Featured 13F manager
Tweedy, Browne Co LLC
Stamford, CT 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $1.3B
- 91 Positions
- 2026 Q2
- +4.8% QoQ
- Top 5 52.2%
Portfolio
top 5 52.2% · top 10 69.2%
- CNH - Cnh Industrial 17.1%
- IONS - Ionis Pharmaceuticals 13.7%
- KOF — 9.3%
- BRK.A - Berkshire Hathaway 8.2%
- JNJ - Johnson & Johnson 3.9%
- GOOGL - Alphabet · CL A 3.8%
- BRK.B - Berkshire Hathaway · CL B 3.7%
- ALV - Autoliv 3.4%
- WFC - Wells Fargo & 3.1%
- ZTS - Zoetis 3.0%
- NVST - Envista 2.9%
- TFC - Truist Financial 2.1%
- Other 25.8%
AUM over time
Book
| BRK.A - Berkshire Hathaway | 12.18% | Hold | 886 | $411,379 | $364M |
| GOOGL - Alphabet · CL A | 11.36% | Hold | 127,195 | $2,674 | $340M |
| JNJ - Johnson & Johnson | 9.04% | Hold | 1,674,726 | $161.50 | $270M |
| GOOG - Alphabet · CL C | 7.98% | Hold | 89,645 | $2,665 | $239M |
| CSCO - Cisco Systems | 5.47% | Hold | 3,007,873 | $54.43 | $164M |
| KOF — | 5.27% | Hold | 2,802,434 | $56.27 | $158M |
| AZO - Autozone | 4.95% | Hold | 87,253 | $1,698 | $148M |
| WFC - Wells Fargo & | 3.38% | Hold | 2,177,243 | $46.41 | $101M |
| BK - Bank Of New York Mellon | 3.24% | Hold | 1,868,974 | $51.84 | $97M |
| ALV - Autoliv | 3.19% | Hold | 1,113,530 | $85.72 | $95M |
| FMC — | 3.03% | Hold | 991,210 | $91.56 | $91M |
| FOXA - FOX · CLASS B | 2.79% | Hold | 2,249,220 | $37.12 | $83M |
| BAC - Bank of America | 2.74% | Hold | 1,928,858 | $42.45 | $82M |
| BRK.B - Berkshire Hathaway · CL B | 2.61% | Hold | 285,756 | $272.94 | $78M |
| USB - US Bancorp | 2.17% | Hold | 1,090,847 | $59.44 | $65M |
| CMCSA - Comcast · CLASS A | 2.10% | Hold | 1,121,847 | $55.93 | $63M |
| MMM - 3M | 2.05% | Hold | 349,172 | $175.42 | $61M |
| TFC - Truist Financial | 1.66% | Hold | 845,291 | $58.65 | $50M |
| AXP - American Express | 1.51% | Hold | 270,039 | $167.53 | $45M |
| CSL - Carlisle Cos | 1.43% | Hold | 215,401 | $198.79 | $43M |
| INTC - Intel | 1.12% | Hold | 630,833 | $53.28 | $34M |
| UNP - Union Pacific | 1.06% | Hold | 161,762 | $196.01 | $32M |
| DEO - Diageo P L C - | 1.03% | Hold | 160,419 | $193.00 | $31M |
| FMS - Fresenius Medical Care- | 0.99% | Hold | 849,722 | $34.97 | $30M |
| EMR - Emerson Electric | 0.91% | Hold | 290,078 | $94.20 | $27M |
| UL - Unilever Sponsored | 0.90% | Hold | 498,692 | $54.22 | $27M |
| MS - Morgan Stanley | 0.77% | Hold | 237,835 | $97.31 | $23M |
| CNH - Cnh Industrials | 0.59% | Hold | 1,069,327 | $16.61 | $18M |
| CNXC - Concentrix | 0.57% | Hold | 96,154 | $177.00 | $17M |
| COP - Conocophillips | 0.56% | Hold | 246,883 | $67.77 | $17M |
| VZ - Verizon Communications | 0.53% | Hold | 294,281 | $54.01 | $16M |
| PGR - Progressive | 0.50% | Hold | 164,438 | $90.39 | $15M |
| National Western Life Group | 0.35% | Hold | 49,094 | $210.60 | $10M |
| TTE - Totalenergies Se | 0.31% | Hold | 194,908 | $47.93 | $9M |
| BABA - Alibaba | 0.31% | Hold | 62,975 | $148.04 | $9M |
| AIG - American International | 0.30% | Hold | 111,180 | $81.78 | $9M |
| Glaxo Smithkline | 0.24% | Hold | 185,716 | $38.21 | $7M |
| BIDU - Baidu - Spon | 0.16% | Hold | 30,280 | $153.76 | $5M |
| PSX - Phillips 66 | 0.14% | Hold | 60,899 | $70.03 | $4M |
| BAX - Baxter International | 0.11% | Hold | 41,516 | $80.43 | $3M |
| JEF - Jefferies Financial Group | 0.10% | Hold | 84,440 | $37.13 | $3M |
| EPD - Enterprise Products | 0.10% | Hold | 136,295 | $21.64 | $3M |
| AIG - American National Group | 0.09% | Hold | 14,597 | $189.01 | $3M |
| AIT - Applied Industrial Tech | 0.09% | Hold | 29,370 | $90.13 | $3M |
| HSBC — | 0.03% | Hold | 36,786 | $26.15 | $962K |
| CKX - Ckx Lands | 0.00% | Hold | 10,600 | $11.04 | $117K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 91 | $1.3B | +4.8% | 13F-HR | 8/7/2026 | 000119312526340443 |
| 2026 Q1 | 93 | $1.3B | +1.6% | 13F-HR | 5/6/2026 | 000119312526208439 |
| 2025 Q4 | 96 | $1.2B | +7.6% | 13F-HR | 2/3/2026 | 000119312526033986 |
| 2025 Q3 | 97 | $1.2B | +6.8% | 13F-HR | 11/20/2025 | 000119312525288943 |
| 2025 Q2 | 91 | $1.1B | −4.4% | 13F-HR | 7/29/2025 | 000095012325006713 |
| 2025 Q1 | 59 | $1.1B | −24.0% | 13F-HR | 5/15/2025 | 000095012325005518 |
| 2024 Q4 | 43 | $1.5B | −29.3% | 13F-HR | 2/12/2025 | 000095012325001787 |
| 2024 Q3 | 43 | $2.1B | −3.5% | 13F-HR | 11/13/2024 | 000095012324011077 |
| 2024 Q2 | 44 | $2.2B | +2.1% | 13F-HR | 8/13/2024 | 000095012324007937 |
| 2024 Q1 | 45 | $2.1B | +4.0% | 13F-HR | 5/6/2024 | 000095012324003875 |
| 2023 Q4 | 45 | $2B | +9.6% | 13F-HR | 2/13/2024 | 000095012324001705 |
| 2023 Q3 | 47 | $1.9B | −1.9% | 13F-HR | 11/13/2023 | 000095012323009957 |
| 2023 Q2 | 46 | $1.9B | +3.7% | 13F-HR | 8/14/2023 | 000095012323007916 |
| 2023 Q1 | 44 | $1.8B | −2.2% | 13F-HR | 5/15/2023 | 000095012323004966 |
| 2022 Q4 | 45 | $1.9B | −17.3% | 13F-HR | 2/9/2023 | 000095012323001270 |
| 2022 Q3 | 46 | $2.3B | −7.1% | 13F-HR | 11/15/2022 | 000095012322012472 |
| 2022 Q2 | 45 | $2.4B | −21.0% | 13F-HR | 8/12/2022 | 000095012322008573 |
| 2022 Q1 | 44 | $3.1B | −1.8% | 13F-HR | 5/13/2022 | 000095012322005683 |
| 2021 Q4 | 42 | $3.2B | +5.3% | 13F-HR | 2/10/2022 | 000095012322001689 |
| 2021 Q3 | 46 | $3B | — | 13F-HR | 11/12/2021 | 000095012321014853 |
About
Tweedy, Browne Co LLC
20 processed 13Fs on this site · 2021 Q3–2026 Q2