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 | 18.97% | Reduce −0.6% | 667 | $531,477 | $354M | −4 | +$7M |
| GOOGL - Alphabet · CL A | 14.06% | Reduce 0.0% | 2,007,872 | $130.86 | $263M | −80 | +$22M |
| JNJ - Johnson & Johnson | 9.50% | Reduce −5.7% | 1,140,362 | $155.75 | $178M | −69,034 | −$23M |
| IONS - Ionis Pharmaceuticals | 8.52% | Reduce −0.9% | 3,510,173 | $45.36 | $159M | −30,685 | +$14M |
| KOF — | 6.65% | Reduce −13.1% | 1,585,706 | $78.44 | $124M | −239,466 | −$28M |
| ALV - Autoliv | 5.25% | Reduce 0.0% | 1,016,727 | $96.48 | $98M | −445 | +$12M |
| FMC — | 5.17% | Add +43.2% | 1,443,804 | $66.97 | $97M | +435,404 | −$9M |
| GOOG - Alphabet · CL C | 4.19% | Hold | 594,661 | $131.85 | $78M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 3.09% | Reduce −10.8% | 164,990 | $350.30 | $58M | −20,022 | −$5M |
| AZO - Autozone | 2.49% | Reduce −3.8% | 18,319 | $2,540 | $47M | −732 | −$971K |
| FDX - Fedex | 2.32% | Reduce −3.5% | 163,554 | $264.92 | $43M | −6,005 | +$1M |
| WFC - Wells Fargo & | 1.99% | Reduce −4.7% | 912,291 | $40.86 | $37M | −44,818 | −$4M |
| Sealed Air | 1.43% | Add +49.4% | 814,905 | $32.86 | $27M | +269,610 | +$5M |
| VRTX - Vertex Pharmaceuticals | 1.40% | New | 75,004 | $347.74 | $26M | +75,004 | +$26M |
| TFC - Truist Financial | 1.24% | Reduce −3.6% | 811,981 | $28.61 | $23M | −29,890 | −$2M |
| UHAL.B — | 1.17% | Reduce −3.4% | 418,635 | $52.39 | $22M | −14,573 | −$19K |
| DEO - Diageo P L C - | 1.16% | Reduce −0.5% | 145,561 | $149.18 | $22M | −714 | −$4M |
| National Western Life Group | 1.03% | Reduce −0.2% | 44,194 | $437.49 | $19M | −75 | +$938K |
| BK - Bank Of New York Mellon | 0.98% | Reduce −39.2% | 427,482 | $42.65 | $18M | −275,292 | −$13M |
| AXP - American Express | 0.91% | Reduce −4.7% | 113,719 | $149.19 | $17M | −5,610 | −$4M |
| BAC - Bank of America | 0.77% | Reduce −3.7% | 526,361 | $27.38 | $14M | −20,000 | −$1M |
| CSCO - Cisco Systems | 0.77% | Reduce −68.0% | 267,871 | $53.76 | $14M | −570,169 | −$29M |
| CNXC - Concentrix | 0.64% | Reduce −33.3% | 148,571 | $80.11 | $12M | −74,182 | −$6M |
| TTE - Totalenergies Se | 0.58% | Reduce −1.0% | 163,936 | $65.76 | $11M | −1,620 | +$1M |
| CNH - Cnh Industrials | 0.55% | Reduce −1.4% | 843,070 | $12.10 | $10M | −12,280 | −$2M |
| THO - Thor Industries | 0.54% | Reduce −3.8% | 105,236 | $95.13 | $10M | −4,135 | −$1M |
| AIG - American International | 0.52% | Reduce −1.2% | 94,916 | $101.86 | $10M | −1,140 | −$25K |
| USB - US Bancorp | 0.51% | Reduce −10.3% | 285,613 | $33.06 | $9M | −32,625 | −$1M |
| UNP - Union Pacific | 0.49% | Reduce −0.2% | 45,023 | $203.63 | $9M | −75 | −$60K |
| KVUE - Kenvue | 0.48% | New | 447,426 | $20.08 | $9M | +447,426 | +$9M |
| UL - Unilever Sponsored | 0.35% | Reduce −12.2% | 133,262 | $49.40 | $7M | −18,462 | −$1M |
| PGR - Progressive | 0.26% | Hold | 34,550 | $139.30 | $5M | — | — |
| GSK — | 0.25% | Reduce −3.4% | 129,994 | $36.25 | $5M | −4,520 | −$82K |
| PSX - Phillips 66 | 0.21% | Reduce −0.8% | 32,006 | $120.15 | $4M | −265 | +$768K |
| EPD - Enterprise Products | 0.20% | Hold | 136,295 | $27.37 | $4M | — | — |
| PARA - Paramount Global - · CLASS B | 0.20% | Reduce −25.1% | 287,668 | $12.90 | $4M | −96,630 | −$2M |
| COP - Conocophillips | 0.19% | Reduce −0.9% | 30,207 | $119.80 | $4M | −285 | +$460K |
| BIDU - Baidu - Spon | 0.16% | Reduce −2.8% | 21,754 | $134.35 | $3M | −635 | −$142K |
| BABA - Alibaba | 0.16% | Reduce −4.8% | 33,678 | $86.74 | $3M | −1,710 | −$29K |
| ATMU — | 0.15% | New | 132,195 | $20.85 | $3M | +132,195 | +$3M |
| CMCSA - Comcast · CLASS A | 0.12% | Reduce −2.9% | 49,094 | $44.34 | $2M | −1,470 | +$76K |
| VZ - Verizon Communications | 0.11% | Reduce −3.8% | 62,720 | $32.41 | $2M | −2,504 | −$393K |
| INTC - Intel | 0.10% | Reduce −5.0% | 50,994 | $35.55 | $2M | −2,690 | +$18K |
| EMR - Emerson Electric | 0.08% | Reduce −28.5% | 15,760 | $96.57 | $2M | −6,272 | −$469K |
| HLN - Haleon | 0.05% | Reduce −1.4% | 120,718 | $8.33 | $1M | −1,700 | −$20K |
| CSL - Carlisle Cos | 0.03% | Reduce −1.2% | 2,440 | $259.26 | $633K | −29 | $— |
| BAX - Baxter International | 0.02% | Reduce −2.1% | 11,053 | $37.74 | $417K | −235 | −$97K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| FMS - Fresenius Medical Care- | 0.43% | Exit | 0 | $23.93 | $8M | −339,637 | −$8M |
| CKX - Ckx Lands | 0.01% | Exit | 0 | $10.00 | $106K | −10,600 | −$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