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 | 18.36% | Reduce −1.5% | 652 | $612,241 | $399M | −10 | −$21M |
| GOOGL - Alphabet · CL A | 16.29% | Reduce −2.9% | 1,944,587 | $182.15 | $354M | −59,045 | +$52M |
| FMC — | 8.36% | Add +26.0% | 3,159,056 | $57.55 | $182M | +651,957 | +$22M |
| JNJ - Johnson & Johnson | 7.60% | Reduce −0.3% | 1,130,462 | $146.16 | $165M | −3,263 | −$14M |
| IONS - Ionis Pharmaceuticals | 7.57% | Hold | 3,454,676 | $47.66 | $165M | — | — |
| CNH - Cnh Industrials | 7.16% | Add +1320.4% | 15,362,043 | $10.13 | $156M | +14,280,501 | +$142M |
| KOF — | 5.49% | Reduce −5.6% | 1,389,727 | $85.84 | $119M | −82,937 | −$24M |
| BRK.B - Berkshire Hathaway · CL B | 2.80% | Reduce −7.1% | 149,883 | $406.80 | $61M | −11,395 | −$7M |
| WFC - Wells Fargo & | 2.38% | Reduce −2.4% | 870,944 | $59.39 | $52M | −21,390 | +$6K |
| ALV - Autoliv | 2.32% | Reduce −51.0% | 471,959 | $106.99 | $50M | −490,808 | −$65M |
| FDX - Fedex | 2.22% | Reduce −1.0% | 160,957 | $299.84 | $48M | −1,560 | +$1M |
| UHAL.B — | 1.66% | Reduce −0.8% | 601,930 | $60.02 | $36M | −5,150 | −$4M |
| AZO - Autozone | 1.65% | Reduce −0.8% | 12,126 | $2,964 | $36M | −99 | −$3M |
| NVST - Envista | 1.45% | Add +93.2% | 1,902,167 | $16.63 | $32M | +917,448 | +$11M |
| Sealed Air | 1.43% | Reduce −1.2% | 893,380 | $34.79 | $31M | −11,075 | −$3M |
| TFC - Truist Financial | 1.39% | Reduce −2.1% | 779,724 | $38.85 | $30M | −16,955 | −$762K |
| GOOG - Alphabet · CL C | 1.25% | Reduce −64.2% | 147,973 | $183.42 | $27M | −265,503 | −$36M |
| VRTX - Vertex Pharmaceuticals | 1.17% | Reduce −18.5% | 54,346 | $468.72 | $25M | −12,353 | −$2M |
| AXP - American Express | 1.11% | Reduce −4.7% | 104,088 | $231.55 | $24M | −5,121 | −$764K |
| National Western Life Group | 1.00% | Reduce −0.5% | 43,677 | $496.94 | $22M | −205 | +$117K |
| BAC - Bank of America | 0.94% | Reduce −1.2% | 514,666 | $39.77 | $20M | −6,485 | +$706K |
| DEO - Diageo P L C - | 0.82% | Reduce −1.0% | 141,304 | $126.08 | $18M | −1,439 | −$3M |
| BK - Bank Of New York Mellon | 0.77% | Reduce −14.1% | 280,651 | $59.89 | $17M | −45,992 | −$2M |
| CSCO - Cisco Systems | 0.50% | Reduce −4.7% | 230,860 | $47.51 | $11M | −11,394 | −$1M |
| CNXC - Concentrix | 0.48% | Reduce −4.0% | 166,323 | $63.28 | $11M | −7,015 | −$954K |
| USB - US Bancorp | 0.46% | Reduce −5.5% | 253,807 | $39.70 | $10M | −14,849 | −$2M |
| TTE - Totalenergies Se | 0.46% | Reduce −5.6% | 148,887 | $66.68 | $10M | −8,770 | −$924K |
| UNP - Union Pacific | 0.45% | Reduce −2.5% | 43,369 | $226.26 | $10M | −1,094 | −$1M |
| AIG - American International | 0.43% | Reduce −2.1% | 87,606 | $106.46 | $9M | −1,840 | +$674K |
| KVUE - Kenvue | 0.33% | Reduce −4.7% | 390,743 | $18.18 | $7M | −19,210 | −$2M |
| UL - Unilever Sponsored | 0.25% | Reduce −7.8% | 97,693 | $54.99 | $5M | −8,309 | +$52K |
| PGR - Progressive | 0.21% | Reduce −7.9% | 22,330 | $207.71 | $5M | −1,915 | −$376K |
| PSX - Phillips 66 | 0.20% | Reduce −3.5% | 30,228 | $141.17 | $4M | −1,081 | −$847K |
| GSK — | 0.19% | Reduce −10.7% | 109,855 | $38.50 | $4M | −13,189 | −$1M |
| EPD - Enterprise Products | 0.18% | Hold | 136,295 | $28.98 | $4M | — | — |
| ATMU — | 0.17% | Hold | 132,195 | $28.78 | $4M | — | — |
| COP - Conocophillips | 0.14% | Reduce −2.0% | 27,038 | $114.38 | $3M | −563 | −$420K |
| BIDU - Baidu - Spon | 0.07% | Reduce −9.5% | 17,454 | $86.48 | $2M | −1,832 | −$521K |
| CMCSA - Comcast · CLASS A | 0.07% | Reduce −5.6% | 37,641 | $39.16 | $1M | −2,240 | −$255K |
| EMR - Emerson Electric | 0.06% | Reduce −10.3% | 11,954 | $110.16 | $1M | −1,372 | −$195K |
| VZ - Verizon Communications | 0.05% | Reduce −11.6% | 28,814 | $41.24 | $1M | −3,775 | −$179K |
| BABA - Alibaba | 0.05% | Reduce −20.6% | 13,675 | $72.00 | $985K | −3,540 | −$261K |
| HLN - Haleon | 0.04% | Reduce −13.5% | 95,609 | $8.26 | $790K | −14,869 | −$148K |
| BAX - Baxter International | 0.02% | Reduce −8.1% | 9,861 | $33.45 | $330K | −870 | −$129K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CSL - Carlisle Cos | 0.04% | Exit | 0 | $391.98 | $782K | −1,995 | −$782K |
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