Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings93 positions
 CNH Industrial N.V. | 20.2M | $221.7M | 17.6% | — | — | 26 qtrssince 2019-Q4 | Decreased 0 |
 Ionis Pharmaceuticals, Inc. | 2.3M | $170.9M | 13.6% | $37.30 | +101.32% | 17 qtrssince 2022-Q1 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 1.2M | $114.1M | 9.1% | $36.51 | +158.99% | 26 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 144 | $103.4M | 8.2% | — | — | 26 qtrssince 2019-Q4 | Unchanged 0 |
 Alphabet Inc. | 198,341 | $57M | 4.5% | $66.36 | +332.81% | 26 qtrssince 2019-Q4 | Decreased 0 |
 Johnson & Johnson | 219,490 | $53.7M | 4.3% | $121.26 | +99.45% | 26 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 97,406 | $46.7M | 3.7% | $249.65 | +91.95% | 26 qtrssince 2019-Q4 | Increased 54 |
 Wells Fargo & Company | 515,920 | $41.1M | 3.3% | $45.08 | +73.56% | 26 qtrssince 2019-Q4 | Decreased 0 |
 Autoliv, Inc. | 383,592 | $40.3M | 3.2% | $43.30 | +139.32% | 25 qtrssince 2020-Q1 | Decreased 0 |
 Envista Holdings Corporation | 1.4M | $36.5M | 2.9% | $19.09 | +32.90% | 9 qtrssince 2024-Q1 | Decreased 0 |
 FedEx Corporation | 74,035 | $26.4M | 2.1% | $165.37 | +72.23% | 16 qtrssince 2022-Q2 | Decreased 0 |
 Truist Financial Corporation | 557,435 | $25.6M | 2.0% | $29.91 | +50.61% | 23 qtrssince 2020-Q3 | Decreased 0 |
 Unifirst Corporation | 101,671 | $25.6M | 2.0% | $192.12 | +30.61% | 2 qtrssince 2025-Q4 | Decreased 0 |
 U-Haul Holding Company | 463,332 | $20.7M | 1.6% | $56.17 | -20.62% | 12 qtrssince 2023-Q2 | Decreased 0 |
 American Express Company | 62,985 | $19.1M | 1.5% | $131.56 | +127.87% | 16 qtrssince 2022-Q2 | Decreased 0 |
 AutoZone, Inc. | 5,535 | $18.7M | 1.5% | $1,191.31 | +183.53% | 26 qtrssince 2019-Q4 | Decreased 0 |
 Vertex Pharmaceuticals Incorporated | 40,387 | $18M | 1.4% | $352.96 | +26.51% | 11 qtrssince 2023-Q3 | Increased 46 |
 SEALED AIR CORP | 509,581 | $18M | 1.4% | — | — | 12 qtrssince 2023-Q2 | Unchanged 0 |
 Bank of America Corporation | 365,274 | $17.8M | 1.4% | $24.95 | +93.39% | 23 qtrssince 2020-Q3 | Decreased 0 |
 BANK NEW YORK MELLON CORP | 108,955 | $12.9M | 1.0% | $41.45 | +182.71% | 26 qtrssince 2019-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2024-Q4 | $1,483,566,868 | -29.2718948334% |
| 2025-Q1 | $1,128,325,013 | -23.9451192031% |
| 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% |
Tweedy, Browne Co LLC manages $1.3B across 93 positions as of Q1 2026. Top holdings: CNH (17.6%), IONS (13.6%), KOF (9.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Active quarter - 6 new positions, 9 exits, 46 increased. Top move: BRK/B (INCREASED, conviction 54). Portfolio: $1.3B across 93 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