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Tweedy Browne's 2025Q4 portfolio

Tweedy Browne (Tweedy Browne) held 73 positions as of Dec 31, 2025, with the largest position at 15.7% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but 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 Dec 31, 2025 (73)

  1. 1IONSIonis Pharmaceuticals Inc
    % port
    15.7%
    -0.7pp vs prior Qnow 13.6%
  2. 2CNHCnh Industrial NV
    % port
    15.0%
    +2.5pp vs prior Qnow 17.6%
  3. 3KOFCoca-cola Femsa Sab-sp Adr
    % port
    9.1%
    +0.4pp vs prior Q
  4. 4BRK/ABerkshire Hathaway Inc-cl A
    % port
    8.8%
    -0.7pp vs prior Qnow 8.2%
  5. 5GOOGLAlphabet Inc-cl A
    % port
    5.0%
    +0.1pp vs prior Qnow 4.5%
  6. 6WFCWells Fargo & CO
    % port
    4.2%
    now 3.3%
  7. 7JNJJohnson & Johnson
    % port
    3.9%
    now 4.3%
  8. 8BRK/BBerkshire Hathaway Inc-cl B
    % port
    3.9%
    -0.4pp vs prior Qnow 3.7%
  9. 9ALVAutoliv Inc
    % port
    3.8%
    -0.8pp vs prior Qnow 3.2%
  10. 10FDXFedex Corp
    % port
    2.6%
    +0.3pp vs prior Qnow 2.1%
  11. 11NVSTEnvista Holdings Corp
    % port
    2.5%
    now 2.9%
  12. 12TFCTruist Financial Corp
    % port
    2.2%
    now 2.0%
  13. 13AXPAmerican Express CO
    % port
    1.9%
    now 1.5%
  14. 14UHAL/BU-haul Holding Co-non Voting
    % port
    1.8%
    -0.3pp vs prior Qnow 1.6%
  15. 15BACBank OF America Corp
    % port
    1.7%
    now 1.4%
  16. 16UNFUnifirst Corp/ma
    % port
    1.6%
    now 2.0%
  17. 17AZOAutozone Inc
    % port
    1.5%
    -0.6pp vs prior Q
  18. 18SDASealed Air Corp
    % port
    1.5%
    -0.1pp vs prior Q
  19. 19VRTXVertex Pharmaceuticals Inc
    % port
    1.4%
    +0.1pp vs prior Q
  20. 20BKBank OF New York Mellon Corp
    % port
    1.2%
    -0.1pp vs prior Qnow 1.0%
  21. 21DEODiageo Plc-sponsored Adr
    % port
    0.9%
    -0.1pp vs prior Qnow 0.7%
  22. 22NVSNovartis Ag-sponsored Adr
    % port
    0.8%
  23. 23USBUS Bancorp
    % port
    0.8%
  24. 24(cusip)Totalenergies SE Adr
    % port
    0.7%
    now 0.8%
  25. 25UNPUnion Pacific Corp
    % port
    0.4%
  26. 26CSCOCisco Systems Inc
    % port
    0.3%
  27. 27GSKGsk Plc-spon Adr
    % port
    0.3%
  28. 28GLGlobe Life Inc
    % port
    0.3%
  29. 29ULUnilever Plc-sponsored Adr
    % port
    0.3%
  30. 30EPDEnterprise Products Partners
    % port
    0.3%
    now 0.2%
  31. 31PGRProgressive Corp
    % port
    0.3%
  32. 32COPConocophillips
    % port
    0.2%
    now 0.3%
  33. 33SNEXStonex Group Inc
    % port
    0.2%
    now 0.3%
  34. 34HCIHci Group Inc
    % port
    0.2%
  35. 35KTKT Corp-sp Adr
    % port
    0.1%
    now 0.3%
  36. 36REZIResideo Technologies Inc
    % port
    0.1%
  37. 37PSXPhillips 66
    % port
    0.1%
  38. 38BFHBread Financial Holdings Inc
    % port
    0.1%
  39. 39ZIONZions Bancorp NA
    % port
    0.1%
  40. 40PNCPnc Financial Services Group
    % port
    0.1%
  41. 41EMREmerson Electric CO
    % port
    0.1%
  42. 42AGCOAgco Corp
    % port
    0.1%
  43. 43GIIIG-iii Apparel Group Ltd
    % port
    0.1%
  44. 44NTRNutrien Ltd
    % port
    0.1%
    now 0.2%
  45. 45FIBKFirst Interstate Bancsys-a
    % port
    0.1%
  46. 46ELVElevance Health Inc
    % port
    0.1%
  47. 47ARLPAlliance Resource Partners
    % port
    0.1%
  48. 48(cusip)Hafnia Ltd
    % port
    0.1%
    now 0.2%
  49. 49WUWestern Union CO
    % port
    0.1%
  50. 50ALSNAllison Transmission Holding
    % port
    0.1%

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.