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 43 of 49 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC | 18.97% | Reduce -0.6% | 667 | $354.5M | $531477.00 | |
| 2 | GOOGL | ALPHABET INC-CL A | 14.06% | Reduce 0.0% | 2,007,872 | $262.75M | $130.86 | |
| 3 | JNJ | JOHNSON & JOHNSON | 9.50% | Reduce -5.7% | 1,140,362 | $177.61M | $155.75 | |
| 4 | IONS | IONIS PHARMACEUTICALS INC. | 8.52% | Reduce -0.9% | 3,510,173 | $159.22M | $45.36 | |
| 5 | KOF | COCA COLA FEMSA | 6.65% | Reduce -13.1% | 1,585,706 | $124.38M | $78.44 | |
| 6 | ALV | AUTOLIV INC. | 5.25% | Reduce -0.0% | 1,016,727 | $98.09M | $96.48 | |
| 7 | FMC | FMC CORP. | 5.17% | Add +43.2% | 1,443,804 | $96.69M | $66.97 | |
| 8 | GOOG | ALPHABET INC-CL C | 4.20% | - | 594,661 | $78.41M | $131.85 | |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B | 3.09% | Reduce -10.8% | 164,990 | $57.8M | $350.30 | |
| 10 | AZO | AUTOZONE, INC. | 2.49% | Reduce -3.8% | 18,319 | $46.53M | $2539.99 | |
| 11 | FDX | FEDEX CORP. | 2.32% | Reduce -3.5% | 163,554 | $43.33M | $264.92 | |
| 12 | WFC | WELLS FARGO & CO | 1.99% | Reduce -4.7% | 912,291 | $37.28M | $40.86 | |
| 13 | SEE | SEALED AIR CORPORATION | 1.43% | Add +49.4% | 814,905 | $26.78M | $32.86 | |
| 14 | VRTX | VERTEX PHARMACEUTICALS | 1.40% | New | 75,004 | $26.08M | $347.74 | |
| 15 | TFC | TRUIST FINANCIAL CORP | 1.24% | Reduce -3.5% | 811,981 | $23.23M | $28.61 | |
| 16 | UHAL-B | U-HAUL HOLDING CO - NON VOTING | 1.17% | Reduce -3.4% | 418,635 | $21.93M | $52.39 | |
| 17 | DEO | DIAGEO P L C - ADR | 1.16% | Reduce -0.5% | 145,561 | $21.71M | $149.18 | |
| 18 | NWLI | NATIONAL WESTERN LIFE GROUP | 1.03% | Reduce -0.2% | 44,194 | $19.33M | No quote | No quote |
| 19 | BK | BANK OF NEW YORK MELLON CORP | 0.98% | Reduce -39.2% | 427,482 | $18.23M | $42.65 | |
| 20 | AXP | AMERICAN EXPRESS CO | 0.91% | Reduce -4.7% | 113,719 | $16.97M | $149.19 | |
| 21 | BAC | BANK OF AMERICA CORP COM | 0.77% | Reduce -3.7% | 526,361 | $14.41M | $27.38 | |
| 22 | CSCO | CISCO SYSTEMS INC | 0.77% | Reduce -68.0% | 267,871 | $14.4M | $53.76 | |
| 23 | CNXC | CONCENTRIX CORP | 0.64% | Reduce -33.3% | 148,571 | $11.9M | $80.11 | |
| 24 | - | TOTALENERGIES SE ADRCUSIP 89151E959 | 0.58% | Reduce -1.0% | 163,936 | $10.78M | No quote | No quote |
| 25 | CNHI | CNH INDUSTRIALS | 0.55% | Reduce -1.4% | 843,070 | $10.2M | No quote | No quote |
| 26 | THO | THOR INDUSTRIES INC. | 0.54% | Reduce -3.8% | 105,236 | $10.01M | $95.13 | |
| 27 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.52% | Reduce -1.2% | 94,916 | $9.67M | $101.86 | |
| 28 | USB | US BANCORP | 0.51% | Reduce -10.3% | 285,613 | $9.44M | $33.06 | |
| 29 | UNP | UNION PACIFIC CORP | 0.49% | Reduce -0.2% | 45,023 | $9.17M | $203.63 | |
| 30 | KVUE | KENVUE INC. | 0.48% | New | 447,426 | $8.98M | $20.08 | |
| 31 | UL | UNILEVER PLC SPONSORED ADR | 0.35% | Reduce -12.2% | 133,262 | $6.58M | $49.40 | |
| 32 | PGR | PROGRESSIVE CORP | 0.26% | - | 34,550 | $4.81M | $139.30 | |
| 33 | GSK | GSK PLC ADR | 0.25% | Reduce -3.4% | 129,994 | $4.71M | $36.25 | |
| 34 | PSX | PHILLIPS 66 | 0.21% | Reduce -0.8% | 32,006 | $3.85M | $120.15 | |
| 35 | EPD | ENTERPRISE PRODUCTS PARTNERS | 0.20% | - | 136,295 | $3.73M | $27.37 | |
| 36 | PARA | PARAMOUNT GLOBAL - CLASS B | 0.20% | Reduce -25.1% | 287,668 | $3.71M | No quote | No quote |
| 37 | COP | CONOCOPHILLIPS | 0.19% | Reduce -0.9% | 30,207 | $3.62M | $119.80 | |
| 38 | BIDU | BAIDU INC. - SPON ADR | 0.16% | Reduce -2.8% | 21,754 | $2.92M | $134.35 | |
| 39 | BABA | ALIBABA GROUP HOLDING SP-ADR | 0.16% | Reduce -4.8% | 33,678 | $2.92M | $86.74 | |
| 40 | ATMU | ATMUS FILTRATION TECHNOLOGIES | 0.15% | New | 132,195 | $2.76M | $20.85 | |
| 41 | CMCSA | COMCAST CORPORATION - CLASS A | 0.12% | Reduce -2.9% | 49,094 | $2.18M | $44.34 | |
| 42 | VZ | VERIZON COMMUNICATIONS | 0.11% | Reduce -3.8% | 62,720 | $2.03M | $32.41 | |
| 43 | INTC | INTEL CORP | 0.10% | Reduce -5.0% | 50,994 | $1.81M | $35.55 | |
| 44 | EMR | EMERSON ELECTRIC CO | 0.08% | Reduce -28.5% | 15,760 | $1.52M | $96.57 | |
| 45 | HLN | HALEON PLC ADR | 0.05% | Reduce -1.4% | 120,718 | $1.01M | $8.33 | |
| 46 | CSL | CARLISLE COS INC | 0.03% | Reduce -1.2% | 2,440 | $632.59K | $259.26 | |
| 47 | BAX | BAXTER INTERNATIONAL INC | 0.02% | Reduce -2.1% | 11,053 | $417.14K | $37.74 | |
| 49 | FMS | FRESENIUS MEDICAL CARE-ADR | - | Sold | 0 | $0 | No quote | No quote |
| 48 | CKX | CKX LANDS INC | - | Sold | 0 | $0 | No quote | No quote |