Tweedy Browne – Largest Position Reductions (2026 Q1)
This report summarizes the most meaningful reductions and sell-offs made by Tweedy Browne in 2026 Q1. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| EPD | 51,549 | $37.85 | Reduced | -52.46% | 0.15% | $1.95M | 2026 Q1 |
| HLN | 72,750 | $10.01 | Reduced | -4.94% | 0.06% | $728.23K | 2026 Q1 |
| KVUE | 40,906 | $17.23 | Reduced | -0.00% | 0.06% | $704.81K | 2026 Q1 |
| CNXC | 13,623 | $27.38 | Reduced | -2.50% | 0.03% | $373K | 2026 Q1 |
| MICC | 12,047 | $14.94 | Reduced | -3.14% | 0.01% | $179.98K | 2026 Q1 |