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:
21.09%
Gain +0.66%
Monthly
0.71%
Yearly
8.84%
Drawdown
13.29%
$1.23B
Equity
Holdings
$1.23B
Investment
$781.18M
$6.51B
Profit +$12.45M
Realized
$6.06B
Unrealized
$446.5M
Dividends
$1.37B
Goals
Avg. 55% completed goals
Yearly
Loss < $200M 2026
Yearly
Loss < 18% 2026
Yearly
Gain > 9% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.66%
Profit
$12.45M
Win %
70%
This Week
Compared To Last Week
Gain
1.23%
Profit
$15.28M
Win %
70%
This Month
Compared to last month
Gain
2.48%
Profit
$30.34M
Win %
70%
This Year
Compared to last year
Gain
-4.68%
Profit
-$61.62M
Win %
72%
CROX Crocs, Inc.
+7.01%
+$158,051.44 
BLDR Builders FirstSource, Inc.
+6.16%
+$60,949.78 
THO Thor Industries Inc.
+6.14%
+$106,634.52 
LULU lululemon athletica inc.
+5.81%
+$98,257.68 
SHOE Shoe Station Group, Inc.
+5.35%
+$82,749.94 
GLOB Globant S.A.
+5.15%
+$116,481.4 
ZTS Zoetis Inc.
+4.81%
+$2.01M 
ABG Asbury Automotive Group Inc.
+4.75%
+$79,245.45 
AAP Advance Auto Parts Inc.
+4.7%
+$53,015.69 
AZO AutoZone Inc.
+4.3%
+$692,189.44 
UNH UnitedHealth Group Incorporated
+3.88%
+$62,745.71 
BAX Baxter International Inc.
+3.77%
+$8,862.86 
LKQ LKQ Corporation
+3.55%
+$48,101.15 
AMN Amn Healthcare Services Inc.
+3.42%
+$48,115.71 
CAG Conagra Brands Inc.
+3.4%
+$68,712.12 
KVUE Kenvue Inc.
+3.39%
+$44,498.89 
GIII G-III Apparel Group, Ltd.
+3.35%
+$78,752 
WU Western Union Co.
+3.31%
+$54,495.2 
CI The Cigna Group
+3.09%
+$68,299.22 
UHAL-B U-Haul Holding Company
+3.07%
+$708,125.31 
CMCSA Comcast Corp
+3.06%
+$20,207.88 
ALLY Ally Financial Inc.
+3.01%
+$52,253.24 
HLN Haleon Plc - ADR
+2.94%
+$20,529.97 
BNY BlackRock New York Municipal Income Trust
+2.87%
+$403,360.47 
UNF UniFirst Corp.
+2.86%
+$748,445.61 
GSK GSK plc Sponsored ADR
+2.77%
+$108,023.27 
CNXC Concentrix Corporation
+2.76%
+$9,871.78 
SIRI Sirius XM Holdings Inc.
+2.6%
+$45,879.48 
BMY Bristol-Myers Squibb Company
+2.6%
+$57,857.8 
WFC Wells Fargo & Company
+2.57%
+$1.03M 
IONS Ionis Pharmaceuticals, Inc.
+2.51%
+$2.44M 
DEO Diageo plc Sponsored ADR
+2.37%
+$275,063.68 
TFC Truist Financial Corporation
+2.3%
+$573,568.8 
REZI Resideo Technologies Inc.
+2.28%
+$31,356.76 
NVST Envista Holdings Corporation
+2.23%
+$731,976.48 
AXP American Express Company
+2.21%
+$425,861.38 
DIS The Walt Disney Company
+2.19%
+$107,490.25 
LW Lamb Weston Holdings, Inc.
+2.15%
+$42,493.5 
USB U.S. Bancorp
+1.97%
+$201,904.56 
VRTX Vertex Pharmaceuticals Incorporated
+1.93%
+$386,766.44 
KT KT Corporation
+1.75%
+$71,325.44 
JAZZ Jazz Pharmaceuticals plc
+1.68%
+$212,326.57 
UPS United Parcel Service, Inc.
+1.67%
+$26,608 
TAP Molson Coors Beverage Company
+1.63%
+$28,162.26 
ALV Autoliv, Inc.
+1.61%
+$701,464.62 
UL Unilever PLC Sponsored American Depositary Receipt
+1.56%
+$48,838.58 
PGR Progressive Corporation
+1.34%
+$39,350.43 
EVTC Evertec, Inc.
+1.28%
+$34,952.36 
BNS Bank of Nova Scotia
+1.16%
+$44,178.03 
FDXF FedEx Freight Holding Company Inc.
+1.14%
+$2,735.44 
HTLD Heartland Express Inc.
+1.13%
+$17,030.07 
ARLP Alliance Resource Partners, L.P.
+1%
+$27,914.5 
FDX FedEx Corporation
+0.78%
+$24,564.72 
EFOR Everforth, Inc.
+0.75%
+$25,397.33 
UNP Union Pacific Corporation
+0.71%
+$38,945.74 
BAC Bank of America Corporation
+0.69%
+$129,495.48 
CNC Centene Corporation
+0.64%
+$11,304.45 
VSNT Versant Media Group, Inc.
+0.57%
+$12,183.57 
GOOGL Alphabet Inc
+0.56%
+$272,672.85 
VZ Verizon Communications Inc.
+0.48%
+$5,133.77 
ALSN Allison Transmission Holdings Inc.
+0.37%
+$9,043.26 
BZH Beazer Homes USA Inc.
+0.34%
+$6,260.02 
BRK-A Berkshire Hathaway Inc.
+0.33%
+$375,736.32 
BRK-B Berkshire Hathaway Inc.
+0.31%
+$161,081.25 
PNC The PNC Financial Services Group, Inc.
+0.03%
+$924.98 
NTCXF Natcore Technology Inc.
0%
$0 6698
66987V109
0%
$0 
FMC FMC Corporation
-32.51%
-$115,549.05 
CNHI CNH Industrial N.V.
-9.79%
-$22.13M 
MICC The Magnum Ice Cream Company N.V.
-8.96%
-$18,180.38 
HAFN Hafnia Ltd
-4.84%
-$213,407.24 
ARW Arrow Electronics Inc.
-4.34%
-$125,051.73 
INTC Intel Corporation
-4.18%
-$6,157.5 
CSCO Cisco Systems, Inc.
-3.93%
-$131,404.59 
TDW Tidewater Inc.
-3.78%
-$92,507.15 
LPG Dorian LPG Ltd.
-3.14%
-$69,229.97 
PSX Phillips 66
-3.1%
-$113,362.98 
DINO HF Sinclair Corporation
-2.69%
-$133,697.07 
HP Helmerich & Payne Inc.
-2.38%
-$48,057.12 
MTDR Matador Resources Company
-2.3%
-$48,134.27 
OEC Orion S.A.
-2.02%
-$10,409.8 
DVN Devon Energy Corporation
-1.05%
-$17,927.17 
BABA Alibaba Group Holding Limited SP ADR
-0.9%
-$3,940.2 
TTE TotalEnergies SE
-0.76%
-$79,633.44 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
-0.58%
-$789,187.6 
COP ConocoPhillips
-0.42%
-$19,282.2 
JNJ Johnson & Johnson
-0.26%
-$135,101.48 
BSM Black Stone Minerals, L.P.
-0.24%
-$2,923.55 
EMR Emerson Electric Co.
-0.23%
-$3,234.93 
GL Globe Life Inc.
-0.07%
-$2,683.68 
ELV Elevance Health, Inc.
-0.05%
-$1,251.32 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5695 | Longs Won 3867/5695 67% | Profit Factor 3.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $15.2M |
| Average Win $2.36M | Best Trade (Dec 31) $774.83M | Sharpe Ratio -134.08 |
| Average Loss -$1.44M | Worst Trade (Mar 31) -$127.54M | Z-Score -10.4 (100%) |
| Commissions $0 | Avg. Trade Length 3y 10m 3w 1d | Expectancy $1.14M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.21% | 1.35% | 6.76% | 28.02% |
| Consecutive Losing Trades | 852 | 767 | 681 | 596 | 511 | 426 | 341 | 256 | 170 | 85 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 6698 66987V109 | 71,125 | $6.5M | $6.54M | - | $39,473.26 | 0.61% | 0.0 |
| AAP Advance Auto Parts Inc. | 27,118 | $1.45M | $1.18M | - | -$266,106.85 | -18.38% | +4.697% |
| ABG Asbury Automotive Group Inc. | 10,305 | $2.03M | $1.75M | - | -$282,658.74 | -13.92% | +4.748% |
| ALLY Ally Financial Inc. | 47,288 | $1.95M | $1.79M | - | -$158,068.96 | -8.12% | +3.008% |
| ALSN Allison Transmission Holdings Inc. | 21,791 | $2.22M | $2.42M | - | $203,755.17 | 9.19% | +0.375% |
| ALV Autoliv, Inc. | 383,314 | $21.81M | $44.27M | - | $22.46M | 102.99% | +1.61% |
| AMN Amn Healthcare Services Inc. | 37,299 | $824,150.16 | $1.45M | - | $628,645.89 | 76.28% | +3.425% |
| ARLP Alliance Resource Partners, L.P. | 111,658 | $2.85M | $2.8M | - | -$40,791.24 | -1.43% | +1.005% |
| ARW Arrow Electronics Inc. | 12,839 | $1.76M | $2.75M | - | $991,394.14 | 56.24% | -4.343% |
| AXP American Express Company | 62,719 | $8.69M | $19.68M | - | $10.98M | 126.34% | +2.212% |
| AZO AutoZone Inc. | 5,530 | $3.71M | $16.79M | - | $13.08M | 352.62% | +4.299% |
| BABA Alibaba Group Holding Limited SP ADR | 3,960 | $873,863.37 | $436,293 | - | -$437,570.37 | -50.07% | -0.895% |
| BAC Bank of America Corporation | 364,776 | $11.01M | $18.88M | - | $7.86M | 71.42% | +0.691% |
| BAX Baxter International Inc. | 9,479 | $373,750.81 | $243,942.06 | - | -$129,808.75 | -34.73% | +3.77% |
| BLDR Builders FirstSource, Inc. | 19,598 | $1.75M | $1.05M | - | -$702,588.26 | -40.06% | +6.156% |
| BMY Bristol-Myers Squibb Company | 37,570 | $2.01M | $2.29M | - | $273,305.8 | 13.59% | +2.598% |
| BNS Bank of Nova Scotia | 42,479 | $3.69M | $3.87M | - | $178,567.11 | 4.84% | +1.155% |
| BNY BlackRock New York Municipal Income Trust | 102,246 | $4.84M | $14.48M | - | $9.63M | 198.84% | +2.866% |
| BRK-A Berkshire Hathaway Inc. | 144 | $23.71M | $114.08M | - | $90.36M | 381.09% | +0.33% |
| BRK-B Berkshire Hathaway Inc. | 97,625 | $22.49M | $51.55M | - | $29.05M | 129.18% | +0.313% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Tweedy Browne?
The largest contributions to the portfolio's profits come from the following stocks: 006435145 - $1.07B, CMCSK - $686.39M, Berkshire Hathaway Inc - $460.89M, Johnson & Johnson - $452.49M, and Philip Morris International Inc - $390.93M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Alibaba Group Holding Limited SP ADR - $128.62M, SGP - $107.52M, Devon Energy Corporation - $100.19M, GOOG - $84.03M, and ITG - $79.32M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tweedy Browne's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.37B earned over time. The largest contributors to dividend income include American International Group Inc - $218.86M, Popular Inc - $154M, Johnson & Johnson - $132.59M, Philip Morris International Inc - $81.86M, and Wells Fargo & Company - $73.88M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tweedy Browne's monthly returns?
Tweedy Browne's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Tweedy Browne's strategy be considered aggressive or moderate?
Tweedy Browne's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Tweedy Browne's strategy?
Tweedy Browne's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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