---
title: Tweedy Browne (Tweedy, Browne Co LLC) — 13F holdings
canonical: https://sweetvaluelab.com/investors/tweedy-browne
cik: 0000732905
quarter: 2026-06-30
filed: 2026-08-07
---
# Tweedy Browne — Tweedy, Browne Co LLC

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 7, 2026: 91 positions worth $1.3B. Against the quarter ended Mar 31, 2026: 13 bought, 41 added to, 3 unchanged, 34 reduced, 15 sold. The top five are 52% of the portfolio, the top ten 69%; 38 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| CNH | CNH INDUSTRIAL NV | 20,115,883 | $225.9M | 17.1% | reduced (-0%) |
| IONS | IONIS PHARMACEUTICALS INC. | 2,280,311 | $180.8M | 13.7% | added (+0%) |
| KOF | COCA COLA FEMSA | 1,160,570 | $123.3M | 9.3% | reduced (-1%) |
| BRK/A | BERKSHIRE HATHAWAY INC | 144 | $107.8M | 8.2% | held (0%) |
| JNJ | JOHNSON & JOHNSON | 201,644 | $51.2M | 3.9% | reduced (-8%) |
| GOOGL | ALPHABET INC-CL A | 141,282 | $50.5M | 3.8% | reduced (-29%) |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B | 97,625 | $48.9M | 3.7% | added (+0%) |
| ALV | AUTOLIV INC. | 383,314 | $44.5M | 3.4% | reduced (-0%) |
| WFC | WELLS FARGO & CO | 497,011 | $41.1M | 3.1% | reduced (-4%) |
| ZTS | ZOETIS, INC. | 556,056 | $40.0M | 3.0% | bought |
| NVST | ENVISTA HOLDINGS CORP | 1,435,248 | $37.8M | 2.9% | reduced (-0%) |
| TFC | TRUIST FINANCIAL CORP | 546,256 | $27.2M | 2.1% | reduced (-2%) |
| UNF | UNIFIRST CORP | 101,553 | $26.9M | 2.0% | reduced (-0%) |
| UHAL/B | U-HAUL HOLDING CO - NON VOTING | 462,827 | $26.7M | 2.0% | reduced (-0%) |
| AXP | AMERICAN EXPRESS CO | 62,719 | $21.2M | 1.6% | reduced (-0%) |
| BAC | BANK OF AMERICA CORP COM | 364,776 | $20.8M | 1.6% | reduced (-0%) |
| VRTX | VERTEX PHARMACEUTICALS | 40,121 | $19.9M | 1.5% | reduced (-1%) |
| AZO | AUTOZONE, INC. | 5,530 | $17.7M | 1.3% | reduced (-0%) |
| BNY | BANK OF NEW YORK MELLON CORP | 102,246 | $14.8M | 1.1% | reduced (-6%) |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 60,149 | $14.5M | 1.1% | reduced (-0%) |
| NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 71,125 | $11.1M | 0.8% | reduced (-0%) |
| USB | US BANCORP | 181,896 | $11.0M | 0.8% | reduced (-1%) |
| DEO | DIAGEO P L C  - ADR | 126,176 | $10.1M | 0.8% | reduced (-0%) |
| TTE | TOTALENERGIES SE ADR | 117,108 | $9.1M | 0.7% | reduced (-0%) |
| UNP | UNION PACIFIC CORP | 19,185 | $5.2M | 0.4% | held (0%) |
| DIS | DISNEY WALT COMPANY HOLDING CO | 44,975 | $4.3M | 0.3% | bought |
| GSK | GSK PLC ADR | 81,527 | $4.3M | 0.3% | reduced (-0%) |
| GL | GLOBE LIFE INC. | 22,364 | $4.0M | 0.3% | reduced (-20%) |
| KT | KT CORP - ADR | 222,892 | $3.9M | 0.3% | added (+33%) |
| BNS | BANK OF NOVA SCOTIA | 42,479 | $3.7M | 0.3% | bought |
| CSCO | CISCO SYSTEMS INC | 29,397 | $3.5M | 0.3% | reduced (-47%) |
| FDX | FEDEX CORP. | 10,774 | $3.4M | 0.3% | reduced (-88%) |
| COP | CONOCOPHILLIPS | 32,137 | $3.3M | 0.3% | added (+5%) |
| PNC | PNC FINANCIAL SERVICES GROUP INC. | 13,214 | $3.3M | 0.2% | added (+40%) |
| PGR | PROGRESSIVE CORP | 13,711 | $3.0M | 0.2% | held (0%) |
| UL | UNILEVER PLC SPONSORED ADR | 49,084 | $3.0M | 0.2% | reduced (-5%) |
| GIII | G III APPAREL | 85,600 | $2.9M | 0.2% | added (+42%) |
| HAFN | HAFNIA LTD | 414,383 | $2.8M | 0.2% | added (+10%) |
| ARW | ARROW ELECTRIC | 12,839 | $2.7M | 0.2% | added (+10%) |
| DINO | HF SINCLAIR CORP | 38,922 | $2.7M | 0.2% | added (+31%) |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | 111,658 | $2.7M | 0.2% | added (+54%) |
| REZI | RESIDEO TECHNOLOGIES | 84,748 | $2.6M | 0.2% | added (+15%) |
| VSNT | VERSANT MEDIA GROUP INC | 69,343 | $2.5M | 0.2% | added (+84%) |
| ELV | ELEVANCE HEALTH | 6,417 | $2.5M | 0.2% | added (+34%) |
| EVTC | EVERTEC INC | 88,487 | $2.5M | 0.2% | bought |
| ALSN | ALLISON TRANSMISSION HLD | 21,791 | $2.5M | 0.2% | added (+38%) |
| NTR | NUTRIEN LTD | 37,327 | $2.4M | 0.2% | added (+9%) |
| CROX | CROCS INC | 19,181 | $2.3M | 0.2% | added (+37%) |
| ALLY | ALLY FINANCIAL | 47,288 | $2.2M | 0.2% | added (+41%) |
| BMY | BRISTOL-MYERS SQUIBB CO | 37,570 | $2.2M | 0.2% | added (+44%) |
| CI | CIGNA CORP. | 7,644 | $2.1M | 0.2% | added (+42%) |
| HTLD | HEARTLAND EXPRESS INC. | 138,119 | $2.1M | 0.2% | added (+9%) |
| WU | WESTERN UNION | 272,476 | $2.1M | 0.2% | added (+57%) |
| PSX | PHILLIPS 66 | 12,282 | $2.1M | 0.2% | reduced (-1%) |
| ABG | ASBURY AUTO GROUP | 10,305 | $2.1M | 0.2% | added (+42%) |
| LULU | LULULEMON ATHLETICA INC | 17,963 | $2.1M | 0.2% | bought |
| THO | THOR INDUSTRIES INC. | 26,526 | $2.0M | 0.2% | bought |
| TDW | TIDEWATER INC | 29,555 | $2.0M | 0.1% | added (+14%) |
| CAG | CONAGRA BRANDS INC | 146,196 | $2.0M | 0.1% | bought |
| SIRI | SIRIUS XM HOLDINGS INC | 66,492 | $2.0M | 0.1% | added (+42%) |
| MTDR | MATADOR RESOURCES CO. | 37,901 | $1.9M | 0.1% | added (+34%) |
| UPS | UNITED PARCEL SERVICE | 16,630 | $1.8M | 0.1% | added (+7%) |
| GLOB | GLOBANT SA | 61,306 | $1.8M | 0.1% | bought |
| BLDR | BUILDERS FIRSTSOURCE INC | 19,598 | $1.8M | 0.1% | bought |
| TAP | MOLSON COORS BREWING COMPANY | 44,702 | $1.7M | 0.1% | added (+41%) |
| SHOE | SHOE STATION GROUP INC | 116,763 | $1.7M | 0.1% | bought |
| HP | HELMERICH & PAYNE | 52,236 | $1.7M | 0.1% | added (+8%) |
| UNH | UNITEDHEALTH GROUP | 4,089 | $1.7M | 0.1% | added (+12%) |
| AAP | ADVANCE AUTO PARTS INC. | 27,118 | $1.7M | 0.1% | added (+12%) |
| LKQ | LKQ CORP | 62,066 | $1.6M | 0.1% | added (+46%) |
| CNC | CENTENE CORP | 25,121 | $1.6M | 0.1% | added (+33%) |
| LW | LAMB WESTON HOLDINGS INC | 37,275 | $1.6M | 0.1% | added (+44%) |
| EFOR | EVERFORTH INC | 87,577 | $1.6M | 0.1% | bought |
| BZH | BEAZER HOMES USA | 54,435 | $1.5M | 0.1% | added (+8%) |
| DVN | DEVON ENERGY CORP | 34,147 | $1.4M | 0.1% | added (+33%) |
| KVUE | KENVUE INC. | 72,949 | $1.4M | 0.1% | added (+78%) |
| LPG | DORIAN LPG LIMITED | 39,902 | $1.4M | 0.1% | added (+12%) |
| EMR | EMERSON ELECTRIC CO | 8,743 | $1.3M | 0.1% | reduced (-2%) |
| AMN | AMN HEALTHCARE SERVICES INC | 37,299 | $1.2M | 0.1% | added (+33%) |
| BSM | BLACKSTONE MINE | 83,530 | $1.2M | 0.1% | added (+8%) |
| VZ | VERIZON COMMUNICATIONS | 23,878 | $1.0M | 0.1% | reduced (-0%) |
| CMCSA | COMCAST CORPORATION - CLASS A | 31,330 | $769,152 | 0.1% | reduced (-1%) |
| HLN | HALEON PLC ADR | 72,035 | $672,087 | 0.1% | reduced (-1%) |
| OEC | ORION SA | 90,520 | $600,148 | 0.0% | added (+48%) |
| FMC | FMC CORP. | 43,935 | $505,253 | 0.0% | added (+42%) |
| BABA | ALIBABA GROUP HOLDING SP-ADR | 3,960 | $380,081 | 0.0% | reduced (-2%) |
| FDXF | FEDEX HOLDINGS CO INC | 2,206 | $333,031 | 0.0% | bought |
| CNXC | CONCENTRIX CORP | 13,431 | $300,922 | 0.0% | reduced (-1%) |
| INTC | INTEL CORP | 1,500 | $209,445 | 0.0% | bought |
| MICC | MAGNUM ICE CREAM CO NV ADR | 11,654 | $202,896 | 0.0% | reduced (-3%) |
| BAX | BAXTER INTERNATIONAL INC | 9,479 | $202,092 | 0.0% | reduced (-3%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| ZTS | ZOETIS, INC. | 556,056 | 0 | bought | +$40.0M | $40.0M |
| FDX | FEDEX CORP. | 10,774 | 91,877.435 | reduced (-88%) | −$25.4M | $3.4M |
| GOOGL | ALPHABET INC-CL A | 141,282 | 198,341 | reduced (-29%) | −$20.4M | $50.5M |
| SDA | SEALED AIR CORPORATION | 0 | 509,581 | sold | −$18.0M | $0 |
| JNJ | JOHNSON & JOHNSON | 201,644 | 219,490 | reduced (-8%) | −$4.5M | $51.2M |
| SNEX | STONEX GROUP, INC. | 0 | 54,035 | sold | −$4.4M | $0 |
| DIS | DISNEY WALT COMPANY HOLDING CO | 44,975 | 0 | bought | +$4.3M | $4.3M |

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Source: https://sweetvaluelab.com/investors/tweedy-browne (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.