Tweedy Browne portfolio: what Tweedy, Browne Company holds
One of the oldest value investment firms, associated with Benjamin Graham and Warren Buffett.
Stock portfolio value
$1.3B
Stock positions
91
Report date
30 June 2026
Filed
7 August 2026
Largest positions
| # | Company | Weight | Value | Last quarter |
|---|---|---|---|---|
| 1 | Cnh Industrial Nv | 17.1% | $225.9M | — |
| 2 | Ionis Pharmaceuticals IncIONS | 13.7% | $180.8M | — |
| 3 | Coca Cola FemsaKOF | 9.3% | $123.3M | Trimmed -1% |
| 4 | Berkshire Hathaway IncBRK.B | 8.2% | $107.8M | — |
| 5 | Johnson & JohnsonJNJ | 3.9% | $51.2M | Trimmed -8% |
| 6 | Alphabet Inc-Cl AGOOGL | 3.8% | $50.5M | Trimmed -29% |
| 7 | Berkshire Hathaway Inc Del Cl BBRK.B | 3.7% | $48.9M | — |
| 8 | Autoliv IncALV | 3.4% | $44.5M | — |
| 9 | Wells Fargo & CoWFC | 3.1% | $41.1M | Trimmed -4% |
| 10 | Zoetis, IncZTS | 3% | $40.0M | New |
| 11 | Envista Holdings CorpNVST | 2.9% | $37.8M | — |
| 12 | Truist Financial CorpTFC | 2.1% | $27.2M | Trimmed -2% |
| 13 | Unifirst CorpUNF | 2% | $26.9M | — |
| 14 | U-Haul Holding Co - Non VotingUHAL.B | 2% | $26.7M | — |
| 15 | American Express CoAXP | 1.6% | $21.2M | — |
| 16 | Bank Of America Corp ComBAC | 1.6% | $20.8M | — |
| 17 | Vertex PharmaceuticalsVRTX | 1.5% | $19.9M | Trimmed -1% |
| 18 | Autozone, IncAZO | 1.3% | $17.7M | — |
| 19 | Bank Of New York Mellon CorpBNY | 1.1% | $14.8M | Trimmed -6% |
| 20 | Jazz Pharmaceuticals Plc | 1.1% | $14.5M | — |
New positions last quarter
- Zoetis, Inc$40.0M
- Diageo P L C - Adr$10.1M
- Disney Walt Company Holding Co$4.3M
- Bank Of Nova Scotia$3.7M
- Cisco Systems Inc$3.5M
- Evertec Inc$2.5M
- Lululemon Athletica Inc$2.1M
- Thor Industries Inc$2.0M
- Conagra Brands Inc$2.0M
Positions sold
- Sealed Air Corporation$18.0M
- Diageo P L C - Adr$9.4M
- Stonex Group, Inc$4.4M
- Cisco Systems Inc$4.3M
- Noble Corp Plc$2.7M
- Torm Plc-A$2.6M
- Bread Financial Holdings, Inc$2.3M
- Zions Bancorporation N.A.$2.2M
- Hci Group Inc$2.1M
- Enterprise Products Partners$2.0M
Source: SEC filing. Values count stock positions only; options are left out of the totals and tables.
How to use this page
A 13F filing shows what a manager held on the last day of a quarter, published up to 45 days later. It is a snapshot, not a trading signal: the manager may already have bought or sold since. Learn more in How to read 13F filings.
For information only, not investment advice. 13F filings are delayed by up to 45 days and do not show cash, bonds, short positions or non-US stocks.