Tweedy Browne

Tweedy Browne

Tweedy Browne is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Tweedy Browne portfolio page tracks Tweedy Browne holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Tweedy Browne owns and how disclosed positions change over time. Tweedy Browne's public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include CNH Industrial N.V. Common Shares (CNHI), Ionis Pharmaceuticals, Inc. (IONS), Jazz Pharmaceuticals plc (JAZZ), Wells Fargo & Co (WFC), and Autoliv, Inc. (ALV). Investors use Tweedy Browne 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Latest Holdings

HoldingReported ValueWeightSharesCurrent PriceEst. ValueReturn
CNH Industrial N.V. Common SharesCNHI · Q1 2026$222M18%20M$11.45$231M+4.09%
Ionis Pharmaceuticals, Inc.IONS · Q1 2026$171M14%2.3M$76.49$174M+1.86%
COCA COLA FEMSA SAB DE CVKOF · Q1 2026$114M9.1%1.2M$109.90$129M+12.7%
Berkshire Hathaway Inc.BRK-A · Q1 2026$103M8.2%144$746,597.94$108M+3.96%
Alphabet IncGOOGL · Q1 2026$57M4.5%198k$337.39$67M+17.3%
Johnson & JohnsonJNJ · Q1 2026$54M4.3%219k$232.16$51M-5.02%
Berkshire Hathaway Inc.BRK-B · Q1 2026$47M3.7%97k$498.66$49M+4.06%
Wells Fargo & CoWFC · Q1 2026$41M3.3%516k$83.82$43M+5.28%
Autoliv, Inc.ALV · Q1 2026$40M3.2%384k$125.79$48M+19.6%
Envista Holdings Corporation Common StockNVST · Q1 2026$36M2.9%1.4M$23.31$33M-8.12%
FedEx CorporationFDX · Q1 2026$26M2.1%74k$316.83$23M-11.0%
Truist Financial CorpTFC · Q1 2026$26M2.0%557k$48.83$27M+6.22%
UniFirst CorporationUNF · Q1 2026$26M2.0%102k$265.55$27M+5.55%
U-Haul Holding CompanyUHALB · Q1 2026$21M1.6%463k$53.06$25M+18.8%
American Express CoAXP · Q1 2026$19M1.5%63k$340.36$21M+12.5%
AutoZone IncAZO · Q1 2026$19M1.5%5.5k$3,074.04$17M-8.99%
Vertex Pharmaceuticals IncVRTX · Q1 2026$18M1.4%40k$442.96$18M-0.80%
Sealed Air CorpSEE · Q1 2026$18M1.4%510k$42.15$21M+19.2%
Bank of America CorpBAC · Q1 2026$18M1.4%365k$57.88$21M+18.7%
The Bank of New York Mellon CorpBK · Q1 2026$13M1.0%109k$140.01$15M+18.0%
Jazz Pharmaceuticals plcJAZZ · Q1 2026$11M0.9%60k$237.56$14M+25.7%
Novartis AG Common StockNVS · Q1 2026$11M0.9%71k$146.42$10M-4.14%
TotalEnergies SETOTB.DE · Q1 2026$11M0.8%118k------
U.S. BancorpUSB · Q1 2026$9.6M0.8%184k$55.35$10M+6.42%
Diageo PLCDEO · Q1 2026$9.4M0.7%126k$83.51$11M+12.2%
Union Pacific CorpUNP · Q1 2026$4.7M0.4%19k$268.67$5.2M+10.7%
GSK plc American Depositary SharesGSK · Q1 2026$4.5M0.4%82k$50.64$4.1M-8.24%
StoneX Group Inc.SNEX · Q1 2026$4.4M0.3%54k$135.73$7.3M+68.3%
Cisco Systems IncCSCO · Q1 2026$4.3M0.3%55k$121.83$6.7M+57.0%
ConocoPhillips Common StockCOP · Q1 2026$4.1M0.3%31k$118.89$3.7M-9.93%
3.7959E+1063.7959E+106 · Q1 2026$3.9M0.3%28k------
48268K10148268K101 · Q1 2026$3.6M0.3%167k------
904767803904767803 · Q1 2026$2.9M0.2%52k------
Y2990R101Y2990R101 · Q1 2026$2.9M0.2%377k------
The Progressive CorpPGR · Q1 2026$2.7M0.2%14k$215.69$3.0M+8.80%
G65431127G65431127 · Q1 2026$2.7M0.2%54k------
G89479102G89479102 · Q1 2026$2.6M0.2%93k------
Nutrien LtdNTR · Q1 2026$2.6M0.2%34k$68.73$2.3M-8.66%
Resideo Technologies, Inc.REZI · Q1 2026$2.5M0.2%74k$30.06$2.2M-10.8%
Bread Financial Holdings, Inc.BFH · Q1 2026$2.3M0.2%31k$89.92$2.8M+20.1%
Phillips 66PSX · Q1 2026$2.3M0.2%12k$183.42$2.3M+0.68%
Zions Bancorporation National AssociationZION · Q1 2026$2.2M0.2%38k$62.32$2.4M+8.16%
Tidewater Inc.TDW · Q1 2026$2.2M0.2%26k$75.09$1.9M-10.1%
4.0416E+1074.0416E+107 · Q1 2026$2.1M0.2%11k------
Alliance Resource Partners LPARLP · Q1 2026$2.0M0.2%72k$24.24$1.8M-12.3%
The PNC Financial Services Group IncPNC · Q1 2026$2.0M0.2%9.4k$232.64$2.2M+11.8%
Enterprise Products Partners LPEPD · Q1 2026$2.0M0.2%52k$37.52$1.9M-0.85%
10841021084102 · Q1 2026$1.9M0.2%17k------
HF Sinclair Corporation Common StockDINO · Q1 2026$1.9M0.1%30k$68.08$2.0M+9.12%
Allison Transmission Holdings, Inc.ALSN · Q1 2026$1.8M0.1%16k$113.86$1.8M-2.73%
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