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 2026-06-06 from SEC 13F data.
Live quotes available for 85 of 92 rows. Rows without a quote are marked unavailable.
| 1 | CNHI | CNH INDUSTRIAL NV | 16.00% | Reduce -0.2% | 13,311,912 | $172.52M | No quote | No quote |
| 2 | KOF | COCA COLA FEMSA | 10.92% | Reduce -5.2% | 1,217,892 | $117.81M | $96.73 | |
| 3 | IONS | IONIS PHARMACEUTICALS INC. | 10.60% | Reduce -3.1% | 2,891,948 | $114.26M | $39.51 | |
| 4 | BRK-A | BERKSHIRE HATHAWAY INC | 10.34% | Reduce -8.4% | 153 | $111.51M | $728800.00 | |
| 5 | GOOGL | ALPHABET INC-CL A | 5.25% | Reduce -52.3% | 321,299 | $56.62M | $176.23 | |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B | 4.57% | Add +12.8% | 101,499 | $49.31M | $485.77 | |
| 7 | ALV | AUTOLIV INC. | 4.50% | Reduce -0.1% | 433,246 | $48.48M | $111.90 | |
| 8 | WFC | WELLS FARGO & CO | 4.45% | Reduce -7.1% | 598,781 | $47.97M | $80.12 | |
| 9 | JNJ | JOHNSON & JOHNSON | 3.47% | Reduce -44.2% | 244,713 | $37.38M | $152.75 | |
| 10 | NVST | ENVISTA HOLDINGS CORP | 2.65% | Reduce -2.4% | 1,460,413 | $28.54M | $19.54 | |
| 11 | FDX | FEDEX CORP. | 2.40% | Reduce -1.0% | 114,047 | $25.92M | $227.31 | |
| 12 | UHAL-B | U-HAUL HOLDING CO - NON VOTING | 2.40% | Reduce -1.1% | 475,351 | $25.84M | $54.37 | |
| 13 | TFC | TRUIST FINANCIAL CORP | 2.31% | Reduce -4.5% | 580,542 | $24.96M | $42.99 | |
| 14 | AZO | AUTOZONE, INC. | 2.08% | Reduce -3.3% | 6,051 | $22.46M | $3712.23 | |
| 15 | AXP | AMERICAN EXPRESS CO | 2.01% | Reduce -5.2% | 68,093 | $21.72M | $318.98 | |
| 16 | BAC | BANK OF AMERICA CORP COM | 1.69% | Reduce -1.9% | 385,707 | $18.25M | $47.32 | |
| 17 | VRTX | VERTEX PHARMACEUTICALS | 1.54% | Reduce -2.8% | 37,253 | $16.59M | $445.20 | |
| 18 | SEE | SEALED AIR CORPORATION | 1.49% | Reduce -5.5% | 516,397 | $16.02M | $31.03 | |
| 19 | DEO | DIAGEO P L C - ADR | 1.22% | Reduce -4.0% | 130,802 | $13.19M | $100.84 | |
| 20 | BK | BANK OF NEW YORK MELLON CORP | 1.21% | Reduce -3.7% | 142,960 | $13.03M | $91.11 | |
| 21 | FMC | FMC CORP. | 0.92% | Reduce -17.1% | 238,124 | $9.94M | $41.75 | |
| 22 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.87% | Reduce -4.6% | 77,269 | $9.35M | $121.01 | |
| 23 | USB | US BANCORP | 0.85% | Reduce -2.4% | 203,123 | $9.19M | $45.25 | |
| 24 | TTE | TOTALENERGIES SE ADR | 0.76% | Reduce -2.9% | 133,168 | $8.18M | $61.39 | |
| 25 | UNP | UNION PACIFIC CORP | 0.44% | Reduce -1.7% | 20,718 | $4.77M | $230.08 | |
| 26 | CSCO | CISCO SYSTEMS INC | 0.37% | Reduce -0.9% | 57,759 | $4.01M | $69.38 | |
| 27 | UL | UNILEVER PLC SPONSORED ADR | 0.36% | Reduce -5.6% | 62,957 | $3.85M | $61.17 | |
| 28 | GL | GLOBE LIFE INC. | 0.35% | Reduce -3.5% | 30,525 | $3.79M | $124.29 | |
| 29 | PGR | PROGRESSIVE CORP | 0.34% | - | 13,711 | $3.66M | $266.86 | |
| 30 | EPD | ENTERPRISE PRODUCTS PARTNERS | 0.31% | Reduce -2.7% | 108,435 | $3.36M | $31.01 | |
| 31 | GSK | GSK PLC ADR | 0.31% | Reduce -4.1% | 86,871 | $3.34M | $38.40 | |
| 32 | ATMU | ATMUS FILTRATION TECHNOLOGIES | 0.30% | - | 89,586 | $3.26M | $36.42 | |
| 33 | GOOG | ALPHABET INC-CL C | 0.22% | Reduce -7.9% | 13,153 | $2.33M | $177.39 | |
| 34 | COP | CONOCOPHILLIPS | 0.18% | Reduce -6.2% | 21,304 | $1.91M | $89.74 | |
| 35 | PSX | PHILLIPS 66 | 0.14% | Reduce -1.7% | 12,874 | $1.54M | $119.30 | |
| 36 | EMR | EMERSON ELECTRIC CO | 0.12% | Reduce -2.7% | 9,689 | $1.29M | $133.33 | |
| 37 | CMCSA | COMCAST CORPORATION - CLASS A | 0.10% | Reduce -2.4% | 31,564 | $1.13M | $35.69 | |
| 38 | VZ | VERIZON COMMUNICATIONS | 0.10% | - | 24,034 | $1.04M | $43.27 | |
| 39 | KVUE | KENVUE INC. | 0.09% | Reduce -2.6% | 45,857 | $959.79K | $20.93 | |
| 40 | HLN | HALEON PLC ADR | 0.07% | Reduce -5.7% | 76,806 | $796.48K | $10.37 | |
| 41 | CNXC | CONCENTRIX CORP | 0.07% | Reduce -32.6% | 14,858 | $785.32K | $52.85 | |
| 42 | HCI | HCI GROUP INC | 0.07% | Add +140.3% | 4,760 | $724.47K | $152.20 | |
| 43 | KT | KT CORP - ADR | 0.06% | Add +176.9% | 33,645 | $699.14K | $20.78 | |
| 44 | WTFC | WINTRUST FINANCIAL | 0.05% | Add +117.7% | 4,418 | $547.74K | $123.98 | |
| 45 | GM | GENERAL MOTORS | 0.05% | Add +123.2% | 10,769 | $529.94K | $49.21 | |
| 46 | ZION | ZIONS BANCORPORATION N.A. | 0.05% | Add +120.8% | 10,055 | $522.26K | $51.94 | |
| 47 | ARLP | ALLIANCE RESOURCE PARTNERS LP | 0.05% | Add +122.5% | 19,477 | $509.13K | $26.14 | |
| 48 | AN | AUTONATION, INC. | 0.05% | New | 2,532 | $502.98K | $198.65 | |
| 49 | AGCO | AGCO CORP. | 0.05% | New | 4,755 | $490.53K | $103.16 | |
| 50 | BFH | BREAD FINANCIAL HOLDINGS, INC. | 0.04% | New | 8,245 | $470.95K | $57.12 | |
| 51 | BABA | ALIBABA GROUP HOLDING SP-ADR | 0.04% | Reduce -12.6% | 4,060 | $460.45K | $113.41 | |
| 52 | EIG | EMPLOYERS HOLDING INC | 0.04% | Add +120.0% | 9,434 | $445.1K | No quote | No quote |
| 53 | REZI | RESIDEO TECHNOLOGIES | 0.04% | New | 19,467 | $429.44K | $22.06 | |
| 54 | OBDC | BLUE OWL CAPITAL CORP | 0.04% | Add +119.8% | 29,515 | $423.25K | $14.34 | |
| 55 | NTR | NUTRIEN LTD | 0.04% | New | 6,961 | $404.8K | $58.15 | |
| 56 | ARW | ARROW ELECTRIC | 0.04% | New | 3,140 | $400.13K | $127.43 | |
| 57 | SFNC | SIMMONS FIRS NATIONAL CORP-A | 0.04% | New | 20,476 | $388.23K | $18.96 | |
| 58 | TSN | TYSON FOODS | 0.04% | New | 6,907 | $386.38K | $55.94 | |
| 59 | FIBK | FIRST INTERSTATE BANCSYSTEM INC | 0.04% | New | 13,337 | $384.37K | $28.82 | |
| 60 | NE | NOBLE CORP PLC | 0.04% | New | 14,443 | $383.46K | $26.55 | |
| 61 | HAFN | HAFNIA LTD | 0.04% | Add +171.9% | 76,617 | $382.32K | $4.99 | |
| 62 | CROX | CROCS INC | 0.04% | New | 3,771 | $381.93K | $101.28 | |
| 63 | MTDR | MATADOR RESOURCES CO. | 0.03% | New | 7,545 | $360.05K | $47.72 | |
| 64 | LW | LAMB WESTON HOLDINGS INC | 0.03% | New | 6,907 | $358.13K | $51.85 | |
| 65 | LGND | LIGAND PHARMACEUTICALS | 0.03% | New | 3,140 | $356.96K | No quote | No quote |
| 66 | CVS | CVS CORP. | 0.03% | New | 5,061 | $349.11K | $68.98 | |
| 67 | UNH | UNITEDHEALTH GROUP | 0.03% | New | 1,095 | $341.61K | $311.97 | |
| 68 | BMY | BRISTOL-MYERS SQUIBB CO | 0.03% | New | 7,184 | $332.55K | $46.29 | |
| 69 | TDW | TIDEWATER INC | 0.03% | New | 6,907 | $318.62K | $46.13 | |
| 70 | TRMD | TORM PLC-A | 0.03% | New | 19,093 | $318.09K | $16.66 | |
| 71 | CVE | CENOVUS ENERGY | 0.03% | New | 22,144 | $300.72K | $13.58 | |
| 72 | BZH | BEAZER HOMES USA | 0.03% | New | 13,254 | $296.49K | $22.37 | |
| 73 | BAX | BAXTER INTERNATIONAL INC | 0.03% | Reduce -0.6% | 9,770 | $295.84K | $30.28 | |
| 74 | AAP | ADVANCE AUTO PARTS INC. | 0.03% | New | 6,316 | $293.63K | $46.49 | |
| 75 | HTLD | HEARTLAND EXPRESS INC. | 0.03% | Add +119.6% | 33,664 | $290.86K | $8.64 | |
| 76 | SIRI | SIRIUS XM HOLDINGS INC | 0.03% | New | 12,560 | $288.5K | $22.97 | |
| 77 | DINO | HF SINCLAIR CORP | 0.03% | New | 6,921 | $284.32K | $41.08 | |
| 78 | BSM | BLACKSTONE MINE | 0.03% | New | 20,855 | $272.78K | $13.08 | |
| 79 | CNC | CENTENE CORP | 0.03% | New | 5,024 | $272.7K | $54.28 | |
| 80 | CCSI | CONSENSUS CLOUD | 0.02% | New | 11,356 | $261.87K | $23.06 | |
| 81 | HPK | HIGHPEAK ENERGY, INC. | 0.02% | Add +118.9% | 24,872 | $243.75K | No quote | No quote |
| 82 | LPG | DORIAN LPG LIMITED | 0.02% | New | 9,419 | $229.64K | $24.38 | |
| 83 | DVN | DEVON ENERGY CORP | 0.02% | New | 6,907 | $219.71K | $31.81 | |
| 84 | ACDC | PROFRAC HOLDINGS A | 0.02% | Add +120.7% | 27,632 | $214.42K | No quote | No quote |
| 85 | PSEC | PROSPECT CAPITAL CORP | 0.02% | Add +119.3% | 67,032 | $213.16K | $3.18 | |
| 86 | EMBC | EMBECTA CORP | 0.02% | New | 20,095 | $194.72K | $9.69 | |
| 87 | HP | HELMERICH & PAYNE | 0.02% | New | 12,826 | $194.44K | $15.16 | |
| 88 | CLF | CLEVELAND-CLIFFS INC | 0.02% | Add +124.4% | 25,507 | $193.85K | $7.60 | |
| 89 | HLF | HERBALIFE LTD | 0.02% | New | 21,628 | $186.43K | $8.62 | |
| 90 | OEC | ORION SA | 0.02% | New | 16,329 | $171.29K | $10.49 | |
| 91 | PSNY | POLESTAR AUTOMOTIVE-CL A | 0.00% | Add +120.4% | 22,607 | $24.19K | No quote | No quote |
| 92 | FITB | FIFTH THIRD BANC | - | Sold | 0 | $0 | No quote | No quote |