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:
19.94%
Gain -0.31%
Monthly
0.71%
Yearly
8.9%
Drawdown
13.29%
$1.31B
Equity
Holdings
$1.31B
Investment
$781.39M
$6.53B
Profit -$5.52M
Realized
$6B
Unrealized
$527.18M
Dividends
$1.37B
Goals
Avg. 62% completed goals
Yearly
Loss < $200M 2026
Yearly
Loss < 18% 2026
Yearly
Gain > 9% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$5.52M
Win %
76%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$5.52M
Win %
76%
This Month
Compared to last month
Gain
-0.94%
Profit
-$12.04M
Win %
76%
This Year
Compared to last year
Gain
-3.1%
Profit
-$40.77M
Win %
76%
6698
66987V109
+70.5%
+$4.61M 
AMN Amn Healthcare Services Inc.
+16.79%
+$192,835.83 
CNHI CNH Industrial N.V.
+10.86%
+$22.13M 
MICC The Magnum Ice Cream Company N.V.
+9.84%
+$18,180.38 
IONS Ionis Pharmaceuticals, Inc.
+3.8%
+$4.72M 
DEO Diageo plc Sponsored ADR
+3.77%
+$441,616 
LULU lululemon athletica inc.
+3.13%
+$70,055.7 
BLDR Builders FirstSource, Inc.
+2.99%
+$42,527.66 
LPG Dorian LPG Ltd.
+2.93%
+$51,872.6 
NVST Envista Holdings Corporation
+2.78%
+$1.09M 
CI The Cigna Group
+2.59%
+$54,425.28 
VRTX Vertex Pharmaceuticals Incorporated
+2.55%
+$495,494.39 
CNC Centene Corporation
+2.43%
+$39,188.76 
THO Thor Industries Inc.
+2.41%
+$49,603.62 
ALSN Allison Transmission Holdings Inc.
+2.31%
+$58,399.88 
TAP Molson Coors Beverage Company
+2.24%
+$42,466.9 
EFOR Everforth, Inc.
+2.09%
+$57,800.82 
BAX Baxter International Inc.
+2%
+$5,118.66 
ALV Autoliv, Inc.
+1.93%
+$893,121.62 
INTC Intel Corporation
+1.84%
+$2,760 
AZO AutoZone Inc.
+1.8%
+$305,697.18 
CROX Crocs, Inc.
+1.77%
+$45,650.97 
CAG Conagra Brands Inc.
+1.75%
+$38,010.96 
LKQ LKQ Corporation
+1.66%
+$25,136.73 
TDW Tidewater Inc.
+1.58%
+$38,125.95 
GSK GSK plc Sponsored ADR
+1.57%
+$66,852.14 
BABA Alibaba Group Holding Limited SP ADR
+1.25%
+$6,276.6 
UPS United Parcel Service, Inc.
+1.24%
+$21,286.4 
VSNT Versant Media Group, Inc.
+1.18%
+$31,204.35 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+1.08%
+$1.37M 
UHAL-B U-Haul Holding Company
+1.02%
+$310,094.09 
JNJ Johnson & Johnson
+0.88%
+$453,699 
BMY Bristol-Myers Squibb Company
+0.87%
+$21,039.2 
EMR Emerson Electric Co.
+0.84%
+$11,540.76 
FDX FedEx Corporation
+0.83%
+$28,120.25 
MTDR Matador Resources Company
+0.78%
+$14,402.42 
UNH UnitedHealth Group Incorporated
+0.77%
+$12,635 
CMCSA Comcast Corp
+0.76%
+$5,952.7 
COP ConocoPhillips
+0.73%
+$27,316.45 
ELV Elevance Health, Inc.
+0.73%
+$18,224.28 
SCVL Shoe Carnival Inc.
+0.7%
+$12,843.93 
BNS Bank of Nova Scotia
+0.64%
+$24,000.63 
CSCO Cisco Systems, Inc.
+0.45%
+$15,874.38 
UNF UniFirst Corp.
+0.44%
+$129,987.84 
LW Lamb Weston Holdings, Inc.
+0.42%
+$8,200.54 
FMC FMC Corporation
+0.38%
+$1,757.4 
GLOB Globant S.A.
+0.35%
+$7,969.78 
HTLD Heartland Express Inc.
+0.28%
+$4,834.16 
KVUE Kenvue Inc.
+0.26%
+$3,647.45 
BAC Bank of America Corporation
+0.25%
+$58,364.16 
DIS The Walt Disney Company
+0.2%
+$9,669.62 
HP Helmerich & Payne Inc.
+0.19%
+$3,656.52 
USB U.S. Bancorp
+0.18%
+$20,918.04 
VZ Verizon Communications Inc.
+0.13%
+$1,432.66 
HLN Haleon Plc - ADR
+0.05%
+$360.18 
SIRI Sirius XM Holdings Inc.
+0.05%
+$997.38 
REZI Resideo Technologies Inc.
+0.04%
+$847.48 
PGR Progressive Corporation
+0.01%
+$411.33 
NTCXF Natcore Technology Inc.
0%
$0 
ARW Arrow Electronics Inc.
-8.45%
-$241,116.42 
ZTS Zoetis Inc.
-5.97%
-$2.56M 
OEC Orion S.A.
-4.74%
-$32,587.2 
EVTC Evertec, Inc.
-3.54%
-$96,893.26 
ARLP Alliance Resource Partners, L.P.
-2.77%
-$78,160.6 
CNXC Concentrix Corporation
-2.35%
-$8,327.22 
DINO HF Sinclair Corporation
-1.84%
-$59,511.74 
WU Western Union Co.
-1.26%
-$24,522.84 
GL Globe Life Inc.
-1.25%
-$52,108.21 
UL Unilever PLC Sponsored American Depositary Receipt
-1.12%
-$35,095.06 
FDXF FedEx Freight Holding Company Inc.
-1.09%
-$3,507.54 
GOOGL Alphabet Inc
-0.98%
-$494,487 
GIII G-III Apparel Group, Ltd.
-0.87%
-$26,536 
BZH Beazer Homes USA Inc.
-0.84%
-$15,241.8 
PSX Phillips 66
-0.79%
-$20,019.66 
UNP Union Pacific Corporation
-0.78%
-$44,317.22 
ABG Asbury Automotive Group Inc.
-0.78%
-$17,312.5 
BNY BlackRock New York Municipal Income Trust
-0.77%
-$125,763.6 
ALLY Ally Financial Inc.
-0.77%
-$16,077.97 
BRK-A Berkshire Hathaway Inc.
-0.75%
-$851,616 
BSM Black Stone Minerals, L.P.
-0.7%
-$8,353 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$274,326.25 
HAFN Hafnia Ltd
-0.53%
-$16,575.32 
TTE TotalEnergies SE
-0.51%
-$51,527.52 
AXP American Express Company
-0.47%
-$100,351.03 
TFC Truist Financial Corporation
-0.46%
-$131,101.44 
WFC Wells Fargo & Company
-0.41%
-$176,438.9 
DVN Devon Energy Corporation
-0.33%
-$4,780.58 
AAP Advance Auto Parts Inc.
-0.24%
-$3,796.52 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$4,228.35 
KT KT Corporation
-0.11%
-$4,457.84 
JAZZ Jazz Pharmaceuticals plc
-0.04%
-$5,412.81 Events
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Dividends
Dividend Analysis
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| Trades 5695 | Longs Won 3888/5695 68% | Profit Factor 3.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $15.2M |
| Average Win $2.36M | Best Trade (Dec 31) $774.83M | Sharpe Ratio -134.11 |
| Average Loss -$1.46M | Worst Trade (Mar 31) -$127.54M | Z-Score -10.55 (100%) |
| Commissions $0 | Avg. Trade Length 3y 10m 2w 6d | Expectancy $1.15M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.14% | 1% | 5.62% | 25.68% |
| Consecutive Losing Trades | 899 | 809 | 719 | 629 | 540 | 450 | 360 | 270 | 180 | 90 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 6698 66987V109 | 71,125 | $6.5M | $11.15M | - | $4.65M | 71.53% | +70.497% |
| AAP Advance Auto Parts Inc. | 27,118 | $1.45M | $1.57M | - | $119,104.34 | 8.23% | -0.242% |
| ABG Asbury Automotive Group Inc. | 10,305 | $2.03M | $2.21M | - | $177,459.51 | 8.74% | -0.778% |
| ALLY Ally Financial Inc. | 47,288 | $1.95M | $2.07M | - | $119,748.04 | 6.15% | -0.772% |
| ALSN Allison Transmission Holdings Inc. | 21,791 | $2.22M | $2.59M | - | $373,833.93 | 16.86% | +2.306% |
| ALV Autoliv, Inc. | 383,314 | $21.81M | $47.11M | - | $25.3M | 116.02% | +1.932% |
| AMN Amn Healthcare Services Inc. | 37,299 | $824,150.16 | $1.34M | - | $517,494.87 | 62.79% | +16.786% |
| ARLP Alliance Resource Partners, L.P. | 111,658 | $2.85M | $2.75M | - | -$96,620.24 | -3.4% | -2.765% |
| ARW Arrow Electronics Inc. | 12,839 | $1.76M | $2.61M | - | $850,036.62 | 48.22% | -8.448% |
| AXP American Express Company | 62,719 | $8.69M | $21.39M | - | $12.69M | 146% | -0.467% |
| AZO AutoZone Inc. | 5,530 | $3.71M | $17.28M | - | $13.57M | 365.76% | +1.801% |
| BABA Alibaba Group Holding Limited SP ADR | 3,960 | $873,863.37 | $508,444.2 | - | -$365,419.17 | -41.82% | +1.25% |
| BAC Bank of America Corporation | 364,776 | $11.01M | $23.04M | - | $12.03M | 109.23% | +0.254% |
| BAX Baxter International Inc. | 9,479 | $373,750.81 | $261,146.45 | - | -$112,604.36 | -30.13% | +1.999% |
| BLDR Builders FirstSource, Inc. | 19,598 | $1.75M | $1.46M | - | -$290,050.36 | -16.54% | +2.993% |
| BMY Bristol-Myers Squibb Company | 37,570 | $2.01M | $2.43M | - | $419,453.1 | 20.85% | +0.873% |
| BNS Bank of Nova Scotia | 42,479 | $3.69M | $3.78M | - | $84,900.91 | 2.3% | +0.64% |
| BNY BlackRock New York Municipal Income Trust | 102,246 | $4.84M | $16.11M | - | $11.27M | 232.61% | -0.774% |
| BRK-A Berkshire Hathaway Inc. | 144 | $23.71M | $112.33M | - | $88.62M | 373.74% | -0.752% |
| BRK-B Berkshire Hathaway Inc. | 97,625 | $22.49M | $50.94M | - | $28.45M | 126.49% | -0.536% |
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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 - $452.22M, 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 - $100.2M, 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 - $132.32M, 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.
