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 | 18.24% | Reduce −1.3% | 671 | $517,811 | $347M | −9 | +$31M |
| GOOGL - Alphabet · CL A | 12.62% | Reduce −0.3% | 2,007,952 | $119.70 | $240M | −6,633 | +$31M |
| JNJ - Johnson & Johnson | 10.51% | Reduce −1.8% | 1,209,396 | $165.52 | $200M | −22,387 | +$9M |
| KOF — | 7.98% | Reduce −5.2% | 1,825,172 | $83.31 | $152M | −100,175 | −$3M |
| IONS - Ionis Pharmaceuticals | 7.63% | Reduce 0.0% | 3,540,858 | $41.03 | $145M | −188 | +$19M |
| FMC — | 5.52% | Reduce −4.0% | 1,008,400 | $104.34 | $105M | −41,767 | −$23M |
| ALV - Autoliv | 4.54% | Reduce −5.1% | 1,017,172 | $85.04 | $86M | −54,537 | −$14M |
| GOOG - Alphabet · CL C | 3.78% | Reduce −1.1% | 594,661 | $120.97 | $72M | −6,690 | +$9M |
| BRK.B - Berkshire Hathaway · CL B | 3.31% | Reduce −3.0% | 185,012 | $341.00 | $63M | −5,794 | +$4M |
| AZO - Autozone | 2.49% | Reduce −11.6% | 19,051 | $2,493 | $48M | −2,500 | −$5M |
| CSCO - Cisco Systems | 2.28% | Reduce −1.1% | 838,040 | $51.74 | $43M | −9,468 | −$943K |
| FDX - Fedex | 2.21% | Reduce −0.1% | 169,559 | $247.90 | $42M | −103 | +$3M |
| WFC - Wells Fargo & | 2.14% | Reduce −0.2% | 957,109 | $42.68 | $41M | −1,690 | +$5M |
| BK - Bank Of New York Mellon | 1.64% | Reduce −10.1% | 702,774 | $44.52 | $31M | −79,267 | −$4M |
| TFC - Truist Financial | 1.34% | Reduce −7.7% | 841,871 | $30.35 | $26M | −69,920 | −$6M |
| DEO - Diageo P L C - | 1.33% | Reduce −0.1% | 146,275 | $173.48 | $25M | −150 | −$1M |
| UHAL.B — | 1.15% | New | 433,208 | $50.67 | $22M | +433,208 | +$22M |
| Sealed Air | 1.14% | New | 545,295 | $40.00 | $22M | +545,295 | +$22M |
| AXP - American Express | 1.09% | Reduce −0.4% | 119,329 | $174.20 | $21M | −476 | +$1M |
| National Western Life Group | 0.97% | Reduce −0.1% | 44,269 | $415.55 | $18M | −49 | +$8M |
| CNXC - Concentrix | 0.94% | Reduce −19.3% | 222,753 | $80.75 | $18M | −53,359 | −$16M |
| BAC - Bank of America | 0.82% | Add +9.9% | 546,361 | $28.69 | $16M | +49,162 | +$1M |
| CNH - Cnh Industrials | 0.65% | Reduce −0.6% | 855,350 | $14.40 | $12M | −4,985 | −$820K |
| THO - Thor Industries | 0.59% | Reduce −0.2% | 109,371 | $103.50 | $11M | −209 | +$3M |
| USB - US Bancorp | 0.55% | Reduce −15.0% | 318,238 | $33.04 | $11M | −56,059 | −$3M |
| AIG - American International | 0.51% | Reduce −1.8% | 96,056 | $100.91 | $10M | −1,772 | +$693K |
| TTE - Totalenergies Se | 0.50% | Reduce −0.4% | 165,556 | $57.64 | $10M | −625 | −$270K |
| UNP - Union Pacific | 0.48% | Hold | 45,098 | $204.62 | $9M | — | — |
| FMS - Fresenius Medical Care- | 0.43% | Reduce −1.1% | 339,637 | $23.93 | $8M | −3,922 | +$824K |
| UL - Unilever Sponsored | 0.42% | Reduce −53.5% | 151,724 | $52.13 | $8M | −174,842 | −$9M |
| PARA - Paramount Global - · CLASS B | 0.32% | Add +0.3% | 384,298 | $15.91 | $6M | +1,340 | −$2M |
| GSK — | 0.25% | Reduce −0.6% | 134,514 | $35.64 | $5M | −861 | −$23K |
| PGR - Progressive | 0.24% | Hold | 34,550 | $132.36 | $5M | — | — |
| EPD - Enterprise Products | 0.19% | Hold | 136,295 | $26.35 | $4M | — | — |
| COP - Conocophillips | 0.17% | Reduce −0.5% | 30,492 | $103.60 | $3M | −142 | +$120K |
| PSX - Phillips 66 | 0.16% | Hold | 32,271 | $95.38 | $3M | — | — |
| BIDU - Baidu - Spon | 0.16% | Reduce −0.8% | 22,389 | $136.90 | $3M | −182 | −$341K |
| BABA - Alibaba | 0.15% | Reduce −3.0% | 35,388 | $83.36 | $3M | −1,079 | −$776K |
| VZ - Verizon Communications | 0.13% | Hold | 65,224 | $37.19 | $2M | — | — |
| CMCSA - Comcast · CLASS A | 0.11% | Reduce −68.0% | 50,564 | $41.55 | $2M | −107,399 | −$4M |
| EMR - Emerson Electric | 0.10% | Reduce −5.3% | 22,032 | $90.37 | $2M | −1,221 | −$35K |
| INTC - Intel | 0.09% | Reduce −80.8% | 53,684 | $33.44 | $2M | −225,993 | −$7M |
| HLN - Haleon | 0.05% | Reduce −7.8% | 122,418 | $8.38 | $1M | −10,365 | −$55K |
| CSL - Carlisle Cos | 0.03% | Hold | 2,469 | $256.38 | $633K | — | — |
| BAX - Baxter International | 0.03% | Reduce −70.3% | 11,288 | $45.54 | $514K | −26,672 | −$1M |
| CKX - Ckx Lands | 0.01% | Hold | 10,600 | $10.00 | $106K | — | — |
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