운용사 기록 · ✦ 큐레이션

Tweedy, Browne

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

Old-school value manager.

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

$1.32B보고된 13F 가치

91포지션

69.2%상위 10개 비중

13.40유효 보유 종목

6.5%추정 회전율

+13신규

−15청산

보고된 13F 포트폴리오 가치는 미국 보고 의무 대상 롱 포지션만을 포함하며 — 현금, 채권, 숏 또는 비미국 자산은 제외됩니다. 운용자산(AUM)이 아닙니다.

분기별 보고 가치 Q2 2024 → Q2 2026

섹터 익스포저

헬스케어 28.3% (+3.2pp)

금융 서비스 23.6% (-0.4pp)

산업재 22.9% (-2.0pp)

필수소비재 10.9% (+0.4pp)

경기소비재 6.2% (-0.7pp)

커뮤니케이션 서비스 4.9% (-0.3pp)

에너지 2.0% (-0.6pp)

기술 0.8% (+0.3pp)

기초소재 0.4% (+0.1pp)

보고된 보통주 가치 대비 비중; (±pp) 전 분기 대비.

포트폴리오 · Q2 2026

#	증권	비중	가치	주식 수	Δ 주식 수		보유
1	CNHI CNH Industrial N.V.	17.1%	$225.90M	20.12M	-0.2%	▼ Trim	9+
2	IONS Ionis Pharmaceuticals, Inc.	13.7%	$180.81M	2.28M	+0.2%	▲ Add	9+
3	KOF Coca-Cola FEMSA, S.A.B. de…	9.3%	$123.31M	1.16M	-0.8%	▼ Trim	9+
4	BRK-A Berkshire Hathaway Inc.	8.2%	$107.83M	144	0.0%	Held	9+
5	JNJ Johnson & Johnson	3.9%	$51.21M	201.64K	-8.1%	▼ Trim	9+
6	GOOGL Alphabet Inc.	3.8%	$50.49M	141.28K	-28.8%	▼ Trim	9+
7	BRK-B Berkshire Hathaway Inc.	3.7%	$48.85M	97.62K	+0.2%	▲ Add	9+
8	ALV Autoliv, Inc.	3.4%	$44.53M	383.31K	-0.1%	▼ Trim	9+
9	WFC Wells Fargo & Company	3.1%	$41.07M	497.01K	-3.7%	▼ Trim	9+
10	ZTS Zoetis Inc.	3.0%	$39.96M	556.06K	신규	New	1
11	NVST Envista Holdings Corp	2.9%	$37.82M	1.44M	-0.1%	▼ Trim	9+
12	TFC Truist Financial Corporation	2.1%	$27.21M	546.26K	-2.0%	▼ Trim	9+
13	UNF UniFirst Corporation	2.0%	$26.86M	101.55K	-0.1%	▼ Trim	3
14	UHAL U-Haul Holding Company	2.0%	$26.71M	462.83K	-0.1%	▼ Trim	9+
15	AXP American Express Company	1.6%	$21.21M	62.72K	-0.4%	▼ Trim	9+
16	BAC Bank of America Corporation	1.6%	$20.78M	364.78K	-0.1%	▼ Trim	9+
17	VRTX Vertex Pharmaceuticals…	1.5%	$19.93M	40.12K	-0.7%	▼ Trim	9+
18	AZO AutoZone, Inc.	1.3%	$17.67M	5.53K	-0.1%	▼ Trim	9+
19	BNY Bank of New York Mellon Corp	1.1%	$14.79M	102.25K	-6.2%	▼ Trim	9+
20	JAZZ Jazz Pharmaceuticals plc	1.1%	$14.49M	60.15K	-0.1%	▼ Trim	2
21	NVS Novartis AG	0.8%	$11.15M	71.12K	-0.2%	▼ Trim	9+
22	USB U.S. Bancorp	0.8%	$10.99M	181.90K	-1.3%	▼ Trim	9+
23	DEO Diageo plc	0.8%	$10.14M	126.18K	0.0%	▼ Trim	9+
24	TTE TotalEnergies SE	0.7%	$9.11M	117.11K	-0.4%	▼ Trim	9+
25	UNP Union Pacific Corporation	0.4%	$5.22M	19.18K	0.0%	Held	9+
26	DIS The Walt Disney Company	0.3%	$4.33M	44.98K	신규	New	1
27	GSK GSK plc	0.3%	$4.27M	81.53K	-0.3%	▼ Trim	9+
28	GL Globe Life Inc.	0.3%	$4.00M	22.36K	-19.6%	▼ Trim	8
29	KT KT Corporation	0.3%	$3.85M	222.89K	+33.3%	▲ Add	6
30	BNS The Bank of Nova Scotia	0.3%	$3.69M	42.48K	신규	New	1
31	CSCO Cisco Systems, Inc.	0.3%	$3.45M	29.40K	-46.7%	▼ Trim	9+
32	FDX FedEx Corporation	0.3%	$3.37M	10.77K	-88.3% ✂	▼ Trim	9+
33	COP ConocoPhillips	0.3%	$3.34M	32.14K	+4.7%	▲ Add	9+
34	PNC The PNC Financial Services…	0.2%	$3.25M	13.21K	+40.4%	▲ Add	4
35	PGR The Progressive Corporation	0.2%	$3.00M	13.71K	0.0%	Held	9+
36	UL Unilever PLC	0.2%	$2.95M	49.08K	-5.0%	▼ Trim	9+
37	GIII G-III Apparel Group, Ltd.	0.2%	$2.89M	85.60K	+41.6%	▲ Add	4
38	HAFN Hafnia Limited	0.2%	$2.75M	414.38K	+9.9%	▲ Add	6
39	ARW Arrow Electronics, Inc.	0.2%	$2.74M	12.84K	+10.0%	▲ Add	5
40	DINO HF Sinclair Corporation	0.2%	$2.71M	38.92K	+31.0%	▲ Add	5
41	ARLP ALLIANCE RESOURCE PARTNERS…	0.2%	$2.68M	111.66K	+54.3%	▲ Add	6
42	REZI Resideo Technologies, Inc.	0.2%	$2.64M	84.75K	+15.1%	▲ Add	5
43	VSNT Versant Media Group, Inc.…	0.2%	$2.50M	69.34K	+84.0%	▲ Add	2
44	ELV Elevance Health Inc.	0.2%	$2.48M	6.42K	+33.8%	▲ Add	4
45	EVTC EVERTEC, Inc.	0.2%	$2.46M	88.49K	신규	New	1
46	ALSN Allison Transmission…	0.2%	$2.46M	21.79K	+38.0%	▲ Add	4
47	NTR Nutrien Ltd.	0.2%	$2.35M	37.33K	+9.3%	▲ Add	5
48	CROX Crocs, Inc.	0.2%	$2.31M	19.18K	+36.9%	▲ Add	5
49	ALLY Ally Financial Inc.	0.2%	$2.17M	47.29K	+41.1%	▲ Add	2
50	BMY Bristol-Myers Squibb Company	0.2%	$2.16M	37.57K	+43.6%	▲ Add	5
51	CI Cigna Corporation	0.2%	$2.11M	7.64K	+42.2%	▲ Add	2
52	HTLD Heartland Express, Inc.	0.2%	$2.10M	138.12K	+9.1%	▲ Add	6
53	WU The Western Union Company	0.2%	$2.10M	272.48K	+57.1%	▲ Add	4
54	PSX Phillips 66	0.2%	$2.08M	12.28K	-0.7%	▼ Trim	9+
55	ABG Asbury Automotive Group…	0.2%	$2.07M	10.30K	+42.1%	▲ Add	2
56	LULU Lululemon Athletica Inc.	0.2%	$2.05M	17.96K	신규	New	1
57	THO Thor Industries, Inc.	0.2%	$1.99M	26.53K	신규	New	1
58	TDW Tidewater Inc.	0.1%	$1.97M	29.55K	+14.0%	▲ Add	5
59	CAG Conagra Brands, Inc.	0.1%	$1.97M	146.20K	신규	New	1
60	SIRI Sirius XM Holdings Inc.	0.1%	$1.96M	66.49K	+41.8%	▲ Add	5
61	MTDR Matador Resources Company	0.1%	$1.89M	37.90K	+34.0%	▲ Add	5
62	UPS United Parcel Service, Inc.	0.1%	$1.79M	16.63K	+7.2%	▲ Add	4
63	GLOB Globant S.A.	0.1%	$1.77M	61.31K	신규	New	1
64	BLDR Builders FirstSource, Inc.	0.1%	$1.75M	19.60K	신규	New	1
65	TAP Molson Coors Beverage…	0.1%	$1.74M	44.70K	+40.8%	▲ Add	3
66	SCVL SHOE STATION GROUP INC	0.1%	$1.73M	116.76K	신규	New	1
67	HP Helmerich & Payne, Inc.	0.1%	$1.71M	52.24K	+8.3%	▲ Add	5
68	UNH UnitedHealth Group…	0.1%	$1.70M	4.09K	+11.5%	▲ Add	5
69	AAP Advance Auto Parts, Inc.	0.1%	$1.69M	27.12K	+12.2%	▲ Add	5
70	LKQ LKQ Corporation	0.1%	$1.63M	62.07K	+45.5%	▲ Add	2
71	CNC Centene Corp.	0.1%	$1.61M	25.12K	+32.5%	▲ Add	5
72	LW Lamb Weston Holdings, Inc.	0.1%	$1.61M	37.27K	+43.6%	▲ Add	5
73	EFOR Everforth, Inc.	0.1%	$1.57M	87.58K	신규	New	1
74	BZH Beazer Homes USA, Inc.	0.1%	$1.53M	54.44K	+7.7%	▲ Add	5
75	DVN Devon Energy Corporation	0.1%	$1.41M	34.15K	+33.3%	▲ Add	5
76	KVUE Kenvue Inc.	0.1%	$1.39M	72.95K	+78.3%	▲ Add	9+
77	LPG Dorian LPG Ltd.	0.1%	$1.39M	39.90K	+12.5%	▲ Add	5
78	EMR Emerson Electric Co.	0.1%	$1.25M	8.74K	-2.2%	▼ Trim	9+
79	AMN AMN Healthcare Services…	0.1%	$1.21M	37.30K	+33.4%	▲ Add	4
80	BSM Black Stone Minerals, L.P.	0.1%	$1.17M	83.53K	+8.0%	▲ Add	5
81	VZ Verizon Communications Inc.	0.1%	$1.01M	23.88K	-0.4%	▼ Trim	9+
82	CMCSA Comcast Corporation	0.1%	$769,152	31.33K	-0.5%	▼ Trim	9+
83	HLN Haleon plc	0.1%	$672,087	72.03K	-1.0%	▼ Trim	9+
84	OEC Orion S.A.	0.0%	$600,148	90.52K	+48.1%	▲ Add	5
85	FMC FMC Corporation	0.0%	$505,253	43.94K	+42.3%	▲ Add	9+
86	BABA Alibaba Group Holding…	0.0%	$380,081	3.96K	-2.5%	▼ Trim	9+
87	FDXF FedEx Freight Holding…	0.0%	$333,031	2.21K	신규	New	1
88	CNXC Concentrix Corporation	0.0%	$300,922	13.43K	-1.4%	▼ Trim	9+
89	INTC Intel Corp.	0.0%	$209,445	1.50K	신규	New	1
90	MICC The Magnum Ice Cream…	0.0%	$202,896	11.65K	-3.3%	▼ Trim	3
91	BAX Baxter International Inc.	0.0%	$202,092	9.48K	-2.7%	▼ Trim	9+

보통주(SH) 포지션만 해당; 옵션 라인은 옵션 탭에 표시되며 순액 처리되지 않습니다. ✂ = 분할 조정 이전 주식 수 대비 산출된 변동. "Held N+" = 조회 기간 내 매 분기 보유, 실제 보유 기간은 더 길 수 있음.

증권	주식 수	이전	변동	가치	비중
ZTS Zoetis Inc.	556.06K	—	신규	$39.96M	3.0%
DIS The Walt Disney Company	44.98K	—	신규	$4.33M	0.3%
BNS The Bank of Nova Scotia	42.48K	—	신규	$3.69M	0.3%
EVTC EVERTEC, Inc.	88.49K	—	신규	$2.46M	0.2%
LULU Lululemon Athletica Inc.	17.96K	—	신규	$2.05M	0.2%
THO Thor Industries, Inc.	26.53K	—	신규	$1.99M	0.2%
CAG Conagra Brands, Inc.	146.20K	—	신규	$1.97M	0.1%
GLOB Globant S.A.	61.31K	—	신규	$1.77M	0.1%
BLDR Builders FirstSource…	19.60K	—	신규	$1.75M	0.1%
SCVL	116.76K	—	신규	$1.73M	0.1%
EFOR Everforth, Inc.	87.58K	—	신규	$1.57M	0.1%
FDXF FedEx Freight Holding…	2.21K	—	신규	$333,031	0.0%
INTC Intel Corp.	1.50K	—	신규	$209,445	0.0%

증권	주식 수	이전	변동	가치	비중	연속 기록
IONS Ionis Pharmaceuticals…	2.28M	2.28M	+0.2%	$180.81M	13.7%
BRK-B Berkshire Hathaway Inc.	97.62K	97.41K	+0.2%	$48.85M	3.7%	●●○○○○
COP ConocoPhillips	32.14K	30.70K	+4.7%	$3.34M	0.3%	●●●●○○
KT KT Corporation	222.89K	167.18K	+33.3%	$3.85M	0.3%	●●●●●●
PNC The PNC Financial…	13.21K	9.41K	+40.4%	$3.25M	0.2%	●●●●○○
GIII G-III Apparel Group…	85.60K	60.45K	+41.6%	$2.89M	0.2%	●●●●○○
HAFN Hafnia Limited	414.38K	376.90K	+9.9%	$2.75M	0.2%	●●●●●●
ARW Arrow Electronics, Inc.	12.84K	11.67K	+10.0%	$2.74M	0.2%	●●●●●○
DINO HF Sinclair Corporation	38.92K	29.71K	+31.0%	$2.71M	0.2%	●●●●●○
ARLP	111.66K	72.38K	+54.3%	$2.68M	0.2%	●●●●●●
REZI Resideo Technologies…	84.75K	73.63K	+15.1%	$2.64M	0.2%	●●●●●○
NTR Nutrien Ltd.	37.33K	34.14K	+9.3%	$2.35M	0.2%	●●●●●○
VSNT Versant Media Group…	69.34K	37.69K	+84.0%	$2.50M	0.2%	●●○○○○
ELV Elevance Health Inc.	6.42K	4.80K	+33.8%	$2.48M	0.2%	●●●●○○
ALSN Allison Transmission…	21.79K	15.80K	+38.0%	$2.46M	0.2%	●●●●○○
CROX Crocs, Inc.	19.18K	14.02K	+36.9%	$2.31M	0.2%	●●●●●○
ALLY Ally Financial Inc.	47.29K	33.51K	+41.1%	$2.17M	0.2%	●●○○○○
TDW Tidewater Inc.	29.55K	25.92K	+14.0%	$1.97M	0.1%	●●●●●○
BMY Bristol-Myers Squibb…	37.57K	26.16K	+43.6%	$2.16M	0.2%	●●●●●○
CI Cigna Corporation	7.64K	5.38K	+42.2%	$2.11M	0.2%	●●○○○○
HTLD Heartland Express, Inc.	138.12K	126.66K	+9.1%	$2.10M	0.2%	●●●●●●
WU The Western Union…	272.48K	173.46K	+57.1%	$2.10M	0.2%	●●●●○○
ABG Asbury Automotive…	10.30K	7.25K	+42.1%	$2.07M	0.2%	●●○○○○
SIRI Sirius XM Holdings Inc.	66.49K	46.88K	+41.8%	$1.96M	0.1%	●●●●●○
MTDR Matador Resources…	37.90K	28.29K	+34.0%	$1.89M	0.1%	●●●●●○
UPS United Parcel Service…	16.63K	15.52K	+7.2%	$1.79M	0.1%	●●●●○○
TAP Molson Coors Beverage…	44.70K	31.75K	+40.8%	$1.74M	0.1%	●●●○○○
HP Helmerich & Payne, Inc.	52.24K	48.21K	+8.3%	$1.71M	0.1%	●●●●●○
UNH UnitedHealth Group…	4.09K	3.67K	+11.5%	$1.70M	0.1%	●●●●●○
AAP Advance Auto Parts, Inc.	27.12K	24.17K	+12.2%	$1.69M	0.1%	●●●●●○
LKQ LKQ Corporation	62.07K	42.65K	+45.5%	$1.63M	0.1%	●●○○○○
CNC Centene Corp.	25.12K	18.95K	+32.5%	$1.61M	0.1%	●●●●●○
LW Lamb Weston Holdings…	37.27K	25.96K	+43.6%	$1.61M	0.1%	●●●●●○
BZH Beazer Homes USA, Inc.	54.44K	50.52K	+7.7%	$1.53M	0.1%	●●●●●○
DVN Devon Energy Corporation	34.15K	25.62K	+33.3%	$1.41M	0.1%	●●●●●○
KVUE Kenvue Inc.	72.95K	40.91K	+78.3%	$1.39M	0.1%
LPG Dorian LPG Ltd.	39.90K	35.48K	+12.5%	$1.39M	0.1%	●●●●●○
AMN AMN Healthcare…	37.30K	27.96K	+33.4%	$1.21M	0.1%	●●●●○○
BSM Black Stone Minerals…	83.53K	77.36K	+8.0%	$1.17M	0.1%	●●●●●○
OEC Orion S.A.	90.52K	61.12K	+48.1%	$600,148	0.0%	●●●●●○
FMC FMC Corporation	43.94K	30.88K	+42.3%	$505,253	0.0%	●●○○○○

증권	주식 수	이전	변동	가치	비중	연속 기록
CNHI CNH Industrial N.V.	20.12M	20.15M	-0.2%	$225.90M	17.1%	●●○○○○
KOF Coca-Cola FEMSA, S.A.B.…	1.16M	1.17M	-0.8%	$123.31M	9.3%	●●●●●●
GOOGL Alphabet Inc.	141.28K	198.34K	-28.8%	$50.49M	3.8%	●●●●●●
JNJ Johnson & Johnson	201.64K	219.49K	-8.1%	$51.21M	3.9%	●●●●●●
ALV Autoliv, Inc.	383.31K	383.59K	-0.1%	$44.53M	3.4%	●●●●●●
WFC Wells Fargo & Company	497.01K	515.92K	-3.7%	$41.07M	3.1%	●●●●●●
NVST Envista Holdings Corp	1.44M	1.44M	-0.1%	$37.82M	2.9%	●●●●●●
TFC Truist Financial…	546.26K	557.43K	-2.0%	$27.21M	2.1%	●●●●●●
UNF UniFirst Corporation	101.55K	101.67K	-0.1%	$26.86M	2.0%	●●○○○○
UHAL U-Haul Holding Company	462.83K	463.33K	-0.1%	$26.71M	2.0%	●●○○○○
FDX FedEx Corporation	10.77K	74.03K	-88.3% ✂	$3.37M	0.3%	●●●●●●
AXP American Express Company	62.72K	62.98K	-0.4%	$21.21M	1.6%	●●●●●●
BAC Bank of America…	364.78K	365.27K	-0.1%	$20.78M	1.6%	●●●●●●
VRTX Vertex Pharmaceuticals…	40.12K	40.39K	-0.7%	$19.93M	1.5%
AZO AutoZone, Inc.	5.53K	5.54K	-0.1%	$17.67M	1.3%	●●●●●●
BNY Bank of New York Mellon…	102.25K	108.95K	-6.2%	$14.79M	1.1%	●●●●●●
JAZZ Jazz Pharmaceuticals plc	60.15K	60.21K	-0.1%	$14.49M	1.1%
NVS Novartis AG	71.12K	71.31K	-0.2%	$11.15M	0.8%	●●●●●●
USB U.S. Bancorp	181.90K	184.25K	-1.3%	$10.99M	0.8%	●●●●●●
TTE TotalEnergies SE	117.11K	117.60K	-0.4%	$9.11M	0.7%	●●○○○○
DEO Diageo plc	126.18K	126.21K	0.0%	$10.14M	0.8%	●●○○○○
GSK GSK plc	81.53K	81.78K	-0.3%	$4.27M	0.3%	●●○○○○
CSCO Cisco Systems, Inc.	29.40K	55.20K	-46.7%	$3.45M	0.3%	●●●●●●
GL Globe Life Inc.	22.36K	27.83K	-19.6%	$4.00M	0.3%
UL Unilever PLC	49.08K	51.69K	-5.0%	$2.95M	0.2%	●●●●●●
PSX Phillips 66	12.28K	12.37K	-0.7%	$2.08M	0.2%	●●○○○○
EMR Emerson Electric Co.	8.74K	8.94K	-2.2%	$1.25M	0.1%
VZ Verizon Communications…	23.88K	23.97K	-0.4%	$1.01M	0.1%
CMCSA Comcast Corporation	31.33K	31.50K	-0.5%	$769,152	0.1%
HLN Haleon plc	72.03K	72.75K	-1.0%	$672,087	0.1%	●●●●●●
BABA Alibaba Group Holding…	3.96K	4.06K	-2.5%	$380,081	0.0%
CNXC Concentrix Corporation	13.43K	13.62K	-1.4%	$300,922	0.0%	●●●●●●
BAX Baxter International…	9.48K	9.74K	-2.7%	$202,092	0.0%
MICC The Magnum Ice Cream…	11.65K	12.05K	-3.3%	$202,896	0.0%	●●○○○○

증권	주식 수	이전	변동	가치	비중
SEE Sealed Air Corporation	—	509.58K	퇴출	$18.01M	1.4%
SNEX StoneX Group Inc.	—	54.03K	퇴출	$4.36M	0.3%
NE Noble Corporation Plc	—	54.43K	퇴출	$2.67M	0.2%
TRMD TORM plc	—	92.91K	퇴출	$2.59M	0.2%
BFH Bread Financial…	—	31.26K	퇴출	$2.34M	0.2%
ZION Zions Bancorporation…	—	37.88K	퇴출	$2.18M	0.2%
HCI HCI Group, Inc.	—	10.91K	퇴출	$2.09M	0.2%
EPD Enterprise Products…	—	51.55K	퇴출	$1.95M	0.2%
AGCO AGCO Corporation	—	16.65K	퇴출	$1.93M	0.2%
TSN Tyson Foods, Inc.	—	26.12K	퇴출	$1.67M	0.1%
FIBK First Interstate…	—	49.37K	퇴출	$1.65M	0.1%
SFNC Simmons First National…	—	77.19K	퇴출	$1.50M	0.1%
CVS CVS Health Corp.	—	19.13K	퇴출	$1.37M	0.1%
EMBC Embecta Corp.	—	75.36K	퇴출	$666,147	0.1%
PSEC	—	162.95K	퇴출	$422,048	0.0%

포지션 보유 기간

130–1 분기

162–4 분기

245–8 분기

389+ 분기

현재 각 포지션이 데이터 조회 기간 내에서 보고된 연속 분기 수.

유사 운용사

운용사	공통 보유 종목	종목 중복	가중 유사도
First Manhattan Co. Llc.	43	5.5%	0.3015	비교 ⇄
Markel Group	14	6.8%	0.1972	비교 ⇄
HighTower Advisors, LLC	78	2.1%	0.1512	비교 ⇄
Hotchkis & Wiley Capital Management Llc	32	6.2%	0.1393	비교 ⇄
Artisan Partners Limited Partnership	25	6.4%	0.1363	비교 ⇄
GAMCO Investors	47	5.0%	0.1065	비교 ⇄
Bank Julius Baer & Co. Ltd, Zurich	39	5.5%	0.0979	비교 ⇄
Harris Associates (Oakmark)	24	10.6%	0.0947	비교 ⇄

보고된 롱 포지션만의 유사도 — 헤지 및 비13F 자산은 표시되지 않습니다. 방법론

공시 기록

Aug 07 2026 13F-HR · 기간 Q2 2026

$1.32B · 91 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

May 06 2026 13F-HR · 기간 Q1 2026

$1.26B · 93 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Feb 03 2026 13F-HR · 기간 Q4 2025

$1.24B · 96 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Nov 20 2025 13F-HR · 기간 Q3 2025

$1.15B · 97 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Jul 29 2025 13F-HR · 기간 Q2 2025

$1.08B · 91 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

May 15 2025 13F-HR · 기간 Q1 2025

$1.13B · 59 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Feb 12 2025 13F-HR · 기간 Q4 2024

$1.48B · 43 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Nov 13 2024 13F-HR · 기간 Q3 2024

$2.10B · 43 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Aug 13 2024 13F-HR · 기간 Q2 2024

$2.17B · 44 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

출처: SEC EDGAR의 해당 운용사 13F 정보 테이블에서 파싱된 모든 보유 종목; 보고된 값 기준, 미국 달러 전액. 변동은 분할 조정 주식 수 기준으로 각 분기의 최종 접수 버전(수정본 반영)을 비교합니다. 보고 기간: Q2 2026 · 최근 공시 Aug 07, 2026 · 변동 산출 방법론

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