Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings96 positions
 Ionis Pharmaceuticals, Inc. | 2.5M | $195M | 15.7% | $37.30 | +112.10% | 16 qtrssince 2022-Q1 | Decreased 0 |
 CNH Industrial N.V. | 20.2M | $186.1M | 15.0% | — | — | 25 qtrssince 2019-Q4 | Increased 83 |
 COCA-COLA FEMSA SAB DE CV | 1.2M | $112.6M | 9.1% | $36.51 | +151.45% | 25 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 144 | $108.7M | 8.8% | — | — | 25 qtrssince 2019-Q4 | Unchanged 0 |
 Alphabet Inc. | 199,561 | $62.5M | 5.0% | $66.36 | +370.77% | 25 qtrssince 2019-Q4 | Decreased 0 |
 Wells Fargo & Company | 559,367 | $52.1M | 4.2% | $45.08 | +102.19% | 25 qtrssince 2019-Q4 | Decreased 0 |
 Johnson & Johnson | 236,075 | $48.9M | 3.9% | $121.26 | +67.97% | 25 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 97,081 | $48.8M | 3.9% | $248.88 | +101.97% | 25 qtrssince 2019-Q4 | Decreased 0 |
 Autoliv, Inc. | 400,924 | $47.6M | 3.8% | $43.30 | +168.05% | 24 qtrssince 2020-Q1 | Decreased 0 |
 FedEx Corporation | 112,747 | $32.6M | 2.6% | $165.37 | +39.11% | 15 qtrssince 2022-Q2 | Decreased 0 |
 Envista Holdings Corporation | 1.4M | $31.3M | 2.5% | $19.09 | +13.73% | 8 qtrssince 2024-Q1 | Decreased 0 |
 Truist Financial Corporation | 562,160 | $27.7M | 2.2% | $29.91 | +59.61% | 22 qtrssince 2020-Q3 | Decreased 0 |
 American Express Company | 64,592 | $23.9M | 1.9% | $131.56 | +178.08% | 15 qtrssince 2022-Q2 | Decreased 0 |
 U-Haul Holding Company | 466,217 | $21.8M | 1.8% | $56.17 | -17.04% | 11 qtrssince 2023-Q2 | Increased 45 |
 Bank of America Corporation | 374,462 | $20.6M | 1.7% | $24.95 | +116.96% | 22 qtrssince 2020-Q3 | Decreased 0 |
 Unifirst Corporation | 102,059 | $19.7M | 1.6% | $192.12 | 0.00% | 1 qtr | New 65 |
 AutoZone, Inc. | 5,594 | $19M | 1.5% | $1,191.31 | +184.69% | 25 qtrssince 2019-Q4 | Decreased 0 |
 SEALED AIR CORP | 509,581 | $18M | 1.5% | — | — | 11 qtrssince 2023-Q2 | Unchanged 0 |
 Vertex Pharmaceuticals Incorporated | 39,148 | $17.7M | 1.4% | $350.00 | +29.53% | 10 qtrssince 2023-Q3 | Increased 44 |
 BANK NEW YORK MELLON CORP | 127,393 | $14.8M | 1.2% | $41.45 | +175.21% | 25 qtrssince 2019-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2025-Q4 | $1,238,550,746 | 7.56883509996% |
Tweedy, Browne Co LLC manages $1.2B across 96 positions as of Q4 2025. Top holdings: IONS (15.7%), CNH (15.0%), KOF (9.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Active quarter - 6 new positions, 7 exits, 54 increased. Top move: CNH (INCREASED, conviction 83). Portfolio: $1.2B across 96 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