13F FILER
Tweedy, Browne
Tweedy, Browne Co LLC
No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.
91
Positions
$1.3B
Reported Value
69.2%
In Top 10
—
Claims Indexed
Largest reported positions
TWEEDY, BROWNE CO LLC • CIK 0000732905 • 2026-06-30 • FILED 2026-08-07
WHAT CHANGED THIS QUARTER
In its Q2 2026 13F, filed Aug 7, 2026, Tweedy, Browne reported 91 positions worth $1.3B in US-listed stock. The largest stock position is Cnh Industrial Nv at 17.1% of the reported book, and the ten largest lines of any type make up 69.2% of it.
It opened 13 new positions, the largest stock positions being Zoetis, Inc. ($40.0M), Disney Walt Company Holding Co ($4.3M) and Bank Of Nova Scotia ($3.7M), and exited 15, the largest stock exits being Sealed Air Corporation ($18.0M last quarter), Stonex Group, Inc. ($4.4M last quarter) and Noble Corp Plc ($2.7M last quarter).
Among positions it already held, the biggest increases by share count were G Iii Apparel (+42%), Pnc Financial Services Group Inc. (+40%) and Kt Corp - Adr (+33%), and the biggest cuts were Fedex Corp. (−85%), Cisco Systems Inc (−47%) and Alphabet Inc-Cl A (−29%).
| Issuer | Value | Weight | Shares QoQ |
|---|---|---|---|
| CNH INDUSTRIAL NV | $225.9M | 17.1% | -0% |
| IONIS PHARMACEUTICALS INC. | $180.8M | 13.7% | +0% |
| COCA COLA FEMSA | $123.3M | 9.3% | -1% |
| BERKSHIRE HATHAWAY INC | $107.8M | 8.2% | — |
| JOHNSON & JOHNSON | $51.2M | 3.9% | -8% |
| ALPHABET INC-CL A | $50.5M | 3.8% | -29% |
| BERKSHIRE HATHAWAY INC DEL CL B | $48.9M | 3.7% | +0% |
| AUTOLIV INC. | $44.5M | 3.4% | -0% |
| WELLS FARGO & CO | $41.1M | 3.1% | -4% |
| ZOETIS, INC. | $40.0M | 3.0% | New |
| ENVISTA HOLDINGS CORP | $37.8M | 2.9% | -0% |
| TRUIST FINANCIAL CORP | $27.2M | 2.1% | -2% |
| UNIFIRST CORP | $26.9M | 2.0% | -0% |
| U-HAUL HOLDING CO - NON VOTING | $26.7M | 2.0% | -0% |
| AMERICAN EXPRESS CO | $21.2M | 1.6% | -0% |
| BANK OF AMERICA CORP COM | $20.8M | 1.6% | -0% |
| VERTEX PHARMACEUTICALS | $19.9M | 1.5% | -1% |
| AUTOZONE, INC. | $17.7M | 1.3% | -0% |
| BANK OF NEW YORK MELLON CORP | $14.8M | 1.1% | -6% |
| JAZZ PHARMACEUTICALS PLC | $14.5M | 1.1% | -0% |
20 of 91 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, cash, ordinary bonds or private holdings — and is 45 days old on publication.
NEW POSITIONS
- Zoetis, Inc.$40.0M · 3.0%
- Disney Walt Company Holding Co$4.3M · 0.3%
- Bank Of Nova Scotia$3.7M · 0.3%
EXITS
- Sealed Air Corporation$18.0M last quarter
- Stonex Group, Inc.$4.4M last quarter
- Noble Corp Plc$2.7M last quarter
- Torm Plc-A$2.6M last quarter
- Bread Financial Holdings, Inc.$2.3M last quarter