Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Tweedy, Browne
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $1,3 Mrd.
Größte Position Cnh Indl N V
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +32,03 %
Gesamtrendite · 3 Jahre +81,22 %
Gesamtrendite · 5 Jahre +92,31 %
91 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 BMYBristol-Myers Squibb Co | 0,16% | $2.164.783 | 37.570 | BUY Q2 · 2026+43,6% · 11 Tsd. Stk. | ← | $63,06 | |
 HTLDHeartland Express Inc | 0,16% | $2.102.171 | 138.119 | BUY Q2 · 2026+9,1% · 11 Tsd. Stk. | ← | $11,87 | |
 LULULululemon Athletica Inc | 0,16% | $2.051.015 | 17.963 | NEW Q2 · 202618 Tsd. Stk. | – | $98,06 | |
 PSXPhillips 66 | 0,16% | $2.076.272 | 12.282 | SOLD Q2 · 2026-0,7% · 85 Stk. | ← | $273,13 | |
 CIThe Cigna Group | 0,16% | $2.107.298 | 7.644 | BUY Q2 · 2026+42,2% · 2 Tsd. Stk. | ← | $275,28 | |
 WUWestern Un Co | 0,16% | $2.098.065 | 272.476 | BUY Q2 · 2026+57,1% · 99 Tsd. Stk. | ← | $6,18 | |
 CAGConagra Brands Inc | 0,15% | $1.967.798 | 146.196 | NEW Q2 · 2026146 Tsd. Stk. | – | $15,13 | |
 SIRISiriusxm Holdings Inc | 0,15% | $1.964.174 | 66.492 | BUY Q2 · 2026+41,8% · 20 Tsd. Stk. | ← | $27,31 | |
 THOThor Inds Inc | 0,15% | $1.993.694 | 26.526 | NEW Q2 · 202627 Tsd. Stk. | ← | $67,77 | |
N/A TDWTidewater Inc New | 0,15% | $1.969.250 | 29.555 | BUY Q2 · 2026+14,0% · 4 Tsd. Stk. | ← | $86,69 | |
 MTDRMatador Res Co | 0,14% | $1.886.712 | 37.901 | BUY Q2 · 2026+34,0% · 10 Tsd. Stk. | ← | $56,81 | |
 UPSUnited Parcel Service Inc | 0,14% | $1.787.725 | 16.630 | BUY Q2 · 2026+7,2% · 1 Tsd. Stk. | ← | $99,06 | |
 AAPAdvance Auto Parts Inc | 0,13% | $1.687.282 | 27.118 | BUY Q2 · 2026+12,2% · 3 Tsd. Stk. | ← | $42,55 | |
 BLDRBuilders Firstsource Inc | 0,13% | $1.753.629 | 19.598 | NEW Q2 · 202620 Tsd. Stk. | – | $58,12 | |
 GLOBGlobant S A | 0,13% | $1.774.196 | 61.306 | NEW Q2 · 202661 Tsd. Stk. | – | $35,59 | |
 HPHelmerich & Payne Inc | 0,13% | $1.710.207 | 52.236 | BUY Q2 · 2026+8,3% · 4 Tsd. Stk. | ← | $40,91 | |
 TAPMolson Coors Beverage Co | 0,13% | $1.741.590 | 44.702 | BUY Q2 · 2026+40,8% · 13 Tsd. Stk. | ← | $37,53 | |
N/A SHOEShoe Carnival Inc | 0,13% | $1.731.595 | 116.763 | NEW Q2 · 2026117 Tsd. Stk. | – | $13,07 | |
 UNHUnitedhealth Group Inc | 0,13% | $1.699.511 | 4.089 | BUY Q2 · 2026+11,5% · 422 Stk. | ← | $376,90 | |
N/A EFORAsgn Inc | 0,12% | $1.565.001 | 87.577 | NEW Q2 · 202688 Tsd. Stk. | – | $32,76 | |
 BZHBeazer Homes Usa Inc | 0,12% | $1.526.902 | 54.435 | BUY Q2 · 2026+7,7% · 4 Tsd. Stk. | ← | $33,32 | |
 CNCCentene Corp Del | 0,12% | $1.612.517 | 25.121 | BUY Q2 · 2026+32,5% · 6 Tsd. Stk. | ← | $65,11 | |
 LWLamb Weston Hldgs Inc | 0,12% | $1.609.535 | 37.275 | BUY Q2 · 2026+43,6% · 11 Tsd. Stk. | ← | $46,67 | |
 LKQLkq Corp | 0,12% | $1.634.198 | 62.066 | BUY Q2 · 2026+45,5% · 19 Tsd. Stk. | ← | $23,30 | |
 DVNDevon Energy Corp New | 0,11% | $1.410.954 | 34.147 | BUY Q2 · 2026+33,3% · 9 Tsd. Stk. | ← | $48,61 | |
 LPGDorian Lpg Ltd | 0,11% | $1.387.792 | 39.902 | BUY Q2 · 2026+12,5% · 4 Tsd. Stk. | ← | $58,15 | |
 KVUEKenvue Inc | 0,11% | $1.394.055 | 72.949 | BUY Q2 · 2026+78,3% · 32 Tsd. Stk. | ← | $17,81 | |
 AMNAmn Healthcare Svcs Inc | 0,09% | $1.207.369 | 37.299 | BUY Q2 · 2026+33,4% · 9 Tsd. Stk. | ← | $34,26 | |
 BSMBlack Stone Minerals L P | 0,09% | $1.166.914 | 83.530 | BUY Q2 · 2026+8,0% · 6 Tsd. Stk. | ← | $14,82 | |
 EMREmerson Elec Co | 0,09% | $1.251.560 | 8.743 | SOLD Q2 · 2026-2,2% · 200 Stk. | ← | $149,92 | |
 VZVerizon Communications Inc | 0,08% | $1.010.995 | 23.878 | SOLD Q2 · 2026-0,4% · 94 Stk. | ← | $48,09 | |
 CMCSAComcast Corp New | 0,06% | $769.152 | 31.330 | SOLD Q2 · 2026-0,5% · 166 Stk. | ← | $22,74 | |
 HLNHaleon Plc | 0,05% | $672.087 | 72.035 | SOLD Q2 · 2026-1,0% · 715 Stk. | ← | $9,28 | |
N/A OECOrion S.A. | 0,05% | $600.148 | 90.520 | BUY Q2 · 2026+48,1% · 29 Tsd. Stk. | ← | $5,73 | |
 FMCFmc Corp | 0,04% | $505.253 | 43.935 | BUY Q2 · 2026+42,3% · 13 Tsd. Stk. | ← | $10,09 | |
 BABAAlibaba Group Hldg Ltd | 0,03% | $380.081 | 3.960 | SOLD Q2 · 2026-2,5% · 100 Stk. | ← | $113,24 | |
 FDXFFedex Fght Hldg Co Inc | 0,03% | $333.031 | 2.206 | NEW Q2 · 20262 Tsd. Stk. | – | $120,13 | |
 BAXBaxter Intl Inc | 0,02% | $202.092 | 9.479 | SOLD Q2 · 2026-2,7% · 260 Stk. | ← | $22,80 | |
 CNXCConcentrix Corp | 0,02% | $300.922 | 13.431 | SOLD Q2 · 2026-1,4% · 192 Stk. | ← | $27,87 | |
 INTCIntel Corp | 0,02% | $209.445 | 1.500 | NEW Q2 · 20262 Tsd. Stk. | ← | $108,60 | |
N/A MICCMagnum Ice Cream Co Nv | 0,02% | $202.896 | 11.654 | SOLD Q2 · 2026-3,3% · 393 Stk. | ← | $18,98 | |
 AGCOAgco Corp Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 17 Tsd. Stk. | ← | $119,79 | |
 BFHBread Financial Holdings Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 31 Tsd. Stk. | ← | $108,53 | |
 CVSCvs Health Corp Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 19 Tsd. Stk. | ← | $88,84 | |
N/A EMBCEmbecta Corp Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 75 Tsd. Stk. | ← | $5,29 | |
 EPDEnterprise Prods Partners L Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 52 Tsd. Stk. | ← | $38,89 | |
N/A FIBKFirst Intst Bancsystem Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 49 Tsd. Stk. | ← | – | |
 HCIHci Group Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 11 Tsd. Stk. | ← | – | |
 NENoble Corp Plc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 54 Tsd. Stk. | ← | $44,26 | |
 PSECProspect Cap Corp Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 163 Tsd. Stk. | ← | – |
