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Thomas Shrager
Tweedy Browne
Portfolio Value: $1.26B
Holdings: 93
Period: Q1 2026
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| JAZZ | 5.9 | 0.90% | Buy | 60.2K | $11.4M | $189.05 | — | — |
| CI | 5.8 | 0.11% | Buy | 5.4K | $1.4M | $266.75 | $288.06 | +8.0% |
| ABG | 5.8 | 0.11% | Buy | 7.3K | $1.4M | $195.41 | — | — |
| VSNT | 5.8 | 0.11% | Buy | 37.7K | $1.4M | $37.02 | — | — |
| LKQ | 5.8 | 0.10% | Buy | 42.6K | $1.3M | $29.37 | — | — |
| ALLY | 5.8 | 0.10% | Buy | 33.5K | $1.3M | $39.23 | — | — |
| SNEX | 5.3 | 0.35% | Add 138% | 54.0K | $4.4M | $80.65 | — | — |
| KT | 5.3 | 0.28% | Add 91% | 167.2K | $3.6M | $21.45 | — | — |
| HAFN | 5.3 | 0.23% | Add 92% | 376.9K | $2.9M | $7.60 | — | — |
| TRMD | 5.3 | 0.21% | Add 91% | 92.9K | $2.6M | $27.90 | — | — |
| NE | 5.3 | 0.21% | Add 57% | 54.4K | $2.7M | $49.07 | $50.14 | +2.2% |
| NTR | 5.3 | 0.20% | Add 92% | 34.1K | $2.6M | $75.25 | — | — |
| ADS | 5.3 | 0.19% | Add 59% | 31.3K | $2.3M | $74.89 | — | — |
| TDW | 5.3 | 0.17% | Add 56% | 25.9K | $2.2M | $83.55 | — | — |
| ZIONL | 5.3 | 0.17% | Add 57% | 37.9K | $2.2M | $57.62 | — | — |
| ARLP | 5.3 | 0.16% | Add 55% | 72.4K | $2.0M | $27.65 | — | — |
| 693475105 | 5.3 | 0.16% | Add 55% | 9.4K | $2.0M | $208.09 | — | — |
| AGCO | 5.3 | 0.15% | Add 53% | 16.6K | $1.9M | $115.87 | — | — |
| ALSN | 5.3 | 0.15% | Add 57% | 15.8K | $1.8M | $117.06 | — | — |
| HFC | 5.3 | 0.15% | Add 78% | 29.7K | $1.9M | $62.39 | — | — |
| MTDR | 5.3 | 0.14% | Add 56% | 28.3K | $1.8M | $63.18 | — | — |
| HP | 5.3 | 0.14% | Add 57% | 48.2K | $1.7M | $36.03 | — | — |
| 36237H101 | 5.3 | 0.13% | Add 56% | 60.5K | $1.7M | $27.70 | — | — |
| FRBA | 5.3 | 0.13% | Add 55% | 49.4K | $1.6M | $33.40 | — | — |
| BMY | 5.3 | 0.13% | Add 55% | 26.2K | $1.6M | $60.65 | — | — |
| ARW | 5.3 | 0.13% | Add 55% | 11.7K | $1.7M | $143.41 | — | — |
| TSNU | 5.3 | 0.13% | Add 58% | 26.1K | $1.7M | $64.07 | — | — |
| UPS | 5.3 | 0.12% | Add 58% | 15.5K | $1.5M | $98.38 | — | — |
| SFNC | 5.3 | 0.12% | Add 59% | 77.2K | $1.5M | $19.45 | — | — |
| WU | 5.3 | 0.12% | Add 61% | 173.5K | $1.5M | $8.73 | — | — |
| TAP-A | 5.3 | 0.11% | Add 57% | 31.8K | $1.4M | $43.06 | — | — |
| CNX | 5.3 | 0.11% | Add 58% | 19.1K | $1.4M | $71.82 | — | — |
| LPG | 5.3 | 0.10% | Add 57% | 35.5K | $1.2M | $34.20 | — | — |
| HTLD | 5.3 | 0.10% | Add 58% | 126.7K | $1.3M | $10.40 | — | — |
| DVN | 5.3 | 0.10% | Add 55% | 25.6K | $1.3M | $50.32 | — | — |
| AAP | 5.3 | 0.10% | Add 59% | 24.2K | $1.3M | $52.75 | $56.15 | +6.4% |
| LW | 5.3 | 0.09% | Add 57% | 26.0K | $1.1M | $42.26 | — | — |
| LSXMA | 5.3 | 0.09% | Add 56% | 46.9K | $1.1M | $23.08 | — | — |
| CROX | 5.3 | 0.09% | Add 55% | 14.0K | $1.2M | $83.02 | — | — |
| BSM | 5.3 | 0.09% | Add 55% | 77.4K | $1.2M | $15.12 | — | — |
| BZH | 5.3 | 0.08% | Add 59% | 50.5K | $972K | $19.24 | — | — |
| EMBCV | 5.3 | 0.05% | Add 56% | 75.4K | $666K | $8.84 | — | — |
| FMC | 5.3 | 0.04% | Add 53% | 30.9K | $532K | $17.22 | — | — |
| AMN | 5.3 | 0.04% | Add 55% | 28.0K | $513K | $18.34 | — | — |
| ORIO | 5.3 | 0.03% | Add 56% | 61.1K | $397K | $6.50 | — | — |
| REZI | 4.9 | 0.20% | Add 58% | 73.6K | $2.5M | $33.71 | $39.75 | +17.9% |
| ELV | 4.7 | 0.11% | Add 53% | 4.8K | $1.4M | $292.75 | $378.07 | +29.1% |
| CNC | 4.7 | 0.05% | Add 57% | 19.0K | $621K | $32.74 | $55.96 | +70.9% |
| UNH | 4.3 | 0.08% | Add 49% | 3.7K | $992K | $270.59 | — | — |
| COP | 3.3 | 0.32% | Add 18% | 30.7K | $4.1M | $132.00 | — | — |
| BRK.B | 3.2 | 3.71% | Add <1% | 97.4K | $46.7M | $479.20 | — | — |
| VRTX | 3.0 | 1.43% | Add 3% | 40.4K | $18.0M | $446.54 | — | — |
| BRK-B | 2.7 | 8.22% | Hold | 144 | $103.4M | $718140.00 | — | — |
| CNH | 2.0 | 17.61% | Reduce <1% | 20.15M | $221.7M | $11.00 | $10.96 | -0.4% |
| KOF | 2.0 | 9.07% | Reduce 2% | 1.17M | $114.1M | $97.55 | — | — |
| GOOGL | 2.0 | 4.53% | Reduce 1% | 198.3K | $57.0M | $287.56 | $400.80 | +39.4% |
| ALV | 2.0 | 3.20% | Reduce 4% | 383.6K | $40.3M | $105.16 | — | — |
| NVST | 2.0 | 2.90% | Reduce <1% | 1.44M | $36.5M | $25.37 | — | — |
| TFC | 2.0 | 2.04% | Reduce 1% | 557.4K | $25.6M | $45.97 | — | — |
| UNF | 2.0 | 2.03% | Reduce <1% | 101.7K | $25.6M | $251.59 | — | — |
| 023586506 | 2.0 | 1.64% | Reduce 1% | 463.3K | $20.7M | $44.67 | — | — |
| AXP | 2.0 | 1.51% | Reduce 2% | 63.0K | $19.1M | $302.48 | — | — |
| AZO | 2.0 | 1.49% | Reduce 1% | 5.5K | $18.7M | $3377.78 | — | — |
| 060505104 | 2.0 | 1.41% | Reduce 2% | 365.3K | $17.8M | $48.75 | — | — |
| NVS | 2.0 | 0.87% | Reduce 5% | 71.3K | $10.9M | $152.75 | — | — |
| FCIT | 2.0 | 0.76% | Reduce 1% | 184.2K | $9.6M | $52.01 | — | — |
| DEO | 2.0 | 0.75% | Reduce 3% | 126.2K | $9.4M | $74.45 | — | — |
| UNP | 2.0 | 0.37% | Reduce 4% | 19.2K | $4.7M | $242.62 | $264.65 | +9.1% |
| GSK | 2.0 | 0.36% | Reduce 1% | 81.8K | $4.5M | $55.19 | — | — |
| CSCO | 2.0 | 0.34% | Reduce 2% | 55.2K | $4.3M | $77.59 | — | — |
| PSX | 2.0 | 0.18% | Reduce 1% | 12.4K | $2.3M | $182.18 | — | — |
| KVUE | 2.0 | 0.06% | Reduce | 40.9K | $705K | $17.24 | $17.59 | +2.0% |
| HLN | 2.0 | 0.06% | Reduce 5% | 72.8K | $728K | $10.01 | — | — |
| CNXC | 2.0 | 0.03% | Reduce 3% | 13.6K | $373K | $27.36 | $24.27 | -11.3% |
| MICC | 2.0 | 0.01% | Reduce 3% | 12.0K | $180K | $14.95 | — | — |
| SEE | 1.8 | 1.43% | Hold | 509.6K | $18.0M | $35.35 | — | — |
| GL | 1.6 | 0.31% | Hold | 27.8K | $3.9M | $139.86 | — | — |
| PGR | 1.6 | 0.22% | Hold | 13.7K | $2.7M | $198.24 | — | — |
| HCI | 1.6 | 0.17% | Hold | 10.9K | $2.1M | $191.69 | — | — |
| VZ | 1.6 | 0.10% | Hold | 24.0K | $1.2M | $50.20 | — | — |
| EMR | 1.6 | 0.09% | Hold | 8.9K | $1.2M | $131.02 | — | — |
| CMCSA | 1.6 | 0.07% | Hold | 31.5K | $904K | $28.71 | — | — |
| BABA | 1.6 | 0.04% | Hold | 4.1K | $509K | $125.46 | — | — |
| PSEC | 1.6 | 0.03% | Hold | 163.0K | $422K | $2.59 | — | — |
| BAX | 1.6 | 0.02% | Hold | 9.7K | $222K | $22.77 | — | — |
| IONS | 1.0 | 13.57% | Reduce 8% | 2.28M | $170.9M | $75.09 | — | — |
| JNJ | 1.0 | 4.26% | Reduce 7% | 219.5K | $53.7M | $244.44 | — | — |
| WFC | 1.0 | 3.26% | Reduce 8% | 515.9K | $41.1M | $79.61 | — | — |
| OZKAP | 1.0 | 1.03% | Reduce 14% | 109.0K | $12.9M | $118.63 | — | — |
| TTE | 1.0 | 0.85% | Reduce 13% | 117.6K | $10.7M | $90.98 | — | — |
| UL | 1.0 | 0.23% | Reduce 7% | 51.7K | $2.9M | $56.97 | — | — |
| FDX | 0.0 | 2.09% | Reduce 34% | 74.0K | $26.4M | $356.18 | — | — |
| EBTC | 0.0 | 0.15% | Reduce 52% | 51.5K | $2.0M | $37.84 | — | — |
| CCSI | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| ATMU | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| ALB | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| AN | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | $205.97 | — |
| CVE | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| OBDC | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| GIS | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| CLF | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| HLF | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | $14.31 | — |