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 38 of 48 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 17.05% | Reduce -20.9% | 683 | $320.13M | No quote | No quote |
| 2 | JNJ | JOHNSON & JOHNSON | 11.60% | Reduce -17.1% | 1,233,596 | $217.92M | $176.65 | |
| 3 | GOOGL | ALPHABET INC-CL A | 9.48% | Reduce -15.6% | 2,017,730 | $178.02M | $88.23 | |
| 4 | IONS | IONIS PHARMACEUTICALS INC. | 7.12% | Add +30.1% | 3,541,136 | $133.75M | $37.77 | |
| 5 | FMC | FMC CORP. | 6.99% | Reduce -15.0% | 1,052,597 | $131.36M | $124.80 | |
| 6 | KOF | COCA COLA FEMSA | 6.98% | Reduce -17.4% | 1,931,256 | $131.09M | $67.88 | |
| 7 | GOOG | ALPHABET INC-CL C | 6.96% | Reduce -6.6% | 1,474,220 | $130.81M | $88.73 | |
| 8 | ALV | AUTOLIV INC. | 4.08% | Reduce -10.3% | 1,000,752 | $76.64M | $76.58 | |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 3.14% | Reduce -1.0% | 190,841 | $58.95M | No quote | No quote |
| 10 | AZO | AUTOZONE, INC. | 2.90% | Reduce -54.7% | 22,117 | $54.55M | $2466.20 | |
| 11 | CSCO | CISCO SYSTEMS INC | 2.16% | Reduce -20.1% | 850,018 | $40.5M | $47.64 | |
| 12 | WFC | WELLS FARGO & CO | 2.13% | Reduce -37.6% | 971,027 | $40.09M | $41.29 | |
| 13 | CNXC | CONCENTRIX CORP | 1.97% | Reduce -44.9% | 277,811 | $36.99M | $133.16 | |
| 14 | BK | BANK OF NEW YORK MELLON CORP | 1.94% | Reduce -46.2% | 802,210 | $36.52M | $45.52 | |
| 15 | FDX | FEDEX CORP. | 1.57% | Reduce -10.2% | 170,602 | $29.55M | $173.20 | |
| 16 | DEO | DIAGEO P L C - ADR | 1.39% | Reduce -0.7% | 146,624 | $26.13M | $178.19 | |
| 17 | UL | UNILEVER PLC SPONSORED ADR | 1.16% | Reduce -5.9% | 431,535 | $21.73M | $50.35 | |
| 18 | AXP | AMERICAN EXPRESS CO | 0.96% | Reduce -1.2% | 122,303 | $18.07M | $147.75 | |
| 19 | USB | US BANCORP | 0.88% | Reduce -58.7% | 379,343 | $16.54M | $43.61 | |
| 20 | BAC | BANK OF AMERICA CORP COM | 0.86% | Reduce -71.9% | 489,593 | $16.22M | $33.12 | |
| 21 | FOX | FOX CORP CLASS B | 0.79% | Reduce -52.5% | 522,860 | $14.88M | $28.45 | |
| 22 | TFC | TRUIST FINANCIAL CORP | 0.78% | Reduce -58.6% | 339,199 | $14.6M | $43.03 | |
| 23 | CNHI | CNH INDUSTRIALS | 0.78% | Reduce -6.3% | 906,941 | $14.57M | No quote | No quote |
| 24 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.66% | Reduce -0.0% | 44,418 | $12.48M | No quote | No quote |
| 25 | INTC | INTEL CORP | 0.66% | Reduce -61.8% | 468,096 | $12.37M | $26.43 | |
| 26 | - | TOTALENERGIES SE ADRCUSIP 89151E113 | 0.56% | New | 169,733 | $10.54M | No quote | No quote |
| 27 | CMCSA | COMCAST CORPORATION - CLASS A | 0.53% | Reduce -27.3% | 281,928 | $9.86M | $34.97 | |
| 28 | UNP | UNION PACIFIC CORP | 0.50% | Reduce -71.3% | 45,453 | $9.41M | $207.07 | |
| 29 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.48% | Reduce -1.8% | 98,906 | $8.97M | $90.72 | |
| 30 | THO | THOR INDUSTRIES INC. | 0.44% | Reduce -43.6% | 110,214 | $8.32M | $75.49 | |
| 31 | PARA | PARAMOUNT GLOBAL - CLASS B | 0.34% | Reduce -42.4% | 382,040 | $6.45M | No quote | No quote |
| 32 | FMS | FRESENIUS MEDICAL CARE-ADR | 0.29% | Reduce -66.2% | 338,912 | $5.54M | $16.34 | |
| 33 | GSK | GSK PLC ADR | 0.26% | New | 139,327 | $4.9M | $35.14 | |
| 34 | PGR | PROGRESSIVE CORP | 0.24% | Reduce -78.3% | 35,190 | $4.56M | $129.70 | |
| 35 | COP | CONOCOPHILLIPS | 0.19% | Reduce -0.7% | 31,022 | $3.66M | $118.01 | |
| 36 | PSX | PHILLIPS 66 | 0.18% | Reduce -0.3% | 32,401 | $3.37M | $104.07 | |
| 37 | EPD | ENTERPRISE PRODUCTS PARTNERS | 0.17% | - | 136,295 | $3.29M | $24.12 | |
| 38 | BABA | ALIBABA GROUP HOLDING SP-ADR | 0.17% | Reduce -9.9% | 37,165 | $3.27M | $88.09 | |
| 39 | BIDU | BAIDU INC. - SPON ADR | 0.14% | Reduce -5.6% | 23,004 | $2.63M | $114.37 | |
| 40 | VZ | VERIZON COMMUNICATIONS | 0.14% | Add +6.5% | 65,224 | $2.57M | $39.40 | |
| 41 | EMR | EMERSON ELECTRIC CO | 0.13% | Reduce -44.8% | 26,210 | $2.52M | $96.07 | |
| 42 | BAX | BAXTER INTERNATIONAL INC | 0.10% | Reduce -2.0% | 38,190 | $1.95M | $50.98 | |
| 43 | HLN | HALEON PLC ADR | 0.06% | Reduce -23.3% | 137,913 | $1.1M | $8.00 | |
| 44 | CSL | CARLISLE COS INC | 0.03% | Reduce -92.2% | 2,614 | $616K | $235.65 | |
| 45 | CKX | CKX LANDS INC | 0.01% | - | 10,600 | $105K | No quote | No quote |
| 48 | TTE | TOTALENERGIES SE ADR | - | Sold | 0 | $0 | No quote | No quote |
| 47 | MS | MORGAN STANLEY | - | Sold | 0 | $0 | No quote | No quote |
| 46 | GSK | GSK PLC ADR | - | Sold | 0 | $0 | No quote | No quote |