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Tweedy Browne — 13F History

Tweedy, Browne Co LLCCIK 0000732905Form 13F-HR on EDGAR
Portfolio value$1.3B
Positions91
QuarterQ2 2026ended 2026-06-30
Filed08/072026

Every 13F on file since Q2 2013: what Tweedy Browne bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$1.3B · 91 stocks · filed Aug 7, 2026
13 bought41 added34 reduced15 sold
Q1 2026$1.3B · 93 stocks · filed May 6, 2026
6 bought46 added30 reduced9 sold
reduced −8% IONSreduced −34% FDXbought JAZZreduced −7% JNJreduced −8% WFCadded +138% SNEX
Q4 2025$1.2B · 96 stocks · filed Feb 3, 2026
6 bought54 added26 reduced7 sold
added +52% CNHreduced −15% IONSbought UNFreduced −15% GOOGLbought TTEsold TTEN
Q3 2025$1.2B · 97 stocks · filed Nov 20, 2025
10 bought47 added37 reduced4 sold
Q2 2025$1.1B · 91 stocks · filed Jul 29, 2025
33 bought16 added39 reduced1 sold
Q1 2025$1.1B · 59 stocks · filed May 15, 2025
16 bought0 added41 reduced0 sold
reduced −90% FMCreduced −59% JNJreduced −41% BRK/Areduced −9% CNHreduced −9% GOOGLreduced −8% IONS
Q4 2024$1.5B · 43 stocks · filed Feb 12, 2025
0 bought0 added40 reduced0 sold
Q3 2024$2.1B · 43 stocks · filed Nov 13, 2024
1 bought0 added37 reduced2 sold
reduced −13% BRK/Areduced −12% GOOGLsold NWLIEURreduced −63% GOOGreduced −14% SDAreduced −6% BRK-B
Q2 2024$2.2B · 44 stocks · filed Aug 13, 2024
0 bought3 added38 reduced1 sold
added +1320% CNHreduced −51% ALVreduced −64% GOOGadded +26% FMCadded +93% NVSTreduced −3% GOOGL
Q1 2024$2.1B · 45 stocks · filed May 6, 2024
2 bought4 added34 reduced2 sold
reduced −15% FMCbought NVSTsold THObought TTENsold TOTALENERGIES SE ADRreduced −7% KOF
Q4 2023$2.0B · 45 stocks · filed Feb 13, 2024
0 bought3 added39 reduced2 sold
added +105% FMCreduced −25% GOOGreduced −33% AZOadded +45% UHAL/Breduced −17% BNYsold 0VVB
Q3 2023$1.9B · 47 stocks · filed Nov 13, 2023
3 bought2 added39 reduced2 sold

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.