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
| CNH - Cnh Industrial | 14.51% | Reduce −8.9% | 13,335,317 | $12.28 | $164M | −1,299,622 | −$2M |
| BRK.A - Berkshire Hathaway | 11.82% | Reduce −41.4% | 167 | $798,442 | $133M | −118 | −$61M |
| KOF — | 10.40% | Reduce −3.4% | 1,285,257 | $91.29 | $117M | −44,683 | +$14M |
| GOOGL - Alphabet · CL A | 9.22% | Reduce −8.7% | 672,947 | $154.64 | $104M | −63,868 | −$35M |
| IONS - Ionis Pharmaceuticals | 7.98% | Reduce −8.2% | 2,983,518 | $30.17 | $90M | −265,345 | −$24M |
| JNJ - Johnson & Johnson | 6.44% | Reduce −59.4% | 438,271 | $165.84 | $73M | −642,200 | −$84M |
| BRK.B - Berkshire Hathaway · CL B | 4.25% | Reduce −10.4% | 89,970 | $532.58 | $48M | −10,445 | +$2M |
| WFC - Wells Fargo & | 4.10% | Reduce −4.9% | 644,280 | $71.79 | $46M | −33,084 | −$1M |
| ALV - Autoliv | 3.40% | Reduce −2.4% | 433,706 | $88.45 | $38M | −10,453 | −$3M |
| UHAL.B — | 2.52% | Reduce −1.8% | 480,424 | $59.18 | $28M | −9,007 | −$3M |
| FDX - Fedex | 2.49% | Reduce −3.1% | 115,213 | $243.78 | $28M | −3,646 | −$5M |
| NVST - Envista | 2.29% | Reduce −2.1% | 1,496,834 | $17.26 | $26M | −31,997 | −$4M |
| TFC - Truist Financial | 2.22% | Reduce −4.6% | 607,846 | $41.15 | $25M | −28,977 | −$3M |
| AZO - Autozone | 2.11% | Reduce −18.7% | 6,256 | $3,813 | $24M | −1,440 | −$790K |
| AXP - American Express | 1.71% | Reduce −19.8% | 71,820 | $269.05 | $19M | −17,728 | −$7M |
| VRTX - Vertex Pharmaceuticals | 1.65% | Reduce −5.7% | 38,316 | $484.82 | $19M | −2,315 | +$2M |
| BAC - Bank of America | 1.45% | Reduce −8.6% | 393,091 | $41.73 | $16M | −36,762 | −$2M |
| Sealed Air | 1.40% | Reduce −3.2% | 546,476 | $28.90 | $16M | −18,005 | −$3M |
| DEO - Diageo P L C - | 1.26% | Reduce −1.6% | 136,194 | $104.79 | $14M | −2,226 | −$3M |
| BK - Bank Of New York Mellon | 1.10% | Reduce −5.3% | 148,501 | $83.87 | $12M | −8,382 | +$401K |
| FMC — | 1.07% | Reduce −90.0% | 287,218 | $42.19 | $12M | −2,574,837 | −$127M |
| AIG - American International | 0.80% | Reduce −2.5% | 81,025 | $111.48 | $9M | −2,116 | +$942K |
| TTE - Totalenergies Se | 0.79% | Reduce −3.5% | 137,194 | $64.69 | $9M | −5,035 | +$1M |
| USB - US Bancorp | 0.78% | Reduce −10.0% | 208,109 | $42.22 | $9M | −23,070 | −$2M |
| UNP - Union Pacific | 0.44% | Reduce −4.1% | 21,068 | $236.24 | $5M | −897 | −$32K |
| GL - Globe Life | 0.37% | Reduce −4.8% | 31,626 | $131.72 | $4M | −1,608 | +$460K |
| UL - Unilever Sponsored | 0.35% | Reduce −3.1% | 66,675 | $59.55 | $4M | −2,128 | +$69K |
| PGR - Progressive | 0.34% | Reduce −6.0% | 13,711 | $283.01 | $4M | −875 | +$385K |
| EPD - Enterprise Products | 0.34% | Reduce −18.2% | 111,435 | $34.14 | $4M | −24,860 | −$470K |
| CSCO - Cisco Systems | 0.32% | Reduce −2.7% | 58,299 | $61.71 | $4M | −1,644 | +$49K |
| GSK — | 0.31% | Reduce −3.5% | 90,545 | $38.74 | $4M | −3,271 | +$335K |
| ATMU — | 0.29% | Reduce −32.0% | 89,586 | $36.73 | $3M | −42,146 | −$2M |
| COP - Conocophillips | 0.21% | Reduce −5.4% | 22,709 | $105.02 | $2M | −1,298 | +$4K |
| GOOG - Alphabet · CL C | 0.20% | Reduce −2.6% | 14,278 | $156.23 | $2M | −387 | −$562K |
| PSX - Phillips 66 | 0.14% | Reduce −2.7% | 13,101 | $123.48 | $2M | −370 | +$83K |
| CNXC - Concentrix | 0.11% | Reduce −21.8% | 22,051 | $55.64 | $1M | −6,156 | +$6K |
| CMCSA - Comcast · CLASS A | 0.11% | Reduce −6.5% | 32,326 | $36.90 | $1M | −2,252 | −$105K |
| KVUE - Kenvue | 0.10% | Reduce −86.8% | 47,098 | $23.98 | $1M | −309,698 | −$6M |
| EMR - Emerson Electric | 0.10% | Reduce −6.1% | 9,959 | $109.64 | $1M | −649 | −$223K |
| VZ - Verizon Communications | 0.10% | Hold | 24,034 | $45.36 | $1M | — | — |
| HLN - Haleon | 0.07% | Reduce −4.8% | 81,419 | $10.29 | $838K | −4,090 | +$22K |
| BABA - Alibaba | 0.05% | Hold | 4,645 | $132.23 | $614K | — | — |
| BAX - Baxter International | 0.03% | Reduce −0.3% | 9,831 | $34.23 | $337K | −30 | +$49K |
| HCI - HCI Group | 0.03% | New | 1,981 | $149.23 | $296K | +1,981 | +$296K |
| ARLP - Alliance Resource Partners | 0.02% | New | 8,755 | $27.28 | $239K | +8,755 | +$239K |
| FITB - Fifth Third Banc | 0.02% | New | 5,925 | $39.20 | $232K | +5,925 | +$232K |
| WTFC - Wintrust Financial | 0.02% | New | 2,029 | $112.46 | $228K | +2,029 | +$228K |
| Zions Bancorporation N a | 0.02% | New | 4,553 | $49.86 | $227K | +4,553 | +$227K |
| GM - General Motors | 0.02% | New | 4,826 | $47.03 | $227K | +4,826 | +$227K |
| Employers | 0.02% | New | 4,289 | $50.64 | $217K | +4,289 | +$217K |
| KT — | 0.02% | New | 12,150 | $17.71 | $215K | +12,150 | +$215K |
| OBDC - Blue Owl Capital | 0.02% | New | 13,431 | $14.66 | $197K | +13,431 | +$197K |
| Highpeak Energy | 0.01% | New | 11,363 | $12.66 | $144K | +11,363 | +$144K |
| HTLD - Heartland Express | 0.01% | New | 15,332 | $9.22 | $141K | +15,332 | +$141K |
| Prospect Capital | 0.01% | New | 30,562 | $4.10 | $125K | +30,562 | +$125K |
| Hafnia | 0.01% | New | 28,183 | $4.16 | $117K | +28,183 | +$117K |
| Profrac A | 0.01% | New | 12,519 | $7.59 | $95K | +12,519 | +$95K |
| CLF - Cleveland-Cliffs | 0.01% | New | 11,365 | $8.22 | $93K | +11,365 | +$93K |
Showing top 50 of 58 by value
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