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Tweedy Browne's 2025Q3 portfolio

Tweedy Browne (Tweedy Browne) held 75 positions as of Sep 30, 2025, with the largest position at 16.5% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Sep 30, 2025 (75)

  1. 1IONSIonis Pharmaceuticals Inc
    % port
    16.5%
    +5.9pp vs prior Qnow 13.6%
  2. 2CNHCnh Industrial NV
    % port
    12.5%
    -3.5pp vs prior Qnow 17.6%
  3. 3BRK/ABerkshire Hathaway Inc-cl A
    % port
    9.4%
    -0.9pp vs prior Qnow 8.2%
  4. 4KOFCoca-cola Femsa Sab-sp Adr
    % port
    8.7%
    -2.2pp vs prior Qnow 9.1%
  5. 5GOOGLAlphabet Inc-cl A
    % port
    4.9%
    -0.3pp vs prior Qnow 4.5%
  6. 6ALVAutoliv Inc
    % port
    4.6%
    +0.1pp vs prior Qnow 3.2%
  7. 7BRK/BBerkshire Hathaway Inc-cl B
    % port
    4.3%
    -0.2pp vs prior Qnow 3.7%
  8. 8WFCWells Fargo & CO
    % port
    4.2%
    -0.2pp vs prior Qnow 3.3%
  9. 9JNJJohnson & Johnson
    % port
    3.9%
    +0.4pp vs prior Qnow 4.3%
  10. 10NVSTEnvista Holdings Corp
    % port
    2.6%
    now 2.9%
  11. 11FDXFedex Corp
    % port
    2.3%
    now 2.1%
  12. 12TFCTruist Financial Corp
    % port
    2.3%
    now 2.0%
  13. 13AZOAutozone Inc
    % port
    2.2%
    now 1.5%
  14. 14UHAL/BU-haul Holding Co-non Voting
    % port
    2.1%
    -0.3pp vs prior Qnow 1.6%
  15. 15AXPAmerican Express CO
    % port
    1.9%
    -0.1pp vs prior Qnow 1.5%
  16. 16BACBank OF America Corp
    % port
    1.7%
    now 1.4%
  17. 17SDASealed Air Corp
    % port
    1.6%
    now 1.4%
  18. 18VRTXVertex Pharmaceuticals Inc
    % port
    1.3%
    -0.2pp vs prior Qnow 1.4%
  19. 19BKBank OF New York Mellon Corp
    % port
    1.3%
    +0.1pp vs prior Qnow 1.0%
  20. 20DEODiageo Plc-sponsored Adr
    % port
    1.1%
    -0.2pp vs prior Qnow 0.7%
  21. 21NVSNovartis Ag-sponsored Adr
    % port
    0.8%
  22. 22USBUS Bancorp
    % port
    0.8%
  23. 23FMCFmc Corp
    % port
    0.7%
    -0.3pp vs prior Qnow 0.0%
  24. 24UNPUnion Pacific Corp
    % port
    0.4%
  25. 25GLGlobe Life Inc
    % port
    0.4%
  26. 26CSCOCisco Systems Inc
    % port
    0.3%
  27. 27GSKGsk Plc-spon Adr
    % port
    0.3%
  28. 28PGRProgressive Corp
    % port
    0.3%
  29. 29EPDEnterprise Products Partners
    % port
    0.3%
    now 0.2%
  30. 30COPConocophillips
    % port
    0.2%
    now 0.3%
  31. 31SNEXStonex Group Inc
    % port
    0.2%
    now 0.3%
  32. 32HCIHci Group Inc
    % port
    0.2%
  33. 33REZIResideo Technologies Inc
    % port
    0.1%
    +0.1pp vs prior Q
  34. 34PSXPhillips 66
    % port
    0.1%
  35. 35KTKT Corp-sp Adr
    % port
    0.1%
    now 0.3%
  36. 36EMREmerson Electric CO
    % port
    0.1%
  37. 37ZIONZions Bancorp NA
    % port
    0.1%
  38. 38VZVerizon Communications Inc
    % port
    0.1%
  39. 39PNCPnc Financial Services Group
    % port
    0.1%
  40. 40ARLPAlliance Resource Partners
    % port
    0.1%
  41. 41AGCOAgco Corp
    % port
    0.1%
  42. 42CMCSAComcast Corp-class A
    % port
    0.1%
  43. 43(cusip)Hafnia Ltd
    % port
    0.1%
    now 0.2%
  44. 44BFHBread Financial Holdings Inc
    % port
    0.1%
    now 0.2%
  45. 45ELVElevance Health Inc
    % port
    0.1%
  46. 46NTRNutrien Ltd
    % port
    0.1%
    now 0.2%
  47. 47GIIIG-iii Apparel Group Ltd
    % port
    0.1%
  48. 48FIBKFirst Interstate Bancsys-a
    % port
    0.1%
  49. 49NENoble Corp Plc
    % port
    0.1%
    now 0.2%
  50. 50TRMDTorm Plc-a
    % port
    0.1%
    now 0.2%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.