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 | 19.72% | Hold | 662 | $634,440 | $420M | — | — |
| GOOGL - Alphabet · CL A | 14.20% | Reduce −0.2% | 2,003,632 | $150.93 | $302M | −3,620 | +$22M |
| JNJ - Johnson & Johnson | 8.42% | Reduce −0.1% | 1,133,725 | $158.19 | $179M | −1,393 | +$1M |
| FMC — | 7.50% | Reduce −15.4% | 2,507,099 | $63.70 | $160M | −454,758 | −$27M |
| IONS - Ionis Pharmaceuticals | 7.03% | Hold | 3,454,676 | $43.35 | $150M | — | — |
| KOF — | 6.72% | Reduce −6.6% | 1,472,664 | $97.20 | $143M | −104,895 | −$6M |
| ALV - Autoliv | 5.44% | Reduce −5.0% | 962,767 | $120.43 | $116M | −50,250 | +$4M |
| BRK.B - Berkshire Hathaway · CL B | 3.18% | Reduce −0.7% | 161,278 | $420.52 | $68M | −1,082 | +$10M |
| GOOG - Alphabet · CL C | 2.96% | Reduce −7.6% | 413,476 | $152.26 | $63M | −34,235 | −$140K |
| WFC - Wells Fargo & | 2.43% | Reduce −0.9% | 892,334 | $57.96 | $52M | −8,134 | +$7M |
| FDX - Fedex | 2.21% | Reduce −0.1% | 162,517 | $289.74 | $47M | −115 | +$6M |
| UHAL.B — | 1.90% | Reduce 0.0% | 607,080 | $66.68 | $40M | −280 | −$2M |
| AZO - Autozone | 1.81% | Reduce −0.1% | 12,225 | $3,152 | $39M | −13 | +$7M |
| Sealed Air | 1.58% | Reduce −0.1% | 904,455 | $37.20 | $34M | −1,065 | +$576K |
| TFC - Truist Financial | 1.46% | Add +0.1% | 796,679 | $38.98 | $31M | +470 | +$2M |
| VRTX - Vertex Pharmaceuticals | 1.31% | Reduce −0.1% | 66,699 | $418.01 | $28M | −65 | +$715K |
| AXP - American Express | 1.17% | Reduce −0.6% | 109,209 | $227.69 | $25M | −687 | +$4M |
| National Western Life Group | 1.01% | Reduce −0.1% | 43,882 | $491.96 | $22M | −25 | +$380K |
| DEO - Diageo P L C - | 1.00% | Reduce −0.2% | 142,743 | $148.74 | $21M | −317 | +$393K |
| NVST - Envista | 0.99% | New | 984,719 | $21.38 | $21M | +984,719 | +$21M |
| BAC - Bank of America | 0.93% | Add +0.6% | 521,151 | $37.92 | $20M | +3,125 | +$2M |
| BK - Bank Of New York Mellon | 0.88% | Reduce −7.4% | 326,643 | $57.62 | $19M | −26,280 | +$452K |
| CNH - Cnh Industrials | 0.66% | Add +32.0% | 1,081,542 | $12.96 | $14M | +262,471 | +$4M |
| CSCO - Cisco Systems | 0.57% | Reduce −0.9% | 242,254 | $49.91 | $12M | −2,160 | −$257K |
| USB - US Bancorp | 0.56% | Reduce −1.4% | 268,656 | $44.70 | $12M | −3,687 | +$222K |
| CNXC - Concentrix | 0.54% | Add +21.6% | 173,338 | $66.22 | $11M | +30,798 | −$3M |
| UNP - Union Pacific | 0.51% | Reduce −0.1% | 44,463 | $245.93 | $11M | −50 | +$2K |
| TTE - Totalenergies Se | 0.51% | New | 157,657 | $68.83 | $11M | +157,657 | +$11M |
| KVUE - Kenvue | 0.41% | Reduce −3.3% | 409,953 | $21.46 | $9M | −13,846 | −$327K |
| AIG - American International | 0.41% | Reduce −1.3% | 89,446 | $96.73 | $9M | −1,173 | −$498K |
| UL - Unilever Sponsored | 0.25% | Reduce −13.1% | 106,002 | $50.19 | $5M | −16,015 | −$595K |
| GSK — | 0.25% | Reduce −1.1% | 123,044 | $42.87 | $5M | −1,356 | +$665K |
| PSX - Phillips 66 | 0.24% | Reduce −0.2% | 31,309 | $163.34 | $5M | −53 | +$938K |
| PGR - Progressive | 0.24% | Reduce −4.8% | 24,245 | $206.82 | $5M | −1,225 | +$957K |
| ATMU — | 0.20% | Hold | 132,195 | $32.25 | $4M | — | — |
| EPD - Enterprise Products | 0.19% | Hold | 136,295 | $29.18 | $4M | — | — |
| COP - Conocophillips | 0.16% | Reduce −0.2% | 27,601 | $127.28 | $4M | −51 | +$303K |
| BIDU - Baidu - Spon | 0.10% | Reduce −4.5% | 19,286 | $105.28 | $2M | −918 | −$376K |
| CMCSA - Comcast · CLASS A | 0.08% | Reduce −3.9% | 39,881 | $43.35 | $2M | −1,603 | −$90K |
| EMR - Emerson Electric | 0.07% | Reduce −7.7% | 13,326 | $113.42 | $2M | −1,104 | +$107K |
| VZ - Verizon Communications | 0.06% | Reduce −48.0% | 32,589 | $41.96 | $1M | −30,131 | −$997K |
| BABA - Alibaba | 0.06% | Reduce −10.9% | 17,215 | $72.36 | $1M | −2,111 | −$252K |
| HLN - Haleon | 0.04% | Reduce −4.6% | 110,478 | $8.49 | $938K | −5,288 | −$15K |
| CSL - Carlisle Cos | 0.04% | Reduce −14.7% | 1,995 | $391.85 | $782K | −345 | +$51K |
| BAX - Baxter International | 0.02% | Hold | 10,731 | $42.74 | $459K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| THO - Thor Industries | 0.56% | Exit | 0 | $118.25 | $11M | −96,493 | −$11M |
| TTE - Totalenergies Se | 0.52% | Exit | 0 | $67.38 | $11M | −158,444 | −$11M |
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