What stocks does Tweedy Browne own?

As of the Q2 '26 reporting period, Tweedy Browne held 91 long equity positions in their Tweedy Browne Company 13F filing, with a total reported value of $1.32B. Top positions: CNH, IONS, KOF.

When did Tweedy Browne last file a 13F?

Tweedy Browne last filed a 13F report for the Q2 '26 period (filed 2026-08-07). 13F filings are required by the SEC within 45 days of quarter-end.

What is Tweedy Browne's portfolio size?

Tweedy Browne reported $1.32B in long equity positions across 91 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.

← All Managers

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

$1.32B

Portfolio Value

Holdings

Q2 '26

Period

2026-08-07

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

17.1% of portfolio

-0% shares-0.5pp

IONSINCREASED

13.7% of portfolio

+0% shares+0.1pp

KOFREDUCED

9.3% of portfolio

-1% shares+0.3pp

JNJREDUCED

3.9% of portfolio

-8% shares-0.4pp

GOOGLREDUCED

3.8% of portfolio

-29% shares-0.7pp

BRK.BINCREASED

3.7% of portfolio

+0% shares

ALVREDUCED

3.4% of portfolio

-0% shares+0.2pp

WFCREDUCED

3.1% of portfolio

-4% shares-0.2pp

ZTSNEW

3.0% of portfolio

New position

NVSTREDUCED

2.9% of portfolio

-0% shares-0.0pp

TFC-PRREDUCED

2.1% of portfolio

-2% shares+0.0pp

UNFREDUCED

2.0% of portfolio

-0% shares

UHAL-BREDUCED

2.0% of portfolio

-0% shares+0.4pp

AXPREDUCED

1.6% of portfolio

-0% shares+0.1pp

BACREDUCED

1.6% of portfolio

-0% shares+0.2pp

VRTXREDUCED

1.5% of portfolio

-1% shares+0.1pp

AZOREDUCED

1.3% of portfolio

-0% shares-0.1pp

BNYREDUCED

1.1% of portfolio

-6% shares+0.1pp

JAZZREDUCED

1.1% of portfolio

-0% shares+0.2pp

NVSREDUCED

0.8% of portfolio

-0% shares-0.0pp

USBREDUCED

0.8% of portfolio

-1% shares+0.1pp

DEOREDUCED

0.8% of portfolio

-0% shares+0.0pp

TTEREDUCED

0.7% of portfolio

-0% shares-0.2pp

DISNEW

0.3% of portfolio

New position

GSKREDUCED

0.3% of portfolio

-0% shares-0.0pp

GL-PDREDUCED

0.3% of portfolio

-20% shares

KTINCREASED

0.3% of portfolio

+33% shares

BNSNEW

0.3% of portfolio

New position

CSCOREDUCED

0.3% of portfolio

-47% shares-0.1pp

FDXREDUCED

0.3% of portfolio

-85% shares-1.8pp

COPINCREASED

0.3% of portfolio

+5% shares-0.1pp

PNCREDUCED

0.2% of portfolio

+40% shares+0.1pp

UNLYFREDUCED

0.2% of portfolio

-5% shares-0.0pp

GIIIINCREASED

0.2% of portfolio

+42% shares+0.1pp

HAFNINCREASED

0.2% of portfolio

+10% shares-0.0pp

ARWINCREASED

0.2% of portfolio

+10% shares+0.1pp

DINOINCREASED

0.2% of portfolio

+31% shares+0.1pp

ARLPREDUCED

0.2% of portfolio

+54% shares+0.0pp

REZIINCREASED

0.2% of portfolio

+15% shares

VSNTINCREASED

0.2% of portfolio

+84% shares+0.1pp

ELVINCREASED

0.2% of portfolio

+34% shares+0.1pp

EVTCNEW

0.2% of portfolio

New position

ALSNINCREASED

0.2% of portfolio

+38% shares+0.0pp

NTRINCREASED

0.2% of portfolio

+9% shares-0.0pp

CROXINCREASED

0.2% of portfolio

+37% shares+0.1pp

ALLYINCREASED

0.2% of portfolio

+41% shares+0.1pp

BMYINCREASED

0.2% of portfolio

+44% shares+0.0pp

CIINCREASED

0.2% of portfolio

+42% shares+0.0pp

HTLDINCREASED

0.2% of portfolio

+9% shares+0.1pp

WUINCREASED

0.2% of portfolio

+57% shares+0.0pp

PSXREDUCED

0.2% of portfolio

-1% shares-0.0pp

ABGREDUCED

0.2% of portfolio

+42% shares+0.0pp

LULUNEW

0.2% of portfolio

New position

THONEW

0.2% of portfolio

New position

TDWINCREASED

0.1% of portfolio

+14% shares-0.0pp

CAGNEW

0.1% of portfolio

New position

SIRIINCREASED

0.1% of portfolio

+42% shares+0.1pp

MTDRINCREASED

0.1% of portfolio

+34% shares

UPSINCREASED

0.1% of portfolio

+7% shares+0.0pp

GLOBNEW

0.1% of portfolio

New position

BLDRNEW

0.1% of portfolio

New position

TAPINCREASED

0.1% of portfolio

+41% shares+0.0pp

SHOENEW

0.1% of portfolio

New position

HPINCREASED

0.1% of portfolio

+8% shares

UNHINCREASED

0.1% of portfolio

+12% shares+0.0pp

AAPINCREASED

0.1% of portfolio

+12% shares+0.0pp

LKQINCREASED

0.1% of portfolio

+46% shares+0.0pp

CNCINCREASED

0.1% of portfolio

+33% shares+0.1pp

LWINCREASED

0.1% of portfolio

+44% shares+0.0pp

EFORNEW

0.1% of portfolio

New position

BZHINCREASED

0.1% of portfolio

+8% shares+0.0pp

DVNINCREASED

0.1% of portfolio

+33% shares

KVUEINCREASED

0.1% of portfolio

+78% shares+0.0pp

LPGINCREASED

0.1% of portfolio

+12% shares

EMRREDUCED

0.1% of portfolio

-2% shares

AMNINCREASED

0.1% of portfolio

+33% shares+0.1pp

BSMINCREASED

0.1% of portfolio

+8% shares

VZREDUCED

0.1% of portfolio

-0% shares-0.0pp

CMCSAREDUCED

0.1% of portfolio

-1% shares-0.0pp

HLNCFREDUCED

0.1% of portfolio

-1% shares

OECINCREASED

<0.1% of portfolio

+48% shares+0.0pp

FMCINCREASED

<0.1% of portfolio

+42% shares

BABAREDUCED

<0.1% of portfolio

-2% shares-0.0pp

FDXFNEW

<0.1% of portfolio

New position

CNXCREDUCED

<0.1% of portfolio

-1% shares

INTCNEW

<0.1% of portfolio

New position

MICCREDUCED

<0.1% of portfolio

-3% shares

BAXREDUCED

<0.1% of portfolio

-3% shares

SEESOLD

was 1.4%

Sold out position

Filing price: $35.35

SNEXSOLD

was 0.3%

Sold out position

Filing price: $80.65

NESOLD

was 0.2%

Sold out position

Filing price: $49.07

TRMDSOLD

was 0.2%

Sold out position

Filing price: $27.90

BFHSOLD

was 0.2%

Sold out position

Filing price: $74.89

ZIONPSOLD

was 0.2%

Sold out position

Filing price: $57.62

HCIIPSOLD

was 0.2%

Sold out position

Filing price: $191.69

EPDSOLD

was 0.2%

Sold out position

Filing price: $37.84

AGCOSOLD

was 0.2%

Sold out position

Filing price: $115.87

TSNSOLD

was 0.1%

Sold out position

Filing price: $64.07

FIBKSOLD

was 0.1%

Sold out position

Filing price: $33.40

SFNCSOLD

was 0.1%

Sold out position

Filing price: $19.45

CVSSOLD

was 0.1%

Sold out position

Filing price: $71.82

EMBCSOLD

was 0.1%

Sold out position

Filing price: $8.84

PSEC-PASOLD

was <0.1%

Sold out position

Filing price: $2.59

Sold Out (15)

SOLDAGCOAGCO CORP.was 0.15%@$115.87

SOLDCVSCVS CORP.was 0.11%@$71.82

SOLDEMBCEMBECTA CORPwas 0.05%@$8.84

SOLDEPDENTERPRISE PRODUCTS PARTNERSwas 0.15%@$37.84

SOLDFIBKFIRST INTERSTATE BANCSYSTEM INCwas 0.13%@$33.40

SOLDHCIIPHCI GROUP INCwas 0.17%@$191.69

SOLDPSEC-PAPROSPECT CAPITAL CORPwas 0.03%@$2.59

SOLDSEESEALED AIR CORPORATIONwas 1.43%@$35.35

SOLDSFNCSIMMONS FIRS NATIONAL CORP-Awas 0.12%@$19.45

SOLDSNEXSTONEX GROUP, INC.was 0.35%@$80.65

SOLDTRMDTORM PLC-Awas 0.21%@$27.90

SOLDTSNTYSON FOODSwas 0.13%@$64.07

SOLDBFHBREAD FINANCIAL HOLDINGS, INC.was 0.19%@$74.89

SOLDNENOBLE CORP PLCwas 0.21%@$49.07

SOLDZIONPZIONS BANCORPORATION N.A.was 0.17%@$57.62

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 68.1%Financials 19.2%Healthcare 6.2%Technology 3.9%Consumer Staples 0.9%+5 more (1.7%)

💼 Holdings

🔍

91 of 91 positions · $1.32B

This quarter: 13 new positions, increased 38, reduced 37, sold 15. Net seller.

#	Stock	% Portfolio▼	Activity	Shares	Reported Price	Value	Current Price	+/- Reported	52w Low	52w High	SEC
1	CNHCNH INDUSTRIAL NV	17.1%	Reduce 0.17%	20115883	$11.23	$225.9M	—	—	—	—	📄
2	IONSIONIS PHARMACEUTICALS INC.	13.7%	Add 0.21%	2280311	$79.29	$180.8M	—	—	—	—	📄
3	KOFCoca-Cola FEMSA	9.3%	Reduce 0.81%	1160570	$106.25	$123.3M	—	—	—	—	📄
4	BRK.ABerkshire Hathaway Inc. Class A	8.2%	Held	144	$748850.00	$107.8M	—	—	—	—	📄
5	JNJJOHNSON & JOHNSON	3.9%	Reduce 8.13%	201644	$253.97	$51.2M	—	—	—	—	📄
6	GOOGLALPHABET INC-CL A	3.8%	Reduce 28.77%	141282	$357.37	$50.5M	—	—	—	—	📄
7	BRK.BBerkshire Hathaway Inc. Class B	3.7%	Add 0.22%	97625	$500.39	$48.9M	—	—	—	—	📄
8	ALVAUTOLIV INC.	3.4%	Reduce 0.07%	383314	$116.17	$44.5M	—	—	—	—	📄
9	WFCWELLS FARGO & CO	3.1%	Reduce 3.67%	497011	$82.64	$41.1M	—	—	—	—	📄
10	ZTSZOETIS, INC.	3.0%	Buy	556056	$71.86	$40.0M	—	—	—	—	📄
11	NVSTENVISTA HOLDINGS CORP	2.9%	Reduce 0.11%	1435248	$26.35	$37.8M	—	—	—	—	📄
12	TFC-PRTRUIST FINANCIAL CORP	2.1%	Reduce 2.01%	546256	$49.82	$27.2M	—	—	—	—	📄
13	UNFUNIFIRST CORP	2.0%	Reduce 0.12%	101553	$264.46	$26.9M	—	—	—	—	📄
14	UHAL-BU-HAUL HOLDING CO - NON VOTING	2.0%	Reduce 0.11%	462827	$57.70	$26.7M	—	—	—	—	📄
15	AXPAMERICAN EXPRESS CO	1.6%	Reduce 0.42%	62719	$338.25	$21.2M	—	—	—	—	📄
16	BACBANK OF AMERICA CORP COM	1.6%	Reduce 0.14%	364776	$56.98	$20.8M	—	—	—	—	📄
17	VRTXVERTEX PHARMACEUTICALS	1.5%	Reduce 0.66%	40121	$496.73	$19.9M	—	—	—	—	📄
18	AZOAUTOZONE, INC.	1.3%	Reduce 0.09%	5530	$3195.94	$17.7M	—	—	—	—	📄
19	BNYBANK OF NEW YORK MELLON CORP	1.1%	Reduce 6.16%	102246	$144.61	$14.8M	—	—	—	—	📄
20	JAZZJAZZ PHARMACEUTICALS PLC	1.1%	Reduce 0.10%	60149	$240.97	$14.5M	—	—	—	—	📄
21	NVSNOVARTIS AG AMERICAN DEPOSITORY SHARES	0.8%	Reduce 0.25%	71125	$156.72	$11.1M	—	—	—	—	📄
22	USBUS BANCORP	0.8%	Reduce 1.28%	181896	$60.40	$11.0M	—	—	—	—	📄
23	DEODIAGEO P L C - ADR	0.8%	Reduce 0.03%	126176	$80.38	$10.1M	—	—	—	—	📄
24	TTETOTALENERGIES SE ADR	0.7%	Reduce 0.42%	117108	$77.76	$9.1M	—	—	—	—	📄
25	UNPUNION PACIFIC CORP	0.4%	Held	19185	$272.00	$5.2M	—	—	—	—	📄