Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Tweedy, Browne ⇄ Hotchkis & Wiley Capital Management Llc
32Shared positions
6.2%Name overlap (Jaccard)
15+Only Tweedy, Browne
15+Only Hotchkis &…
Shared holdings · Q2 2026
Distinctively Tweedy, Browne
| IONS Ionis… | 13.7% |
| KOF Coca-Cola FEMSA… | 9.3% |
| BRK-A Berkshire Hathaway… | 8.2% |
| JNJ Johnson & Johnson | 3.9% |
| BRK-B Berkshire Hathaway… | 3.7% |
| ALV Autoliv, Inc. | 3.4% |
| ZTS Zoetis Inc. | 3.0% |
| NVST Envista Holdings Corp | 2.9% |
| AXP American Express… | 1.6% |
| VRTX Vertex… | 1.5% |
| AZO AutoZone, Inc. | 1.3% |
| NVS Novartis AG | 0.8% |
| DEO Diageo plc | 0.8% |
| UNP Union Pacific… | 0.4% |
| DIS The Walt Disney… | 0.3% |
Distinctively Hotchkis & Wiley…
| WDAY Workday, Inc. | 4.5% |
| APA APA Corporation | 3.0% |
| AIG American… | 2.6% |
| FFIV F5, Inc. | 2.5% |
| GEHC GE HealthCare… | 2.3% |
| PPG PPG Industries, Inc. | 2.2% |
| ERIC Telefonaktiebolaget… | 2.2% |
| D Dominion Energy, Inc. | 2.0% |
| C Citigroup Inc. | 1.9% |
| GM General Motors Company | 1.8% |
| MGA Magna International… | 1.7% |
| CRM Salesforce, Inc. | 1.6% |
| CDW CDW Corporation | 1.5% |
| FI Fiserv, Inc. | 1.5% |
| OMC Omnicom Group Inc. | 1.5% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology