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Tweedy Browne's 2026Q1 portfolio

Tweedy Browne (Tweedy Browne) held 84 positions as of Mar 31, 2026, with the largest position at 17.6% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but 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 Mar 31, 2026 (84)

  1. 1CNHCnh Industrial NV
    % port
    17.6%
    +2.6pp vs prior Q
  2. 2IONSIonis Pharmaceuticals Inc
    % port
    13.6%
    -2.2pp vs prior Q
  3. 3KOFCoca-cola Femsa Sab-sp Adr
    % port
    9.1%
  4. 4BRK/ABerkshire Hathaway Inc-cl A
    % port
    8.2%
    -0.6pp vs prior Q
  5. 5GOOGLAlphabet Inc-cl A
    % port
    4.5%
    -0.5pp vs prior Q
  6. 6JNJJohnson & Johnson
    % port
    4.3%
    +0.3pp vs prior Q
  7. 7BRK/BBerkshire Hathaway Inc-cl B
    % port
    3.7%
    -0.2pp vs prior Q
  8. 8WFCWells Fargo & CO
    % port
    3.3%
    -0.9pp vs prior Q
  9. 9ALVAutoliv Inc
    % port
    3.2%
    -0.6pp vs prior Q
  10. 10NVSTEnvista Holdings Corp
    % port
    2.9%
    +0.4pp vs prior Q
  11. 11FDXFedex Corp
    % port
    2.1%
    -0.5pp vs prior Q
  12. 12TFCTruist Financial Corp
    % port
    2.0%
    -0.2pp vs prior Q
  13. 13UNFUnifirst Corp/ma
    % port
    2.0%
    +0.4pp vs prior Q
  14. 14UHAL/BU-haul Holding Co-non Voting
    % port
    1.6%
    -0.1pp vs prior Q
  15. 15AXPAmerican Express CO
    % port
    1.5%
    -0.4pp vs prior Q
  16. 16AZOAutozone Inc
    % port
    1.5%
  17. 17VRTXVertex Pharmaceuticals Inc
    % port
    1.4%
  18. 18SDASealed Air Corp
    % port
    1.4%
  19. 19BACBank OF America Corp
    % port
    1.4%
    -0.2pp vs prior Q
  20. 20BKBank OF New York Mellon Corp
    % port
    1.0%
    -0.2pp vs prior Q
  21. 21(cusip)Jazz Pharmaceuticals Plc
    % port
    0.9%
  22. 22NVSNovartis Ag-sponsored Adr
    % port
    0.9%
  23. 23(cusip)Totalenergies SE Adr
    % port
    0.8%
    +0.1pp vs prior Q
  24. 24USBUS Bancorp
    % port
    0.8%
  25. 25DEODiageo Plc-sponsored Adr
    % port
    0.7%
    -0.2pp vs prior Q
  26. 26UNPUnion Pacific Corp
    % port
    0.4%
  27. 27GSKGsk Plc-spon Adr
    % port
    0.4%
  28. 28SNEXStonex Group Inc
    % port
    0.3%
    +0.2pp vs prior Q
  29. 29CSCOCisco Systems Inc
    % port
    0.3%
  30. 30COPConocophillips
    % port
    0.3%
    +0.1pp vs prior Q
  31. 31GLGlobe Life Inc
    % port
    0.3%
  32. 32KTKT Corp-sp Adr
    % port
    0.3%
    +0.2pp vs prior Q
  33. 33ULUnilever Plc-sponsored Adr
    % port
    0.2%
  34. 34(cusip)Hafnia Ltd
    % port
    0.2%
    +0.1pp vs prior Q
  35. 35PGRProgressive Corp
    % port
    0.2%
  36. 36NENoble Corp Plc
    % port
    0.2%
    +0.1pp vs prior Q
  37. 37TRMDTorm Plc-a
    % port
    0.2%
    +0.1pp vs prior Q
  38. 38NTRNutrien Ltd
    % port
    0.2%
    +0.1pp vs prior Q
  39. 39REZIResideo Technologies Inc
    % port
    0.2%
  40. 40BFHBread Financial Holdings Inc
    % port
    0.2%
  41. 41PSXPhillips 66
    % port
    0.2%
  42. 42ZIONZions Bancorp NA
    % port
    0.2%
  43. 43TDWTidewater Inc
    % port
    0.2%
    +0.1pp vs prior Q
  44. 44HCIHci Group Inc
    % port
    0.2%
  45. 45ARLPAlliance Resource Partners
    % port
    0.2%
  46. 46PNCPnc Financial Services Group
    % port
    0.2%
  47. 47EPDEnterprise Products Partners
    % port
    0.2%
    -0.1pp vs prior Q
  48. 48AGCOAgco Corp
    % port
    0.2%
  49. 49DINOHF Sinclair Corp
    % 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.