Institutions / Tweedy, Browne Co LLC
Tweedy, Browne Co LLC
CIK 732905 · Institution · as of Jun 30, 2026
Portfolio value
$1.32B
Positions
91
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$1.32B+6.6%Positions
91-5.2%Top holdings
Jun 30, 2026View all 91 →
| Company | Value | % of portfolio |
|---|---|---|
| CNH Industrial N.V. | $225.90M | 17.1% |
| Ionis Pharmaceuticals Inc | $180.81M | 13.7% |
| Coca Cola Femsa Sab de CvKOF | $123.31M | 9.3% |
| Berkshire Hathaway Inc | $107.83M | 8.2% |
| Johnson & Johnson | $51.21M | 3.9% |
| Alphabet Inc. | $50.49M | 3.8% |
| Warren E. Buffett | $48.85M | 3.7% |
| Autoliv IncALV | $44.53M | 3.4% |
| Wells Fargo & COMPANY/MN | $41.07M | 3.1% |
| Zoetis Inc. | $39.96M | 3.0% |
| Envista Holdings Corp | $37.82M | 2.9% |
| Truist Financial Corp | $27.21M | 2.1% |
| Unifirst Corp | $26.86M | 2.0% |
| U-Haul Holding Co | $26.71M | 2.0% |
| American Express Co | $21.21M | 1.6% |
| Bank of America Corp /De | $20.78M | 1.6% |
| Vertex Pharmaceuticals Inc / Ma | $19.93M | 1.5% |
| Autozone Inc | $17.67M | 1.3% |
| Bank of New York Mellon Corp/The | $14.79M | 1.1% |
| Jazz Pharmaceuticals PLC | $14.49M | 1.1% |
| Novartis AG American Depository Shares | $11.15M | 0.8% |
| US Bancorp \De | $10.99M | 0.8% |
| Diageo P L C - Adr | $10.14M | 0.8% |
| TotalEnergies SE | $9.11M | 0.7% |
| Union Pacific Corp | $5.22M | 0.4% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | Zoetis Inc. | $39.96M | +556K | 556,056 3.03% of portfolio | medium |
| Q2 2026 as of | Trim | FedEx Corp | $-31.93M | -102K -90.44% | 10,774 0.26% of portfolio | medium |
| Q2 2026 as of | Trim | Alphabet Inc. | $-20.83M | -58K -29.20% | 141,282 3.83% of portfolio | medium |
| Q2 2026 as of | Exit | Sealed Air Corp | $-18.01M | -510K -100.00% | — | medium |
| Q2 2026 as of | Trim | Ionis Pharmaceuticals Inc | $-14.64M | -185K -7.49% | 2,280,311 13.70% of portfolio | medium |
| Q2 2026 as of | New | Jazz Pharmaceuticals PLC | $14.49M | +60K | 60,149 1.10% of portfolio | medium |
| Q2 2026 as of | Exit | 25243q205 | $-11.20M | -130K -100.00% | — | medium |
| Q2 2026 as of | New | 25243Q205 | $10.14M | +126K | 126,176 0.77% of portfolio | medium |
| Q2 2026 as of | Trim | Johnson & Johnson | $-8.74M | -34K -14.58% | 201,644 3.88% of portfolio | medium |
| Q2 2026 as of | Trim | Wells Fargo & COMPANY/MN | $-5.15M | -62K -11.15% | 497,011 3.11% of portfolio | medium |