86 
IONS Ionis Pharmaceuticals, Inc.
-1.02%
-$1.28M 
JNJ Johnson & Johnson
-0.99%
-$553,114.8 
HAFN Hafnia Ltd
-0.87%
-$24,498.69 
DINO HF Sinclair Corporation
-0.78%
-$19,165.53 
ARW Arrow Electronics Inc.
-0.72%
-$17,271.6 
UNH UnitedHealth Group Incorporated
-0.66%
-$10,340.94 
ALSN Allison Transmission Holdings Inc.
-0.66%
-$12,004.96 
TTE TotalEnergies SE
-0.38%
-$36,456.93 
BRK-A Berkshire Hathaway Inc.
-0.33%
-$347,610.24 
FMC FMC Corporation
-0.33%
-$1,080.69 
UNP Union Pacific Corporation
-0.25%
-$13,908.93 
BRK-B Berkshire Hathaway Inc.
-0.23%
-$110,068.78 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
-0.23%
-$274,956.11 
JAZZ Jazz Pharmaceuticals plc
-0.21%
-$30,670.46 Events
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Dividends
Dividend Analysis
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| Trades 5607 | Longs Won 3814/5607 68% | Profit Factor 3.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $15.31M |
| Average Win $2.39M | Best Trade (Dec 31) $774.83M | Sharpe Ratio -162.03 |
| Average Loss -$1.45M | Worst Trade (Mar 31) -$127.54M | Z-Score -27.5 (100%) |
| Commissions $0 | Avg. Trade Length 3y 10m 4w | Expectancy $1.16M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.17% | 1.17% | 6.19% | 26.89% |
| Consecutive Losing Trades | 874 | 787 | 699 | 612 | 524 | 437 | 350 | 262 | 175 | 87 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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