Tweedy Browne Q2 2026 Portfolio Analysis: Major Buys and Sales Observed
A detailed look at Tweedy, Browne Co's significant investment changes during the second quarter of 2026.
Insider database analysis reveals notable shifts in holdings for Tweedy, Browne Co All Funds (US) as of June 30, 2026. The fund manager demonstrated active trading behavior this quarter, with significant purchases and sales observed across various sectors.
Major Purchases This Quarter
Tweedy, Browne significantly increased its stake in several companies during Q2:
- ZOETIS INC (ZTS), adding a substantial position worth $39.96M at the end of the quarter.
- DISNEY CO HOLDING (DIS), acquiring shares valued at approximately $4.33M.
- BANK OF NOVA SCOTIA (BNS), investing around $3.69M in this Financial Services stock.
- ALLIANCE RESOURCE LP (ARLP), adding a position valued at about $2.68M, representing a significant increase of over 54% in shares held.
- EVERTEC INC (EVTC), acquiring shares worth approximately $2.46M, marking a 100% increase from the previous quarter.
Significant Sales Observed
The fund also divested substantial portions of its portfolio in Q2:
- FEDEX CORP (FDX), exiting a position valued at $3.37M, representing an over 85% reduction from the previous quarter.
- THOR INDUSTRIES INC (THO), selling shares worth approximately $1.99M, a decrease of nearly 73% in holdings.
- INTEL CORP (INTC), significantly reducing its stake by over 97%, exiting this Technology position entirely during the quarter.
These actions, alongside other changes totaling numerous position adjustments across the portfolio, highlight Tweedy, Browne's dynamic investment approach focused on capitalizing on perceived opportunities and managing risk through strategic exits. The fund continues to maintain a diverse set of holdings covering various sectors including Healthcare, Financial Services, Consumer Defensive, and others.
Overall Portfolio Changes
The portfolio saw an increase in the number of positions held during this period, reflecting ongoing management activity. Tweedy, Browne's strategy appears to involve frequent buying and selling decisions rather than holding long-term positions across all stocks. The fund holds 85 different securities as of June 30.
The data shows a clear pattern of the firm acting on its investment views throughout Q2, acquiring shares in specific companies while simultaneously reducing exposure elsewhere. This active management style is characteristic of many hedge funds and investment strategies employed by Tweedy, Browne.