13F Portfolios

Tweedy, Browne Co LLC: FEDEX CORP (FDX): Quarterly 13F Position History

As of Q1 2026, Tweedy, Browne Co LLC reported 74,035 shares of FEDEX CORP (FDX), worth $26.4M and representing 2.1% of its 13F equity book. Quarter-over-quarter share count change: 38,712 (-34.3%) . The position first appeared in Q2 2022 and has been disclosed across 16 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 16 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 74,035 38,712 -34.3% $26.4M 2.1% $356.2
Q4 2025 112,747 548 -0.5% $32.6M 2.6% $288.9
Q3 2025 113,295 752 -0.7% $26.7M 2.3% $235.8
Q2 2025 114,047 1,166 -1.0% $25.9M 2.4% $227.3
Q1 2025 115,213 3,646 -3.1% $28.1M 2.5% $243.8
Q4 2024 118,859 38,367 -24.4% $33.4M 2.3% $281.3
Q3 2024 157,226 3,731 -2.3% $43.0M 2.1% $273.7
Q2 2024 160,957 1,560 -1.0% $48.3M 2.2% $299.8
Q1 2024 162,517 115 -0.1% $47.1M 2.2% $289.7
Q4 2023 162,632 922 -0.6% $41.1M 2.0% $253.0
Q3 2023 163,554 6,005 -3.5% $43.3M 2.3% $264.9
Q2 2023 169,559 103 -0.1% $42.0M 2.2% $247.9
Q1 2023 169,662 940 -0.6% $38.8M 2.1% $228.5
Q4 2022 170,602 19,285 -10.2% $29.5M 1.6% $173.2
Q3 2022 189,887 +6,164 +3.4% $28.2M 1.2% $148.5
Q2 2022 183,723 $41.7M 1.7% $226.7

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Tweedy, Browne Co LLC first disclose a FDX position in 13F-HR filings?

Tweedy, Browne Co LLC first reported FEDEX CORP (FDX) on its 13F-HR filing for the period ending 2022-06-30 (Q2 2022). The position has appeared on 16 reported quarters within Pactolio's tracked window.

What was Tweedy, Browne Co LLC's most recent quarter-over-quarter share-count change in FDX?

Between Q4 2025 and Q1 2026, Tweedy, Browne Co LLC reduced its FDX position by 38,712 shares (-34.3%), leaving 74,035 shares at a market value of $26.4M.

Does the implied price-per-share represent Tweedy, Browne Co LLC's cost basis in FDX?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.