Filing analysis
Tweedy, Browne
13F-HR · period Q1 2026 · filed May 06, 2026
$1.26BReported 13F value
93Positions
+6New
46Increased
30Reduced
−9Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| JAZZ Jazz Pharmaceuticals plc | $11.38M | 0.9% |
| CI Cigna Corporation | $1.43M | 0.1% |
| ABG Asbury Automotive Group, Inc. | $1.42M | 0.1% |
| VSNT Versant Media Group, Inc.… | $1.40M | 0.1% |
| ALLY Ally Financial Inc. | $1.31M | 0.1% |
| LKQ LKQ Corporation | $1.25M | 0.1% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| CNHI CNH Industrial N.V. | ▼ Trim | -0.1% | $221.65M |
| IONS Ionis Pharmaceuticals, Inc. | ▼ Trim | -7.7% | $170.88M |
| WFC Wells Fargo & Company | ▼ Trim | -7.8% | $41.07M |
| ALV Autoliv, Inc. | ▼ Trim | -4.3% | $40.34M |
| FDX FedEx Corporation | ▼ Trim | -34.3% | $26.37M |
| UNF UniFirst Corporation | ▼ Trim | -0.4% | $25.58M |
| GOOGL Alphabet Inc. | ▼ Trim | -0.6% | $57.03M |
| NVST Envista Holdings Corp | ▼ Trim | -0.5% | $36.45M |
| AXP American Express Company | ▼ Trim | -2.5% | $19.05M |
| JNJ Johnson & Johnson | ▼ Trim | -7.0% | $53.65M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.