Institutional Fund
Tweedy, Browne Co LLC
Stamford, CTCIK 7329055 filings on record
Portfolio Value
$1.26B
Q1 2026
Holdings
93
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+1.6%
from $1.24B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Cnh Indl N V17.6%
- Ionis Pharmaceuticals Inc13.6%
- Coca-Cola Femsa Sab De Cv9.1%
- Berkshire Hathaway Inc Del8.2%
- Alphabet Inc4.5%
- Johnson & Johnson4.3%
- Other42.7%
Portfolio Holdings
93 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cnh Indl N V | 20.15M | $221.65M | 17.6% | −30.6K | Reduced |
| 2 | Ionis Pharmaceuticals Inc | 2.28M | $170.88M | 13.6% | −189.3K | Reduced |
| 3 | Coca-Cola Femsa Sab De Cv | 1.17M | $114.14M | 9.1% | −18.7K | Reduced |
| 4 | Berkshire Hathaway Inc Del | 144 | $103.41M | 8.2% | 0 | Held |
| 5 | Alphabet Inc | 198.3K | $57.03M | 4.5% | −1.2K | Reduced |
| 6 | Johnson & Johnson | 219.5K | $53.65M | 4.3% | −16.6K | Reduced |
| 7 | Berkshire Hathaway Inc Del | 97.4K | $46.68M | 3.7% | +325 | Added |
| 8 | Wells Fargo Co New | 515.9K | $41.07M | 3.3% | −43.4K | Reduced |
| 9 | Autoliv Inc | 383.6K | $40.34M | 3.2% | −17.3K | Reduced |
| 10 | Envista Holdings Corporation | 1.44M | $36.45M | 2.9% | −6.6K | Reduced |
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