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 42 of 45 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC | 18.36% | Reduce -1.5% | 652 | $399.18M | $612241.00 | |
| 2 | GOOGL | ALPHABET INC-CL A | 16.29% | Reduce -3.0% | 1,944,587 | $354.21M | $182.15 | |
| 3 | FMC | FMC CORP. | 8.36% | Add +26.0% | 3,159,056 | $181.8M | $57.55 | |
| 4 | JNJ | JOHNSON & JOHNSON | 7.60% | Reduce -0.3% | 1,130,462 | $165.23M | $146.16 | |
| 5 | IONS | IONIS PHARMACEUTICALS INC. | 7.57% | - | 3,454,676 | $164.65M | $47.66 | |
| 6 | CNHI | CNH INDUSTRIALS | 7.16% | Add +1320.4% | 15,362,043 | $155.62M | No quote | No quote |
| 7 | KOF | COCA COLA FEMSA | 5.49% | Reduce -5.6% | 1,389,727 | $119.29M | $85.84 | |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B | 2.80% | Reduce -7.1% | 149,883 | $60.97M | $406.80 | |
| 9 | WFC | WELLS FARGO & CO | 2.38% | Reduce -2.4% | 870,944 | $51.73M | $59.39 | |
| 10 | ALV | AUTOLIV INC. | 2.32% | Reduce -51.0% | 471,959 | $50.49M | $106.99 | |
| 11 | FDX | FEDEX CORP. | 2.22% | Reduce -1.0% | 160,957 | $48.26M | $299.84 | |
| 12 | UHAL-B | U-HAUL HOLDING CO - NON VOTING | 1.66% | Reduce -0.8% | 601,930 | $36.13M | $60.02 | |
| 13 | AZO | AUTOZONE, INC. | 1.65% | Reduce -0.8% | 12,126 | $35.94M | $2964.10 | |
| 14 | NVST | ENVISTA HOLDINGS CORP | 1.45% | Add +93.2% | 1,902,167 | $31.63M | $16.63 | |
| 15 | SEE | SEALED AIR CORPORATION | 1.43% | Reduce -1.2% | 893,380 | $31.08M | $34.79 | |
| 16 | TFC | TRUIST FINANCIAL CORP | 1.39% | Reduce -2.1% | 779,724 | $30.29M | $38.85 | |
| 17 | GOOG | ALPHABET INC-CL C | 1.25% | Reduce -64.2% | 147,973 | $27.14M | $183.42 | |
| 18 | VRTX | VERTEX PHARMACEUTICALS | 1.17% | Reduce -18.5% | 54,346 | $25.47M | $468.72 | |
| 19 | AXP | AMERICAN EXPRESS CO | 1.11% | Reduce -4.7% | 104,088 | $24.1M | $231.55 | |
| 20 | NWLI | NATIONAL WESTERN LIFE GROUP | 1.00% | Reduce -0.5% | 43,677 | $21.7M | No quote | No quote |
| 21 | BAC | BANK OF AMERICA CORP COM | 0.94% | Reduce -1.2% | 514,666 | $20.47M | $39.77 | |
| 22 | DEO | DIAGEO P L C - ADR | 0.82% | Reduce -1.0% | 141,304 | $17.82M | $126.08 | |
| 23 | BK | BANK OF NEW YORK MELLON CORP | 0.77% | Reduce -14.1% | 280,651 | $16.81M | $59.89 | |
| 24 | CSCO | CISCO SYSTEMS INC | 0.50% | Reduce -4.7% | 230,860 | $10.97M | $47.51 | |
| 25 | CNXC | CONCENTRIX CORP | 0.48% | Reduce -4.0% | 166,323 | $10.52M | $63.28 | |
| 26 | USB | US BANCORP | 0.46% | Reduce -5.5% | 253,807 | $10.08M | $39.70 | |
| 27 | TTE | TOTALENERGIES SE ADR | 0.46% | Reduce -5.6% | 148,887 | $9.93M | $66.68 | |
| 28 | UNP | UNION PACIFIC CORP | 0.45% | Reduce -2.5% | 43,369 | $9.81M | $226.26 | |
| 29 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.43% | Reduce -2.1% | 87,606 | $9.33M | $106.46 | |
| 30 | KVUE | KENVUE INC. | 0.33% | Reduce -4.7% | 390,743 | $7.1M | $18.18 | |
| 31 | UL | UNILEVER PLC SPONSORED ADR | 0.25% | Reduce -7.8% | 97,693 | $5.37M | $54.99 | |
| 32 | PGR | PROGRESSIVE CORP | 0.21% | Reduce -7.9% | 22,330 | $4.64M | $207.71 | |
| 33 | PSX | PHILLIPS 66 | 0.20% | Reduce -3.5% | 30,228 | $4.27M | $141.17 | |
| 34 | GSK | GSK PLC ADR | 0.19% | Reduce -10.7% | 109,855 | $4.23M | $38.50 | |
| 35 | EPD | ENTERPRISE PRODUCTS PARTNERS | 0.18% | - | 136,295 | $3.95M | $28.98 | |
| 36 | ATMU | ATMUS FILTRATION TECHNOLOGIES | 0.17% | - | 132,195 | $3.8M | $28.78 | |
| 37 | COP | CONOCOPHILLIPS | 0.14% | Reduce -2.0% | 27,038 | $3.09M | $114.38 | |
| 38 | BIDU | BAIDU INC. - SPON ADR | 0.07% | Reduce -9.5% | 17,454 | $1.51M | $86.48 | |
| 39 | CMCSA | COMCAST CORPORATION - CLASS A | 0.07% | Reduce -5.6% | 37,641 | $1.47M | $39.16 | |
| 40 | EMR | EMERSON ELECTRIC CO | 0.06% | Reduce -10.3% | 11,954 | $1.32M | $110.16 | |
| 41 | VZ | VERIZON COMMUNICATIONS | 0.05% | Reduce -11.6% | 28,814 | $1.19M | $41.24 | |
| 42 | BABA | ALIBABA GROUP HOLDING SP-ADR | 0.05% | Reduce -20.6% | 13,675 | $984.6K | $72.00 | |
| 43 | HLN | HALEON PLC ADR | 0.04% | Reduce -13.5% | 95,609 | $789.73K | $8.26 | |
| 44 | BAX | BAXTER INTERNATIONAL INC | 0.02% | Reduce -8.1% | 9,861 | $329.85K | $33.45 | |
| 45 | CSL | CARLISLE COS INC | - | Sold | 0 | $0 | No quote | No quote |