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 | 13.08% | Reduce −49.5% | 285 | $680,920 | $194M | −279 | −$196M |
| CNH - Cnh Industrial | 11.18% | Reduce −4.6% | 14,634,939 | $11.33 | $166M | −699,534 | −$4M |
| JNJ - Johnson & Johnson | 10.53% | Reduce −4.1% | 1,080,471 | $144.62 | $156M | −45,711 | −$26M |
| GOOGL - Alphabet · CL A | 9.40% | Reduce −56.7% | 736,815 | $189.30 | $139M | −964,839 | −$143M |
| FMC — | 9.38% | Reduce −8.4% | 2,862,055 | $48.61 | $139M | −263,387 | −$67M |
| IONS - Ionis Pharmaceuticals | 7.66% | Reduce −6.0% | 3,248,863 | $34.96 | $114M | −205,813 | −$25M |
| KOF — | 6.98% | Reduce −4.0% | 1,329,940 | $77.89 | $104M | −55,535 | −$19M |
| WFC - Wells Fargo & | 3.21% | Reduce −20.7% | 677,364 | $70.24 | $48M | −176,912 | −$680K |
| BRK.B - Berkshire Hathaway · CL B | 3.07% | Reduce −28.7% | 100,415 | $453.28 | $46M | −40,440 | −$19M |
| ALV - Autoliv | 2.81% | Reduce −5.8% | 444,159 | $93.79 | $42M | −27,125 | −$2M |
| FDX - Fedex | 2.25% | Reduce −24.4% | 118,859 | $281.33 | $33M | −38,367 | −$10M |
| UHAL.B — | 2.11% | Reduce −18.2% | 489,431 | $64.05 | $31M | −108,937 | −$12M |
| NVST - Envista | 1.99% | Reduce −19.0% | 1,528,831 | $19.29 | $29M | −358,589 | −$8M |
| TFC - Truist Financial | 1.86% | Reduce −16.3% | 636,823 | $43.38 | $28M | −124,106 | −$5M |
| AXP - American Express | 1.79% | Reduce −10.5% | 89,548 | $296.79 | $27M | −10,489 | −$553K |
| AZO - Autozone | 1.66% | Reduce −30.2% | 7,696 | $3,202 | $25M | −3,328 | −$10M |
| Sealed Air | 1.29% | Reduce −26.3% | 564,481 | $33.83 | $19M | −201,640 | −$9M |
| BAC - Bank of America | 1.27% | Reduce −15.1% | 429,853 | $43.95 | $19M | −76,608 | −$1M |
| DEO - Diageo P L C - | 1.19% | Reduce −0.6% | 138,420 | $127.13 | $18M | −905 | −$2M |
| VRTX - Vertex Pharmaceuticals | 1.10% | Reduce −24.2% | 40,631 | $402.70 | $16M | −12,969 | −$9M |
| BK - Bank Of New York Mellon | 0.81% | Reduce −40.5% | 156,883 | $76.83 | $12M | −106,787 | −$7M |
| USB - US Bancorp | 0.75% | Reduce −6.6% | 231,179 | $47.83 | $11M | −16,388 | −$264K |
| AIG - American International | 0.55% | Reduce −2.6% | 83,141 | $97.31 | $8M | −2,206 | −$2M |
| TTE - Totalenergies Se | 0.52% | Reduce −1.8% | 142,229 | $54.50 | $8M | −2,599 | −$2M |
| KVUE - Kenvue | 0.51% | Reduce −6.9% | 356,796 | $21.35 | $8M | −26,410 | −$1M |
| ATMU — | 0.35% | Hold | 131,732 | $39.18 | $5M | — | — |
| UNP - Union Pacific | 0.34% | Reduce −48.8% | 21,965 | $228.04 | $5M | −20,924 | −$6M |
| EPD - Enterprise Products | 0.29% | Hold | 136,295 | $31.36 | $4M | — | — |
| UL - Unilever Sponsored | 0.26% | Reduce −2.1% | 68,803 | $56.70 | $4M | −1,471 | −$664K |
| GL - Globe Life | 0.25% | Reduce −6.4% | 33,234 | $111.52 | $4M | −2,268 | −$54K |
| CSCO - Cisco Systems | 0.24% | Reduce −71.5% | 59,943 | $59.20 | $4M | −150,586 | −$8M |
| PGR - Progressive | 0.24% | Reduce −30.2% | 14,586 | $239.61 | $3M | −6,305 | −$2M |
| GSK — | 0.21% | Reduce −13.2% | 93,816 | $33.82 | $3M | −14,219 | −$1M |
| GOOG - Alphabet · CL C | 0.19% | Reduce −73.1% | 14,665 | $190.44 | $3M | −39,910 | −$6M |
| COP - Conocophillips | 0.16% | Reduce −10.1% | 24,007 | $99.17 | $2M | −2,711 | −$432K |
| PSX - Phillips 66 | 0.10% | Reduce −55.4% | 13,471 | $113.93 | $2M | −16,757 | −$2M |
| EMR - Emerson Electric | 0.09% | Reduce −11.3% | 10,608 | $123.93 | $1M | −1,346 | +$7K |
| CMCSA - Comcast · CLASS A | 0.09% | Reduce −2.5% | 34,578 | $37.53 | $1M | −903 | −$184K |
| CNXC - Concentrix | 0.08% | Reduce −82.8% | 28,207 | $43.27 | $1M | −135,998 | −$7M |
| VZ - Verizon Communications | 0.06% | Reduce −11.0% | 24,034 | $39.99 | $961K | −2,970 | −$252K |
| HLN - Haleon | 0.05% | Reduce −8.6% | 85,509 | $9.54 | $816K | −8,075 | −$174K |
| BABA - Alibaba | 0.03% | Reduce −64.1% | 4,645 | $84.79 | $394K | −8,295 | −$979K |
| BAX - Baxter International | 0.02% | Hold | 9,861 | $29.16 | $288K | — | — |
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