What stocks does Tweedy Browne own?

As of the Q1 '26 reporting period, Tweedy Browne held 93 long equity positions in their Tweedy Browne Company 13F filing, with a total reported value of $1.26B. Top positions: CNH, IONS, KOF.

When did Tweedy Browne last file a 13F?

Tweedy Browne last filed a 13F report for the Q1 '26 period (filed 2026-05-06). 13F filings are required by the SEC within 45 days of quarter-end.

What is Tweedy Browne's portfolio size?

Tweedy Browne reported $1.26B in long equity positions across 93 holdings in their most recent SEC 13F filing. Note that 13F filings only cover long U.S. equity positions and exclude shorts, options, bonds, cash, and international holdings.

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Tweedy Browne

Name: Tweedy Browne 13F Holdings
Creator: Tweedy Browne
License: https://www.sec.gov/about/website-policies

Tweedy Browne Company

Ben Graham-style deep value

$1.26B

Portfolio Value

Holdings

Q1 '26

Period

2026-05-06

Filed

📉

Simulated 13F Return

⚠️ Approximation

Total Return

+18.61%

Q1 '25 → Q4 '25

Annualized

+25.44%/yr

S&P: +26.24%/yr

Alpha (vs S&P)

-0.57%

3 quarters tracked

1-Year Return

—

⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.

📈 Recent Activity

Changes from previous quarter

CNHREDUCED

17.6% of portfolio

-0% shares+2.6pp

IONSREDUCED

13.6% of portfolio

-8% shares-2.2pp

KOFREDUCED

9.1% of portfolio

-2% shares-0.0pp

GOOGLREDUCED

4.5% of portfolio

-1% shares-0.5pp

JNJREDUCED

4.3% of portfolio

-7% shares+0.3pp

BRK.BINCREASED

3.7% of portfolio

+0% shares-0.2pp

WFCREDUCED

3.3% of portfolio

-8% shares-0.9pp

ALVREDUCED

3.2% of portfolio

-4% shares-0.6pp

NVSTREDUCED

2.9% of portfolio

-0% shares+0.4pp

FDXINCREASED

2.1% of portfolio

-34% shares-0.5pp

TFC-PRREDUCED

2.0% of portfolio

-1% shares-0.2pp

UNFREDUCED

2.0% of portfolio

-0% shares+0.4pp

UHAL-BREDUCED

1.6% of portfolio

-1% shares-0.1pp

AXPREDUCED

1.5% of portfolio

-2% shares-0.4pp

AZOREDUCED

1.5% of portfolio

-1% shares-0.0pp

VRTXINCREASED

1.4% of portfolio

+3% shares

BACREDUCED

1.4% of portfolio

-2% shares-0.2pp

BKREDUCED

1.0% of portfolio

-14% shares-0.2pp

JAZZNEW

0.9% of portfolio

New position

NVSREDUCED

0.9% of portfolio

-5% shares+0.0pp

TTEREDUCED

0.8% of portfolio

-13% shares+0.1pp

USBREDUCED

0.8% of portfolio

-1% shares-0.0pp

DEOREDUCED

0.7% of portfolio

-3% shares-0.2pp

UNPREDUCED

0.4% of portfolio

-4% shares

GSKREDUCED

0.4% of portfolio

-1% shares+0.0pp

SNEXINCREASED

0.3% of portfolio

+138% shares+0.2pp

CSCOREDUCED

0.3% of portfolio

-2% shares

COPINCREASED

0.3% of portfolio

+18% shares+0.1pp

KTREDUCED

0.3% of portfolio

+91% shares+0.2pp

UNLYFREDUCED

0.2% of portfolio

-7% shares-0.1pp

HAFNINCREASED

0.2% of portfolio

+92% shares+0.1pp

NE-WTINCREASED

0.2% of portfolio

+57% shares+0.1pp

TRMDINCREASED

0.2% of portfolio

+91% shares+0.1pp

NTRINCREASED

0.2% of portfolio

+92% shares+0.1pp

REZIINCREASED

0.2% of portfolio

+58% shares+0.1pp

BFH-PAINCREASED

0.2% of portfolio

+59% shares+0.1pp

PSXREDUCED

0.2% of portfolio

-1% shares+0.0pp

ZIONPINCREASED

0.2% of portfolio

+57% shares+0.1pp

TDGMWINCREASED

0.2% of portfolio

+56% shares+0.1pp

ARLPINCREASED

0.2% of portfolio

+55% shares+0.1pp

PNCINCREASED

0.2% of portfolio

+55% shares+0.1pp

EPDINCREASED

0.2% of portfolio

-52% shares-0.1pp

AGCOINCREASED

0.2% of portfolio

+53% shares+0.1pp

DINOINCREASED

0.1% of portfolio

+78% shares+0.1pp

ALSNINCREASED

0.1% of portfolio

+57% shares+0.1pp

MTDRINCREASED

0.1% of portfolio

+56% shares+0.1pp

HPINCREASED

0.1% of portfolio

+57% shares+0.1pp

GIIIINCREASED

0.1% of portfolio

+56% shares+0.0pp

TSNINCREASED

0.1% of portfolio

+58% shares+0.1pp

ARWREDUCED

0.1% of portfolio

+55% shares+0.1pp

FIBKINCREASED

0.1% of portfolio

+55% shares+0.0pp

BMYINCREASED

0.1% of portfolio

+55% shares+0.1pp

UPSREDUCED

0.1% of portfolio

+58% shares+0.0pp

WUINCREASED

0.1% of portfolio

+61% shares+0.0pp

SFNCINCREASED

0.1% of portfolio

+59% shares+0.0pp

CINEW

0.1% of portfolio

New position

ABGNEW

0.1% of portfolio

New position

ELVINCREASED

0.1% of portfolio

+53% shares+0.0pp

VSNTNEW

0.1% of portfolio

New position

CVSINCREASED

0.1% of portfolio

+58% shares+0.0pp

TAP-AINCREASED

0.1% of portfolio

+57% shares+0.0pp

HTLDREDUCED

0.1% of portfolio

+58% shares+0.0pp

ALLYNEW

0.1% of portfolio

New position

DVNINCREASED

0.1% of portfolio

+55% shares+0.1pp

AAPINCREASED

0.1% of portfolio

+59% shares+0.1pp

LKQNEW

0.1% of portfolio

New position

LPGINCREASED

0.1% of portfolio

+57% shares+0.1pp

BXINCREASED

0.1% of portfolio

+55% shares+0.0pp

CROXREDUCED

0.1% of portfolio

+55% shares+0.0pp

LWINCREASED

0.1% of portfolio

+57% shares+0.0pp

SIRIINCREASED

0.1% of portfolio

+56% shares+0.0pp

UNHINCREASED

0.1% of portfolio

+49% shares+0.0pp

BZHINCREASED

0.1% of portfolio

+59% shares+0.0pp

HLNCFREDUCED

0.1% of portfolio

-5% shares

KVUEREDUCED

0.1% of portfolio

-0% shares

EMBCINCREASED

0.1% of portfolio

+56% shares

CNCINCREASED

<0.1% of portfolio

+57% shares

FMCINCREASED

<0.1% of portfolio

+53% shares+0.0pp

AMNINCREASED

<0.1% of portfolio

+55% shares+0.0pp

ONLINCREASED

<0.1% of portfolio

+56% shares+0.0pp

CNXCREDUCED

<0.1% of portfolio

-3% shares-0.0pp

MICCREDUCED

<0.1% of portfolio

-3% shares

ATMUSOLD

was 0.2%

Sold out position

Filing price: $51.91

GMSOLD

was 0.2%

Sold out position

Filing price: $81.32

ANSOLD

was 0.1%

Sold out position

Filing price: $206.48

CNVEFSOLD

was 0.1%

Sold out position

Filing price: $16.94

OBDCSOLD

was 0.1%

Sold out position

Filing price: $12.43

CLFSOLD

was 0.1%

Sold out position

Filing price: $13.28

HLFSOLD

was 0.1%

Sold out position

Filing price: $12.89

ALB-PASOLD

was 0.1%

Sold out position

Filing price: $141.44

CCSISOLD

was <0.1%

Sold out position

Filing price: $21.82

Sold Out (9)

SOLDATMUATMUS FILTRATION TECHNOLOGIESwas 0.17%@$51.91

SOLDCLFCLEVELAND-CLIFFS INCwas 0.07%@$13.28

SOLDCCSICONSENSUS CLOUDwas 0.03%@$21.82

SOLDGMGENERAL MOTORSwas 0.17%@$81.32

SOLDALB-PAALBEMARLE CORPwas 0.05%@$141.44

SOLDANAUTONATION, INC.was 0.10%@$206.48

SOLDOBDCBLUE OWL CAPITAL CORPwas 0.07%@$12.43

SOLDCNVEFCENOVUS ENERGYwas 0.08%@$16.94

SOLDHLFHERBALIFE LTDwas 0.05%@$12.89

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 66.9%Financials 20.2%Healthcare 6.3%Technology 4.6%Consumer Staples 0.7%+4 more (1.4%)

💼 Holdings

🔍

93 of 93 positions · $1.26B

This quarter: 6 new positions, increased 43, reduced 33, sold 9. Net buyer.

#	Stock	% Portfolio▼	Activity	Shares	Reported Price	Value	Current Price	+/- Reported	52w Low	52w High	SEC
1	CNHCNH INDUSTRIAL NV	17.6%	Reduce 0.15%	20150358	$11.00	$221.7M	—	—	—	—	📄
2	IONSIONIS PHARMACEUTICALS INC.	13.6%	Reduce 7.68%	2275625	$75.09	$170.9M	—	—	—	—	📄
3	KOFCoca-Cola FEMSA	9.1%	Reduce 1.57%	1170026	$97.55	$114.1M	—	—	—	—	📄
4	BRK.ABerkshire Hathaway Inc. Class A	8.2%	Held	144	$718140.00	$103.4M	—	—	—	—	📄
5	GOOGLALPHABET INC-CL A	4.5%	Reduce 0.61%	198341	$287.56	$57.0M	—	—	—	—	📄
6	JNJJOHNSON & JOHNSON	4.3%	Reduce 7.03%	219490	$244.44	$53.7M	—	—	—	—	📄
7	BRK.BBerkshire Hathaway Inc. Class B	3.7%	Add 0.33%	97406	$479.20	$46.7M	—	—	—	—	📄
8	WFCWELLS FARGO & CO	3.3%	Reduce 7.77%	515920	$79.61	$41.1M	—	—	—	—	📄
9	ALVAUTOLIV INC.	3.2%	Reduce 4.32%	383592	$105.16	$40.3M	—	—	—	—	📄
10	NVSTENVISTA HOLDINGS CORP	2.9%	Reduce 0.45%	1436781	$25.37	$36.5M	—	—	—	—	📄
11	FDXFEDEX CORP.	2.1%	Add 34.34%	74035	$356.18	$26.4M	—	—	—	—	📄
12	TFC-PRTRUIST FINANCIAL CORP	2.0%	Reduce 0.84%	557435	$45.97	$25.6M	—	—	—	—	📄
13	UNFUNIFIRST CORP	2.0%	Reduce 0.38%	101671	$251.59	$25.6M	—	—	—	—	📄
14	UHAL-BU-HAUL HOLDING CO - NON VOTING	1.6%	Reduce 0.62%	463332	$44.67	$20.7M	—	—	—	—	📄
15	AXPAMERICAN EXPRESS CO	1.5%	Reduce 2.49%	62985	$302.48	$19.1M	—	—	—	—	📄
16	AZOAUTOZONE, INC.	1.5%	Reduce 1.05%	5535	$3377.78	$18.7M	—	—	—	—	📄
17	VRTXVERTEX PHARMACEUTICALS	1.4%	Add 3.16%	40387	$446.54	$18.0M	—	—	—	—	📄
18	SEESEALED AIR CORPORATION	1.4%	Held	509581	$35.35	$18.0M	—	—	—	—	📄
19	BACBANK OF AMERICA CORP COM	1.4%	Reduce 2.45%	365274	$48.75	$17.8M	—	—	—	—	📄
20	BKBank of New York Mellon	1.0%	Reduce 14.47%	108955	$118.63	$12.9M	—	—	—	—	📄
21	JAZZJAZZ PHARMACEUTICALS PLC	0.9%	Buy	60209	$189.05	$11.4M	—	—	—	—	📄
22	NVSNOVARTIS AG AMERICAN DEPOSITORY SHARES	0.9%	Reduce 4.81%	71305	$152.75	$10.9M	—	—	—	—	📄
23	TTETOTALENERGIES SE ADR	0.8%	Reduce 12.94%	117603	$90.98	$10.7M	—	—	—	—	📄
24	USBUS BANCORP	0.8%	Reduce 0.82%	184248	$52.01	$9.6M	—	—	—	—	📄
25	DEODIAGEO P L C - ADR	0.7%	Reduce 2.77%	126211	$74.45	$9.4M	—	—	—	—	📄