Tweedy Browne portfolio
Every US-listed position Tweedy Browne Company LLC reported in its 13F for Q2 2026, the quarter ended 2026-06-30, filed with the SEC on 2026-08-07. 91 positions at the quarter end, after opening 13 and exiting 15 during it.
50 largest positions
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| CNH | CNH Industrial N.V. | 17.11% | $225.90M | 20,115,883 | Trimmed |
| IONS | Ionis Pharmaceuticals Inc | 13.70% | $180.81M | 2,280,311 | Added |
| KOF | Coca-Cola FEMSA SAB de CV | 9.34% | $123.31M | 1,160,570 | Trimmed |
| BRK-A | Berkshire Hathaway Inc | 8.17% | $107.83M | 144 | - |
| JNJ | Johnson & Johnson | 3.88% | $51.21M | 201,644 | Trimmed |
| GOOGL | Alphabet Inc. | 3.83% | $50.49M | 141,282 | Trimmed |
| BRK-B | Berkshire Hathaway Inc | 3.70% | $48.85M | 97,625 | Added |
| ALV | Autoliv Inc | 3.37% | $44.53M | 383,314 | Trimmed |
| WFC | Wells Fargo & Company | 3.11% | $41.07M | 497,011 | Trimmed |
| ZTS | Zoetis Inc. | 3.03% | $39.96M | 556,056 | New |
| NVST | Envista Holdings Corp | 2.87% | $37.82M | 1,435,248 | Trimmed |
| TFC | Truist Financial Corp | 2.06% | $27.21M | 546,256 | Trimmed |
| UNF | UniFirst Corp | 2.03% | $26.86M | 101,553 | Trimmed |
| UHAL-B | U-Haul Holding Co | 2.02% | $26.71M | 462,827 | Trimmed |
| AXP | American Express Co | 1.61% | $21.21M | 62,719 | Trimmed |
| BAC | Bank of America Corp | 1.57% | $20.78M | 364,776 | Trimmed |
| VRTX | Vertex Pharmaceuticals Inc | 1.51% | $19.93M | 40,121 | Trimmed |
| AZO | AutoZone Inc | 1.34% | $17.67M | 5,530 | Trimmed |
| BNY | Bank of New York Mellon Corp | 1.12% | $14.79M | 102,246 | Trimmed |
| JAZZ | Jazz Pharmaceuticals plc | 1.10% | $14.49M | 60,149 | Trimmed |
| NVS | Novartis AG | 0.84% | $11.15M | 71,125 | Trimmed |
| USB | US Bancorp | 0.83% | $10.99M | 181,896 | Trimmed |
| DEO | Diageo plc | 0.77% | $10.14M | 126,176 | Trimmed |
| TTE | TotalEnergies SE | 0.69% | $9.11M | 117,108 | Trimmed |
| UNP | Union Pacific Corp | 0.40% | $5.22M | 19,185 | - |
| DIS | Walt Disney Co | 0.33% | $4.33M | 44,975 | New |
| GSK | GSK plc | 0.32% | $4.27M | 81,527 | Trimmed |
| GL | Globe Life Inc. | 0.30% | $4.00M | 22,364 | Trimmed |
| KT | KT Corp | 0.29% | $3.85M | 222,892 | Added |
| BNS | Bank of Nova Scotia | 0.28% | $3.69M | 42,479 | New |
| CSCO | Cisco Systems, Inc. | 0.26% | $3.45M | 29,397 | Trimmed |
| FDX | FedEx Corp | 0.26% | $3.37M | 10,774 | Trimmed |
| COP | ConocoPhillips | 0.25% | $3.34M | 32,137 | Added |
| PNC | PNC Financial Services Group, Inc. | 0.25% | $3.25M | 13,214 | Added |
| PGR | Progressive Corp | 0.23% | $3.00M | 13,711 | - |
| UL | Unilever plc | 0.22% | $2.95M | 49,084 | Trimmed |
| GIII | G-III Apparel Group Ltd | 0.22% | $2.89M | 85,600 | Added |
| HAFN | Hafnia Ltd | 0.21% | $2.75M | 414,383 | Added |
| ARW | Arrow Electronics, Inc. | 0.21% | $2.74M | 12,839 | Added |
| DINO | HF Sinclair Corp | 0.21% | $2.71M | 38,922 | Added |
| ARLP | Alliance Resource Partners LP | 0.20% | $2.68M | 111,658 | Added |
| REZI | Resideo Technologies, Inc. | 0.20% | $2.64M | 84,748 | Added |
| VSNT | Versant Media Group, Inc. | 0.19% | $2.50M | 69,343 | Added |
| ELV | Elevance Health, Inc. | 0.19% | $2.48M | 6,417 | Added |
| EVTC | Evertec, Inc. | 0.19% | $2.46M | 88,487 | New |
| ALSN | Allison Transmission Holdings Inc | 0.19% | $2.46M | 21,791 | Added |
| NTR | Nutrien Ltd. | 0.18% | $2.35M | 37,327 | Added |
| CROX | Crocs, Inc. | 0.18% | $2.31M | 19,181 | Added |
| ALLY | Ally Financial Inc. | 0.16% | $2.17M | 47,288 | Added |
| BMY | Bristol Myers Squibb Co | 0.16% | $2.16M | 37,570 | Added |
Showing the 50 largest of 91 positions by allocation. The full portfolio, sortable by value, allocation and share count, loads below.
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Trimmed | CNH | CNH Industrial N.V. | -34,475 | $225.90M |
| Added | IONS | Ionis Pharmaceuticals Inc | +4,686 | $180.81M |
| Trimmed | KOF | Coca-Cola FEMSA SAB de CV | -9,456 | $123.31M |
| Trimmed | JNJ | Johnson & Johnson | -17,846 | $51.21M |
| Trimmed | GOOGL | Alphabet Inc. | -57,059 | $50.49M |
| Added | BRK-B | Berkshire Hathaway Inc | +219 | $48.85M |
| Trimmed | ALV | Autoliv Inc | -278 | $44.53M |
| Trimmed | WFC | Wells Fargo & Company | -18,909 | $41.07M |
| New | ZTS | Zoetis Inc. | +556,056 | $39.96M |
| Trimmed | NVST | Envista Holdings Corp | -1,533 | $37.82M |
| Trimmed | TFC | Truist Financial Corp | -11,179 | $27.21M |
| Trimmed | UNF | UniFirst Corp | -118 | $26.86M |
| Trimmed | UHAL-B | U-Haul Holding Co | -505 | $26.71M |
| Trimmed | AXP | American Express Co | -266 | $21.21M |
| Trimmed | BAC | Bank of America Corp | -498 | $20.78M |
| Trimmed | VRTX | Vertex Pharmaceuticals Inc | -266 | $19.93M |
| Trimmed | AZO | AutoZone Inc | -5 | $17.67M |
| Trimmed | BNY | Bank of New York Mellon Corp | -6,709 | $14.79M |
| Trimmed | JAZZ | Jazz Pharmaceuticals plc | -60 | $14.49M |
| Trimmed | NVS | Novartis AG | -180 | $11.15M |
| Trimmed | USB | US Bancorp | -2,352 | $10.99M |
| Trimmed | DEO | Diageo plc | -35 | $10.14M |
| Trimmed | TTE | TotalEnergies SE | -495 | $9.11M |
| New | DIS | Walt Disney Co | +44,975 | $4.33M |
| Trimmed | GSK | GSK plc | -258 | $4.27M |
The 25 largest changes by value. The full quarter, filterable by action, loads below.
Other investors
Andreas HalvorsenRobert OlsteinStanley DruckenmillerJohn RogersThomas RussoDavid KatzYacktman Asset MgmtChristopher Davis