Tweedy Browne Co. - Tweedy Browne Value Fund
As of Q1 2026, this manager reported 93 long-equity positions worth $1.26B in aggregate.
As of Q1 2026, Tweedy Browne Co.'s Tweedy Browne Value Fund held 93 long-equity positions with a reported value of $1.26B.
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Updated 2026-05-10 from SEC 13F data.
Live quotes available for 41 of 46 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC | 18.24% | Reduce -1.3% | 671 | $347.45M | $517810.73 | |
| 2 | GOOGL | ALPHABET INC-CL A | 12.62% | Reduce -0.3% | 2,007,952 | $240.35M | $119.70 | |
| 3 | JNJ | JOHNSON & JOHNSON | 10.51% | Reduce -1.8% | 1,209,396 | $200.18M | $165.52 | |
| 4 | KOF | COCA COLA FEMSA | 7.98% | Reduce -5.2% | 1,825,172 | $152.06M | $83.31 | |
| 5 | IONS | IONIS PHARMACEUTICALS INC. | 7.63% | Reduce -0.0% | 3,540,858 | $145.28M | $41.03 | |
| 6 | FMC | FMC CORP. | 5.52% | Reduce -4.0% | 1,008,400 | $105.22M | $104.34 | |
| 7 | ALV | AUTOLIV INC. | 4.54% | Reduce -5.1% | 1,017,172 | $86.5M | $85.04 | |
| 8 | GOOG | ALPHABET INC-CL C | 3.78% | Reduce -1.1% | 594,661 | $71.94M | $120.97 | |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B | 3.31% | Reduce -3.0% | 185,012 | $63.09M | $341.00 | |
| 10 | AZO | AUTOZONE, INC. | 2.49% | Reduce -11.6% | 19,051 | $47.5M | $2493.36 | |
| 11 | CSCO | CISCO SYSTEMS INC | 2.28% | Reduce -1.1% | 838,040 | $43.36M | $51.74 | |
| 12 | FDX | FEDEX CORP. | 2.21% | Reduce -0.1% | 169,559 | $42.03M | $247.90 | |
| 13 | WFC | WELLS FARGO & CO | 2.14% | Reduce -0.2% | 957,109 | $40.85M | $42.68 | |
| 14 | BK | BANK OF NEW YORK MELLON CORP | 1.64% | Reduce -10.1% | 702,774 | $31.29M | $44.52 | |
| 15 | TFC | TRUIST FINANCIAL CORP | 1.34% | Reduce -7.7% | 841,871 | $25.55M | $30.35 | |
| 16 | DEO | DIAGEO P L C - ADR | 1.33% | Reduce -0.1% | 146,275 | $25.38M | $173.48 | |
| 17 | UHAL-B | U-HAUL HOLDING CO - NON VOTING | 1.15% | New | 433,208 | $21.95M | $50.67 | |
| 18 | SEE | SEALED AIR CORPORATION | 1.14% | New | 545,295 | $21.81M | $40.00 | |
| 19 | AXP | AMERICAN EXPRESS CO | 1.09% | Reduce -0.4% | 119,329 | $20.79M | $174.20 | |
| 20 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.97% | Reduce -0.1% | 44,269 | $18.4M | No quote | No quote |
| 21 | CNXC | CONCENTRIX CORP | 0.94% | Reduce -19.3% | 222,753 | $17.99M | $80.75 | |
| 22 | BAC | BANK OF AMERICA CORP COM | 0.82% | Add +9.9% | 546,361 | $15.68M | $28.69 | |
| 23 | CNHI | CNH INDUSTRIALS | 0.65% | Reduce -0.6% | 855,350 | $12.32M | No quote | No quote |
| 24 | THO | THOR INDUSTRIES INC. | 0.59% | Reduce -0.2% | 109,371 | $11.32M | $103.50 | |
| 25 | USB | US BANCORP | 0.55% | Reduce -15.0% | 318,238 | $10.52M | $33.04 | |
| 26 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.51% | Reduce -1.8% | 96,056 | $9.69M | $100.91 | |
| 27 | - | TOTALENERGIES SE ADRCUSIP 89151E959 | 0.50% | Reduce -0.4% | 165,556 | $9.54M | No quote | No quote |
| 28 | UNP | UNION PACIFIC CORP | 0.48% | - | 45,098 | $9.23M | $204.62 | |
| 29 | FMS | FRESENIUS MEDICAL CARE-ADR | 0.43% | Reduce -1.1% | 339,637 | $8.13M | $23.93 | |
| 30 | UL | UNILEVER PLC SPONSORED ADR | 0.42% | Reduce -53.5% | 151,724 | $7.91M | $52.13 | |
| 31 | PARA | PARAMOUNT GLOBAL - CLASS B | 0.32% | Add +0.3% | 384,298 | $6.11M | No quote | No quote |
| 32 | GSK | GSK PLC ADR | 0.25% | Reduce -0.6% | 134,514 | $4.79M | $35.64 | |
| 33 | PGR | PROGRESSIVE CORP | 0.24% | - | 34,550 | $4.57M | $132.36 | |
| 34 | EPD | ENTERPRISE PRODUCTS PARTNERS | 0.19% | - | 136,295 | $3.59M | $26.35 | |
| 35 | COP | CONOCOPHILLIPS | 0.17% | Reduce -0.5% | 30,492 | $3.16M | $103.60 | |
| 36 | PSX | PHILLIPS 66 | 0.16% | - | 32,271 | $3.08M | $95.38 | |
| 37 | BIDU | BAIDU INC. - SPON ADR | 0.16% | Reduce -0.8% | 22,389 | $3.07M | $136.90 | |
| 38 | BABA | ALIBABA GROUP HOLDING SP-ADR | 0.15% | Reduce -3.0% | 35,388 | $2.95M | $83.36 | |
| 39 | VZ | VERIZON COMMUNICATIONS | 0.13% | - | 65,224 | $2.43M | $37.19 | |
| 40 | CMCSA | COMCAST CORPORATION - CLASS A | 0.11% | Reduce -68.0% | 50,564 | $2.1M | $41.55 | |
| 41 | EMR | EMERSON ELECTRIC CO | 0.10% | Reduce -5.3% | 22,032 | $1.99M | $90.37 | |
| 42 | INTC | INTEL CORP | 0.09% | Reduce -80.8% | 53,684 | $1.8M | $33.44 | |
| 43 | HLN | HALEON PLC ADR | 0.05% | Reduce -7.8% | 122,418 | $1.03M | $8.38 | |
| 44 | CSL | CARLISLE COS INC | 0.03% | - | 2,469 | $633K | $256.38 | |
| 45 | BAX | BAXTER INTERNATIONAL INC | 0.03% | Reduce -70.3% | 11,288 | $514K | $45.54 | |
| 46 | CKX | CKX LANDS INC | 0.01% | - | 10,600 | $106K | No quote | No quote |