Johnson & Johnson has retired 20.9% of its shares since its peak.
Shares held, 8 quarters
Superinvestors › Tweedy Browne
Tweedy Browne’s cannibal stocks
Tweedy, Browne · 13F for Q2 2026
26cannibals held
$296.3Min these positions
Q2 2026latest 13F filing
Autoliv retired 3.6% of its shares in twelve months, so this stake grew 3.7% without buying a share.
Shares held, 8 quarters
Wells Fargo retired 3.7% of its shares in twelve months, so this stake grew 3.8% without buying a share.
Shares held, 8 quarters
Zoetis retired 6.2% of its shares in twelve months, so this stake grew 6.6% without buying a share.
Shares held, 8 quarters
American Express retired 2.0% of its shares in twelve months, so this stake grew 2.0% without buying a share.
Shares held, 8 quarters
Bank of America retired 4.2% of its shares in twelve months, so this stake grew 4.4% without buying a share.
Shares held, 8 quarters
AutoZone retired 1.8% of its shares in twelve months, so this stake grew 1.9% without buying a share.
Shares held, 8 quarters
BNY retired 2.7% of its shares in twelve months, so this stake grew 2.8% without buying a share.
Shares held, 8 quarters
Union Pacific has retired 45.1% of its shares since its peak.
Shares held, 8 quarters
Globe Life retired 3.5% of its shares in twelve months, so this stake grew 3.6% without buying a share.
Shares held, 8 quarters
Cisco retired 0.2% of its shares in twelve months, so this stake grew 0.2% without buying a share.
Shares held, 8 quarters
Fedex has retired 25.4% of its shares since its peak.
Shares held, 8 quarters
ConocoPhillips retired 2.8% of its shares in twelve months, so this stake grew 2.9% without buying a share.
Shares held, 8 quarters
Pnc Financial Services Group has retired 25.3% of its shares since its peak.
Shares held, 8 quarters
Progressive retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Shares held, 8 quarters
Elevance Health retired 2.4% of its shares in twelve months, so this stake grew 2.5% without buying a share.
Shares held, 8 quarters
Crocs retired 7.6% of its shares in twelve months, so this stake grew 8.3% without buying a share.
Shares held, 8 quarters
Cigna retired 1.1% of its shares in twelve months, so this stake grew 1.1% without buying a share.
Shares held, 8 quarters
Western Union retired 1.9% of its shares in twelve months, so this stake grew 1.9% without buying a share.
Shares held, 8 quarters
Phillips 66 retired 1.0% of its shares in twelve months, so this stake grew 1.0% without buying a share.
Shares held, 8 quarters
Asbury Automotive Group retired 7.7% of its shares in twelve months, so this stake grew 8.3% without buying a share.
Shares held, 8 quarters
Sirius XM has retired 44.7% of its shares since its peak.
Shares held, 8 quarters
UnitedHealth retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Shares held, 8 quarters
LKQ retired 1.2% of its shares in twelve months, so this stake grew 1.2% without buying a share.
Shares held, 8 quarters
Comcast retired 4.3% of its shares in twelve months, so this stake grew 4.5% without buying a share.
Shares held, 8 quarters
Baxter International has retired 20.4% of its shares since its peak.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does Tweedy Browne own?
In the Q2 2026 13F, Tweedy, Browne held JNJ, ALV, WFC, ZTS, AXP, BAC, AZO, BNY, UNP, GL, CSCO, FDX, COP, PNC, PGR, ELV, CROX, CI, WU, PSX, ABG, SIRI, UNH, LKQ, CMCSA, BAX. 26 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From Tweedy, Browne's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help Tweedy Browne?
Asbury Automotive Group retired 7.7% of its shares in the last twelve months. That alone made every remaining share, including Tweedy Browne's 10,305, 8.3% bigger as a slice of the company, without buying anything.
Tweedy Browne’s moves in companies like these are covered on Cannibal Stocks.
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