Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings97 positions
 Ionis Pharmaceuticals, Inc. | 2.9M | $189.8M | 16.5% | $37.30 | +75.39% | 15 qtrssince 2022-Q1 | Increased 59 |
 CNH Industrial N.V. | 13.3M | $144.1M | 12.5% | — | — | 24 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 144 | $108.6M | 9.4% | — | — | 24 qtrssince 2019-Q4 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 1.2M | $100.2M | 8.7% | $36.51 | +120.62% | 24 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 233,967 | $56.9M | 4.9% | $66.36 | +265.39% | 24 qtrssince 2019-Q4 | Decreased 0 |
 Autoliv, Inc. | 432,664 | $53.4M | 4.6% | $43.30 | +178.89% | 23 qtrssince 2020-Q1 | Decreased 0 |
 Berkshire Hathaway Inc. | 99,113 | $49.8M | 4.3% | $248.88 | +102.00% | 24 qtrssince 2019-Q4 | Decreased 0 |
 Wells Fargo & Company | 581,595 | $48.7M | 4.2% | $45.08 | +80.89% | 24 qtrssince 2019-Q4 | Decreased 0 |
 Johnson & Johnson | 242,003 | $44.9M | 3.9% | $121.26 | +49.55% | 24 qtrssince 2019-Q4 | Decreased 0 |
 Envista Holdings Corporation | 1.5M | $29.6M | 2.6% | $19.09 | +6.71% | 7 qtrssince 2024-Q1 | Decreased 0 |
 FedEx Corporation | 113,295 | $26.7M | 2.3% | $165.37 | +12.99% | 14 qtrssince 2022-Q2 | Decreased 0 |
 Truist Financial Corporation | 575,735 | $26.3M | 2.3% | $29.91 | +46.59% | 21 qtrssince 2020-Q3 | Decreased 0 |
 AutoZone, Inc. | 5,816 | $25M | 2.2% | $1,191.31 | +260.13% | 24 qtrssince 2019-Q4 | Decreased 0 |
 U-Haul Holding Company | 464,565 | $23.6M | 2.1% | $56.21 | -9.80% | 10 qtrssince 2023-Q2 | Decreased 0 |
 American Express Company | 66,237 | $22M | 1.9% | $131.56 | +149.04% | 14 qtrssince 2022-Q2 | Decreased 0 |
 Bank of America Corporation | 381,079 | $19.7M | 1.7% | $24.95 | +102.45% | 21 qtrssince 2020-Q3 | Decreased 0 |
 SEALED AIR CORP | 509,581 | $18M | 1.6% | — | — | 10 qtrssince 2023-Q2 | Decreased 0 |
 Vertex Pharmaceuticals Incorporated | 39,065 | $15.3M | 1.3% | $349.78 | +11.97% | 9 qtrssince 2023-Q3 | Increased 47 |
 BANK NEW YORK MELLON CORP | 139,041 | $15.1M | 1.3% | $41.45 | +157.04% | 24 qtrssince 2019-Q4 | Decreased 0 |
 Diageo plc | 126,995 | $12.1M | 1.1% | $139.93 | -35.05% | 24 qtrssince 2019-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2025-Q3 | $1,151,402,955 | 6.76917681257% |
Tweedy, Browne Co LLC manages $1.2B across 97 positions as of Q3 2025. Top holdings: IONS (16.5%), CNH (12.5%), BRK/A (9.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Active quarter - 10 new positions, 4 exits, 47 increased. Top move: IONS (INCREASED, conviction 59). Portfolio: $1.2B across 97 positions.
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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