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 | 14.75% | Reduce −2.6% | 863 | $528,921 | $456M | −23 | +$57M |
| GOOGL - Alphabet · CL A | 11.40% | Reduce −0.1% | 126,925 | $2,781 | $353M | −145 | −$15M |
| JNJ - Johnson & Johnson | 8.95% | Reduce −6.2% | 1,563,836 | $177.23 | $277M | −103,113 | −$8M |
| GOOG - Alphabet · CL C | 7.42% | Reduce −4.5% | 82,230 | $2,793 | $230M | −3,880 | −$19M |
| FMC — | 5.07% | Reduce 0.0% | 1,191,915 | $131.57 | $157M | −585 | +$26M |
| AZO - Autozone | 4.82% | Reduce −12.9% | 72,939 | $2,045 | $149M | −10,800 | −$26M |
| KOF — | 4.76% | Reduce −3.3% | 2,683,796 | $54.95 | $147M | −92,432 | −$5M |
| IONS - Ionis Pharmaceuticals | 3.50% | New | 2,925,102 | $37.04 | $108M | +2,925,102 | +$108M |
| WFC - Wells Fargo & | 3.19% | Reduce −5.6% | 2,037,793 | $48.46 | $99M | −119,838 | −$5M |
| BRK.B - Berkshire Hathaway · CL B | 3.18% | Reduce −0.8% | 278,659 | $352.91 | $98M | −2,384 | +$14M |
| CSCO - Cisco Systems | 2.97% | Reduce −41.0% | 1,646,938 | $55.76 | $92M | −1,146,831 | −$85M |
| BK - Bank Of New York Mellon | 2.81% | Reduce −2.6% | 1,753,831 | $49.63 | $87M | −46,525 | −$18M |
| ALV - Autoliv | 2.77% | Reduce 0.0% | 1,120,450 | $76.44 | $86M | −115 | −$30M |
| FOXA - FOX · CLASS B | 2.57% | Reduce −1.5% | 2,192,958 | $36.28 | $80M | −34,270 | +$3M |
| BAC - Bank of America | 2.57% | Add +0.1% | 1,927,288 | $41.22 | $79M | +2,195 | −$6M |
| INTC - Intel | 2.02% | Add +26.7% | 1,259,613 | $49.56 | $62M | +265,540 | +$11M |
| USB - US Bancorp | 1.84% | Reduce −0.6% | 1,074,359 | $53.15 | $57M | −6,073 | −$4M |
| MMM - 3M | 1.66% | Reduce −0.6% | 344,800 | $148.88 | $51M | −2,000 | −$10M |
| CMCSA - Comcast · CLASS A | 1.59% | Reduce −0.6% | 1,052,834 | $46.82 | $49M | −5,919 | −$4M |
| TFC - Truist Financial | 1.54% | Add 0.0% | 843,161 | $56.70 | $48M | +355 | −$2M |
| UNP - Union Pacific | 1.41% | Reduce −0.8% | 159,508 | $273.21 | $44M | −1,259 | +$3M |
| FMS - Fresenius Medical Care- | 1.12% | Add +0.1% | 1,026,935 | $33.68 | $35M | +990 | +$1M |
| DEO - Diageo P L C - | 0.99% | Reduce −1.9% | 150,418 | $203.14 | $31M | −2,943 | −$3M |
| UL - Unilever Sponsored | 0.68% | Reduce −1.5% | 464,736 | $45.57 | $21M | −6,969 | −$4M |
| CSL - Carlisle Cos | 0.68% | Reduce −59.6% | 85,026 | $245.92 | $21M | −125,525 | −$31M |
| MS - Morgan Stanley | 0.64% | Reduce −4.8% | 226,390 | $87.40 | $20M | −11,445 | −$4M |
| PGR - Progressive | 0.60% | Add +0.3% | 163,518 | $113.99 | $19M | +445 | +$2M |
| THO - Thor Industries | 0.59% | New | 230,740 | $78.70 | $18M | +230,740 | +$18M |
| CNH - Cnh Industrials | 0.52% | Reduce −2.3% | 1,009,318 | $15.86 | $16M | −23,266 | −$4M |
| CNXC - Concentrix | 0.50% | Reduce −1.4% | 93,674 | $166.56 | $16M | −1,345 | −$1M |
| VZ - Verizon Communications | 0.48% | Add +0.2% | 294,046 | $50.94 | $15M | +630 | −$267K |
| EMR - Emerson Electric | 0.43% | Reduce −1.0% | 135,007 | $98.05 | $13M | −1,295 | +$565K |
| National Western Life Group | 0.31% | Reduce −7.1% | 45,335 | $210.39 | $10M | −3,469 | −$928K |
| TTE - Totalenergies Se | 0.29% | Reduce −3.9% | 177,733 | $50.54 | $9M | −7,200 | −$164K |
| AIG - American International | 0.29% | Reduce −3.9% | 101,938 | $87.75 | $9M | −4,151 | −$335K |
| Glaxo Smithkline | 0.28% | Reduce −1.4% | 196,819 | $43.56 | $9M | −2,879 | −$234K |
| BABA - Alibaba | 0.21% | Add +0.3% | 60,015 | $108.81 | $7M | +205 | −$575K |
| BIDU - Baidu - Spon | 0.12% | Reduce −4.4% | 27,288 | $132.29 | $4M | −1,267 | −$639K |
| EPD - Enterprise Products | 0.11% | Hold | 136,295 | $25.81 | $4M | — | — |
| COP - Conocophillips | 0.11% | Reduce −84.8% | 34,340 | $100.00 | $3M | −191,543 | −$13M |
| BAX - Baxter International | 0.10% | Reduce −1.4% | 39,257 | $77.54 | $3M | −544 | −$373K |
| PSX - Phillips 66 | 0.09% | Reduce −32.6% | 33,847 | $86.39 | $3M | −16,381 | −$716K |
| AIG - American National Group | 0.08% | Reduce −3.8% | 13,507 | $189.09 | $3M | −540 | −$99K |
| CKX - Ckx Lands | 0.00% | Hold | 10,600 | $10.94 | $116K | — | — |
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