Copy Invest | Sonar Terminal

Christopher Browne - Tweedy, Browne Co

478 trades · 385 closed · 93 open · Win rate: 60.5% · Avg return: +44.6% · Median return: +11.9%

⚠ 5 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
HTLD - Heartland Express, Inc.	Q1 2025	$9.22	Open	$15.04	+63.12%	Open	History

WERN - Werner Enterprises, Inc.	Q1 1999	$9.45	Q1 2003	$15.41	+63.05%	Closed	History

ARW - Arrow Electronics, Inc.	Q2 2025	$127.43	Open	$206.50	+62.05%	Open	History

CLF - Cleveland-Cliffs Inc.	Q1 2025	$8.22	Q4 2025	$13.28	+61.56%	Closed	History

BKUTK - Bank Of Utica Ny Non-Voting	Q4 2002	$221.94	Q2 2004	$358.04	+61.32%	Closed	History

PVAHQ - Penn Virginia Corp	Q1 1999	$17.56	Q3 2001	$28.20	+60.59%	Closed	History

GREY - Grey Global Group Inc.	Q3 2000	$619.79	Q3 2004	$995.00	+60.54%	Closed	History

TDW - Tidewater Inc.	Q2 2025	$46.13	Open	$73.97	+60.35%	Open	History

GPC - Genuine Parts Co.	Q2 2000	$20.00	Q2 2003	$32.00	+60.00%	Closed	History

605018Q - Charter One Financial Inc.	Q1 2003	$27.68	Q2 2004	$44.20	+59.68%	Closed	History

HLN - Haleon plc	Q3 2022	$6.09	Open	$9.70	+59.28%	Open	History

JEF - Jefferies Financial Group Inc.	Q2 2008	$14.66	Q4 2010	$23.21	+58.32%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q4 2018	$167.05	Q4 2020	$263.71	+57.86%	Closed	History

MBI - MBIA Inc.	Q1 1999	$38.67	Q3 2007	$61.04	+57.86%	Closed	History

NE - Noble Corp. plc	Q2 2025	$26.55	Open	$41.68	+56.99%	Open	History

BKUT - Bank Of Utica Ny	Q3 2002	$210.08	Q2 2004	$327.73	+56.00%	Closed	History

605018Q - Charter One Financial Inc.	Q1 2000	$19.12	Q3 2002	$29.71	+55.39%	Closed	History

CVS - CVS Health Corp.	Q2 2025	$68.98	Open	$106.18	+53.93%	Open	History

CVX - Chevron Corp.	Q3 2003	$36.94	Q4 2005	$56.77	+53.70%	Closed	History

WMT - Walmart Inc.	Q1 2006	$15.75	Q1 2017	$24.03	+52.58%	Closed	History

OXY - Occidental Petroleum Corp.	Q3 1999	$11.08	Q3 2003	$16.87	+52.16%	Closed	History

HRDG - Harding Lawson Assoc Group Inc.	Q1 1999	$7.00	Q1 2000	$10.62	+51.71%	Closed	History

JEF - Jefferies Financial Group Inc.	Q4 2020	$23.52	Q3 2021	$35.50	+50.93%	Closed	History

3393199Q - Anheuser-Busch Cos. Inc.	Q3 2005	$43.03	Q3 2008	$64.87	+50.76%	Closed	History

MCD - McDonald's Corp.	Q1 2010	$66.72	Q4 2011	$100.33	+50.37%	Closed	History

THO - THOR Industries, Inc.	Q1 2022	$78.70	Q4 2023	$118.25	+50.25%	Closed	History

HLF - Herbalife Ltd.	Q2 2025	$8.62	Q4 2025	$12.89	+49.54%	Closed	History

LEBC - Letchworth Indpt Bancshares Corp	Q1 1999	$13.01	Q4 1999	$19.43	+49.35%	Closed	History

BANF - BancFirst Corp.	Q1 1999	$8.72	Q2 2003	$12.97	+48.71%	Closed	History

NSC - Norfolk Southern Corp.	Q3 2007	$51.91	Q1 2013	$77.08	+48.49%	Closed	History

IONS - Ionis Pharmaceuticals, Inc.	Q1 2022	$37.04	Open	$54.93	+48.30%	Open	History

RNB - Republic New York Corp	Q1 1999	$46.12	Q2 1999	$68.19	+47.85%	Closed	History

OSL - O'sullivan Corp	Q1 1999	$8.25	Q2 1999	$12.19	+47.76%	Closed	History

2681415Q - Bairnco Corporation	Q1 1999	$4.75	Q3 1999	$7.00	+47.37%	Closed	History

69301Q - Pilgrim Capital Corporation	Q2 1999	$19.37	Q3 1999	$28.44	+46.82%	Closed	History

GSK - GSK plc	Q4 2022	$35.14	Open	$51.25	+45.85%	Open	History

255523Q - Community Financial Group Inc.	Q1 1999	$12.79	Q1 2002	$18.65	+45.82%	Closed	History

RHHBY - Roche Holdings Adr	Q3 2011	$20.11	Q1 2013	$29.30	+45.70%	Closed	History

BZH - Beazer Homes USA, Inc.	Q2 2025	$22.37	Open	$32.57	+45.60%	Open	History

GPC - Genuine Parts Co.	Q3 2006	$43.13	Q1 2012	$62.75	+45.49%	Closed	History

GATX - GATX Corp.	Q1 1999	$32.94	Q1 2007	$47.80	+45.11%	Closed	History

0115510D - Merchants Group, Inc.	Q1 1999	$21.00	Q1 2006	$30.14	+43.52%	Closed	History

UNF - UniFirst Corp.	Q4 2025	$192.90	Open	$275.26	+42.70%	Open	History

TRMK - Trustmark Corporation	Q1 1999	$19.68	Q1 2007	$28.06	+42.58%	Closed	History

VALU - Value Line Inc	Q1 1999	$34.56	Q3 2003	$49.01	+41.81%	Closed	History

JH - John H Harland Co	Q1 1999	$12.94	Q4 1999	$18.31	+41.50%	Closed	History

ZION - Zions Bancorporation, National Association	Q1 2025	$49.86	Open	$70.42	+41.24%	Open	History

BFS - Saul Centers Inc	Q3 1999	$15.75	Q1 2002	$22.19	+40.89%	Closed	History

AXP - American Express Co.	Q1 1999	$34.28	Q4 2000	$48.09	+40.27%	Closed	History

GFR - Great Amern Finl Res Inc	Q2 2000	$17.69	Q3 2007	$24.52	+38.61%	Closed	History

DTGF - Dollar Thrifty Automotive	Q1 1999	$17.25	Q4 2007	$23.67	+37.22%	Closed	History

CTAS - Cintas Corp.	Q1 2008	$7.14	Q1 2012	$9.78	+37.07%	Closed	History

VRTX - Vertex Pharmaceuticals Inc.	Q3 2023	$347.74	Open	$476.31	+36.97%	Open	History

TFC - Truist Financial Corp.	Q3 2020	$38.05	Open	$51.95	+36.53%	Open	History

DVN - Devon Energy Corp.	Q2 2025	$31.81	Open	$43.40	+36.44%	Open	History

MRK - Merck & Co., Inc.	Q2 2018	$58.02	Q3 2020	$79.08	+36.32%	Closed	History

UNH - UnitedHealth Group Inc.	Q2 2025	$311.97	Open	$425.19	+36.29%	Open	History

UPS - United Parcel Service, Inc.	Q3 2025	$83.53	Open	$113.67	+36.08%	Open	History

ALSN - Allison Transmission Holdings, Inc.	Q3 2025	$84.88	Open	$115.06	+35.56%	Open	History

KFT - Kraft Foods Inc-A	Q4 2005	$28.12	Q1 2012	$38.01	+35.17%	Closed	History

145600Q - Mid-America Bancorp Inc	Q1 1999	$24.50	Q4 2001	$33.11	+35.14%	Closed	History

FIBK - First Interstate BancSystem, Inc.	Q2 2025	$28.82	Open	$38.94	+35.11%	Open	History

JEF - Jefferies Financial Group Inc.	Q4 2011	$11.98	Q4 2012	$16.19	+35.05%	Closed	History

PNC - The PNC Financial Services Group, Inc.	Q1 1999	$55.56	Q3 2008	$74.70	+34.45%	Closed	History

RRX - Regal Rexnord Corp.	Q1 1999	$18.06	Q3 2004	$24.19	+33.94%	Closed	History

DSGR - Lawson Products	Q1 1999	$10.25	Q2 2003	$13.72	+33.85%	Closed	History

DIS - The Walt Disney Co.	Q1 1999	$30.71	Q1 2000	$40.81	+32.89%	Closed	History

209442Q - Primark Corp	Q2 1999	$28.06	Q2 2000	$37.25	+32.75%	Closed	History

SIRI - Sirius XM Holdings Inc.	Q2 2025	$22.97	Open	$30.39	+32.30%	Open	History

ELV - Elevance Health, Inc.	Q3 2025	$323.12	Open	$426.79	+32.08%	Open	History

ABNYY - Abn Amro Holding NV Adr	Q2 2001	$18.93	Q1 2005	$24.81	+31.06%	Closed	History

LINSA - Life Insurance Co. (ala) Cl.a	Q1 2003	$5.50	Q1 2004	$7.20	+30.91%	Closed	History

BOL - Bausch & Lomb	Q2 2006	$49.04	Q3 2007	$64.00	+30.51%	Closed	History

IBAAY - Industrias Bachoco SA - Sp	Q3 2006	$22.25	Q1 2007	$28.99	+30.29%	Closed	History

AP08 - Allied Irish Banks Plc	Q3 2004	$33.29	Q1 2008	$43.24	+29.89%	Closed	History

LVLT - Level 3 Communications Inc	Q3 2001	$3.78	Q4 2002	$4.91	+29.89%	Closed	History

CROX - Crocs, Inc.	Q2 2025	$101.28	Open	$131.17	+29.51%	Open	History

WCLX - Wisconsin Central Trans Corp	Q1 1999	$13.25	Q3 2001	$17.08	+28.91%	Closed	History

LINSA - Life Ins Co Of Ala 'a'	Q1 1999	$4.38	Q1 2002	$5.63	+28.54%	Closed	History

GIII - G-III Apparel Group, Ltd.	Q3 2025	$26.61	Open	$34.18	+28.45%	Open	History

BXLT - Baxalta Inc	Q3 2015	$31.51	Q1 2016	$40.40	+28.21%	Closed	History

TMJ - Torchmark Corp	Q4 1999	$29.06	Q1 2020	$37.24	+28.15%	Closed	History

2723295Q - Pennsylvania Enterprises Inc	Q1 1999	$24.02	Q2 1999	$30.66	+27.64%	Closed	History

CNC - Centene Corp.	Q2 2025	$54.28	Open	$68.72	+26.60%	Open	History

ANAT - American National Insurance Co	Q2 2001	$74.75	Q1 2002	$94.50	+26.42%	Closed	History

JAZZ - Jazz Pharmaceuticals plc	Q1 2026	$189.05	Open	$238.05	+25.92%	Open	History

PCL - Plum Creek Timber Co Inc	Q2 2003	$25.98	Q2 2004	$32.65	+25.67%	Closed	History

3381Q - Castle & Cooke Inc	Q1 1999	$13.38	Q1 2000	$16.81	+25.64%	Closed	History

HUBG - Hub Group, Inc.	Q1 1999	$2.97	Q1 2004	$3.73	+25.64%	Closed	History

BR - Broadridge Financial Solutions, Inc.	Q2 2010	$19.05	Q1 2012	$23.91	+25.51%	Closed	History

QHGI - Quorum Health Usd Us Non-Pfic	Q2 1999	$12.56	Q4 2000	$15.75	+25.40%	Closed	History

PNC - The PNC Financial Services Group, Inc.	Q3 2025	$200.93	Open	$251.88	+25.36%	Open	History

HNZ - Heinz H J Co	Q4 2012	$57.71	Q1 2013	$72.22	+25.14%	Closed	History

ODC - Oil-Dri Corp Of America	Q1 1999	$5.82	Q4 2004	$7.28	+25.07%	Closed	History

CVE - Cenovus Energy Inc.	Q2 2025	$13.58	Q3 2025	$16.98	+25.04%	Closed	History

9570 - Fpl Group Inc.	Q4 2002	$60.19	Q4 2004	$74.66	+24.04%	Closed	History

EZPW - Ezcorp Inc-Cl A	Q1 1999	$2.29	Q4 2003	$2.83	+23.73%	Closed	History

TTE - TotalEnergies SE	Q4 2025	$65.42	Open	$80.91	+23.68%	Open	History

PBVA - Panamerican Beverages Inc	Q1 1999	$17.56	Q1 2003	$21.68	+23.46%	Closed	History

FTU - Wachovia Corp	Q3 2001	$31.00	Q2 2002	$38.19	+23.19%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.