Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings91 positions
 CNH Industrial N.V. | 20.1M | $225.9M | 17.1% | — | — | 27 qtrssince 2019-Q4 | Decreased 0 |
 Ionis Pharmaceuticals, Inc. | 2.3M | $180.8M | 13.7% | $37.39 | +112.09% | 18 qtrssince 2022-Q1 | Increased 59 |
 COCA-COLA FEMSA SAB DE CV | 1.2M | $123.3M | 9.3% | $36.51 | +185.07% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 144 | $107.8M | 8.2% | — | — | 27 qtrssince 2019-Q4 | Unchanged 0 |
 Johnson & Johnson | 201,644 | $51.2M | 3.9% | $121.26 | +108.42% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 141,282 | $50.5M | 3.8% | $66.36 | +438.20% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 97,625 | $48.9M | 3.7% | $250.21 | +99.99% | 27 qtrssince 2019-Q4 | Increased 54 |
 Autoliv, Inc. | 383,314 | $44.5M | 3.4% | $43.30 | +166.38% | 26 qtrssince 2020-Q1 | Decreased 0 |
 Wells Fargo & Company | 497,011 | $41.1M | 3.1% | $45.08 | +81.19% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Zoetis Inc. | 556,056 | $40M | 3.0% | $70.88 | 0.00% | 1 qtr | New 81 |
 Envista Holdings Corporation | 1.4M | $37.8M | 2.9% | $19.09 | +38.04% | 10 qtrssince 2024-Q1 | Decreased 0 |
 Truist Financial Corporation | 546,256 | $27.2M | 2.1% | $29.91 | +64.94% | 24 qtrssince 2020-Q3 | Decreased 0 |
 Unifirst Corporation | 101,553 | $26.9M | 2.0% | $192.12 | +37.47% | 3 qtrssince 2025-Q4 | Decreased 0 |
 U-Haul Holding Company | 462,827 | $26.7M | 2.0% | $56.17 | +2.63% | 13 qtrssince 2023-Q2 | Decreased 0 |
 American Express Company | 62,719 | $21.2M | 1.6% | $131.56 | +155.62% | 17 qtrssince 2022-Q2 | Decreased 0 |
 Bank of America Corporation | 364,776 | $20.8M | 1.6% | $24.95 | +127.21% | 24 qtrssince 2020-Q3 | Decreased 0 |
 Vertex Pharmaceuticals Incorporated | 40,121 | $19.9M | 1.5% | $352.96 | +40.73% | 12 qtrssince 2023-Q3 | Decreased 0 |
 AutoZone, Inc. | 5,530 | $17.7M | 1.3% | $1,191.31 | +168.27% | 27 qtrssince 2019-Q4 | Decreased 0 |
 BANK NEW YORK MELLON CORP | 102,246 | $14.8M | 1.1% | $41.45 | +246.00% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Jazz Pharmaceuticals plc | 60,149 | $14.5M | 1.1% | $189.05 | +27.46% | 2 qtrssince 2026-Q1 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2026-Q2 | $1,319,974,933 | 4.85833451803% |
Tweedy, Browne Co LLC manages $1.3B across 91 positions as of Q2 2026. Top holdings: CNH (17.1%), IONS (13.7%), KOF (9.3%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Active quarter - 13 new positions, 15 exits, 41 increased. Top move: ZTS (NEW, conviction 81). Portfolio: $1.3B across 91 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