# Tweedy Browne — Tweedy Browne Company

Source: SEC EDGAR 13F filings (CIK 0000732905).
Page URL: https://superinvestorclub.com/manager/18
Last updated: 2026-07-08T11:36:22.476Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-06), Tweedy Browne reported 93 long equity positions in their Tweedy Browne Company 13F filing, with a total reported value of $1.26B.

### About

Ben Graham-style deep value

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | CNH | CNH INDUSTRIAL NV | 20150358 | $221.7M | 17.61% | -0.2% |
| 2 | IONS | IONIS PHARMACEUTICALS INC. | 2275625 | $170.9M | 13.57% | -7.7% |
| 3 | KOF | Coca-Cola FEMSA | 1170026 | $114.1M | 9.07% | -1.6% |
| 4 | BRK.A | Berkshire Hathaway Inc. Class A | 144 | $103.4M | 8.22% | — |
| 5 | GOOGL | ALPHABET INC-CL A | 198341 | $57.0M | 4.53% | -0.6% |
| 6 | JNJ | JOHNSON & JOHNSON | 219490 | $53.7M | 4.26% | -7.0% |
| 7 | BRK.B | Berkshire Hathaway Inc. Class B | 97406 | $46.7M | 3.71% | +0.3% |
| 8 | WFC | WELLS FARGO & CO | 515920 | $41.1M | 3.26% | -7.8% |
| 9 | ALV | AUTOLIV INC. | 383592 | $40.3M | 3.20% | -4.3% |
| 10 | NVST | ENVISTA HOLDINGS CORP | 1436781 | $36.5M | 2.90% | -0.5% |
| 11 | FDX | FEDEX CORP. | 74035 | $26.4M | 2.09% | +-34.3% |
| 12 | TFC-PR | TRUIST FINANCIAL CORP | 557435 | $25.6M | 2.04% | -0.8% |
| 13 | UNF | UNIFIRST CORP | 101671 | $25.6M | 2.03% | -0.4% |
| 14 | UHAL-B | U-HAUL HOLDING CO - NON VOTING | 463332 | $20.7M | 1.64% | -0.6% |
| 15 | AXP | AMERICAN EXPRESS CO | 62985 | $19.1M | 1.51% | -2.5% |
| 16 | AZO | AUTOZONE, INC. | 5535 | $18.7M | 1.49% | -1.1% |
| 17 | VRTX | VERTEX PHARMACEUTICALS | 40387 | $18.0M | 1.43% | +3.2% |
| 18 | SEE | SEALED AIR CORPORATION | 509581 | $18.0M | 1.43% | — |
| 19 | BAC | BANK OF AMERICA CORP COM | 365274 | $17.8M | 1.41% | -2.5% |
| 20 | BK | Bank of New York Mellon | 108955 | $12.9M | 1.03% | -14.5% |
| 21 | JAZZ | JAZZ PHARMACEUTICALS PLC | 60209 | $11.4M | 0.90% | NEW |
| 22 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 71305 | $10.9M | 0.87% | -4.8% |
| 23 | TTE | TOTALENERGIES SE ADR | 117603 | $10.7M | 0.85% | -12.9% |
| 24 | USB | US BANCORP | 184248 | $9.6M | 0.76% | -0.8% |
| 25 | DEO | DIAGEO P L C  - ADR | 126211 | $9.4M | 0.75% | -2.8% |

## New positions this quarter (6)

- JAZZ (JAZZ PHARMACEUTICALS PLC): 60209 shares, $11.4M
- CI (CIGNA CORP.): 5375 shares, $1.4M
- ABG (ASBURY AUTO GROUP): 7253 shares, $1.4M
- VSNT (VERSANT MEDIA GROUP INC): 37692 shares, $1.4M
- ALLY (ALLY FINANCIAL): 33512 shares, $1.3M
- LKQ (LKQ CORP): 42646 shares, $1.3M

## Increased positions (43)

- BRK.B: 97406 shares (+0.3%), $46.7M
- FDX: 74035 shares (-34.3%), $26.4M
- VRTX: 40387 shares (+3.2%), $18.0M
- SNEX: 54035 shares (+138.3%), $4.4M
- COP: 30705 shares (+18.0%), $4.1M
- HAFN: 376903 shares (+91.9%), $2.9M
- NE-WT: 54434 shares (+57.2%), $2.7M
- TRMD: 92911 shares (+91.2%), $2.6M
- NTR: 34137 shares (+92.5%), $2.6M
- REZI: 73628 shares (+57.7%), $2.5M
- BFH-PA: 31262 shares (+59.0%), $2.3M
- ZIONP: 37877 shares (+57.1%), $2.2M
- TDGMW: 25919 shares (+56.5%), $2.2M
- ARLP: 72382 shares (+55.0%), $2.0M
- PNC: 9415 shares (+55.2%), $2.0M
- EPD: 51549 shares (-52.5%), $2.0M
- AGCO: 16647 shares (+52.7%), $1.9M
- DINO: 29714 shares (+78.1%), $1.9M
- ALSN: 15796 shares (+56.8%), $1.8M
- MTDR: 28286 shares (+56.4%), $1.8M

## Reduced positions (33)

- CNH: 20150358 shares (-0.2%), $221.7M
- IONS: 2275625 shares (-7.7%), $170.9M
- KOF: 1170026 shares (-1.6%), $114.1M
- GOOGL: 198341 shares (-0.6%), $57.0M
- JNJ: 219490 shares (-7.0%), $53.7M
- WFC: 515920 shares (-7.8%), $41.1M
- ALV: 383592 shares (-4.3%), $40.3M
- NVST: 1436781 shares (-0.5%), $36.5M
- TFC-PR: 557435 shares (-0.8%), $25.6M
- UNF: 101671 shares (-0.4%), $25.6M
- UHAL-B: 463332 shares (-0.6%), $20.7M
- AXP: 62985 shares (-2.5%), $19.1M
- AZO: 5535 shares (-1.1%), $18.7M
- BAC: 365274 shares (-2.5%), $17.8M
- BK: 108955 shares (-14.5%), $12.9M
- NVS: 71305 shares (-4.8%), $10.9M
- TTE: 117603 shares (-12.9%), $10.7M
- USB: 184248 shares (-0.8%), $9.6M
- DEO: 126211 shares (-2.8%), $9.4M
- UNP: 19185 shares (-4.3%), $4.7M

## Sold positions (9)

- ATMU: previously held 40550 shares worth $2.1M
- GM: previously held 25695 shares worth $2.1M
- AN: previously held 6044 shares worth $1.2M
- CNVEF: previously held 56920 shares worth $964,204
- OBDC: previously held 70781 shares worth $879,808
- CLF: previously held 60627 shares worth $805,127
- HLF: previously held 51480 shares worth $663,577
- ALB-PA: previously held 4517 shares worth $638,884
- CCSI: previously held 15574 shares worth $339,825

## Filing history (11)

- 2026-03-31 (filed 2026-05-06)
- 2025-12-31 (filed 2026-02-03)
- 2025-09-30 (filed 2025-11-20)
- 2025-06-30 (filed 2025-07-29)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-12)
- 2024-09-30 (filed 2024-11-13)
- 2024-06-30 (filed 2024-08-13)
- 2024-03-31 (filed 2024-05-06)
- 2023-12-31 (filed 2024-02-13)
- 2023-09-30 (filed 2023-11-13)

## Citation

When citing, use: "Tweedy Browne, Tweedy Browne Company, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/18)".