What Tweedy Browne Bought in Q2 2026
Tweedy Browne Company · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$1.32B
Total Value
91
Holdings
13
New Buys
37
Reduced
In Q2 2026, Tweedy Browne reported 91 long equity positions worth $1.32B in their Tweedy Browne Company 13F filing, including 13 new positions (largest: ZOETIS, INC. at $40.0M) and 38 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CNH | CNH INDUSTRIAL NV | 20115883 | $225.9M | 17.11% | -0.2% |
| 2 | IONS | IONIS PHARMACEUTICALS INC. | 2280311 | $180.8M | 13.70% | +0.2% |
| 3 | KOF | Coca-Cola FEMSA | 1160570 | $123.3M | 9.34% | -0.8% |
| 4 | BRK.A | Berkshire Hathaway Inc. Class A | 144 | $107.8M | 8.17% | — |
| 5 | JNJ | JOHNSON & JOHNSON | 201644 | $51.2M | 3.88% | -8.1% |
| 6 | GOOGL | ALPHABET INC-CL A | 141282 | $50.5M | 3.83% | -28.8% |
| 7 | BRK.B | Berkshire Hathaway Inc. Class B | 97625 | $48.9M | 3.70% | +0.2% |
| 8 | ALV | AUTOLIV INC. | 383314 | $44.5M | 3.37% | -0.1% |
| 9 | WFC | WELLS FARGO & CO | 497011 | $41.1M | 3.11% | -3.7% |
| 10 | ZTS | ZOETIS, INC. | 556056 | $40.0M | 3.03% | NEW |
| 11 | NVST | ENVISTA HOLDINGS CORP | 1435248 | $37.8M | 2.87% | -0.1% |
| 12 | TFC-PR | TRUIST FINANCIAL CORP | 546256 | $27.2M | 2.06% | -2.0% |
| 13 | UNF | UNIFIRST CORP | 101553 | $26.9M | 2.03% | -0.1% |
| 14 | UHAL-B | U-HAUL HOLDING CO - NON VOTING | 462827 | $26.7M | 2.02% | -0.1% |
| 15 | AXP | AMERICAN EXPRESS CO | 62719 | $21.2M | 1.61% | -0.4% |
| 16 | BAC | BANK OF AMERICA CORP COM | 364776 | $20.8M | 1.57% | -0.1% |
| 17 | VRTX | VERTEX PHARMACEUTICALS | 40121 | $19.9M | 1.51% | -0.7% |
| 18 | AZO | AUTOZONE, INC. | 5530 | $17.7M | 1.34% | -0.1% |
| 19 | BNY | BANK OF NEW YORK MELLON CORP | 102246 | $14.8M | 1.12% | -6.2% |
| 20 | JAZZ | JAZZ PHARMACEUTICALS PLC | 60149 | $14.5M | 1.10% | -0.1% |
| 21 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 71125 | $11.1M | 0.84% | -0.3% |
| 22 | USB | US BANCORP | 181896 | $11.0M | 0.83% | -1.3% |
| 23 | DEO | DIAGEO P L C - ADR | 126176 | $10.1M | 0.77% | -0.0% |
| 24 | TTE | TOTALENERGIES SE ADR | 117108 | $9.1M | 0.69% | -0.4% |
| 25 | UNP | UNION PACIFIC CORP | 19185 | $5.2M | 0.40% | — |
| 26 | DIS | DISNEY WALT COMPANY HOLDING CO | 44975 | $4.3M | 0.33% | NEW |
| 27 | GSK | GSK plc | 81527 | $4.3M | 0.32% | -0.3% |
| 28 | GL-PD | GLOBE LIFE INC. | 22364 | $4.0M | 0.30% | -19.6% |
| 29 | KT | KT CORP - ADR | 222892 | $3.9M | 0.29% | +33.3% |
| 30 | BNS | BANK OF NOVA SCOTIA | 42479 | $3.7M | 0.28% | NEW |
| 31 | CSCO | CISCO SYSTEMS INC | 29397 | $3.5M | 0.26% | -46.7% |
| 32 | FDX | FEDEX CORP. | 10774 | $3.4M | 0.26% | -85.4% |
| 33 | COP | CONOCOPHILLIPS | 32137 | $3.3M | 0.25% | +4.7% |
| 34 | PNC | PNC FINANCIAL SERVICES GROUP INC. | 13214 | $3.3M | 0.25% | 40.4% |
| 35 | PGR | PROGRESSIVE CORP | 13711 | $3.0M | 0.23% | — |
| 36 | UNLYF | UNILEVER PLC SPONSORED ADR | 49084 | $3.0M | 0.22% | -5.0% |
| 37 | GIII | G III APPAREL | 85600 | $2.9M | 0.22% | +41.6% |
| 38 | HAFN | HAFNIA LTD | 414383 | $2.8M | 0.21% | +9.9% |
| 39 | ARW | ARROW ELECTRIC | 12839 | $2.7M | 0.21% | +10.0% |
| 40 | DINO | HF SINCLAIR CORP | 38922 | $2.7M | 0.21% | +31.0% |
| 41 | ARLP | ALLIANCE RESOURCE PARTNERS LP | 111658 | $2.7M | 0.20% | 54.3% |
| 42 | REZI | RESIDEO TECHNOLOGIES | 84748 | $2.6M | 0.20% | +15.1% |
| 43 | VSNT | VERSANT MEDIA GROUP INC | 69343 | $2.5M | 0.19% | +84.0% |
| 44 | ELV | ELEVANCE HEALTH | 6417 | $2.5M | 0.19% | +33.8% |
| 45 | EVTC | EVERTEC INC | 88487 | $2.5M | 0.19% | NEW |
| 46 | ALSN | ALLISON TRANSMISSION HLD | 21791 | $2.5M | 0.19% | +38.0% |
| 47 | NTR | NUTRIEN LTD | 37327 | $2.4M | 0.18% | +9.3% |
| 48 | CROX | CROCS INC | 19181 | $2.3M | 0.18% | +36.9% |
| 49 | ALLY | ALLY FINANCIAL | 47288 | $2.2M | 0.16% | +41.1% |
| 50 | BMY | Bristol-Myers Squibb | 37570 | $2.2M | 0.16% | +43.6% |
| 51 | CI | CIGNA CORP. | 7644 | $2.1M | 0.16% | +42.2% |
| 52 | HTLD | HEARTLAND EXPRESS INC. | 138119 | $2.1M | 0.16% | +9.1% |
| 53 | WU | WESTERN UNION | 272476 | $2.1M | 0.16% | +57.1% |
| 54 | PSX | PHILLIPS 66 | 12282 | $2.1M | 0.16% | -0.7% |
| 55 | ABG | ASBURY AUTO GROUP | 10305 | $2.1M | 0.16% | 42.1% |
| 56 | LULU | LULULEMON ATHLETICA INC | 17963 | $2.1M | 0.16% | NEW |
| 57 | THO | THOR INDUSTRIES INC. | 26526 | $2.0M | 0.15% | NEW |
| 58 | TDW | TIDEWATER INC | 29555 | $2.0M | 0.15% | +14.0% |
| 59 | CAG | CONAGRA BRANDS INC | 146196 | $2.0M | 0.15% | NEW |
| 60 | SIRI | SIRIUS XM HOLDINGS INC | 66492 | $2.0M | 0.15% | +41.8% |
| 61 | MTDR | MATADOR RESOURCES CO. | 37901 | $1.9M | 0.14% | +34.0% |
| 62 | UPS | UNITED PARCEL SERVICE | 16630 | $1.8M | 0.14% | +7.2% |
| 63 | GLOB | GLOBANT SA | 61306 | $1.8M | 0.13% | NEW |
| 64 | BLDR | BUILDERS FIRSTSOURCE INC | 19598 | $1.8M | 0.13% | NEW |
| 65 | TAP | MOLSON COORS BREWING COMPANY | 44702 | $1.7M | 0.13% | +40.8% |
| 66 | SHOE | SHOE STATION GROUP INC | 116763 | $1.7M | 0.13% | NEW |
| 67 | HP | HELMERICH & PAYNE | 52236 | $1.7M | 0.13% | +8.3% |
| 68 | UNH | UNITEDHEALTH GROUP | 4089 | $1.7M | 0.13% | +11.5% |
| 69 | AAP | ADVANCE AUTO PARTS INC. | 27118 | $1.7M | 0.13% | +12.2% |
| 70 | LKQ | LKQ CORP | 62066 | $1.6M | 0.12% | +45.5% |
| 71 | CNC | CENTENE CORP | 25121 | $1.6M | 0.12% | +32.5% |
| 72 | LW | LAMB WESTON HOLDINGS INC | 37275 | $1.6M | 0.12% | +43.6% |
| 73 | EFOR | EVERFORTH INC | 87577 | $1.6M | 0.12% | NEW |
| 74 | BZH | BEAZER HOMES USA | 54435 | $1.5M | 0.12% | +7.7% |
| 75 | DVN | DEVON ENERGY CORP | 34147 | $1.4M | 0.11% | +33.3% |
| 76 | KVUE | KENVUE INC. | 72949 | $1.4M | 0.11% | +78.3% |
| 77 | LPG | DORIAN LPG LIMITED | 39902 | $1.4M | 0.11% | +12.5% |
| 78 | EMR | EMERSON ELECTRIC CO | 8743 | $1.3M | 0.09% | -2.2% |
| 79 | AMN | AMN HEALTHCARE SERVICES INC | 37299 | $1.2M | 0.09% | +33.4% |
| 80 | BSM | BLACKSTONE MINE | 83530 | $1.2M | 0.09% | +8.0% |
| 81 | VZ | VERIZON COMMUNICATIONS | 23878 | $1.0M | 0.08% | -0.4% |
| 82 | CMCSA | Comcast Corporation | 31330 | $769K | 0.06% | -0.5% |
| 83 | HLNCF | HALEON PLC ADR | 72035 | $672K | 0.05% | -1.0% |
| 84 | OEC | ORION SA | 90520 | $600K | 0.05% | +48.1% |
| 85 | FMC | FMC CORP. | 43935 | $505K | 0.04% | +42.3% |
| 86 | BABA | ALIBABA GROUP HOLDING SP-ADR | 3960 | $380K | 0.03% | -2.5% |
| 87 | FDXF | FEDEX HOLDINGS CO INC | 2206 | $333K | 0.03% | NEW |
| 88 | CNXC | CONCENTRIX CORP | 13431 | $301K | 0.02% | -1.4% |
| 89 | INTC | INTEL CORP | 1500 | $209K | 0.02% | NEW |
| 90 | MICC | MAGNUM ICE CREAM CO NV ADR | 11654 | $203K | 0.02% | -3.3% |
| 91 | BAX | BAXTER INTERNATIONAL INC | 9479 | $202K | 0.02% | -2.7% |