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 | 15.44% | Hold | 863 | $406,470 | $351M | — | — |
| JNJ - Johnson & Johnson | 10.71% | Reduce −0.2% | 1,488,820 | $163.36 | $243M | −3,326 | −$22M |
| GOOGL - Alphabet · CL A | 10.07% | Add +1901.4% | 2,391,480 | $95.65 | $229M | +2,271,990 | −$32M |
| GOOG - Alphabet · CL C | 6.68% | Add +1830.0% | 1,578,765 | $96.15 | $152M | +1,496,962 | −$27M |
| KOF — | 6.01% | Reduce −3.9% | 2,339,541 | $58.39 | $137M | −95,433 | +$2M |
| FMC — | 5.76% | Add +4.3% | 1,238,282 | $105.70 | $131M | +50,915 | +$4M |
| IONS - Ionis Pharmaceuticals | 5.30% | Reduce −0.1% | 2,722,988 | $44.23 | $120M | −3,790 | +$19M |
| AZO - Autozone | 4.60% | Reduce −9.1% | 48,839 | $2,142 | $105M | −4,907 | −$11M |
| ALV - Autoliv | 3.27% | Add +1.8% | 1,115,317 | $66.63 | $74M | +19,807 | −$4M |
| WFC - Wells Fargo & | 2.75% | Reduce −4.7% | 1,555,090 | $40.22 | $63M | −77,283 | −$1M |
| BK - Bank Of New York Mellon | 2.53% | Reduce −1.4% | 1,490,827 | $38.52 | $57M | −21,549 | −$6M |
| CNXC - Concentrix | 2.48% | Add +444.3% | 504,353 | $111.63 | $56M | +411,693 | +$44M |
| BAC - Bank of America | 2.32% | Reduce −7.1% | 1,744,903 | $30.20 | $53M | −133,620 | −$6M |
| BRK.B - Berkshire Hathaway · CL B | 2.27% | Reduce −1.4% | 192,829 | $267.02 | $51M | −2,646 | −$2M |
| CSCO - Cisco Systems | 1.87% | Reduce −10.6% | 1,063,483 | $40.00 | $43M | −125,871 | −$8M |
| USB - US Bancorp | 1.63% | Reduce −1.9% | 918,298 | $40.32 | $37M | −17,632 | −$6M |
| TFC - Truist Financial | 1.57% | Reduce −0.3% | 818,904 | $43.54 | $36M | −2,678 | −$3M |
| INTC - Intel | 1.39% | Reduce −3.5% | 1,223,850 | $25.77 | $32M | −44,840 | −$16M |
| FOXA - FOX · CLASS B | 1.38% | Reduce −34.1% | 1,100,270 | $28.50 | $31M | −569,598 | −$18M |
| UNP - Union Pacific | 1.36% | Reduce −0.1% | 158,458 | $194.82 | $31M | −200 | −$3M |
| FDX - Fedex | 1.24% | Add +3.4% | 189,887 | $148.47 | $28M | +6,164 | −$13M |
| DEO - Diageo P L C - | 1.10% | Reduce −0.6% | 147,583 | $169.81 | $25M | −840 | −$782K |
| UL - Unilever Sponsored | 0.88% | Reduce 0.0% | 458,543 | $43.84 | $20M | −18 | −$913K |
| PGR - Progressive | 0.83% | Reduce −1.0% | 161,908 | $116.21 | $19M | −1,610 | −$197K |
| AXP - American Express | 0.74% | Reduce −0.2% | 123,794 | $134.91 | $17M | −195 | −$486K |
| FMS - Fresenius Medical Care- | 0.62% | Reduce −1.3% | 1,003,036 | $14.04 | $14M | −13,404 | −$11M |
| THO - Thor Industries | 0.60% | Reduce 0.0% | 195,584 | $69.98 | $14M | −95 | −$936K |
| PARA - Paramount Global - · CLASS B | 0.56% | Add +2.6% | 663,765 | $19.04 | $13M | +16,955 | −$3M |
| CMCSA - Comcast · CLASS A | 0.50% | Reduce −63.0% | 387,756 | $29.33 | $11M | −659,927 | −$30M |
| CNH - Cnh Industrials | 0.48% | Reduce −0.2% | 967,803 | $11.17 | $11M | −2,330 | −$434K |
| CSL - Carlisle Cos | 0.41% | Add +0.1% | 33,404 | $280.42 | $9M | +20 | +$1M |
| MS - Morgan Stanley | 0.37% | Reduce −14.4% | 105,055 | $79.01 | $8M | −17,615 | −$1M |
| TTE - Totalenergies Se | 0.35% | Add +0.4% | 171,887 | $46.52 | $8M | +725 | −$1M |
| AIG - American International | 0.34% | Add +2.3% | 100,709 | $76.01 | $8M | +2,279 | −$665K |
| National Western Life Group | 0.33% | Reduce −1.2% | 44,434 | $170.79 | $8M | −535 | −$2M |
| GSK — | 0.19% | Reduce −23.5% | 145,663 | $29.43 | $4M | −44,758 | −$4M |
| EMR - Emerson Electric | 0.15% | Reduce −24.0% | 47,451 | $73.21 | $3M | −15,014 | −$1M |
| BABA - Alibaba | 0.15% | Reduce −1.4% | 41,240 | $80.00 | $3M | −600 | −$1M |
| EPD - Enterprise Products | 0.14% | Hold | 136,295 | $23.78 | $3M | — | — |
| COP - Conocophillips | 0.14% | Reduce −5.9% | 31,252 | $102.33 | $3M | −1,945 | +$217K |
| BIDU - Baidu - Spon | 0.13% | Reduce −0.5% | 24,371 | $117.48 | $3M | −125 | −$780K |
| PSX - Phillips 66 | 0.12% | Hold | 32,493 | $80.73 | $3M | — | — |
| VZ - Verizon Communications | 0.10% | Reduce −55.2% | 61,229 | $37.97 | $2M | −75,452 | −$5M |
| BAX - Baxter International | 0.09% | Reduce −0.6% | 38,991 | $53.86 | $2M | −231 | −$419K |
| HLN - Haleon | 0.05% | New | 179,811 | $6.09 | $1M | +179,811 | +$1M |
| CKX - Ckx Lands | 0.01% | 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