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Tweedy, Browne Co All Funds (US) reduced its UNF position by 66%, from 2.03% to 0.71% of the portfolio.

Now holds 34,714 shares worth $8.7M.
Published · Based on SEC filings

Low impact
Major trim
2026 Q3

Tweedy, Browne Co All Funds (US) sold 66.8K shares of Unifirst Corp (UNF) in 2026 Q3, according to the 13F-HR filed with the SEC on November 4, 2026, 66% of the position. What remains is 34.7K shares worth about $8.7M, 0.71% of the portfolio against 2.03% a quarter earlier.

What did the 2026 Q3 filing report for UNF?

As of September 30, 2026, from the 13F-HR filed November 4, 2026.

Before After
Shares 102K 34.7K
Shares sold -66.8K (66%)
Reported value $26.9M $8.7M
Portfolio weight 2.03% 0.71%
Rank in portfolio 24th of 98

How much did Tweedy, Browne Co All Funds (US) cut UNF?

Tweedy, Browne Co All Funds (US) sold 66.8K shares of UNF during 2026 Q3, cutting the stake from 102K to 34.7K. The reported value of the position fell by about $18.2M, from about $26.9M to about $8.7M.

Where does UNF sit in the Tweedy, Browne Co All Funds (US) portfolio?

UNF ranks 24th of 98 stock positions in the Tweedy, Browne Co All Funds (US) portfolio at 0.71%, below the fund's average stock position of 1%. The largest stock position is CNH at 20.21%. Next come KOF at 9.86% and BRK-A at 8.76%. The three largest stocks together are 38.83% of the book. The UNF cut was the 3rd largest of the quarter's 97 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Tweedy, Browne Co All Funds (US) reported 98 stock positions, with 12 opened and 5 closed. The total portfolio value is about $1.23B, down 7% from the prior quarter.

Tweedy, Browne Co All Funds (US) buys and sells, 2026 Q3

How long has Tweedy, Browne Co All Funds (US) held UNF?

Tweedy, Browne Co All Funds (US) has held UNF since at least the quarter ended June 30, 2013, the start of the filings we track. The fund sold out of the name in 2021 Q1 and came back in 2025 Q4. The weight peaked at 2.03% in 2026 Q2. The share count had been unchanged the quarter before. Every reported trade is on the Tweedy, Browne Co All Funds (US) UNF trade history page.

Tweedy, Browne Co All Funds (US) shares of UNF by quarter

FAQ

How many UNF shares did Tweedy, Browne Co All Funds (US) sell in 2026 Q3?

Tweedy, Browne Co All Funds (US) sold 66.8K shares of UNF, 66% of the position, leaving 34.7K shares.

What remains of the UNF position of Tweedy, Browne Co All Funds (US)?

Tweedy, Browne Co All Funds (US) still holds 34.7K shares of UNF, worth about $8.7M at September 30, 2026 prices.

How much of the Tweedy, Browne Co All Funds (US) portfolio is UNF now?

UNF is 0.71% of the Tweedy, Browne Co All Funds (US) portfolio, down from 2.03% a quarter earlier.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst