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 | 18.58% | Reduce −13.5% | 564 | $691,180 | $390M | −88 | −$9M |
| GOOGL - Alphabet · CL A | 13.45% | Reduce −12.5% | 1,701,654 | $165.85 | $282M | −242,933 | −$72M |
| FMC — | 9.83% | Reduce −1.1% | 3,125,442 | $65.94 | $206M | −33,614 | +$24M |
| JNJ - Johnson & Johnson | 8.70% | Reduce −0.4% | 1,126,182 | $162.06 | $183M | −4,280 | +$17M |
| CNH - Cnh Industrials | 8.11% | Reduce −0.2% | 15,334,473 | $11.10 | $170M | −27,570 | +$15M |
| IONS - Ionis Pharmaceuticals | 6.60% | Hold | 3,454,676 | $40.06 | $138M | — | — |
| KOF — | 5.86% | Reduce −0.3% | 1,385,475 | $88.72 | $123M | −4,252 | +$4M |
| BRK.B - Berkshire Hathaway · CL B | 3.09% | Reduce −6.0% | 140,855 | $460.26 | $65M | −9,028 | +$4M |
| WFC - Wells Fargo & | 2.30% | Reduce −1.9% | 854,276 | $56.49 | $48M | −16,668 | −$3M |
| ALV - Autoliv | 2.10% | Reduce −0.1% | 471,284 | $93.37 | $44M | −675 | −$6M |
| UHAL.B — | 2.05% | Reduce −0.6% | 598,368 | $72.00 | $43M | −3,562 | +$7M |
| FDX - Fedex | 2.05% | Reduce −2.3% | 157,226 | $273.68 | $43M | −3,731 | −$5M |
| NVST - Envista | 1.78% | Reduce −0.8% | 1,887,420 | $19.76 | $37M | −14,747 | +$6M |
| AZO - Autozone | 1.66% | Reduce −9.1% | 11,024 | $3,150 | $35M | −1,102 | −$1M |
| TFC - Truist Financial | 1.55% | Reduce −2.4% | 760,929 | $42.77 | $33M | −18,795 | +$2M |
| Sealed Air | 1.33% | Reduce −14.2% | 766,121 | $36.30 | $28M | −127,259 | −$3M |
| AXP - American Express | 1.29% | Reduce −3.9% | 100,037 | $271.20 | $27M | −4,051 | +$3M |
| VRTX - Vertex Pharmaceuticals | 1.19% | Reduce −1.4% | 53,600 | $465.08 | $25M | −746 | −$545K |
| BAC - Bank of America | 0.96% | Reduce −1.6% | 506,461 | $39.68 | $20M | −8,205 | −$372K |
| DEO - Diageo P L C - | 0.93% | Reduce −1.4% | 139,325 | $140.34 | $20M | −1,979 | +$2M |
| BK - Bank Of New York Mellon | 0.90% | Reduce −6.1% | 263,670 | $71.86 | $19M | −16,981 | +$2M |
| USB - US Bancorp | 0.54% | Reduce −2.5% | 247,567 | $45.73 | $11M | −6,240 | +$1M |
| CSCO - Cisco Systems | 0.53% | Reduce −8.8% | 210,529 | $53.22 | $11M | −20,331 | +$236K |
| UNP - Union Pacific | 0.50% | Reduce −1.1% | 42,889 | $246.48 | $11M | −480 | +$759K |
| AIG - American International | 0.47% | Reduce −2.6% | 85,347 | $115.02 | $10M | −2,259 | +$490K |
| TTE - Totalenergies Se | 0.45% | Reduce −2.7% | 144,828 | $64.62 | $9M | −4,059 | −$569K |
| GOOG - Alphabet · CL C | 0.43% | Reduce −63.1% | 54,575 | $167.19 | $9M | −93,398 | −$18M |
| KVUE - Kenvue | 0.42% | Reduce −1.9% | 383,206 | $23.13 | $9M | −7,537 | +$2M |
| CNXC - Concentrix | 0.40% | Reduce −1.3% | 164,205 | $51.25 | $8M | −2,118 | −$2M |
| PGR - Progressive | 0.25% | Reduce −6.4% | 20,891 | $253.76 | $5M | −1,439 | +$663K |
| ATMU — | 0.24% | Reduce −0.4% | 131,732 | $37.53 | $5M | −463 | +$1M |
| UL - Unilever Sponsored | 0.22% | Reduce −28.1% | 70,274 | $64.96 | $5M | −27,419 | −$807K |
| GSK — | 0.21% | Reduce −1.7% | 108,035 | $40.88 | $4M | −1,820 | +$187K |
| PSX - Phillips 66 | 0.19% | Hold | 30,228 | $131.45 | $4M | — | — |
| EPD - Enterprise Products | 0.19% | Hold | 136,295 | $29.11 | $4M | — | — |
| GL - Globe Life | 0.18% | New | 35,502 | $105.91 | $4M | +35,502 | +$4M |
| COP - Conocophillips | 0.13% | Reduce −1.2% | 26,718 | $105.28 | $3M | −320 | −$280K |
| CMCSA - Comcast · CLASS A | 0.07% | Reduce −5.7% | 35,481 | $41.77 | $1M | −2,160 | +$8K |
| BABA - Alibaba | 0.07% | Reduce −5.4% | 12,940 | $106.12 | $1M | −735 | +$389K |
| EMR - Emerson Electric | 0.06% | Hold | 11,954 | $109.37 | $1M | — | — |
| VZ - Verizon Communications | 0.06% | Reduce −6.3% | 27,004 | $44.91 | $1M | −1,810 | +$24K |
| HLN - Haleon | 0.05% | Reduce −2.1% | 93,584 | $10.58 | $990K | −2,025 | +$200K |
| BAX - Baxter International | 0.02% | Hold | 9,861 | $37.97 | $374K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| National Western Life Group | 1.00% | Exit | 0 | $496.94 | $22M | −43,677 | −$22M |
| BIDU - Baidu - Spon | 0.07% | Exit | 0 | $86.46 | $2M | −17,454 | −$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