| ANNUALIZED SINCE INCEPTION | QUARTERLY | YTD |
|---|---|---|
| 8.09% | 3.6% | 3.6% |
Tweedy, Browne's Value Fund returned 3.60% in Q1 2026, outperforming benchmarks amid global market volatility driven by geopolitical tensions and oil price spikes. The fund's value-oriented approach proved resilient, with Energy and Materials sectors providing meaningful contributions, particularly TotalEnergies which benefited from oil supply disruptions. Portfolio activity focused on trimming positions approaching intrinsic value estimates and reallocating capital to more attractively valued opportunities. New positions included Autotrader, Bunzl, and Springer Nature, each trading at significant discounts to estimated intrinsic values. The manager remains cautious about elevated market valuations, persistent inflation, US fiscal challenges, and growing skepticism around AI profitability. Despite recent market volatility, the team believes conditions favor value-oriented strategies, particularly in non-US markets which continue trading at discounts to US counterparts. The fund's attractive valuations provide reassurance in an uncertain environment where market volatility may persist.
Value-oriented global investing focused on companies trading at significant discounts to intrinsic value, with emphasis on financial strength and growth runways, while trimming positions as they approach fair value estimates.
We believe the conditions that underpinned the earlier change in market sentiment remain largely in place. We suspect that given these cross currents, the recent surge in market volatility may not yet have run its course. In such an environment, we are reassured by our Funds' attractive valuations.
| Date | Letter | Tickers | Keywords | Pitches | Quick Takes |
|---|---|---|---|---|---|
| Jun 1 2026 | 2026 Q1 | 005930 KS, BA.L, CNHI, DGE.L, NOVN SW, ROG SW, SE | Buybacks, dividends, energy, Geopolitical, international, portfolio, valuation, value | - | Tweedy, Browne Value Fund outperformed in volatile Q1 2026, benefiting from energy holdings amid geopolitical tensions. Portfolio activity focused on trimming appreciated positions and deploying capital to discounted opportunities. Manager remains cautious on elevated valuations and AI skepticism but confident in value approach given attractive fund valuations and persistent non-US discount to US markets. |
| Feb 11 2026 | 2025 Q4 | 005930.KS, BRK-A, CNHI, CVS.L, DHLG.DE, ENVB, FDX, GOOGL, HEIA.AS, IONS, JNJ, NESN.SW, NVST.SW, PRU.L, RMS.PA, ROG.SW, SAF.PA, TTE, U11.SI, WFC | defense, global, healthcare, industrials, international, Pharmaceuticals, technology, value | - | Tweedy, Browne Value Fund posted 21.56% returns in 2025, driven by pharmaceutical and select technology holdings while facing headwinds in cyclical industrials. The firm remains cautious on excessive US market valuations but sees compelling opportunities in undervalued international equities. Their disciplined value approach focuses on financially sound companies purchased below intrinsic value, positioning for long-term outperformance when market sentiment shifts. |
| Oct 31 2025 | 2025 Q3 | 003550.KS, 005930.KS, 0116.HK, 0590.HK, 2531.T, 4368.T, 6302.T, 6777.T, 7270.T, 7276.T, 7709.T, 7716.T, 7988.T, AKE.PA, AZE.BR, BA.L, BAB.L, BKG.L, BREE.L, CNHI, D05.SI, DGE.L, GRAF.L, HEIA.AS, IONS, JSG.L, NA.TO, NESN.SW, PETS.L, RHM.DE, RUI.PA, SAF.PA, SKF-B.ST, SOP.PA, SW.PA, TEP.PA | Currency, dividends, ETF, Europe, Hedging, international, Japan, value |
GOOG IONS |
Tweedy Browne delivered positive returns but lagged benchmarks in Q3's risk-on environment. Non-US equities, particularly European and Japanese holdings, drove performance with companies like Safran and Subaru contributing positively. The firm maintains its disciplined value approach, trimming appreciated positions while adding to undervalued opportunities. With US valuations at record highs, their focus on reasonably priced, quality international companies appears well-positioned for future market conditions. |
| Aug 2 2025 | 2025 Q2 | 066570.KS, 086790.KS, 7270.T, 7942.T, AKE.PA, ALT.PA, BAES.L, CVSG.L, DGE.L, KRA1V.HE, NESN.SW, NOVN.SW, PETS.L, RHM.DE, ROG.SW, RUI.PA, SAF.PA, TEP.PA, TTE.PA, WFC | Currency Hedging, defense, dividends, Europe, international, small caps, value | - | Tweedy Browne delivered strong Q2 returns led by defense contractors and banks, with non-US equities significantly outperforming US markets. Small and mid-cap investments drove the best performance while Swiss healthcare and consumer staples lagged. The firm remains cautious on elevated valuations but sees compelling opportunities in undervalued non-US small-cap companies trading at attractive discounts to intrinsic value. |
| May 2 2025 | 2025 Q1 | 0220.HK, 0700.HK, 086280.KS, 2551.T, 3405.T, 4091.T, 4955.T, 7203.T, 7958.T, 9635.T, AKE.PA, ATE.PA, BA.L, BRK-A, CCC.L, CNHI, D05.SI, DGE.L, DHL.DE, FDX, FMC, FRE.DE, GOOGL, HEIA.AS, HUSQ-B.ST, INCH.L, IONS, JNJ, KEMIRA.HE, KOF, KRN.DE, LAS-A.TO, MEGA.MX, MGCL.T, NA.TO, NESN.SW, NOVN.SW, P911.DE, PETS.L, PRU.L, RHM.DE, ROG.SW, RUI.PA, SAF.PA, SKF-B.ST, SOL.MI, SOP.PA, TEP.PA, TFC, TKTT.PA, TREL-B.ST, TTE, TXGN.SW, U11.SI, UHAL, USB, VRTX, WFC, WPK.TO, ZURN.SW | defense, Europe, healthcare, Hedging, industrials, international, value | - | Tweedy Browne delivered strong Q1 performance across all funds through disciplined value investing, outperforming benchmarks despite market volatility from tariff uncertainty. Defense and industrial holdings drove returns while the firm remains cautiously positioned in undervalued non-U.S. equities. They believe markets may be at an inflection point but see continued opportunity in smaller international companies trading at discounts to intrinsic value. |
| Jan 21 2025 | 2024 Q4 | BRK-A, CNHI, DGE.L, DHL.DE, FDX, FMC, GOOGL, HEIA.L, JNJ, NESN.SW, NVST, RHM.DE, ROG.SW, RUI.PA, SAF.PA, TP.PA, TTE, U11.SI, UHAL, WFC | financials, global, Japan, technology, valuation, value | - | Tweedy Browne Value Fund underperformed in Q4 as value positioning lagged mega-cap tech rally. Fund added two Japanese industrial names at attractive valuations. Management warns of precariously high market valuations reminiscent of 2000 tech bubble, citing political uncertainty and debt concerns. Despite recent struggles, fund remains positioned in global value opportunities ahead of potential market inflection point. |
| Sep 30 2024 | 2024 Q3 | BRK-B, DGE.L, DHL.DE, FDX, FMC, GOOGL, HEIA.AS, ISNS, JNJ, NESN.SW, NVST, RHM.DE, ROG.SW, RUI.PA, SAF.PA, TEP.PA, TTE, U11.SI, UHAL, WFC | Diversified, global, risk management, valuation, value | - | Tweedy Browne delivered solid absolute returns but trailed benchmarks in Q3 as markets rotated toward value. The firm added new positions in undervalued companies while trimming fairly valued holdings. Despite remaining largely invested with low cash levels, managers express caution about elevated valuations and systemic risks, recommending investors focus on margin of safety principles. |
| Aug 2 2024 | 2024 Q2 | 000858.SZ, 005930.KS, 0700.HK, BA.L, BAC, BIDU, BRK-B, CNHI, D05.SI, DEO, DHL.DE, FMC, FRE.DE, GOOGL, GSK, HEIA.AS, IONS, JNJ, KEMIRA.HE, KOF, NESN.SW, NVS, RHM.DE, ROG.SW, RUI.PA, SAF.PA, SCOR.PA, TEP.PA, TTE, U11.SI, VRTX, WFC, ZURN.SW | Asia, Diversified, Europe, financials, industrials, international, small caps, value | - | Tweedy Browne's value funds posted flat Q2 returns but strong six-month performance, benefiting from tech and healthcare holdings while beverage and machinery stocks lagged. The firm continues emphasizing small/mid-cap value opportunities in Europe and Japan, maintaining low cash levels despite expressing caution about elevated market valuations and macro risks. |
| Apr 15 2024 | 2024 Q1 | BA.L, BRK-A, CNHI, DEO, FDX, FMC, GOOGL, HEIA.AS, IONS, JNJ, NESN.SW, NWLI, RHM.DE, RUI.PA, SAF.PA, SCRYY, TP.PA, TTE, U11.SI, WFC | defense, financials, global, healthcare, industrials, value | - | Tweedy, Browne's Value Fund gained 5.51% in Q1 2024, lagging benchmarks in a momentum-driven market. Defense and industrial holdings led performance while healthcare disappointed. The fund continues its disciplined value approach, adding quality names at attractive prices while trimming positions near fair value, maintaining diversification across geographies and market caps despite elevated market risks. |
| Feb 22 2024 | 2023 Q4 | 0010.HK, 1882.HK, 4324.T, 4401.T, 6277.T, 9147.T, AALB.AS, ALV.ST, ATE.PA, BA.L, BAC, BIDU, BNR.DE, DEO, DPW.DE, EPD, FMC, FRE.DE, IONS, KOF, KRA1V.HE, LAS.TO, NESN.SW, NOVN.SW, PGR, ROG.SW, SAF.PA, SCOR.PA, SEE, SOL.MI, TEP.PA, TFC, TREL.ST, TTE, UBI.PA, UHAL, VRTX, WFC | global, industrials, inflation, interest rates, value | - | Tweedy, Browne's Value Fund delivered solid returns despite trailing momentum-driven markets, with industrial holdings leading performance. The firm continues targeting undervalued companies with competitive moats and strong balance sheets, particularly in smaller industrials and Japan. Management believes persistent inflation and higher rates create favorable conditions for price-sensitive value strategies going forward. |
| Jan 11 2023 | 2023 Q3 | AZO, BRK-A, CNHI, DGE.L, DHL.DE, FDX, FMC, FRE.DE, GOOGL, HEIA.AS, IONS, JNJ, NESN.SW, ROG.SW, SAF.PA, SCOR.PA, TREL-B.ST, TTE, U11.SI, WFC | Diversified, fundamentals, international, Quality, value | - | Tweedy, Browne Value Fund posted a -1.06% Q3 return with strong year-to-date performance of 7.74%. The diversified global value strategy maintains 90% equity exposure across 86 holdings. Energy and technology names led performance while consumer staples lagged. Low turnover and selective positioning reflect the firm's patient, fundamental approach to value investing. |
| Jul 31 2023 | 2023 Q2 | 0169.HK, AAPL, AMZN, DEO, FMC, GOOGL, HEIA.AS, IONS, JNJ, META, MSFT, NRMG.DE, NVDA, NVS, RHHBY, SAF.PA, SCOR.PA, SKF-B.ST, TREL-B.ST, TSLA, VRTX | industrials, insurance, international, Pharmaceuticals, technology, value | - | Tweedy Browne's International Value Fund gained 1.51% in Q2 2023, led by insurance and pharmaceutical holdings while industrials lagged. The firm continues focusing on financially strong companies purchased at discounts to intrinsic value, believing a capital markets reset driven by persistent inflation will reward active stock selection over time. |
| Apr 30 2023 | 2023 Q1 | BABA, BAC, BIDU, CSCO, D05.SI, FDX, GOOGL, IONS, JNJ, ROG.SW, SKF, TRU, TTE, UOB.SI, USB, VRTX, WFC | Banking, China, Europe, international, small caps, value | - | Tweedy, Browne delivered solid Q1 returns while positioning for a capital markets reset favoring value investing. Their globally diversified, non-US-centric portfolios with significant small-cap exposure trade at attractive valuations. European and Chinese holdings drove performance while banking faced headwinds. The manager believes persistent inflation and higher rates create favorable conditions for their investment style. |
| Jan 2 2023 | 2022 Q4 | - | - | - | |
| Nov 14 2022 | 2022 Q3 | - | - | - |
| QUARTER | THEMES | TAGS |
|---|---|---|
| 2026 Q1 |
ValueManager emphasizes value-oriented investing approach, trimming positions that approached intrinsic value estimates and reallocating to more attractively valued businesses. Portfolio activity focused on narrowing valuation gaps and deploying capital toward discounted opportunities. |
Value Intrinsic Value Valuation Discount Undervalued |
EnergyEnergy holdings, particularly TotalEnergies, provided meaningful tailwinds during the quarter amid oil price spikes and geopolitical tensions involving Iran. Manager trimmed TotalEnergies as it approached intrinsic value estimates but continues to view it as a desirable holding. |
Energy Oil TotalEnergies Geopolitical | |
BuybacksThe Worldwide High Dividend Yield Value Fund is being renamed to emphasize companies engaged in share buybacks when trading at discounts to value. Proprietary research shows return advantages for stocks with significant buyback activity at discounted valuations. |
Buybacks Share Repurchases Shareholder Yield | |
DividendsFund strategy modification maintains focus on attractive dividend-paying companies while expanding to include buyback activity. Dividend yield remains important component of shareholder yield approach alongside share repurchases. |
Dividends Dividend Yield Shareholder Yield | |
AIManager notes investors are increasingly questioning potential future profitability of AI-related enterprises and broader economic implications of the technology. AI sentiment-related challenges affected some Communication Services holdings during the quarter. |
AI Artificial Intelligence Technology | |
| 2025 Q4 |
PharmaceuticalsHealth care holdings including pharmaceutical and biotechnology companies added meaningfully to returns. Holdings such as Roche, Novartis, and Ionis Pharmaceuticals benefited from new drug approvals, steady and growing earnings, and business models that continue to generate cash through a wide range of economic conditions. |
Pharmaceuticals Biotechnology Healthcare |
ValueThe funds remain well positioned in financially sound enterprises in parts of the world where company stock prices are more than collateralized by underlying intrinsic value. A diversified portfolio of well-capitalized, competitively advantaged companies purchased at attractive valuations offers the best defense against market uncertainty. |
Value Intrinsic Value Undervalued | |
Defense SpendingDefense-related holdings such as BAE Systems and Rheinmetall had been standout performers for much of the year but fell back in Q4. While these businesses currently benefit from secular growth in defense spending around the world, share prices have moved ahead of underlying fundamentals. |
Defense Military Aerospace | |
AIMarket enthusiasm has led to high valuations, particularly in US equities, with excitement around artificial intelligence and its ability to dramatically impact productivity driving much of the exuberance. However, the manager notes that even the most profound technological revolutions aren't one-way streets to prosperity. |
AI Technology Productivity | |
| 2025 Q3 |
ValueThe firm continues to focus on companies that combine financial strength, reasonable valuations, and the capacity to weather uncertain times. They believe price matters in investing, especially in a world where inflation remains persistent and interest rates are normalizing at levels far above zero. The valuation gap between US and non-US equities remains significant despite recent outperformance. |
Valuation Undervalued Intrinsic Discount Price |
EuropeEuropean equities have performed well in US dollars year-to-date, producing returns that exceeded those of the S&P 500. The funds have historically carried an overweight to European equities as valuations were typically more compelling. Several European holdings added to results including Safran, Rubis, and various financial holdings. |
European Valuation Outperformance Overweight Compelling | |
JapanJapan was among the stronger markets for the portfolios with companies like Subaru, Koito Manufacturing, Fuso Chemical, Nifco, and Takara Holdings contributing positively. The environment in Japan has been improving and corporate behavior continues to move in a more shareholder-friendly direction. A weaker yen continued to support exporters. |
Japan Exporters Shareholder Yen Corporate | |
DividendsThe Worldwide High Dividend Yield Value Fund remains focused on companies with competitive advantages that support resilient cash generation and attractive shareholder yields through above average dividends and willingness to buyback shares when undervalued. The fund maintains a focus on dividend-paying companies with sustainable cash flows. |
Dividend Yield Cash Buyback Sustainable | |
| 2025 Q2 |
Defense SpendingDefense contractors led performance with BAE Systems, Rheinmetall, and Safran benefiting from ongoing geopolitical tensions and robust demand for defense spending. The sector continues to see increased order flow and strong fundamentals amid global security concerns. |
Defense Aerospace Geopolitical Order Flow Security |
ValueThe fund focuses on companies trading at attractive discounts from conservative estimates of intrinsic value. Portfolio activity is guided by price and value with the goal of improving overall quality and return potential while managing risk sensibly. |
Intrinsic Value Discount Price Sensitive Quality Risk Management | |
Small CapsBest returns during the quarter came from investments in small and mid-cap businesses with market capitalizations between $2 billion and $10 billion. The fund continues to find underappreciated companies in this space that offer compelling value and sound fundamentals. |
Mid Cap Underappreciated Fundamentals Market Cap Opportunity | |
| 2025 Q1 |
ValueTweedy Browne maintains their disciplined deep value approach, seeking securities trading at meaningful discounts to conservative estimates of intrinsic value. They emphasize their bottom-up, fundamentally driven investment process focused on businesses with sound balance sheets and enduring competitive advantages. |
Valuation Intrinsic Value Discount Bottom-up Fundamentals |
DefenseDefense sector holdings like BAE Systems and Rheinmetall performed strongly during the quarter, with continued robust demand driving share price appreciation. The managers highlight the ongoing strength in the defense sector as a key contributor to performance. |
Defense Spending Military Aerospace Security Geopolitical | |
| 2024 Q4 |
ValueThe fund maintains its value investing approach, seeking securities trading at significant discounts to intrinsic value estimates. Portfolio positioning focuses on parts of the global equity market that represent real value, particularly in smaller and medium-sized European, Asian, and Japanese equities. |
Value Intrinsic Value Discount Undervalued Valuation |
JapanThe fund added two new Japanese industrial companies and remains optimistic about Japan given positive governance and valuation initiatives. Japanese corporations face pressure from exchanges and government to improve corporate valuations and returns. |
Japan Corporate Governance Valuation Initiatives Industrial Small Cap | |
| 2024 Q3 |
ValueThe fund continues to focus on securities trading at discounts from conservative estimates of their respective intrinsic values. Portfolio positioning reflects areas where investors may still uncover undervalued securities. The managers emphasize their value investing approach throughout the commentary. |
Intrinsic Value Undervalued Discount Conservative Value Investing |
Risk AppetiteThe managers express caution about current market conditions, noting elevated valuations and comparing current environment to historical highs. They reference Warren Buffett's cash accumulation and suggest investors should not remain complacent, recommending re-reading Benjamin Graham's margin of safety chapter. |
Valuation Complacent Margin of Safety Elevated Caution | |
| 2024 Q2 |
ValueThe fund continues to focus on price-sensitive investing, seeking attractive entry points relative to conservative estimates of intrinsic value. Small and mid-capitalization equities represent an increasing component of portfolios, trading at historically low valuations compared to larger cap counterparts. |
Valuation Intrinsic Value Small Caps Mid Caps Price Sensitive |
DividendsThe Worldwide High Dividend Yield Value Fund specifically targets higher dividend income with quality characteristics. The fund screens for sustainable and persistent dividend yields while applying quality screens to avoid companies with deteriorating fundamentals. |
Dividend Yield Income Quality Sustainable Persistent | |
| 2024 Q1 |
DefenseAerospace & defense businesses led results during the quarter, driven primarily by BAE Systems, Safran, and Rheinmetall AG. These holdings were among the top contributors to fund performance. |
Defense Spending Aerospace Defense Components |
IndustrialsThe Funds had considerable exposure to industrial and materials stocks during the quarter. Machinery holdings performed well, with contributions from Sumitomo Heavy Industries, Trelleborg, and Aalberts. |
Industrial Machinery Automation Industrial Services | |
ValueThe fund continues its bottom-up, stock-by-stock process to build portfolios, focusing on companies purchased at significant discounts from estimates of their underlying intrinsic values with strong balance sheets and attractive runways for potential future growth. |
Value Quality Growth | |
| 2023 Q4 |
ValueThe fund continues to focus on companies meeting their investment criteria that they believe have competitive moats, pricing power, and strong balance sheets, purchased at prices representing attractive value. They believe they are in the midst of a material shift in markets driven by persistent inflation and interest rates, where price matters again. |
Intrinsic Value Undervalued Pricing Power Competitive Moats |
IndustrialsThe fund has been uncovering new opportunities particularly in smaller and medium capitalization industrial companies. Industrial segments including aerospace & defense, machinery, and chemicals were among the leading contributors to returns during the quarter. |
Aerospace Defense Machinery Chemicals Industrial Conglomerate | |
| 2023 Q3 |
ValueThe fund maintains a value investing approach across multiple international and domestic markets. Portfolio holdings are selected based on fundamental analysis and intrinsic value assessments. The fund's diversified value strategy spans multiple geographies and sectors. |
Value Fundamentals Intrinsic Value Undervalued Quality |
| 2023 Q2 |
ValueThe firm continues to focus on companies purchased at significant discounts from estimates of their underlying intrinsic values. They emphasize price sensitivity and stock selection in an environment where active management should be rewarded over time. |
Intrinsic Value Discounts Price Sensitivity Stock Selection Active Management |
PharmaceuticalsStrong returns from pharmaceutical holdings including Ionis Pharma, Vertex, Johnson and Johnson, Novartis and Roche. These companies continue to impress investors with innovative biotech drug pipelines and had strong returns for the quarter. |
Drug Pipelines Biotech Innovation Healthcare | |
InsuranceInsurance companies were among the leading performers, particularly SCOR which benefited from new management hiring and hardening reinsurance market prices. The sector showed strong returns during the quarter. |
Reinsurance Premium Pricing Management Changes | |
| 2023 Q1 |
ValueThe manager emphasizes that price matters again in the current environment, with their funds positioned to take advantage of attractive valuations. They believe the reset in capital markets could favor value stocks over growth counterparts, with their portfolios trading at reasonably attractive weighted average valuation multiples. |
Valuation Price Multiples Intrinsic Value Discount |
Small CapsThe International Value Fund has enhanced its multi-cap character by adding significant smaller and medium capitalization companies, with 26% of total equity market value invested in companies with market caps of $10 billion or less, compared to just over 10% for the MSCI EAFE Index. |
Small Cap Mid Cap Market Capitalization Multi-cap |
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 31, 2025 | Fund Letters | Jay Hill | GOOG | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, cloud, digital advertising, FCF, growth, profitability, Reinvestment, Scalability | Login |
| Oct 31, 2025 | Fund Letters | Jay Hill | IONS | Ionis Pharmaceuticals Inc. | Health Care | Biotechnology | Bull | NASDAQ | Biotech, Clinical trials, innovation, Partnerships, pipeline, Rna, Upside | Login |
| TICKER | COMMENTARY |
|---|---|
| SE | TotalEnergies, Samsung Electronics, CNH Industrial, Roche, Novartis, and BAE Systems were among the more significant contributors. |
| 005930.KS | TotalEnergies, Samsung Electronics, CNH Industrial, Roche, Novartis, and BAE Systems were among the more significant contributors. |
| CNHI | TotalEnergies, Samsung Electronics, CNH Industrial, Roche, Novartis, and BAE Systems were among the more significant contributors. Companies such as CNH Industrial (agricultural equipment) and BAE Systems (defense) were notable contributors and reflect durable competitive positions and increasing demand. |
| ROG.SW | TotalEnergies, Samsung Electronics, CNH Industrial, Roche, Novartis, and BAE Systems were among the more significant contributors. We trimmed back a number of positions during the quarter that had appreciated and were approaching our estimates of underlying intrinsic value. These included holdings such as TotalEnergies, Samsung Electronics, BAE Systems, Roche, and Novartis. |
| NOVN.SW | TotalEnergies, Samsung Electronics, CNH Industrial, Roche, Novartis, and BAE Systems were among the more significant contributors. We trimmed back a number of positions during the quarter that had appreciated and were approaching our estimates of underlying intrinsic value. These included holdings such as TotalEnergies, Samsung Electronics, BAE Systems, Roche, and Novartis. |
| BA.L | TotalEnergies, Samsung Electronics, CNH Industrial, Roche, Novartis, and BAE Systems were among the more significant contributors. Companies such as CNH Industrial (agricultural equipment) and BAE Systems (defense) were notable contributors and reflect durable competitive positions and increasing demand. We trimmed back a number of positions during the quarter that had appreciated and were approaching our estimates of underlying intrinsic value. These included holdings such as TotalEnergies, Samsung Electronics, BAE Systems, Roche, and Novartis. |
| DGE.L | We also reduced our position in Diageo in light of valuation considerations and the near-term challenges it faces from changes in drinking patterns and GLP-1 weight loss drugs. |
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % |
|---|---|---|---|---|---|
| No Recent Buys Data | |||||
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
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| No Recent Sells Data | ||||||
| Industry | Prev Quarter % | Current Quarter % | Change |
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| No industry data available | |||
