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 | 18.58% | Reduce -13.5% | 564 | $389.83M | $691180.00 | |
| 2 | GOOGL | ALPHABET INC-CL A | 13.45% | Reduce -12.5% | 1,701,654 | $282.22M | $165.85 | |
| 3 | FMC | FMC CORP. | 9.83% | Reduce -1.1% | 3,125,442 | $206.09M | $65.94 | |
| 4 | JNJ | JOHNSON & JOHNSON | 8.70% | Reduce -0.4% | 1,126,182 | $182.51M | $162.06 | |
| 5 | CNHI | CNH INDUSTRIALS | 8.11% | Reduce -0.2% | 15,334,473 | $170.21M | No quote | No quote |
| 6 | IONS | IONIS PHARMACEUTICALS INC. | 6.60% | - | 3,454,676 | $138.39M | $40.06 | |
| 7 | KOF | COCA COLA FEMSA | 5.86% | Reduce -0.3% | 1,385,475 | $122.92M | $88.72 | |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B | 3.09% | Reduce -6.0% | 140,855 | $64.83M | $460.26 | |
| 9 | WFC | WELLS FARGO & CO | 2.30% | Reduce -1.9% | 854,276 | $48.26M | $56.49 | |
| 10 | ALV | AUTOLIV INC. | 2.10% | Reduce -0.1% | 471,284 | $44M | $93.37 | |
| 11 | UHAL-B | U-HAUL HOLDING CO - NON VOTING | 2.05% | Reduce -0.6% | 598,368 | $43.08M | $72.00 | |
| 12 | FDX | FEDEX CORP. | 2.05% | Reduce -2.3% | 157,226 | $43.03M | $273.68 | |
| 13 | NVST | ENVISTA HOLDINGS CORP | 1.78% | Reduce -0.8% | 1,887,420 | $37.3M | $19.76 | |
| 14 | AZO | AUTOZONE, INC. | 1.66% | Reduce -9.1% | 11,024 | $34.73M | $3150.04 | |
| 15 | TFC | TRUIST FINANCIAL CORP | 1.55% | Reduce -2.4% | 760,929 | $32.54M | $42.77 | |
| 16 | SEE | SEALED AIR CORPORATION | 1.33% | Reduce -14.2% | 766,121 | $27.81M | $36.30 | |
| 17 | AXP | AMERICAN EXPRESS CO | 1.29% | Reduce -3.9% | 100,037 | $27.13M | $271.20 | |
| 18 | VRTX | VERTEX PHARMACEUTICALS | 1.19% | Reduce -1.4% | 53,600 | $24.93M | $465.08 | |
| 19 | BAC | BANK OF AMERICA CORP COM | 0.96% | Reduce -1.6% | 506,461 | $20.1M | $39.68 | |
| 20 | DEO | DIAGEO P L C - ADR | 0.93% | Reduce -1.4% | 139,325 | $19.55M | $140.34 | |
| 21 | BK | BANK OF NEW YORK MELLON CORP | 0.90% | Reduce -6.0% | 263,670 | $18.95M | $71.86 | |
| 22 | USB | US BANCORP | 0.54% | Reduce -2.5% | 247,567 | $11.32M | $45.73 | |
| 23 | CSCO | CISCO SYSTEMS INC | 0.53% | Reduce -8.8% | 210,529 | $11.2M | $53.22 | |
| 24 | UNP | UNION PACIFIC CORP | 0.50% | Reduce -1.1% | 42,889 | $10.57M | $246.48 | |
| 25 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.47% | Reduce -2.6% | 85,347 | $9.82M | $115.02 | |
| 26 | TTE | TOTALENERGIES SE ADR | 0.45% | Reduce -2.7% | 144,828 | $9.36M | $64.62 | |
| 27 | GOOG | ALPHABET INC-CL C | 0.43% | Reduce -63.1% | 54,575 | $9.12M | $167.19 | |
| 28 | KVUE | KENVUE INC. | 0.42% | Reduce -1.9% | 383,206 | $8.86M | $23.13 | |
| 29 | CNXC | CONCENTRIX CORP | 0.40% | Reduce -1.3% | 164,205 | $8.42M | $51.25 | |
| 30 | PGR | PROGRESSIVE CORP | 0.25% | Reduce -6.4% | 20,891 | $5.3M | $253.76 | |
| 31 | ATMU | ATMUS FILTRATION TECHNOLOGIES | 0.24% | Reduce -0.3% | 131,732 | $4.94M | $37.53 | |
| 32 | UL | UNILEVER PLC SPONSORED ADR | 0.22% | Reduce -28.1% | 70,274 | $4.56M | $64.96 | |
| 33 | GSK | GSK PLC ADR | 0.21% | Reduce -1.7% | 108,035 | $4.42M | $40.88 | |
| 34 | PSX | PHILLIPS 66 | 0.19% | - | 30,228 | $3.97M | $131.45 | |
| 35 | EPD | ENTERPRISE PRODUCTS PARTNERS | 0.19% | - | 136,295 | $3.97M | $29.11 | |
| 36 | GL | GLOBE LIFE INC. | 0.18% | New | 35,502 | $3.76M | $105.91 | |
| 37 | COP | CONOCOPHILLIPS | 0.13% | Reduce -1.2% | 26,718 | $2.81M | $105.28 | |
| 38 | CMCSA | COMCAST CORPORATION - CLASS A | 0.07% | Reduce -5.7% | 35,481 | $1.48M | $41.77 | |
| 39 | BABA | ALIBABA GROUP HOLDING SP-ADR | 0.07% | Reduce -5.4% | 12,940 | $1.37M | $106.12 | |
| 40 | EMR | EMERSON ELECTRIC CO | 0.06% | - | 11,954 | $1.31M | $109.37 | |
| 41 | VZ | VERIZON COMMUNICATIONS | 0.06% | Reduce -6.3% | 27,004 | $1.21M | $44.91 | |
| 42 | HLN | HALEON PLC ADR | 0.05% | Reduce -2.1% | 93,584 | $990.12K | $10.58 | |
| 43 | BAX | BAXTER INTERNATIONAL INC | 0.02% | - | 9,861 | $374.42K | $37.97 | |
| 45 | NWLI | NATIONAL WESTERN LIFE GROUP | - | Sold | 0 | $0 | No quote | No quote |
| 44 | BIDU | BAIDU INC. - SPON ADR | - | Sold | 0 | $0 | No quote | No quote |