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 | 17.53% | Reduce −0.7% | 662 | $542,625 | $359M | −5 | +$5M |
| GOOGL - Alphabet · CL A | 13.69% | Reduce 0.0% | 2,007,252 | $139.69 | $280M | −620 | +$18M |
| FMC — | 9.12% | Add +105.1% | 2,961,857 | $63.05 | $187M | +1,518,053 | +$90M |
| JNJ - Johnson & Johnson | 8.68% | Reduce −0.5% | 1,135,118 | $156.74 | $178M | −5,244 | +$307K |
| IONS - Ionis Pharmaceuticals | 8.53% | Reduce −1.6% | 3,454,676 | $50.59 | $175M | −55,497 | +$16M |
| KOF — | 7.29% | Reduce −0.5% | 1,577,559 | $94.64 | $149M | −8,147 | +$25M |
| ALV - Autoliv | 5.45% | Reduce −0.4% | 1,013,017 | $110.19 | $112M | −3,710 | +$14M |
| GOOG - Alphabet · CL C | 3.08% | Reduce −24.7% | 447,711 | $140.93 | $63M | −146,950 | −$15M |
| BRK.B - Berkshire Hathaway · CL B | 2.83% | Reduce −1.6% | 162,360 | $356.66 | $58M | −2,630 | +$111K |
| WFC - Wells Fargo & | 2.16% | Reduce −1.3% | 900,468 | $49.22 | $44M | −11,823 | +$7M |
| UHAL.B — | 2.09% | Add +45.1% | 607,360 | $70.44 | $43M | +188,725 | +$21M |
| FDX - Fedex | 2.01% | Reduce −0.6% | 162,632 | $252.97 | $41M | −922 | −$2M |
| Sealed Air | 1.61% | Add +11.1% | 905,520 | $36.52 | $33M | +90,615 | +$6M |
| AZO - Autozone | 1.54% | Reduce −33.2% | 12,238 | $2,586 | $32M | −6,081 | −$15M |
| TFC - Truist Financial | 1.43% | Reduce −1.9% | 796,209 | $36.92 | $29M | −15,772 | +$6M |
| VRTX - Vertex Pharmaceuticals | 1.33% | Reduce −11.0% | 66,764 | $406.89 | $27M | −8,240 | +$1M |
| National Western Life Group | 1.04% | Reduce −0.6% | 43,907 | $483.02 | $21M | −287 | +$2M |
| DEO - Diageo P L C - | 1.02% | Reduce −1.7% | 143,060 | $145.66 | $21M | −2,501 | −$877K |
| AXP - American Express | 1.00% | Reduce −3.4% | 109,896 | $187.34 | $21M | −3,823 | +$4M |
| BK - Bank Of New York Mellon | 0.90% | Reduce −17.4% | 352,923 | $52.05 | $18M | −74,559 | +$138K |
| BAC - Bank of America | 0.85% | Reduce −1.6% | 518,026 | $33.67 | $17M | −8,335 | +$3M |
| CNXC - Concentrix | 0.68% | Reduce −4.1% | 142,540 | $98.21 | $14M | −6,031 | +$2M |
| CSCO - Cisco Systems | 0.60% | Reduce −8.8% | 244,414 | $50.52 | $12M | −23,457 | −$2M |
| USB - US Bancorp | 0.58% | Reduce −4.6% | 272,343 | $43.28 | $12M | −13,270 | +$2M |
| THO - Thor Industries | 0.56% | Reduce −8.3% | 96,493 | $118.25 | $11M | −8,743 | +$1M |
| UNP - Union Pacific | 0.53% | Reduce −1.1% | 44,513 | $245.62 | $11M | −510 | +$2M |
| TTE - Totalenergies Se | 0.52% | Reduce −3.4% | 158,444 | $67.38 | $11M | −5,492 | −$104K |
| CNH - Cnh Industrials | 0.49% | Reduce −2.8% | 819,071 | $12.18 | $10M | −23,999 | −$225K |
| AIG - American International | 0.45% | Reduce −4.5% | 90,619 | $100.97 | $9M | −4,297 | −$518K |
| KVUE - Kenvue | 0.45% | Reduce −5.3% | 423,799 | $21.53 | $9M | −23,627 | +$140K |
| UL - Unilever Sponsored | 0.29% | Reduce −8.4% | 122,017 | $48.48 | $6M | −11,245 | −$668K |
| GSK — | 0.23% | Reduce −4.3% | 124,400 | $37.06 | $5M | −5,594 | −$102K |
| PSX - Phillips 66 | 0.20% | Reduce −2.0% | 31,362 | $133.14 | $4M | −644 | +$330K |
| PGR - Progressive | 0.20% | Reduce −26.3% | 25,470 | $159.28 | $4M | −9,080 | −$756K |
| EPD - Enterprise Products | 0.18% | Hold | 136,295 | $26.35 | $4M | — | — |
| COP - Conocophillips | 0.16% | Reduce −8.5% | 27,652 | $116.07 | $3M | −2,555 | −$409K |
| ATMU — | 0.15% | Hold | 132,195 | $23.49 | $3M | — | — |
| BIDU - Baidu - Spon | 0.12% | Reduce −7.1% | 20,204 | $119.09 | $2M | −1,550 | −$517K |
| VZ - Verizon Communications | 0.12% | Hold | 62,720 | $37.70 | $2M | — | — |
| CMCSA - Comcast · CLASS A | 0.09% | Reduce −15.5% | 41,484 | $43.85 | $2M | −7,610 | −$358K |
| BABA - Alibaba | 0.07% | Reduce −42.6% | 19,326 | $77.51 | $1M | −14,352 | −$1M |
| EMR - Emerson Electric | 0.07% | Reduce −8.4% | 14,430 | $97.33 | $1M | −1,330 | −$117K |
| HLN - Haleon | 0.05% | Reduce −4.1% | 115,766 | $8.23 | $953K | −4,952 | −$53K |
| CSL - Carlisle Cos | 0.04% | Reduce −4.1% | 2,340 | $312.43 | $731K | −100 | +$98K |
| BAX - Baxter International | 0.02% | Reduce −2.9% | 10,731 | $38.66 | $415K | −322 | −$2K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PARA - Paramount Global - · CLASS B | 0.20% | Exit | 0 | $12.90 | $4M | −287,668 | −$4M |
| INTC - Intel | 0.10% | Exit | 0 | $35.55 | $2M | −50,994 | −$2M |
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