Tweedy, Browne Co LLC

13F filer · CIK 0000732905

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$1.32BU.S. long equity reported on 13F

Positions9112 new · 15 closed

Net flow last quarter-$26MBuys minus sells

Top 10 positions weight69.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 202691 positions
CNHCNH Industrial N.V.	$226M	17.11%	1.63%	-0.2%	Q3 2018
IONSIonis Pharmaceuticals Inc	$181M	13.70%	1.38%	+0.2%	Q1 2022
KOFCoca Cola Femsa Sab de CV	$123M	9.34%	Not reported	-0.8%	Q2 2013
BRK.ABerkshire Hathaway Inc	$108M	8.17%	Not reported	Not reported	Q2 2013
JNJJohnson & Johnson	$51.2M	3.88%	0.01%	-8.1%	Q2 2013
GOOGLAlphabet Inc.	$50.5M	3.83%	0.00%	-28.8%	Q4 2015
BRK.BBerkshire Hathaway Inc	$48.9M	3.70%	Not reported	+0.2%	Q2 2013
ALVAutoliv Inc	$44.5M	3.37%	0.51%	-0.1%	Q1 2020
WFCWells Fargo & Company	$41.1M	3.11%	0.02%	-3.7%	Q2 2013
ZTSZoetis Inc.	$40M	3.03%	0.13%	New	Q2 2026
NVSTEnvista Holdings Corp	$37.8M	2.87%	0.88%	-0.1%	Q1 2024
TFCTruist Financial Corp	$27.2M	2.06%	0.04%	-2.0%	Q3 2020
UNFUnifirst Corp	$26.9M	2.03%	0.51%	-0.1%	Q2 2013
UHAL.BU-Haul Holding Co	$26.7M	2.02%	Not reported	-0.1%	Q2 2023
AXPAmerican Express Co	$21.2M	1.61%	0.01%	-0.4%	Q2 2013
BACBank of America Corp	$20.8M	1.57%	0.01%	-0.1%	Q3 2020
VRTXVertex Pharmaceuticals Inc / Ma	$19.9M	1.51%	0.02%	-0.7%	Q3 2023
AZOAutozone Inc	$17.7M	1.34%	0.03%	-0.1%	Q3 2017
BNYBank of New York Mellon Corp	$14.8M	1.12%	0.02%	-6.2%	Q2 2013
JAZZJazz Pharmaceuticals plc	$14.5M	1.10%	0.10%	-0.1%	Q1 2026
NVSNovartis AG	$11.1M	0.84%	0.00%	-0.3%	Q2 2013
USBUS Bancorp \de\	$11M	0.83%	0.01%	-1.3%	Q2 2013
DEODiageo PLC	$10.1M	0.77%	0.01%	0.0%	Q2 2013
TTETotalEnergies SE	$9.11M	0.69%	0.01%	-0.4%	Q2 2013
UNPUnion Pacific Corp	$5.22M	0.40%	0.00%	Not reported	Q2 2013
DISWalt Disney Co	$4.33M	0.33%	0.00%	New	Q2 2026
GSKGSK plc	$4.27M	0.32%	0.00%	-0.3%	Q2 2013
GLGlobe Life Inc.	$4M	0.30%	0.02%	-19.7%	Q3 2024
KTKT Corp	$3.85M	0.29%	0.09%	+33.3%	Q1 2025
BNSBank of Nova Scotia	$3.69M	0.28%	0.00%	New	Q2 2026
CSCOCisco Systems, Inc.	$3.45M	0.26%	0.00%	-46.7%	Q2 2013
FDXFedex Corp	$3.37M	0.26%	0.00%	-85.5%	Q2 2022
COPConocophillips	$3.34M	0.25%	0.00%	+4.7%	Q2 2013
PNCPNC Financial Services Group, Inc.	$3.25M	0.25%	0.00%	+40.4%	Q3 2025
PGRProgressive Corp	$3M	0.23%	0.00%	Not reported	Q1 2021
ULUnilever PLC	$2.95M	0.22%	0.00%	-5.1%	Q2 2013
GIIIG III Apparel Group Ltd	$2.89M	0.22%	0.20%	+41.6%	Q3 2025
HAFNHafnia Ltd	$2.75M	0.21%	0.08%	+9.9%	Q1 2025
ARWArrow Electronics, Inc.	$2.74M	0.21%	0.03%	+10.0%	Q2 2025
DINOHF Sinclair Corp	$2.71M	0.21%	0.02%	+31.0%	Q2 2025
ARLPAlliance Resource Partners LP	$2.68M	0.20%	0.09%	+54.3%	Q1 2025
REZIResideo Technologies, Inc.	$2.64M	0.20%	0.06%	+15.1%	Q2 2025
VSNTVersant Media Group, Inc.	$2.5M	0.19%	Not reported	+84.0%	Q1 2026
ELVElevance Health, Inc.	$2.48M	0.19%	0.00%	+33.8%	Q3 2025
EVTCEVERTEC, Inc.	$2.46M	0.19%	0.15%	New	Q2 2026
ALSNAllison Transmission Holdings Inc	$2.46M	0.19%	0.03%	+38.0%	Q3 2025
NTRNutrien Ltd.	$2.35M	0.18%	0.01%	+9.3%	Q2 2025
CROXCrocs, Inc.	$2.31M	0.18%	0.04%	+36.9%	Q2 2025
ALLYAlly Financial Inc.	$2.17M	0.16%	0.02%	+41.1%	Q1 2026
BMYBristol Myers Squibb Co	$2.16M	0.16%	0.00%	+43.6%	Q2 2025

Q1 2026Reported May 6, 202693 positions
CNHCNH Industrial N.V.	$222M	17.61%	1.63%	-0.2%	Q3 2018
IONSIonis Pharmaceuticals Inc	$171M	13.57%	1.37%	-7.7%	Q1 2022
KOFCoca Cola Femsa Sab de CV	$114M	9.07%	Not reported	-1.6%	Q2 2013
BRK.ABerkshire Hathaway Inc	$103M	8.22%	Not reported	Not reported	Q2 2013
GOOGLAlphabet Inc.	$57M	4.53%	0.00%	-0.6%	Q4 2015
JNJJohnson & Johnson	$53.7M	4.26%	0.01%	-7.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$46.7M	3.71%	Not reported	+0.3%	Q2 2013
WFCWells Fargo & Company	$41.1M	3.26%	0.02%	-7.8%	Q2 2013
ALVAutoliv Inc	$40.3M	3.20%	0.51%	-4.3%	Q1 2020
NVSTEnvista Holdings Corp	$36.5M	2.90%	0.88%	-0.5%	Q1 2024
FDXFedex Corp	$26.4M	2.09%	0.03%	-34.3%	Q2 2022
TFCTruist Financial Corp	$25.6M	2.04%	0.04%	-0.8%	Q3 2020
UNFUnifirst Corp	$25.6M	2.03%	0.51%	-0.4%	Q2 2013
UHAL.BU-Haul Holding Co	$20.7M	1.64%	Not reported	-0.6%	Q2 2023
AXPAmerican Express Co	$19.1M	1.51%	0.01%	-2.5%	Q2 2013
AZOAutozone Inc	$18.7M	1.49%	0.03%	-1.1%	Q3 2017
VRTXVertex Pharmaceuticals Inc / Ma	$18M	1.43%	0.02%	+3.2%	Q3 2023
SEESealed Air Corp	$18M	1.43%	0.35%	Not reported	Q2 2023
BACBank of America Corp	$17.8M	1.41%	0.01%	-2.5%	Q3 2020
BNYBank of New York Mellon Corp	$12.9M	1.03%	0.02%	-14.5%	Q2 2013
JAZZJazz Pharmaceuticals plc	$11.4M	0.90%	0.10%	New	Q1 2026
NVSNovartis AG	$10.9M	0.87%	0.00%	-4.8%	Q2 2013
TTETotalEnergies SE	$10.7M	0.85%	0.01%	-12.9%	Q2 2013
USBUS Bancorp \de\	$9.58M	0.76%	0.01%	-0.8%	Q2 2013
DEODiageo PLC	$9.4M	0.75%	0.01%	-2.8%	Q2 2013
UNPUnion Pacific Corp	$4.65M	0.37%	0.00%	-4.3%	Q2 2013
GSKGSK plc	$4.51M	0.36%	0.00%	-0.6%	Q2 2013
SNEXStoneX Group Inc.	$4.36M	0.35%	0.07%	+58.9%	Q3 2025
CSCOCisco Systems, Inc.	$4.28M	0.34%	0.00%	-1.6%	Q2 2013
COPConocophillips	$4.05M	0.32%	0.00%	+18.0%	Q2 2013
GLGlobe Life Inc.	$3.89M	0.31%	0.03%	Not reported	Q3 2024
KTKT Corp	$3.59M	0.28%	0.07%	+91.3%	Q1 2025
ULUnilever PLC	$2.94M	0.23%	0.00%	-6.7%	Q2 2013
HAFNHafnia Ltd	$2.86M	0.23%	0.08%	+91.9%	Q1 2025
PGRProgressive Corp	$2.72M	0.22%	0.00%	Not reported	Q1 2021
NENoble Corp plc	$2.67M	0.21%	0.03%	+57.2%	Q2 2025
TRMDTORM plc	$2.59M	0.21%	0.09%	+91.2%	Q2 2025
NTRNutrien Ltd.	$2.57M	0.20%	0.01%	+92.5%	Q2 2025
REZIResideo Technologies, Inc.	$2.48M	0.20%	0.05%	+57.7%	Q2 2025
BFHBread Financial Holdings, Inc.	$2.34M	0.19%	0.08%	+59.0%	Q2 2025
PSXPhillips 66	$2.25M	0.18%	0.00%	-1.1%	Q2 2013
ZIONZions Bancorporation, National Association	$2.18M	0.17%	0.03%	+57.2%	Q1 2025
TDWTidewater Inc	$2.17M	0.17%	0.05%	+56.5%	Q2 2025
HCIHCI Group, Inc.	$2.09M	0.17%	0.08%	Not reported	Q1 2025
ARLPAlliance Resource Partners LP	$2M	0.16%	0.06%	+55.0%	Q1 2025
PNCPNC Financial Services Group, Inc.	$1.96M	0.16%	0.00%	+55.2%	Q3 2025
EPDEnterprise Products Partners L.P.	$1.95M	0.15%	0.00%	-52.5%	Q1 2021
AGCOAgco Corp	$1.93M	0.15%	0.02%	+52.7%	Q4 2014
DINOHF Sinclair Corp	$1.85M	0.15%	0.02%	+78.1%	Q2 2025
ALSNAllison Transmission Holdings Inc	$1.85M	0.15%	0.02%	+56.8%	Q3 2025

Q4 2025Reported Feb 3, 202695 positions
IONSIonis Pharmaceuticals Inc	$195M	15.74%	1.51%	-15.0%	Q1 2022
CNHCNH Industrial N.V.	$186M	15.02%	1.62%	+52.0%	Q3 2018
KOFCoca Cola Femsa Sab de CV	$113M	9.09%	Not reported	-1.5%	Q2 2013
BRK.ABerkshire Hathaway Inc	$109M	8.78%	Not reported	Not reported	Q2 2013
GOOGLAlphabet Inc.	$62.5M	5.04%	0.00%	-14.7%	Q4 2015
WFCWells Fargo & Company	$52.1M	4.21%	0.02%	-3.8%	Q2 2013
JNJJohnson & Johnson	$48.9M	3.94%	0.01%	-2.5%	Q2 2013
BRK.BBerkshire Hathaway Inc	$48.8M	3.94%	Not reported	-2.1%	Q2 2013
ALVAutoliv Inc	$47.6M	3.84%	0.54%	-7.3%	Q1 2020
FDXFedex Corp	$32.6M	2.63%	0.05%	-0.5%	Q2 2022
NVSTEnvista Holdings Corp	$31.3M	2.53%	0.88%	-0.6%	Q1 2024
TFCTruist Financial Corp	$27.7M	2.23%	0.04%	-2.4%	Q3 2020
AXPAmerican Express Co	$23.9M	1.93%	0.01%	-2.5%	Q2 2013
UHAL.BU-Haul Holding Co	$21.8M	1.76%	Not reported	+0.4%	Q2 2023
BACBank of America Corp	$20.6M	1.66%	0.01%	-1.7%	Q3 2020
UNFUnifirst Corp	$19.7M	1.59%	0.51%	Not reported	Q2 2013
AZOAutozone Inc	$19M	1.53%	0.03%	-3.8%	Q3 2017
SEESealed Air Corp	$18M	1.45%	0.35%	Not reported	Q2 2023
VRTXVertex Pharmaceuticals Inc / Ma	$17.7M	1.43%	0.02%	+0.2%	Q3 2023
BNYBank of New York Mellon Corp	$14.8M	1.19%	0.02%	-8.4%	Q2 2013
DEODiageo PLC	$11.2M	0.90%	0.01%	+2.2%	Q2 2013
NVSNovartis AG	$10.3M	0.83%	0.00%	-1.5%	Q2 2013
USBUS Bancorp \de\	$9.91M	0.80%	0.01%	-5.3%	Q2 2013
TTETotalEnergies SE	$8.84M	0.71%	0.01%	+2.2%	Q2 2013
UNPUnion Pacific Corp	$4.64M	0.37%	0.00%	-0.4%	Q2 2013
CSCOCisco Systems, Inc.	$4.32M	0.35%	0.00%	-0.1%	Q2 2013
GSKGSK plc	$4.03M	0.33%	0.00%	Not reported	Q2 2013
GLGlobe Life Inc.	$3.89M	0.31%	0.03%	-4.5%	Q3 2024
ULUnilever PLC	$3.62M	0.29%	0.00%	-0.4%	Q2 2013
EPDEnterprise Products Partners L.P.	$3.48M	0.28%	0.01%	Not reported	Q1 2021
PGRProgressive Corp	$3.12M	0.25%	0.00%	Not reported	Q1 2021
COPConocophillips	$2.44M	0.20%	0.00%	+5.2%	Q2 2013
SNEXStoneX Group Inc.	$2.16M	0.17%	0.04%	+16.7%	Q3 2025
ATMUAtmus Filtration Technologies Inc.	$2.1M	0.17%	0.05%	-54.5%	Q3 2023
HCIHCI Group, Inc.	$2.09M	0.17%	0.08%	+16.1%	Q1 2025
GMGeneral Motors Co	$2.09M	0.17%	0.00%	+16.7%	Q1 2025
KTKT Corp	$1.66M	0.13%	0.04%	+23.8%	Q1 2025
REZIResideo Technologies, Inc.	$1.64M	0.13%	0.03%	+16.7%	Q2 2025
PSXPhillips 66	$1.61M	0.13%	0.00%	Not reported	Q2 2013
BFHBread Financial Holdings, Inc.	$1.46M	0.12%	0.04%	+16.7%	Q2 2025
ZIONZions Bancorporation, National Association	$1.41M	0.11%	0.02%	+16.7%	Q1 2025
PNCPNC Financial Services Group, Inc.	$1.27M	0.10%	0.00%	+16.6%	Q3 2025
ANAutonation, Inc.	$1.25M	0.10%	0.02%	+16.7%	Q2 2025
EMREmerson Electric Co	$1.19M	0.10%	0.00%	-2.7%	Q2 2013
AGCOAgco Corp	$1.14M	0.09%	0.02%	+16.1%	Q4 2014
GIIIG III Apparel Group Ltd	$1.12M	0.09%	0.09%	+19.9%	Q3 2025
FIBKFirst Interstate Bancsystem Inc	$1.1M	0.09%	0.03%	+16.7%	Q2 2025
ELVElevance Health, Inc.	$1.1M	0.09%	0.00%	+16.0%	Q3 2025
NTRNutrien Ltd.	$1.1M	0.09%	0.00%	+21.4%	Q2 2025
ARLPAlliance Resource Partners LP	$1.08M	0.09%	0.04%	+16.7%	Q1 2025

Q3 2025Reported Nov 20, 202597 positions
IONSIonis Pharmaceuticals Inc	$190M	16.48%	1.80%	+0.3%	Q1 2022
CNHCNH Industrial N.V.	$144M	12.52%	1.07%	-0.2%	Q3 2018
BRK.ABerkshire Hathaway Inc	$109M	9.43%	Not reported	-5.9%	Q2 2013
KOFCoca Cola Femsa Sab de CV	$100M	8.71%	Not reported	-1.0%	Q2 2013
GOOGLAlphabet Inc.	$56.9M	4.94%	0.00%	-27.2%	Q4 2015
ALVAutoliv Inc	$53.4M	4.64%	0.56%	-0.1%	Q1 2020
BRK.BBerkshire Hathaway Inc	$49.8M	4.33%	Not reported	-2.4%	Q2 2013
WFCWells Fargo & Company	$48.7M	4.23%	0.02%	-2.9%	Q2 2013
JNJJohnson & Johnson	$44.9M	3.90%	0.01%	-1.1%	Q2 2013
NVSTEnvista Holdings Corp	$29.6M	2.57%	0.88%	-0.6%	Q1 2024
FDXFedex Corp	$26.7M	2.32%	0.05%	-0.7%	Q2 2022
TFCTruist Financial Corp	$26.3M	2.29%	0.05%	-0.8%	Q3 2020
AZOAutozone Inc	$25M	2.17%	0.03%	-3.9%	Q3 2017
UHAL.BU-Haul Holding Co	$23.6M	2.05%	Not reported	-2.3%	Q2 2023
AXPAmerican Express Co	$22M	1.91%	0.01%	-2.7%	Q2 2013
BACBank of America Corp	$19.7M	1.71%	0.01%	-1.2%	Q3 2020
SEESealed Air Corp	$18M	1.56%	0.35%	-1.3%	Q2 2023
VRTXVertex Pharmaceuticals Inc / Ma	$15.3M	1.33%	0.02%	+4.9%	Q3 2023
BNYBank of New York Mellon Corp	$15.1M	1.32%	0.02%	-2.7%	Q2 2013
DEODiageo PLC	$12.1M	1.05%	0.01%	-2.9%	Q2 2013
NVSNovartis AG	$9.75M	0.85%	0.00%	-1.6%	Q2 2013
USBUS Bancorp \de\	$9.48M	0.82%	0.01%	-3.5%	Q2 2013
TTETotalEnergies SE	$7.89M	0.69%	0.01%	-0.7%	Q2 2013
FMCFMC Corp	$7.53M	0.65%	0.18%	-6.0%	Q3 2021
UNPUnion Pacific Corp	$4.76M	0.41%	0.00%	-2.8%	Q2 2013
GLGlobe Life Inc.	$4.17M	0.36%	0.03%	-4.5%	Q3 2024
ATMUAtmus Filtration Technologies Inc.	$4.02M	0.35%	0.11%	-0.5%	Q3 2023
CSCOCisco Systems, Inc.	$3.84M	0.33%	0.00%	-2.8%	Q2 2013
ULUnilever PLC	$3.71M	0.32%	0.00%	-0.5%	Q2 2013
GSKGSK plc	$3.55M	0.31%	0.00%	-5.3%	Q2 2013
EPDEnterprise Products Partners L.P.	$3.39M	0.29%	0.01%	Not reported	Q1 2021
PGRProgressive Corp	$3.39M	0.29%	0.00%	Not reported	Q1 2021
COPConocophillips	$2.34M	0.20%	0.00%	+16.0%	Q2 2013
SNEXStoneX Group Inc.	$1.96M	0.17%	0.02%	New	Q3 2025
HCIHCI Group, Inc.	$1.8M	0.16%	0.07%	+97.4%	Q1 2025
REZIResideo Technologies, Inc.	$1.73M	0.15%	0.03%	+105.4%	Q2 2025
PSXPhillips 66	$1.7M	0.15%	0.00%	-2.9%	Q2 2013
GOOGAlphabet Inc.	$1.53M	0.13%	Not reported	-52.3%	Q4 2015
KTKT Corp	$1.38M	0.12%	0.03%	+109.8%	Q1 2025
GMGeneral Motors Co	$1.34M	0.12%	0.00%	+104.5%	Q1 2025
EMREmerson Electric Co	$1.21M	0.10%	0.00%	-5.2%	Q2 2013
WTFCWintrust Financial Corp	$1.2M	0.10%	0.01%	+104.9%	Q1 2025
ZIONZions Bancorporation, National Association	$1.17M	0.10%	0.01%	+105.3%	Q1 2025
ANAutonation, Inc.	$1.13M	0.10%	0.01%	+104.6%	Q2 2025
VZVerizon Communications Inc	$1.05M	0.09%	0.00%	-0.3%	Q3 2014
PNCPNC Financial Services Group, Inc.	$1.05M	0.09%	0.00%	New	Q3 2025
ARLPAlliance Resource Partners LP	$1.01M	0.09%	0.03%	+105.4%	Q1 2025
AGCOAgco Corp	$1.01M	0.09%	0.01%	+97.5%	Q4 2014
CMCSAComcast Corp	$990K	0.09%	0.00%	-0.2%	Q4 2015
HAFNHafnia Ltd	$968K	0.08%	0.03%	+110.9%	Q1 2025

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