Filing analysis
Tweedy, Browne
13F-HR · period Q2 2026 · filed Aug 07, 2026
$1.32BReported 13F value
91Positions
+13New
41Increased
34Reduced
−15Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| ZTS Zoetis Inc. | $39.96M | 3.0% |
| DIS The Walt Disney Company | $4.33M | 0.3% |
| BNS The Bank of Nova Scotia | $3.69M | 0.3% |
| EVTC EVERTEC, Inc. | $2.46M | 0.2% |
| LULU Lululemon Athletica Inc. | $2.05M | 0.2% |
| THO Thor Industries, Inc. | $1.99M | 0.2% |
| CAG Conagra Brands, Inc. | $1.97M | 0.1% |
| GLOB Globant S.A. | $1.77M | 0.1% |
| BLDR Builders FirstSource, Inc. | $1.75M | 0.1% |
| SCVL | $1.73M | 0.1% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| FDX FedEx Corporation | ▼ Trim | -88.3% ✂ | $3.37M |
| IONS Ionis Pharmaceuticals, Inc. | ▲ Add | +0.2% | $180.81M |
| KOF Coca-Cola FEMSA, S.A.B. de… | ▼ Trim | -0.8% | $123.31M |
| GOOGL Alphabet Inc. | ▼ Trim | -28.8% | $50.49M |
| UHAL U-Haul Holding Company | ▼ Trim | -0.1% | $26.71M |
| CNHI CNH Industrial N.V. | ▼ Trim | -0.2% | $225.90M |
| ALV Autoliv, Inc. | ▼ Trim | -0.1% | $44.53M |
| JAZZ Jazz Pharmaceuticals plc | ▼ Trim | -0.1% | $14.49M |
| BAC Bank of America Corporation | ▼ Trim | -0.1% | $20.78M |
| JNJ Johnson & Johnson | ▼ Trim | -8.1% | $51.21M |
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.