Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q3 2026
Top Holdings98 positions
 CNH Industrial N.V. | 19.3M | $248.3M | 20.2% | — | — | 28 qtrssince 2019-Q4 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 1.1M | $121.1M | 9.9% | $36.51 | +229.07% | 28 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 144 | $107.6M | 8.8% | — | — | 28 qtrssince 2019-Q4 | Unchanged 0 |
 Ionis Pharmaceuticals, Inc. | 1.8M | $80.1M | 6.5% | $37.39 | -24.60% | 19 qtrssince 2022-Q1 | Decreased 0 |
 Johnson & Johnson | 190,945 | $50.6M | 4.1% | $121.26 | +131.56% | 28 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 139,147 | $47.9M | 3.9% | $66.36 | +333.07% | 28 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 95,058 | $47.3M | 3.9% | $250.21 | +133.14% | 28 qtrssince 2019-Q4 | Decreased 0 |
 Zoetis Inc. | 653,027 | $45.6M | 3.7% | $70.66 | +16.71% | 2 qtrssince 2026-Q2 | Increased 63 |
 Wells Fargo & Company | 486,876 | $39M | 3.2% | $45.08 | +90.23% | 28 qtrssince 2019-Q4 | Decreased 0 |
 Autoliv, Inc. | 334,329 | $37.4M | 3.0% | $43.30 | +179.27% | 27 qtrssince 2020-Q1 | Decreased 0 |
 Envista Holdings Corporation | 1.4M | $33.2M | 2.7% | $19.09 | +35.37% | 11 qtrssince 2024-Q1 | Decreased 0 |
 U-Haul Holding Company | 456,814 | $24.1M | 2.0% | $56.17 | -10.62% | 14 qtrssince 2023-Q2 | Decreased 0 |
 Truist Financial Corporation | 502,698 | $23.3M | 1.9% | $29.91 | +68.05% | 25 qtrssince 2020-Q3 | Decreased 0 |
 Bank of America Corporation | 341,771 | $18.6M | 1.5% | $24.95 | +103.12% | 25 qtrssince 2020-Q3 | Decreased 0 |
 American Express Company | 60,004 | $18.2M | 1.5% | $131.56 | +145.87% | 18 qtrssince 2022-Q2 | Decreased 0 |
 Aptiv PLC | 377,133 | $16.2M | 1.3% | $43.02 | -8.02% | 1 qtr | New 64 |
 AutoZone, Inc. | 5,487 | $15.5M | 1.3% | $1,191.31 | +170.08% | 28 qtrssince 2019-Q4 | Decreased 0 |
 Jazz Pharmaceuticals plc | 59,279 | $13.7M | 1.1% | $189.05 | +29.82% | 3 qtrssince 2026-Q1 | Decreased 0 |
 Vertex Pharmaceuticals Incorporated | 26,013 | $13.6M | 1.1% | $352.96 | +55.23% | 13 qtrssince 2023-Q3 | Decreased 0 |
 BANK NEW YORK MELLON CORP | 92,908 | $13.4M | 1.1% | $41.45 | +264.64% | 28 qtrssince 2019-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q2 | $1,078,403,889 | -4.42435676111% |
| 2025-Q3 | $1,151,402,955 | 6.76917681257% |
| 2025-Q4 | $1,238,550,746 | 7.56883509996% |
| 2026-Q1 | $1,258,817,374 | 1.63631793574% |
| 2026-Q2 | $1,319,974,933 | 4.85833451803% |
| 2026-Q3 | $1,228,442,170 | -6.93443191319% |
Tweedy, Browne Co LLC manages $1.2B across 98 positions as of Q3 2026. Top holdings: CNH (20.2%), KOF (9.9%), BRK/A (8.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Active quarter - 12 new positions, 5 exits, 47 increased. Top move: APTV (NEW, conviction 64). Portfolio: $1.2B across 98 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR