Tweedy, Browne Co LLC

Est. AUM

$1.26B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CNH INDUSTRIAL NV	COM	$221.7M	20150358	17.61%	SOLE
2	IONIS PHARMACEUTICALS INC.	COM	$170.9M	2275625	13.57%	SOLE
3	COCA COLA FEMSA	ADR	$114.1M	1170026	9.07%	SOLE
4	BERKSHIRE HATHAWAY INC	COM	$103.4M	144	8.22%	SOLE
5	ALPHABET INC-CL A	COM	$57.0M	198341	4.53%	SOLE
6	JOHNSON & JOHNSON	COM	$53.7M	219490	4.26%	SOLE
7	BERKSHIRE HATHAWAY INC DEL CL B	COM	$46.7M	97406	3.71%	SOLE
8	WELLS FARGO & CO	COM	$41.1M	515920	3.26%	SOLE
9	AUTOLIV INC.	COM	$40.3M	383592	3.20%	SOLE
10	ENVISTA HOLDINGS CORP	COM	$36.5M	1436781	2.90%	SOLE
11	FEDEX CORP.	COM	$26.4M	74035	2.09%	SOLE
12	TRUIST FINANCIAL CORP	COM	$25.6M	557435	2.04%	SOLE
13	UNIFIRST CORP	COM	$25.6M	101671	2.03%	SOLE
14	U-HAUL HOLDING CO - NON VOTING	COM	$20.7M	463332	1.64%	SOLE
15	AMERICAN EXPRESS CO	COM	$19.1M	62985	1.51%	SOLE
16	AUTOZONE, INC.	COM	$18.7M	5535	1.49%	SOLE
17	VERTEX PHARMACEUTICALS	COM	$18.0M	40387	1.43%	SOLE
18	SEALED AIR CORPORATION	COM	$18.0M	509581	1.43%	SOLE
19	BANK OF AMERICA CORP COM	COM	$17.8M	365274	1.41%	SOLE
20	BANK OF NEW YORK MELLON CORP	COM	$12.9M	108955	1.03%	SOLE
21	JAZZ PHARMACEUTICALS PLC	COM	$11.4M	60209	0.90%	SOLE
22	NOVARTIS AG AMERICAN DEPOSITORY SHARES	ADR	$10.9M	71305	0.87%	SOLE
23	TOTALENERGIES SE ADR	ADR	$10.7M	117603	0.85%	SOLE
24	US BANCORP	COM	$9.6M	184248	0.76%	SOLE
25	DIAGEO P L C - ADR	ADR	$9.4M	126211	0.75%	SOLE
26	UNION PACIFIC CORP	COM	$4.7M	19185	0.37%	SOLE
27	GSK PLC ADR	ADR	$4.5M	81785	0.36%	SOLE
28	STONEX GROUP, INC.	COM	$4.4M	54035	0.35%	SOLE
29	CISCO SYSTEMS INC	COM	$4.3M	55199	0.34%	SOLE
30	CONOCOPHILLIPS	COM	$4.1M	30705	0.32%	SOLE
31	GLOBE LIFE INC.	COM	$3.9M	27833	0.31%	SOLE
32	KT CORP - ADR	COM	$3.6M	167181	0.28%	SOLE
33	UNILEVER PLC SPONSORED ADR	ADR	$2.9M	51693	0.23%	SOLE
34	HAFNIA LTD	COM	$2.9M	376903	0.23%	SOLE
35	PROGRESSIVE CORP	COM	$2.7M	13711	0.22%	SOLE
36	NOBLE CORP PLC	COM	$2.7M	54434	0.21%	SOLE
37	TORM PLC-A	COM	$2.6M	92911	0.21%	SOLE
38	NUTRIEN LTD	COM	$2.6M	34137	0.20%	SOLE
39	RESIDEO TECHNOLOGIES	COM	$2.5M	73628	0.20%	SOLE
40	BREAD FINANCIAL HOLDINGS, INC.	COM	$2.3M	31262	0.19%	SOLE
41	PHILLIPS 66	COM	$2.3M	12367	0.18%	SOLE
42	ZIONS BANCORPORATION N.A.	COM	$2.2M	37877	0.17%	SOLE
43	TIDEWATER INC	COM	$2.2M	25919	0.17%	SOLE
44	HCI GROUP INC	COM	$2.1M	10906	0.17%	SOLE
45	ALLIANCE RESOURCE PARTNERS LP	COM	$2.0M	72382	0.16%	SOLE
46	PNC FINANCIAL SERVICES GROUP INC.	COM	$2.0M	9415	0.16%	SOLE
47	ENTERPRISE PRODUCTS PARTNERS	COM	$2.0M	51549	0.15%	SOLE
48	AGCO CORP.	COM	$1.9M	16647	0.15%	SOLE
49	HF SINCLAIR CORP	COM	$1.9M	29714	0.15%	SOLE
50	ALLISON TRANSMISSION HLD	COM	$1.8M	15796	0.15%	SOLE

1–50 of 93

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.