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 | 17.05% | Reduce −20.9% | 683 | $468,712 | $320M | −180 | −$31M |
| JNJ - Johnson & Johnson | 11.60% | Reduce −17.1% | 1,233,596 | $176.65 | $218M | −255,224 | −$25M |
| GOOGL - Alphabet · CL A | 9.48% | Reduce −15.6% | 2,017,730 | $88.23 | $178M | −373,750 | −$51M |
| IONS - Ionis Pharmaceuticals | 7.12% | Add +30.0% | 3,541,136 | $37.77 | $134M | +818,148 | +$13M |
| FMC — | 6.99% | Reduce −15.0% | 1,052,597 | $124.80 | $131M | −185,685 | +$478K |
| KOF — | 6.98% | Reduce −17.5% | 1,931,256 | $67.88 | $131M | −408,285 | −$6M |
| GOOG - Alphabet · CL C | 6.97% | Reduce −6.6% | 1,474,220 | $88.73 | $131M | −104,545 | −$21M |
| ALV - Autoliv | 4.08% | Reduce −10.3% | 1,000,752 | $76.58 | $77M | −114,565 | +$2M |
| BRK.B - Berkshire Hathaway · CL B | 3.14% | Reduce −1.0% | 190,841 | $308.90 | $59M | −1,988 | +$7M |
| AZO - Autozone | 2.90% | Reduce −54.7% | 22,117 | $2,466 | $55M | −26,722 | −$50M |
| CSCO - Cisco Systems | 2.16% | Reduce −20.1% | 850,018 | $47.64 | $40M | −213,465 | −$2M |
| WFC - Wells Fargo & | 2.13% | Reduce −37.6% | 971,027 | $41.29 | $40M | −584,063 | −$22M |
| CNXC - Concentrix | 1.97% | Reduce −44.9% | 277,811 | $133.16 | $37M | −226,542 | −$19M |
| BK - Bank Of New York Mellon | 1.94% | Reduce −46.2% | 802,210 | $45.52 | $37M | −688,617 | −$21M |
| FDX - Fedex | 1.57% | Reduce −10.2% | 170,602 | $173.20 | $30M | −19,285 | +$1M |
| DEO - Diageo P L C - | 1.39% | Reduce −0.6% | 146,624 | $178.19 | $26M | −959 | +$1M |
| UL - Unilever Sponsored | 1.16% | Reduce −5.9% | 431,535 | $50.35 | $22M | −27,008 | +$2M |
| AXP - American Express | 0.96% | Reduce −1.2% | 122,303 | $147.75 | $18M | −1,491 | +$1M |
| USB - US Bancorp | 0.88% | Reduce −58.7% | 379,343 | $43.61 | $17M | −538,955 | −$20M |
| BAC - Bank of America | 0.86% | Reduce −71.9% | 489,593 | $33.12 | $16M | −1,255,310 | −$36M |
| FOXA - FOX · CLASS B | 0.79% | Reduce −52.5% | 522,860 | $28.45 | $15M | −577,410 | −$16M |
| TFC - Truist Financial | 0.78% | Reduce −58.6% | 339,199 | $43.03 | $15M | −479,705 | −$21M |
| CNH - Cnh Industrials | 0.78% | Reduce −6.3% | 906,941 | $16.06 | $15M | −60,862 | +$4M |
| National Western Life Group | 0.66% | Reduce 0.0% | 44,418 | $280.99 | $12M | −16 | +$5M |
| INTC - Intel | 0.66% | Reduce −61.8% | 468,096 | $26.43 | $12M | −755,754 | −$19M |
| TTE - Totalenergies Se | 0.56% | New | 169,733 | $62.08 | $11M | +169,733 | +$11M |
| CMCSA - Comcast · CLASS A | 0.52% | Reduce −27.3% | 281,928 | $34.97 | $10M | −105,828 | −$2M |
| UNP - Union Pacific | 0.50% | Reduce −71.3% | 45,453 | $207.07 | $9M | −113,005 | −$21M |
| AIG - American International | 0.48% | Reduce −1.8% | 98,906 | $90.72 | $9M | −1,803 | +$1M |
| THO - Thor Industries | 0.44% | Reduce −43.6% | 110,214 | $75.49 | $8M | −85,370 | −$5M |
| PARA - Paramount Global - · CLASS B | 0.34% | Reduce −42.4% | 382,040 | $16.88 | $6M | −281,725 | −$6M |
| FMS - Fresenius Medical Care- | 0.29% | Reduce −66.2% | 338,912 | $16.34 | $6M | −664,124 | −$9M |
| GSK — | 0.26% | New | 139,327 | $35.14 | $5M | +139,327 | +$5M |
| PGR - Progressive | 0.24% | Reduce −78.3% | 35,190 | $129.70 | $5M | −126,718 | −$14M |
| COP - Conocophillips | 0.19% | Reduce −0.7% | 31,022 | $118.01 | $4M | −230 | +$463K |
| PSX - Phillips 66 | 0.18% | Reduce −0.3% | 32,401 | $104.07 | $3M | −92 | +$749K |
| EPD - Enterprise Products | 0.18% | Hold | 136,295 | $24.12 | $3M | — | — |
| BABA - Alibaba | 0.17% | Reduce −9.9% | 37,165 | $88.09 | $3M | −4,075 | −$25K |
| BIDU - Baidu - Spon | 0.14% | Reduce −5.6% | 23,004 | $114.37 | $3M | −1,367 | −$232K |
| VZ - Verizon Communications | 0.14% | Add +6.5% | 65,224 | $39.40 | $3M | +3,995 | +$245K |
| EMR - Emerson Electric | 0.13% | Reduce −44.8% | 26,210 | $96.07 | $3M | −21,241 | −$956K |
| BAX - Baxter International | 0.10% | Reduce −2.1% | 38,190 | $50.98 | $2M | −801 | −$153K |
| HLN - Haleon | 0.06% | Reduce −23.3% | 137,913 | $8.00 | $1M | −41,898 | +$8K |
| CSL - Carlisle Cos | 0.03% | Reduce −92.2% | 2,614 | $235.65 | $616K | −30,790 | −$9M |
| CKX - Ckx Lands | 0.01% | Hold | 10,600 | $9.91 | $105K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MS - Morgan Stanley | 0.37% | Exit | 0 | $79.01 | $8M | −105,055 | −$8M |
| TTE - Totalenergies Se | 0.35% | Exit | 0 | $46.52 | $8M | −171,887 | −$8M |
| GSK — | 0.19% | Exit | 0 | $29.43 | $4M | −145,663 | −$4M |
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