13F INSTITUTION · CIK 0000732905 · 2026-Q2 · filed Aug 7, 2026
Tweedy Browne
TWEEDY BROWNE CO LLC
$1.3B
13F long value · 2026-Q2 Positions91
CategoryValue
Quarters tracked9
● #534 of 556 by 13F long value
Size rank 1/10
2 NEW25 ADD1 TRIM1 NEAR EXIT1 EXIT
Snapshot
Tweedy Browne's 13F portfolio at a glance — size, concentration and this quarter's activity.
13F long value
$1.3B
Positions
91 (1 unmapped)
Top 91 long weight
99.7%
Quarters tracked
9
Latest 13F filed
Aug 7, 2026
New positions
2
Exits / near-exits
2
13F long value by quarter
Reported long equity value each quarter — fund flows plus market moves. Option notional is not included.
Top holdings — 2026-Q2
The fund's largest reported positions. The long positions shown cover 99.7% of the long value.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| CNH CNH Industrial N.V. | CNH Industrial N.V. | 17.1% | $225.9M | 20.1M | +0.2% |
| IONS IONIS PHARMACEUTICALS INC | IONIS PHARMACEUTICALS INC | 13.7% | $180.8M | 2.3M | -45.2% |
| KOF COCA COLA FEMSA SAB DE CV | COCA COLA FEMSA SAB DE CV | 9.3% | $123.3M | 1.2M | +9.1% |
| BRK-A BERKSHIRE HATHAWAY INC | BERKSHIRE HATHAWAY INC | 8.2% | $107.8M | 144 | +9.8% |
| JNJ JOHNSON & JOHNSON | JOHNSON & JOHNSON | 3.9% | $51.2M | 201.6K | +4.9% |
| GOOGL Alphabet Inc. | Alphabet Inc. | 3.8% | $50.5M | 141.3K | -11.4% |
| BRK-B BERKSHIRE HATHAWAY INC | BERKSHIRE HATHAWAY INC | 3.7% | $48.9M | 97.6K | +9.6% |
| ALV AUTOLIV INC | AUTOLIV INC | 3.4% | $44.5M | 383.3K | -0.7% |
| WFC WELLS FARGO & COMPANY/MN | WELLS FARGO & COMPANY/MN | 3.1% | $41.1M | 497.0K | 0.0% |
| ZTS Zoetis Inc. | Zoetis Inc. | 3.0% | $40.0M | 556.1K | +12.7% |
| NVST Envista Holdings Corp | Envista Holdings Corp | 2.9% | $37.8M | 1.4M | -10.2% |
| TFC TRUIST FINANCIAL CORP | TRUIST FINANCIAL CORP | 2.1% | $27.2M | 546.3K | -1.8% |
| UNF UNIFIRST CORP | UNIFIRST CORP | 2.0% | $26.9M | 101.6K | +5.7% |
| UHAL-B U-Haul Holding Co /NV/ | U-Haul Holding Co /NV/ | 2.0% | $26.7M | 462.8K | -14.6% |
| AXP AMERICAN EXPRESS CO | AMERICAN EXPRESS CO | 1.6% | $21.2M | 62.7K | -6.9% |
Quarterly changes — 2026-Q2
What Tweedy Browne opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| NEW | ZTS NEW Zoetis Inc. | Zoetis Inc. | 0 | 556.1K | New | +$40.0M |
| NEAR EXIT | FDX NEAR EXIT FEDEX CORP | FEDEX CORP | 74.0K | 10.8K | -85.4% | -$23.0M |
| EXIT | SEE EXIT SEALED AIR CORP/DE | SEALED AIR CORP/DE | 509.6K | 0 | -100.0% | -$18.0M |
| NEW | DEO NEW DIAGEO PLC | DIAGEO PLC | 0 | 126.2K | New | +$10.1M |
| TRIM | GOOGL TRIM Alphabet Inc. | Alphabet Inc. | 198.3K | 141.3K | -28.8% | -$6.5M |
| ADD | PNC ADD PNC FINANCIAL SERVICES GROUP, INC. | PNC FINANCIAL SERVICES GROUP, INC. | 9.4K | 13.2K | +40.4% | +$1.3M |
| ADD | GIII ADD G III APPAREL GROUP LTD /DE/ | G III APPAREL GROUP LTD /DE/ | 60.5K | 85.6K | +41.6% | +$1.2M |
| ADD | CROX ADD Crocs, Inc. | Crocs, Inc. | 14.0K | 19.2K | +36.9% | +$1.2M |
| ADD | VSNT ADD Versant Media Group, Inc. | Versant Media Group, Inc. | 37.7K | 69.3K | +84.0% | +$1.1M |
| ADD | ELV ADD Elevance Health, Inc. | Elevance Health, Inc. | 4.8K | 6.4K | +33.8% | +$1.1M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.