Yönetici kaydı · ✦ derlenmiş · arşivlenmiş çeyrek

Tweedy, Browne

Classic Graham-and-Dodd firm · Stamford, CT · CIK 732905 · EDGAR dosyaları ↗

Old-school value manager.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Fark ⇄

$1.15BRaporlanan 13F değeri

97Pozisyonlar

71.8%İlk 10 ağırlığı

13.60Etkin varlık pozisyonları

5.3%Tahmini devir oranı

+10Yeni

−3Çıkışlar

Bildirilen 13F portföy değeri yalnızca ABD'nin bildirilebilir uzun pozisyonlarını kapsar; nakit, tahvil, kısa pozisyon veya ABD dışı varlıkları kapsamaz. Yönetim altındaki varlıkları temsil etmez.

Çeyreğe göre raporlanan değer Q2 2024 → Q2 2026

Sektör maruziyeti

Finansal Hizmetler 27.8% (-0.7pp)

Sağlık 25.9% (+6.2pp)

Sanayi 17.9% (-3.7pp)

Savunmacı Tüketim 10.4% (-2.3pp)

Döngüsel Tüketim 9.3% (+0.7pp)

İletişim Hizmetleri 5.4% (-0.4pp)

Enerji 1.9% (+0.3pp)

Temel Malzemeler 0.8% (-0.2pp)

Teknoloji 0.5% (+0.0pp)

Raporlanan adi özkaynak değerinin payı; bir önceki çeyreğe göre (±pp).

Portföy · Q3 2025

#	Menkul kıymet	Ağırlık	Değer	Hisseler	Δ hisseler		Tutulan
1	IONS Ionis Pharmaceuticals, Inc.	16.5%	$189.80M	2.90M	+0.3%	▲ Add	6
2	CNHI CNH Industrial N.V.	12.5%	$144.10M	13.28M	-0.2%	▼ Trim	6
3	BRK-A Berkshire Hathaway Inc.	9.4%	$108.60M	144	-5.9%	▼ Trim	6
4	KOF Coca-Cola FEMSA, S.A.B. de…	8.7%	$100.25M	1.21M	-0.9%	▼ Trim	6
5	GOOGL Alphabet Inc.	4.9%	$56.88M	233.97K	-27.2%	▼ Trim	6
6	ALV Autoliv, Inc.	4.6%	$53.43M	432.66K	-0.1%	▼ Trim	6
7	BRK-B Berkshire Hathaway Inc.	4.3%	$49.83M	99.11K	-2.4%	▼ Trim	6
8	WFC Wells Fargo & Company	4.2%	$48.75M	581.60K	-2.9%	▼ Trim	6
9	JNJ Johnson & Johnson	3.9%	$44.87M	242.00K	-1.1%	▼ Trim	6
10	NVST Envista Holdings Corp	2.6%	$29.58M	1.45M	-0.6%	▼ Trim	6
11	FDX FedEx Corporation	2.3%	$26.72M	113.30K	-0.7%	▼ Trim	6
12	TFC Truist Financial Corporation	2.3%	$26.32M	575.74K	-0.8%	▼ Trim	6
13	AZO AutoZone, Inc.	2.2%	$24.95M	5.82K	-3.9%	▼ Trim	6
14	UHAL U-Haul Holding Company	2.1%	$23.65M	464.56K	-2.3%	▼ Trim	6
15	AXP American Express Company	1.9%	$22.00M	66.24K	-2.7%	▼ Trim	6
16	BAC Bank of America Corporation	1.7%	$19.66M	381.08K	-1.2%	▼ Trim	6
17	SEE Sealed Air Corporation	1.6%	$18.01M	509.58K	-1.3%	▼ Trim	6
18	VRTX Vertex Pharmaceuticals…	1.3%	$15.30M	39.06K	+4.9%	▲ Add	6
19	BNY Bank of New York Mellon Corp	1.3%	$15.15M	139.04K	-2.7%	▼ Trim	6
20	DEO Diageo plc	1.1%	$12.12M	127.00K	-2.9%	▼ Trim	6
21	NVS Novartis AG	0.8%	$9.75M	76.05K	-1.6%	▼ Trim	6
22	USB U.S. Bancorp	0.8%	$9.48M	196.12K	-3.5%	▼ Trim	6
23	TTE TotalEnergies SE	0.7%	$7.89M	132.19K	-0.7%	▼ Trim	6
24	FMC FMC Corporation	0.7%	$7.53M	223.90K	-6.0%	▼ Trim	6
25	UNP Union Pacific Corporation	0.4%	$4.76M	20.13K	-2.8%	▼ Trim	6
26	GL Globe Life Inc.	0.4%	$4.17M	29.14K	-4.5%	▼ Trim	5
27	ATMU Atmus Filtration…	0.3%	$4.02M	89.16K	-0.5%	▼ Trim	6
28	CSCO Cisco Systems, Inc.	0.3%	$3.84M	56.13K	-2.8%	▼ Trim	6
29	UL Unilever PLC	0.3%	$3.71M	62.62K	-0.5%	▼ Trim	6
30	GSK GSK plc	0.3%	$3.55M	82.24K	-5.3%	▼ Trim	6
31	EPD Enterprise Products…	0.3%	$3.39M	108.44K	0.0%	Held	6
32	PGR The Progressive Corporation	0.3%	$3.39M	13.71K	0.0%	Held	6
33	COP ConocoPhillips	0.2%	$2.34M	24.72K	+16.0%	▲ Add	6
34	SNEX StoneX Group Inc.	0.2%	$1.96M	19.44K	Yeni	New	1
35	HCI HCI Group, Inc.	0.2%	$1.80M	9.39K	+97.3%	▲ Add	3
36	REZI Resideo Technologies, Inc.	0.1%	$1.73M	39.99K	+105.4%	▲ Add	2
37	PSX Phillips 66	0.1%	$1.70M	12.50K	-2.9%	▼ Trim	6
38	GOOG Alphabet Inc.	0.1%	$1.53M	6.27K	-52.3%	▼ Trim	6
39	KT KT Corporation	0.1%	$1.38M	70.59K	+109.8%	▲ Add	3
40	GM General Motors Company	0.1%	$1.34M	22.02K	+104.5%	▲ Add	3
41	EMR Emerson Electric Co.	0.1%	$1.21M	9.19K	-5.2%	▼ Trim	6
42	WTFC Wintrust Financial…	0.1%	$1.20M	9.05K	+104.9%	▲ Add	3
43	ZION Zions Bancorporation…	0.1%	$1.17M	20.65K	+105.3%	▲ Add	3
44	AN AutoNation, Inc.	0.1%	$1.13M	5.18K	+104.6%	▲ Add	2
45	VZ Verizon Communications Inc.	0.1%	$1.05M	23.97K	-0.3%	▼ Trim	6
46	PNC The PNC Financial Services…	0.1%	$1.05M	5.20K	Yeni	New	1
47	ARLP ALLIANCE RESOURCE PARTNERS…	0.1%	$1.01M	40.00K	+105.4%	▲ Add	3
48	AGCO AGCO Corporation	0.1%	$1.01M	9.39K	+97.5%	▲ Add	2
49	CMCSA Comcast Corporation	0.1%	$989,604	31.50K	-0.2%	▼ Trim	6
50	HAFN Hafnia Limited	0.1%	$967,966	161.60K	+110.9%	▲ Add	3
51	BFH Bread Financial Holdings…	0.1%	$939,780	16.85K	+104.4%	▲ Add	2
52	ELV Elevance Health Inc.	0.1%	$871,132	2.70K	Yeni	New	1
53	FIBK First Interstate…	0.1%	$868,107	27.24K	+104.2%	▲ Add	2
54	GIII G-III Apparel Group, Ltd.	0.1%	$861,978	32.39K	Yeni	New	1
55	NTR Nutrien Ltd.	0.1%	$858,476	14.62K	+110.0%	▲ Add	2
56	NE Noble Corporation Plc	0.1%	$839,039	29.67K	+105.4%	▲ Add	2
57	WMK Weis Markets, Inc.	0.1%	$834,411	11.61K	Yeni	New	1
58	TRMD TORM plc	0.1%	$824,944	40.01K	+109.5%	▲ Add	2
59	LW Lamb Weston Holdings, Inc.	0.1%	$824,097	14.19K	+105.4%	▲ Add	2
60	EIG Employers Holdings, Inc.	0.1%	$822,583	19.36K	+105.3%	▲ Add	3
61	AAP Advance Auto Parts, Inc.	0.1%	$799,367	13.02K	+106.1%	▲ Add	2
62	SFNC Simmons First National…	0.1%	$798,622	41.66K	+103.5%	▲ Add	2
63	CVE Cenovus Energy Inc.	0.1%	$797,211	46.94K	+112.0%	▲ Add	2
64	CVS CVS Health Corp.	0.1%	$780,814	10.36K	+104.6%	▲ Add	2
65	ARW Arrow Electronics, Inc.	0.1%	$780,450	6.45K	+105.4%	▲ Add	2
66	OWL Blue Owl Capital Inc.	0.1%	$774,232	60.63K	+105.4%	▲ Add	3
67	TSN Tyson Foods, Inc.	0.1%	$770,463	14.19K	+105.4%	▲ Add	2
68	TDW Tidewater Inc.	0.1%	$756,699	14.19K	+105.4%	▲ Add	2
69	DINO HF Sinclair Corporation	0.1%	$748,881	14.31K	+106.7%	▲ Add	2
70	ALSN Allison Transmission…	0.1%	$745,331	8.78K	Yeni	New	1
71	WU The Western Union Company	0.1%	$738,412	92.42K	Yeni	New	1
72	UNH UnitedHealth Group…	0.1%	$737,906	2.14K	+95.2%	▲ Add	2
73	BABA Alibaba Group Holding…	0.1%	$725,644	4.06K	0.0%	Held	6
74	UPS United Parcel Service, Inc.	0.1%	$713,847	8.55K	Yeni	New	1
75	MTDR Matador Resources Company	0.1%	$695,921	15.49K	+105.3%	▲ Add	2
76	HLN Haleon plc	0.1%	$687,712	76.67K	-0.2%	▼ Trim	6
77	CCSI CONSENSUS CLOUD	0.1%	$683,499	23.27K	+104.9%	▲ Add	2
78	BZH Beazer Homes USA, Inc.	0.1%	$671,099	27.34K	+106.2%	▲ Add	2
79	KVUE Kenvue Inc.	0.1%	$666,095	41.04K	-10.5%	▼ Trim	6
80	CNXC Concentrix Corporation	0.1%	$653,392	14.16K	-4.7%	▼ Trim	6
81	BMY Bristol-Myers Squibb Company	0.1%	$652,417	14.47K	+101.4%	▲ Add	2
82	CROX Crocs, Inc.	0.1%	$646,928	7.74K	+105.3%	▲ Add	2
83	CLF Cleveland-Cliffs Inc.	0.1%	$634,241	51.99K	+103.8%	▲ Add	3
84	SIRI Sirius XM Holdings Inc.	0.1%	$600,495	25.80K	+105.4%	▲ Add	2
85	HP Helmerich & Payne, Inc.	0.1%	$582,933	26.39K	+105.8%	▲ Add	2
86	EMBC Embecta Corp.	0.1%	$582,447	41.28K	+105.4%	▲ Add	2
87	LPG Dorian LPG Ltd.	0.1%	$576,600	19.35K	+105.4%	▲ Add	2
88	HTLD Heartland Express, Inc.	0.1%	$576,125	68.75K	+104.2%	▲ Add	3
89	BSM Black Stone Minerals, L.P.	0.0%	$561,091	42.70K	+104.8%	▲ Add	2
90	DVN Devon Energy Corporation	0.0%	$497,466	14.19K	+105.4%	▲ Add	2
91	PSEC PROSPECT CAPITAL CORP	0.0%	$383,961	139.62K	+108.3%	▲ Add	3
92	HLF Herbalife Nutrition Ltd.	0.0%	$372,508	44.14K	+104.1%	▲ Add	2
93	CNC Centene Corp.	0.0%	$368,218	10.32K	+105.4%	▲ Add	2
94	ALB Albemarle Corporation	0.0%	$313,699	3.87K	Yeni	New	1
95	AMN AMN Healthcare Services…	0.0%	$299,693	15.48K	Yeni	New	1
96	OEC Orion S.A.	0.0%	$254,241	33.54K	+105.4%	▲ Add	2
97	BAX Baxter International Inc.	0.0%	$221,757	9.74K	-0.3%	▼ Trim	6

Yalnızca adi hisse senedi (SH) pozisyonları; opsiyon satırları Opsiyonlar sekmesindedir ve hiçbir zaman netleştirilmez. ✂ = bölünme düzeltmeli önceki paylara göre hesaplanan değişim. "N+ Dönem Tutulan" = veri penceremizde her çeyrekte tutulmuş, muhtemelen daha uzun süre.

Menkul kıymet	Hisseler	Önceki	Değişim	Değer	Ağırlık
SNEX StoneX Group Inc.	19.44K	n/a	Yeni	$1.96M	0.2%
PNC The PNC Financial…	5.20K	n/a	Yeni	$1.05M	0.1%
ELV Elevance Health Inc.	2.70K	n/a	Yeni	$871,132	0.1%
GIII G-III Apparel Group…	32.39K	n/a	Yeni	$861,978	0.1%
WMK Weis Markets, Inc.	11.61K	n/a	Yeni	$834,411	0.1%
ALSN Allison Transmission…	8.78K	n/a	Yeni	$745,331	0.1%
WU The Western Union…	92.42K	n/a	Yeni	$738,412	0.1%
UPS United Parcel Service…	8.55K	n/a	Yeni	$713,847	0.1%
ALB Albemarle Corporation	3.87K	n/a	Yeni	$313,699	0.0%
AMN AMN Healthcare…	15.48K	n/a	Yeni	$299,693	0.0%

Menkul kıymet	Hisseler	Önceki	Değişim	Değer	Ağırlık	Seri
IONS Ionis Pharmaceuticals…	2.90M	2.89M	+0.3%	$189.80M	16.5%
VRTX Vertex Pharmaceuticals…	39.06K	37.25K	+4.9%	$15.30M	1.3%
COP ConocoPhillips	24.72K	21.30K	+16.0%	$2.34M	0.2%
HCI HCI Group, Inc.	9.39K	4.76K	+97.3%	$1.80M	0.2%	●●●○○○
REZI Resideo Technologies…	39.99K	19.47K	+105.4%	$1.73M	0.1%	●●○○○○
KT KT Corporation	70.59K	33.65K	+109.8%	$1.38M	0.1%	●●●○○○
GM General Motors Company	22.02K	10.77K	+104.5%	$1.34M	0.1%	●●●○○○
WTFC Wintrust Financial…	9.05K	4.42K	+104.9%	$1.20M	0.1%	●●●○○○
ZION Zions Bancorporation…	20.65K	10.05K	+105.3%	$1.17M	0.1%	●●●○○○
AN AutoNation, Inc.	5.18K	2.53K	+104.6%	$1.13M	0.1%	●●○○○○
ARLP	40.00K	19.48K	+105.4%	$1.01M	0.1%	●●●○○○
AGCO AGCO Corporation	9.39K	4.75K	+97.5%	$1.01M	0.1%	●●○○○○
HAFN Hafnia Limited	161.60K	76.62K	+110.9%	$967,966	0.1%	●●●○○○
BFH Bread Financial…	16.85K	8.24K	+104.4%	$939,780	0.1%	●●○○○○
FIBK First Interstate…	27.24K	13.34K	+104.2%	$868,107	0.1%	●●○○○○
NTR Nutrien Ltd.	14.62K	6.96K	+110.0%	$858,476	0.1%	●●○○○○
NE Noble Corporation Plc	29.67K	14.44K	+105.4%	$839,039	0.1%	●●○○○○
TRMD TORM plc	40.01K	19.09K	+109.5%	$824,944	0.1%	●●○○○○
LW Lamb Weston Holdings…	14.19K	6.91K	+105.4%	$824,097	0.1%	●●○○○○
EIG Employers Holdings, Inc.	19.36K	9.43K	+105.3%	$822,583	0.1%	●●●○○○
AAP Advance Auto Parts, Inc.	13.02K	6.32K	+106.1%	$799,367	0.1%	●●○○○○
SFNC Simmons First National…	41.66K	20.48K	+103.5%	$798,622	0.1%	●●○○○○
CVE Cenovus Energy Inc.	46.94K	22.14K	+112.0%	$797,211	0.1%	●●○○○○
CVS CVS Health Corp.	10.36K	5.06K	+104.6%	$780,814	0.1%	●●○○○○
ARW Arrow Electronics, Inc.	6.45K	3.14K	+105.4%	$780,450	0.1%	●●○○○○
OWL Blue Owl Capital Inc.	60.63K	29.52K	+105.4%	$774,232	0.1%	●●●○○○
TSN Tyson Foods, Inc.	14.19K	6.91K	+105.4%	$770,463	0.1%	●●○○○○
TDW Tidewater Inc.	14.19K	6.91K	+105.4%	$756,699	0.1%	●●○○○○
DINO HF Sinclair Corporation	14.31K	6.92K	+106.7%	$748,881	0.1%	●●○○○○
UNH UnitedHealth Group…	2.14K	1.09K	+95.2%	$737,906	0.1%	●●○○○○
MTDR Matador Resources…	15.49K	7.54K	+105.3%	$695,921	0.1%	●●○○○○
CCSI	23.27K	11.36K	+104.9%	$683,499	0.1%	●●○○○○
BZH Beazer Homes USA, Inc.	27.34K	13.25K	+106.2%	$671,099	0.1%	●●○○○○
BMY Bristol-Myers Squibb…	14.47K	7.18K	+101.4%	$652,417	0.1%	●●○○○○
CROX Crocs, Inc.	7.74K	3.77K	+105.3%	$646,928	0.1%	●●○○○○
CLF Cleveland-Cliffs Inc.	51.99K	25.51K	+103.8%	$634,241	0.1%	●●●○○○
SIRI Sirius XM Holdings Inc.	25.80K	12.56K	+105.4%	$600,495	0.1%	●●○○○○
HP Helmerich & Payne, Inc.	26.39K	12.83K	+105.8%	$582,933	0.1%	●●○○○○
EMBC Embecta Corp.	41.28K	20.09K	+105.4%	$582,447	0.1%	●●○○○○
LPG Dorian LPG Ltd.	19.35K	9.42K	+105.4%	$576,600	0.1%	●●○○○○
HTLD Heartland Express, Inc.	68.75K	33.66K	+104.2%	$576,125	0.1%	●●●○○○
BSM Black Stone Minerals…	42.70K	20.86K	+104.8%	$561,091	0.0%	●●○○○○
DVN Devon Energy Corporation	14.19K	6.91K	+105.4%	$497,466	0.0%	●●○○○○
PSEC	139.62K	67.03K	+108.3%	$383,961	0.0%	●●●○○○
HLF Herbalife Nutrition Ltd.	44.14K	21.63K	+104.1%	$372,508	0.0%	●●○○○○
CNC Centene Corp.	10.32K	5.02K	+105.4%	$368,218	0.0%	●●○○○○
OEC Orion S.A.	33.54K	16.33K	+105.4%	$254,241	0.0%	●●○○○○

Menkul kıymet	Hisseler	Önceki	Değişim	Değer	Ağırlık	Seri
CNHI CNH Industrial N.V.	13.28M	13.31M	-0.2%	$144.10M	12.5%	●●●●●○
KOF Coca-Cola FEMSA, S.A.B.…	1.21M	1.22M	-0.9%	$100.25M	8.7%	●●●●●○
BRK-A Berkshire Hathaway Inc.	144	153	-5.9%	$108.60M	9.4%	●●●●●○
GOOGL Alphabet Inc.	233.97K	321.30K	-27.2%	$56.88M	4.9%	●●●●●○
ALV Autoliv, Inc.	432.66K	433.25K	-0.1%	$53.43M	4.6%	●●●●●○
BRK-B Berkshire Hathaway Inc.	99.11K	101.50K	-2.4%	$49.83M	4.3%
WFC Wells Fargo & Company	581.60K	598.78K	-2.9%	$48.75M	4.2%	●●●●●○
JNJ Johnson & Johnson	242.00K	244.71K	-1.1%	$44.87M	3.9%	●●●●●○
NVST Envista Holdings Corp	1.45M	1.46M	-0.6%	$29.58M	2.6%	●●●●●○
FDX FedEx Corporation	113.30K	114.05K	-0.7%	$26.72M	2.3%	●●●●●○
TFC Truist Financial…	575.74K	580.54K	-0.8%	$26.32M	2.3%	●●●●●○
UHAL U-Haul Holding Company	464.56K	475.35K	-2.3%	$23.65M	2.1%	●●●●●○
AZO AutoZone, Inc.	5.82K	6.05K	-3.9%	$24.95M	2.2%	●●●●●○
AXP American Express Company	66.24K	68.09K	-2.7%	$22.00M	1.9%	●●●●●○
BAC Bank of America…	381.08K	385.71K	-1.2%	$19.66M	1.7%	●●●●●○
SEE Sealed Air Corporation	509.58K	516.40K	-1.3%	$18.01M	1.6%	●●●●●○
BNY Bank of New York Mellon…	139.04K	142.96K	-2.7%	$15.15M	1.3%	●●●●●○
DEO Diageo plc	127.00K	130.80K	-2.9%	$12.12M	1.1%	●●●●●○
FMC FMC Corporation	223.90K	238.12K	-6.0%	$7.53M	0.7%	●●●●●○
NVS Novartis AG	76.05K	77.27K	-1.6%	$9.75M	0.8%	●●●●●○
USB U.S. Bancorp	196.12K	203.12K	-3.5%	$9.48M	0.8%	●●●●●○
TTE TotalEnergies SE	132.19K	133.17K	-0.7%	$7.89M	0.7%	●●●●●○
UNP Union Pacific…	20.13K	20.72K	-2.8%	$4.76M	0.4%	●●●●●○
GL Globe Life Inc.	29.14K	30.52K	-4.5%	$4.17M	0.4%	●●●●○○
ATMU Atmus Filtration…	89.16K	89.59K	-0.5%	$4.02M	0.3%
CSCO Cisco Systems, Inc.	56.13K	57.76K	-2.8%	$3.84M	0.3%	●●●●●○
UL Unilever PLC	62.62K	62.96K	-0.5%	$3.71M	0.3%	●●●●●○
GSK GSK plc	82.24K	86.87K	-5.3%	$3.55M	0.3%	●●●●●○
GOOG Alphabet Inc.	6.27K	13.15K	-52.3%	$1.53M	0.1%	●●●●●○
PSX Phillips 66	12.50K	12.87K	-2.9%	$1.70M	0.1%	●●●●○○
EMR Emerson Electric Co.	9.19K	9.69K	-5.2%	$1.21M	0.1%	●●●●○○
CMCSA Comcast Corporation	31.50K	31.56K	-0.2%	$989,604	0.1%	●●●●●○
VZ Verizon Communications…	23.97K	24.03K	-0.3%	$1.05M	0.1%
KVUE Kenvue Inc.	41.04K	45.86K	-10.5%	$666,095	0.1%	●●●●●○
HLN Haleon plc	76.67K	76.81K	-0.2%	$687,712	0.1%	●●●●●○
CNXC Concentrix Corporation	14.16K	14.86K	-4.7%	$653,392	0.1%	●●●●●○
BAX Baxter International…	9.74K	9.77K	-0.3%	$221,757	0.0%	●●●○○○

Menkul kıymet	Hisseler	Önceki	Değişim	Değer	Ağırlık
LGND Ligand Pharmaceuticals…	n/a	3.14K	Çıkış	$356,955	0.0%
HPK	n/a	24.87K	Çıkış	$243,746	0.0%
ACDC	n/a	27.63K	Çıkış	$214,424	0.0%

Pozisyon yaşı

100–1 çeyrekler

442–4 çeyrekler

435–8 çeyrekler

Mevcut her pozisyonun veri penceremiz içinde raporlandığı ardışık çeyrek sayısı.

Benzer yöneticiler

Yönetici	Ortak pozisyonlar	Ad örtüşmesi	Ağırlıklı benzerlik
First Manhattan Co. Llc.	43	5.5%	0.3015	Karşılaştır ⇄
Markel Group	14	6.8%	0.1972	Karşılaştır ⇄
Hotchkis & Wiley Capital Management Llc	32	6.2%	0.1393	Karşılaştır ⇄
Artisan Partners Limited Partnership	25	6.4%	0.1363	Karşılaştır ⇄
GAMCO Investors	47	5.0%	0.1065	Karşılaştır ⇄
Bank Julius Baer & Co. Ltd, Zurich	39	5.5%	0.0979	Karşılaştır ⇄
Harris Associates (Oakmark)	24	10.6%	0.0947	Karşılaştır ⇄
Grantham, Mayo, Van Otterloo & Co. LLC	53	7.6%	0.0926	Karşılaştır ⇄

Yalnızca bildirilen uzun pozisyonların benzerliği; hedge'ler ve 13F kapsamı dışındaki varlıklar görünmez. Metodoloji

Dosyalama kaydı

Aug 07 2026 13F-HR · dönem Q2 2026

$1.32B · 91 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

May 06 2026 13F-HR · dönem Q1 2026

$1.26B · 93 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

Feb 03 2026 13F-HR · dönem Q4 2025

$1.24B · 96 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

Nov 20 2025 13F-HR · dönem Q3 2025

$1.15B · 97 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

Jul 29 2025 13F-HR · dönem Q2 2025

$1.08B · 91 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

May 15 2025 13F-HR · dönem Q1 2025

$1.13B · 59 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

Feb 12 2025 13F-HR · dönem Q4 2024

$1.48B · 43 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

Nov 13 2024 13F-HR · dönem Q3 2024

$2.10B · 43 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

Aug 13 2024 13F-HR · dönem Q2 2024

$2.17B · 44 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

Kaynak: Bu yöneticinin SEC EDGAR'daki 13F bilgi tablolarından ayrıştırılan tüm varlıklar; değerler raporlandığı biçimiyle, tam USD olarak verilir. Değişiklikler, bölünme düzeltmeli hisse sayıları üzerinden her çeyreğin en son kabul edilmiş versiyonu (değişiklikler dahil) karşılaştırılarak hesaplanır. Raporlama dönemi: Q3 2025 · son dosyalama Aug 07, 2026 · Değişim metodolojisi

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Tweedy, Browne