What Tweedy Browne Bought in Q1 2026
Tweedy Browne Company · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$1.26B
Total Value
93
Holdings
6
New Buys
33
Reduced
In Q1 2026, Tweedy Browne reported 93 long equity positions worth $1.26B in their Tweedy Browne Company 13F filing, including 6 new positions (largest: JAZZ PHARMACEUTICALS PLC at $11.4M) and 43 increased positions.
| Rank | Ticker | Company | Shares | Value | % 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 | BNY | BANK OF NEW YORK MELLON CORP | 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% |
| 26 | UNP | UNION PACIFIC CORP | 19185 | $4.7M | 0.37% | -4.3% |
| 27 | GSK | GSK plc | 81785 | $4.5M | 0.36% | -0.6% |
| 28 | SNEX | STONEX GROUP, INC. | 54035 | $4.4M | 0.35% | +138.3% |
| 29 | CSCO | CISCO SYSTEMS INC | 55199 | $4.3M | 0.34% | -1.5% |
| 30 | COP | CONOCOPHILLIPS | 30705 | $4.1M | 0.32% | +18.0% |
| 31 | GL-PD | GLOBE LIFE INC. | 27833 | $3.9M | 0.31% | — |
| 32 | KT | KT CORP - ADR | 167181 | $3.6M | 0.28% | 91.3% |
| 33 | UNLYF | UNILEVER PLC SPONSORED ADR | 51693 | $2.9M | 0.23% | -6.6% |
| 34 | HAFN | HAFNIA LTD | 376903 | $2.9M | 0.23% | +91.9% |
| 35 | PGR | PROGRESSIVE CORP | 13711 | $2.7M | 0.22% | — |
| 36 | NE | NOBLE CORP PLC | 54434 | $2.7M | 0.21% | +57.2% |
| 37 | TRMD | TORM PLC-A | 92911 | $2.6M | 0.21% | +91.2% |
| 38 | NTR | NUTRIEN LTD | 34137 | $2.6M | 0.20% | +92.5% |
| 39 | REZI | RESIDEO TECHNOLOGIES | 73628 | $2.5M | 0.20% | +57.7% |
| 40 | BFH | BREAD FINANCIAL HOLDINGS, INC. | 31262 | $2.3M | 0.19% | +59.0% |
| 41 | PSX | PHILLIPS 66 | 12367 | $2.3M | 0.18% | -1.1% |
| 42 | ZIONP | ZIONS BANCORPORATION N.A. | 37877 | $2.2M | 0.17% | +57.1% |
| 43 | TDW | TIDEWATER INC | 25919 | $2.2M | 0.17% | +56.5% |
| 44 | HCIIP | HCI GROUP INC | 10906 | $2.1M | 0.17% | — |
| 45 | ARLP | ALLIANCE RESOURCE PARTNERS LP | 72382 | $2.0M | 0.16% | +55.0% |
| 46 | PNC | PNC FINANCIAL SERVICES GROUP INC. | 9415 | $2.0M | 0.16% | +55.2% |
| 47 | EPD | ENTERPRISE PRODUCTS PARTNERS | 51549 | $2.0M | 0.15% | +-52.5% |
| 48 | AGCO | AGCO CORP. | 16647 | $1.9M | 0.15% | +52.7% |
| 49 | DINO | HF SINCLAIR CORP | 29714 | $1.9M | 0.15% | +78.1% |
| 50 | ALSN | ALLISON TRANSMISSION HLD | 15796 | $1.8M | 0.15% | +56.8% |
| 51 | MTDR | MATADOR RESOURCES CO. | 28286 | $1.8M | 0.14% | +56.4% |
| 52 | HP | HELMERICH & PAYNE | 48214 | $1.7M | 0.14% | +57.0% |
| 53 | GIII | G III APPAREL | 60453 | $1.7M | 0.13% | +55.6% |
| 54 | TSN | TYSON FOODS | 26123 | $1.7M | 0.13% | +57.7% |
| 55 | ARW | ARROW ELECTRIC | 11670 | $1.7M | 0.13% | 55.0% |
| 56 | FIBK | FIRST INTERSTATE BANCSYSTEM INC | 49370 | $1.6M | 0.13% | +55.4% |
| 57 | BMY | Bristol-Myers Squibb | 26158 | $1.6M | 0.13% | +55.3% |
| 58 | UPS | UNITED PARCEL SERVICE | 15515 | $1.5M | 0.12% | 57.6% |
| 59 | WU | WESTERN UNION | 173459 | $1.5M | 0.12% | +61.0% |
| 60 | SFNC | SIMMONS FIRS NATIONAL CORP-A | 77193 | $1.5M | 0.12% | +58.9% |
| 61 | CI | CIGNA CORP. | 5375 | $1.4M | 0.11% | NEW |
| 62 | ABG | ASBURY AUTO GROUP | 7253 | $1.4M | 0.11% | NEW |
| 63 | ELV | ELEVANCE HEALTH | 4796 | $1.4M | 0.11% | +53.3% |
| 64 | VSNT | VERSANT MEDIA GROUP INC | 37692 | $1.4M | 0.11% | NEW |
| 65 | CVS | CVS CORP. | 19132 | $1.4M | 0.11% | +58.3% |
| 66 | TAP | MOLSON COORS BREWING COMPANY | 31750 | $1.4M | 0.11% | +57.4% |
| 67 | HTLD | HEARTLAND EXPRESS INC. | 126656 | $1.3M | 0.10% | 57.9% |
| 68 | ALLY | ALLY FINANCIAL | 33512 | $1.3M | 0.10% | NEW |
| 69 | DVN | DEVON ENERGY CORP | 25622 | $1.3M | 0.10% | +54.7% |
| 70 | AAP | ADVANCE AUTO PARTS INC. | 24171 | $1.3M | 0.10% | +59.2% |
| 71 | LKQ | LKQ CORP | 42646 | $1.3M | 0.10% | NEW |
| 72 | LPG | DORIAN LPG LIMITED | 35480 | $1.2M | 0.10% | +57.1% |
| 73 | VZ | VERIZON COMMUNICATIONS | 23972 | $1.2M | 0.10% | — |
| 74 | EMR | EMERSON ELECTRIC CO | 8943 | $1.2M | 0.09% | — |
| 75 | BSM | BLACKSTONE MINE | 77364 | $1.2M | 0.09% | +55.3% |
| 76 | CROX | CROCS INC | 14015 | $1.2M | 0.09% | 55.1% |
| 77 | LW | LAMB WESTON HOLDINGS INC | 25960 | $1.1M | 0.09% | +56.7% |
| 78 | SIRI | SIRIUS XM HOLDINGS INC | 46881 | $1.1M | 0.09% | +55.6% |
| 79 | UNH | UNITEDHEALTH GROUP | 3667 | $992K | 0.08% | +49.1% |
| 80 | BZH | BEAZER HOMES USA | 50523 | $972K | 0.08% | +58.5% |
| 81 | CMCSA | Comcast Corporation | 31496 | $904K | 0.07% | — |
| 82 | HLNCF | HALEON PLC ADR | 72750 | $728K | 0.06% | -4.9% |
| 83 | KVUE | KENVUE INC. | 40906 | $705K | 0.06% | -0.0% |
| 84 | EMBC | EMBECTA CORP | 75356 | $666K | 0.05% | +56.4% |
| 85 | CNC | CENTENE CORP | 18955 | $621K | 0.05% | +57.3% |
| 86 | FMC | FMC CORP. | 30877 | $532K | 0.04% | +53.2% |
| 87 | AMN | AMN HEALTHCARE SERVICES INC | 27963 | $513K | 0.04% | +54.7% |
| 88 | BABA | ALIBABA GROUP HOLDING SP-ADR | 4060 | $509K | 0.04% | — |
| 89 | PSEC-PA | PROSPECT CAPITAL CORP | 162953 | $422K | 0.03% | — |
| 90 | OEC | ORION SA | 61120 | $397K | 0.03% | +56.1% |
| 91 | CNXC | CONCENTRIX CORP | 13623 | $373K | 0.03% | -2.5% |
| 92 | BAX | BAXTER INTERNATIONAL INC | 9739 | $222K | 0.02% | — |
| 93 | MICC | MAGNUM ICE CREAM CO NV ADR | 12047 | $180K | 0.01% | -3.1% |