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Tweedy, Browne Co’s Orion OEC Stock Holding History

Tweedy, Browne Co’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$397K Buy
61,120
+21,963
+56% +$130K 0.03% 90
2025
Q4 		$207K Buy
39,157
+5,616
+17% +$30.5K 0.02% 95
2025
Q3 		$254K Buy
33,541
+17,212
+105% +$174K 0.02% 96
2025
Q2 		$171K Buy
+16,329
New +$185K 0.02% 90

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tweedy, Browne Co's OEC Position: Q1 2026 in Review

Tweedy, Browne Co increased its Orion (OEC) stake by 56% in Q1 2026, buying an estimated $130K and bringing the position to 61,120 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #90.

Tweedy, Browne Co first reported a position in OEC in Q2 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Tweedy, Browne Co held 61,120 shares of Orion worth $397K as of Q1 2026.
  • Tweedy, Browne Co bought 21,963 Orion shares in Q1 2026, an estimated $130K.
  • Orion made up 0.03% of Tweedy, Browne Co's portfolio in Q1 2026, its #90 holding.
  • Tweedy, Browne Co first reported a position in Orion in Q2 2025 and has held it in 4 quarters since.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Tweedy, Browne Co's 13F filing for Q1 2026, filed 6 May 2026.