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 2026-05-30 from SEC 13F data.
Live quotes available for 43 of 47 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC | 19.72% | - | 662 | $420M | $634440.00 | |
| 2 | GOOGL | ALPHABET INC-CL A | 14.20% | Reduce -0.2% | 2,003,632 | $302.41M | $150.93 | |
| 3 | JNJ | JOHNSON & JOHNSON | 8.42% | Reduce -0.1% | 1,133,725 | $179.34M | $158.19 | |
| 4 | FMC | FMC CORP. | 7.50% | Reduce -15.3% | 2,507,099 | $159.7M | $63.70 | |
| 5 | IONS | IONIS PHARMACEUTICALS INC. | 7.03% | - | 3,454,676 | $149.76M | $43.35 | |
| 6 | KOF | COCA COLA FEMSA | 6.72% | Reduce -6.7% | 1,472,664 | $143.14M | $97.20 | |
| 7 | ALV | AUTOLIV INC. | 5.44% | Reduce -5.0% | 962,767 | $115.95M | $120.43 | |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B | 3.18% | Reduce -0.7% | 161,278 | $67.82M | $420.52 | |
| 9 | GOOG | ALPHABET INC-CL C | 2.96% | Reduce -7.7% | 413,476 | $62.96M | $152.26 | |
| 10 | WFC | WELLS FARGO & CO | 2.43% | Reduce -0.9% | 892,334 | $51.72M | $57.96 | |
| 11 | FDX | FEDEX CORP. | 2.21% | Reduce -0.1% | 162,517 | $47.09M | $289.74 | |
| 12 | UHAL-B | U-HAUL HOLDING CO - NON VOTING | 1.90% | Reduce -0.1% | 607,080 | $40.48M | $66.68 | |
| 13 | AZO | AUTOZONE, INC. | 1.81% | Reduce -0.1% | 12,225 | $38.53M | $3151.65 | |
| 14 | SEE | SEALED AIR CORPORATION | 1.58% | Reduce -0.1% | 904,455 | $33.65M | $37.20 | |
| 15 | TFC | TRUIST FINANCIAL CORP | 1.46% | Add +0.1% | 796,679 | $31.05M | $38.98 | |
| 16 | VRTX | VERTEX PHARMACEUTICALS | 1.31% | Reduce -0.1% | 66,699 | $27.88M | $418.01 | |
| 17 | AXP | AMERICAN EXPRESS CO | 1.17% | Reduce -0.6% | 109,209 | $24.87M | $227.69 | |
| 18 | NWLI | NATIONAL WESTERN LIFE GROUP | 1.01% | Reduce -0.1% | 43,882 | $21.59M | No quote | No quote |
| 19 | DEO | DIAGEO P L C - ADR | 1.00% | Reduce -0.2% | 142,743 | $21.23M | $148.74 | |
| 20 | NVST | ENVISTA HOLDINGS CORP | 0.99% | New | 984,719 | $21.05M | $21.38 | |
| 21 | BAC | BANK OF AMERICA CORP COM | 0.93% | Add +0.6% | 521,151 | $19.76M | $37.92 | |
| 22 | BK | BANK OF NEW YORK MELLON CORP | 0.88% | Reduce -7.5% | 326,643 | $18.82M | $57.62 | |
| 23 | CNHI | CNH INDUSTRIALS | 0.66% | Add +32.0% | 1,081,542 | $14.02M | No quote | No quote |
| 24 | CSCO | CISCO SYSTEMS INC | 0.57% | Reduce -0.9% | 242,254 | $12.09M | $49.91 | |
| 25 | USB | US BANCORP | 0.56% | Reduce -1.4% | 268,656 | $12.01M | $44.70 | |
| 26 | CNXC | CONCENTRIX CORP | 0.54% | Add +21.6% | 173,338 | $11.48M | $66.22 | |
| 27 | UNP | UNION PACIFIC CORP | 0.51% | Reduce -0.1% | 44,463 | $10.93M | $245.93 | |
| 28 | TTE | TOTALENERGIES SE ADR | 0.51% | New | 157,657 | $10.85M | $68.83 | |
| 29 | KVUE | KENVUE INC. | 0.41% | Reduce -3.3% | 409,953 | $8.8M | $21.46 | |
| 30 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.41% | Reduce -1.3% | 89,446 | $8.65M | $96.73 | |
| 31 | UL | UNILEVER PLC SPONSORED ADR | 0.25% | Reduce -13.1% | 106,002 | $5.32M | $50.19 | |
| 32 | GSK | GSK PLC ADR | 0.25% | Reduce -1.1% | 123,044 | $5.27M | $42.87 | |
| 33 | PSX | PHILLIPS 66 | 0.24% | Reduce -0.2% | 31,309 | $5.11M | $163.34 | |
| 34 | PGR | PROGRESSIVE CORP | 0.24% | Reduce -4.8% | 24,245 | $5.01M | $206.82 | |
| 35 | ATMU | ATMUS FILTRATION TECHNOLOGIES | 0.20% | - | 132,195 | $4.26M | $32.25 | |
| 36 | EPD | ENTERPRISE PRODUCTS PARTNERS | 0.19% | - | 136,295 | $3.98M | $29.18 | |
| 37 | COP | CONOCOPHILLIPS | 0.16% | Reduce -0.2% | 27,601 | $3.51M | $127.28 | |
| 38 | BIDU | BAIDU INC. - SPON ADR | 0.10% | Reduce -4.5% | 19,286 | $2.03M | $105.28 | |
| 39 | CMCSA | COMCAST CORPORATION - CLASS A | 0.08% | Reduce -3.9% | 39,881 | $1.73M | $43.35 | |
| 40 | EMR | EMERSON ELECTRIC CO | 0.07% | Reduce -7.7% | 13,326 | $1.51M | $113.42 | |
| 41 | VZ | VERIZON COMMUNICATIONS | 0.06% | Reduce -48.0% | 32,589 | $1.37M | $41.96 | |
| 42 | BABA | ALIBABA GROUP HOLDING SP-ADR | 0.06% | Reduce -10.9% | 17,215 | $1.25M | $72.36 | |
| 43 | HLN | HALEON PLC ADR | 0.04% | Reduce -4.6% | 110,478 | $937.96K | $8.49 | |
| 44 | CSL | CARLISLE COS INC | 0.04% | Reduce -14.7% | 1,995 | $781.74K | $391.85 | |
| 45 | BAX | BAXTER INTERNATIONAL INC | 0.02% | - | 10,731 | $458.64K | $42.74 | |
| 47 | - | TOTALENERGIES SE ADRCUSIP 89151E959 | - | Sold | 0 | $0 | No quote | No quote |
| 46 | THO | THOR INDUSTRIES INC. | - | Sold | 0 | $0 | No quote | No quote |