Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings91 positions
 CNH Industrial N.V. | 13.3M | $172.5M | 16.0% | — | — | 23 qtrssince 2019-Q4 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 1.2M | $117.8M | 10.9% | $36.51 | +154.00% | 23 qtrssince 2019-Q4 | Decreased 0 |
 Ionis Pharmaceuticals, Inc. | 2.9M | $114.3M | 10.6% | $37.21 | +6.18% | 14 qtrssince 2022-Q1 | Decreased 0 |
 Berkshire Hathaway Inc. | 153 | $111.5M | 10.3% | — | — | 23 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 321,299 | $56.6M | 5.3% | $66.36 | +164.65% | 23 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 101,499 | $49.3M | 4.6% | $248.88 | +95.19% | 23 qtrssince 2019-Q4 | Increased 61 |
 Autoliv, Inc. | 433,246 | $48.5M | 4.5% | $43.30 | +150.98% | 22 qtrssince 2020-Q1 | Decreased 0 |
 Wells Fargo & Company | 598,781 | $48M | 4.4% | $45.08 | +71.90% | 23 qtrssince 2019-Q4 | Decreased 0 |
 Johnson & Johnson | 244,713 | $37.4M | 3.5% | $121.26 | +22.30% | 23 qtrssince 2019-Q4 | Decreased 0 |
 Envista Holdings Corporation | 1.5M | $28.5M | 2.6% | $19.09 | +2.36% | 6 qtrssince 2024-Q1 | Decreased 0 |
 FedEx Corporation | 114,047 | $25.9M | 2.4% | $165.37 | +8.22% | 13 qtrssince 2022-Q2 | Decreased 0 |
 U-Haul Holding Company | 475,351 | $25.8M | 2.4% | $56.21 | -3.74% | 9 qtrssince 2023-Q2 | Decreased 0 |
 Truist Financial Corporation | 580,542 | $25M | 2.3% | $29.91 | +36.16% | 20 qtrssince 2020-Q3 | Decreased 0 |
 AutoZone, Inc. | 6,051 | $22.5M | 2.1% | $1,191.31 | +211.61% | 23 qtrssince 2019-Q4 | Decreased 0 |
 American Express Company | 68,093 | $21.7M | 2.0% | $131.56 | +138.56% | 13 qtrssince 2022-Q2 | Decreased 0 |
 Bank of America Corporation | 385,707 | $18.3M | 1.7% | $24.95 | +84.67% | 20 qtrssince 2020-Q3 | Decreased 0 |
 Vertex Pharmaceuticals Incorporated | 37,253 | $16.6M | 1.5% | $347.74 | +28.03% | 8 qtrssince 2023-Q3 | Decreased 0 |
 SEALED AIR CORP | 516,397 | $16M | 1.5% | — | — | 9 qtrssince 2023-Q2 | Decreased 0 |
 Diageo plc | 130,802 | $13.2M | 1.2% | $139.93 | -31.36% | 23 qtrssince 2019-Q4 | Decreased 0 |
 BANK NEW YORK MELLON CORP | 142,960 | $13M | 1.2% | $41.45 | +113.79% | 23 qtrssince 2019-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2024-Q1 | $2,130,169,015 | 3.98185589119% |
| 2024-Q2 | $2,174,711,147 | 2.09101398463% |
| 2024-Q3 | $2,097,563,429 | -3.54749264547% |
| 2024-Q4 | $1,483,566,868 | -29.2718948334% |
| 2025-Q1 | $1,128,325,013 | -23.9451192031% |
| 2025-Q2 | $1,078,403,889 | -4.42435676111% |
Tweedy, Browne Co LLC manages $1.1B across 91 positions as of Q2 2025. Top holdings: CNH (16.0%), KOF (10.9%), IONS (10.6%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Active quarter - 33 new positions, 1 exits, 16 increased. Top move: BRK/B (INCREASED, conviction 61). Portfolio: $1.1B across 91 positions.
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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