Holders — by stockHoldings — by fund
Tweedy, Browne Co LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000732905
$1.32B
disclosed book value
91
positions
17.1%
largest position share
Positions, as of 2026-06-30
top 91 of 91 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CNHCNH INDUSTRIAL NV | 20.1M | $225.9M | 17.1% |
| 2 | IONSIONIS PHARMACEUTICALS INC. | 2.3M | $180.8M | 13.7% |
| 3 | KOFCOCA COLA FEMSA | 1.2M | $123.3M | 9.3% |
| 4 | BRK/ABERKSHIRE HATHAWAY INC | 144 | $107.8M | 8.2% |
| 5 | JNJJOHNSON & JOHNSON | 201,644 | $51.2M | 3.9% |
| 6 | GOOGLALPHABET INC-CL A | 141,282 | $50.5M | 3.8% |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B | 97,625 | $48.9M | 3.7% |
| 8 | ALVAUTOLIV INC. | 383,314 | $44.5M | 3.4% |
| 9 | WFCWELLS FARGO & CO | 497,011 | $41.1M | 3.1% |
| 10 | ZTSZOETIS, INC. | 556,056 | $40.0M | 3% |
| 11 | NVSTENVISTA HOLDINGS CORP | 1.4M | $37.8M | 2.9% |
| 12 | TFCTRUIST FINANCIAL CORP | 546,256 | $27.2M | 2.1% |
| 13 | UNFUNIFIRST CORP | 101,553 | $26.9M | 2% |
| 14 | UHAL/BU-HAUL HOLDING CO - NON VOTING | 462,827 | $26.7M | 2% |
| 15 | AXPAMERICAN EXPRESS CO | 62,719 | $21.2M | 1.6% |
| 16 | BACBANK OF AMERICA CORP COM | 364,776 | $20.8M | 1.6% |
| 17 | VRTXVERTEX PHARMACEUTICALS | 40,121 | $19.9M | 1.5% |
| 18 | AZOAUTOZONE, INC. | 5,530 | $17.7M | 1.3% |
| 19 | BNYBANK OF NEW YORK MELLON CORP | 102,246 | $14.8M | 1.1% |
| 20 | JAZZJAZZ PHARMACEUTICALS PLC | 60,149 | $14.5M | 1.1% |
| 21 | NVSNOVARTIS AG AMERICAN DEPOSITORY SHARES | 71,125 | $11.1M | 0.8% |
| 22 | USBUS BANCORP | 181,896 | $11.0M | 0.8% |
| 23 | DEODIAGEO P L C - ADR | 126,176 | $10.1M | 0.8% |
| 24 | TTETOTALENERGIES SE ADR | 117,108 | $9.1M | 0.7% |
| 25 | UNPUNION PACIFIC CORP | 19,185 | $5.2M | 0.4% |
| 26 | DISDISNEY WALT COMPANY HOLDING CO | 44,975 | $4.3M | 0.3% |
| 27 | GSKGSK PLC ADR | 81,527 | $4.3M | 0.3% |
| 28 | GLGLOBE LIFE INC. | 22,364 | $4.0M | 0.3% |
| 29 | KTKT CORP - ADR | 222,892 | $3.9M | 0.3% |
| 30 | BNSBANK OF NOVA SCOTIA | 42,479 | $3.7M | 0.3% |
| 31 | CSCOCISCO SYSTEMS INC | 29,397 | $3.5M | 0.3% |
| 32 | FDXFEDEX CORP. | 10,774 | $3.4M | 0.3% |
| 33 | COPCONOCOPHILLIPS | 32,137 | $3.3M | 0.3% |
| 34 | PNCPNC FINANCIAL SERVICES GROUP INC. | 13,214 | $3.3M | 0.2% |
| 35 | PGRPROGRESSIVE CORP | 13,711 | $3.0M | 0.2% |
| 36 | ULUNILEVER PLC SPONSORED ADR | 49,084 | $3.0M | 0.2% |
| 37 | GIIIG III APPAREL | 85,600 | $2.9M | 0.2% |
| 38 | HAFNHAFNIA LTD | 414,383 | $2.8M | 0.2% |
| 39 | ARWARROW ELECTRIC | 12,839 | $2.7M | 0.2% |
| 40 | DINOHF SINCLAIR CORP | 38,922 | $2.7M | 0.2% |
| 41 | ARLPALLIANCE RESOURCE PARTNERS LP | 111,658 | $2.7M | 0.2% |
| 42 | REZIRESIDEO TECHNOLOGIES | 84,748 | $2.6M | 0.2% |
| 43 | VSNTVERSANT MEDIA GROUP INC | 69,343 | $2.5M | 0.2% |
| 44 | ELVELEVANCE HEALTH | 6,417 | $2.5M | 0.2% |
| 45 | EVTCEVERTEC INC | 88,487 | $2.5M | 0.2% |
| 46 | ALSNALLISON TRANSMISSION HLD | 21,791 | $2.5M | 0.2% |
| 47 | NTRNUTRIEN LTD | 37,327 | $2.4M | 0.2% |
| 48 | CROXCROCS INC | 19,181 | $2.3M | 0.2% |
| 49 | ALLYALLY FINANCIAL | 47,288 | $2.2M | 0.2% |
| 50 | BMYBRISTOL-MYERS SQUIBB CO | 37,570 | $2.2M | 0.2% |
| 51 | CICIGNA CORP. | 7,644 | $2.1M | 0.2% |
| 52 | HTLDHEARTLAND EXPRESS INC. | 138,119 | $2.1M | 0.2% |
| 53 | WUWESTERN UNION | 272,476 | $2.1M | 0.2% |
| 54 | PSXPHILLIPS 66 | 12,282 | $2.1M | 0.2% |
| 55 | ABGASBURY AUTO GROUP | 10,305 | $2.1M | 0.2% |
| 56 | LULULULULEMON ATHLETICA INC | 17,963 | $2.1M | 0.2% |
| 57 | THOTHOR INDUSTRIES INC. | 26,526 | $2.0M | 0.2% |
| 58 | TDWTIDEWATER INC | 29,555 | $2.0M | 0.1% |
| 59 | CAGCONAGRA BRANDS INC | 146,196 | $2.0M | 0.1% |
| 60 | SIRISIRIUS XM HOLDINGS INC | 66,492 | $2.0M | 0.1% |
| 61 | MTDRMATADOR RESOURCES CO. | 37,901 | $1.9M | 0.1% |
| 62 | UPSUNITED PARCEL SERVICE | 16,630 | $1.8M | 0.1% |
| 63 | GLOBGLOBANT SA | 61,306 | $1.8M | 0.1% |
| 64 | BLDRBUILDERS FIRSTSOURCE INC | 19,598 | $1.8M | 0.1% |
| 65 | TAPMOLSON COORS BREWING COMPANY | 44,702 | $1.7M | 0.1% |
| 66 | SHOESHOE STATION GROUP INC | 116,763 | $1.7M | 0.1% |
| 67 | HPHELMERICH & PAYNE | 52,236 | $1.7M | 0.1% |
| 68 | UNHUNITEDHEALTH GROUP | 4,089 | $1.7M | 0.1% |
| 69 | AAPADVANCE AUTO PARTS INC. | 27,118 | $1.7M | 0.1% |
| 70 | LKQLKQ CORP | 62,066 | $1.6M | 0.1% |
| 71 | CNCCENTENE CORP | 25,121 | $1.6M | 0.1% |
| 72 | LWLAMB WESTON HOLDINGS INC | 37,275 | $1.6M | 0.1% |
| 73 | EFOREVERFORTH INC | 87,577 | $1.6M | 0.1% |
| 74 | BZHBEAZER HOMES USA | 54,435 | $1.5M | 0.1% |
| 75 | DVNDEVON ENERGY CORP | 34,147 | $1.4M | 0.1% |
| 76 | KVUEKENVUE INC. | 72,949 | $1.4M | 0.1% |
| 77 | LPGDORIAN LPG LIMITED | 39,902 | $1.4M | 0.1% |
| 78 | EMREMERSON ELECTRIC CO | 8,743 | $1.3M | 0.1% |
| 79 | AMNAMN HEALTHCARE SERVICES INC | 37,299 | $1.2M | 0.1% |
| 80 | BSMBLACKSTONE MINE | 83,530 | $1.2M | 0.1% |
| 81 | VZVERIZON COMMUNICATIONS | 23,878 | $1.0M | 0.1% |
| 82 | CMCSACOMCAST CORPORATION - CLASS A | 31,330 | $769,152 | 0.1% |
| 83 | HLNHALEON PLC ADR | 72,035 | $672,087 | 0.1% |
| 84 | OECORION SA | 90,520 | $600,148 | 0% |
| 85 | FMCFMC CORP. | 43,935 | $505,253 | 0% |
| 86 | BABAALIBABA GROUP HOLDING SP-ADR | 3,960 | $380,081 | 0% |
| 87 | FDXFFEDEX HOLDINGS CO INC | 2,206 | $333,031 | 0% |
| 88 | CNXCCONCENTRIX CORP | 13,431 | $300,922 | 0% |
| 89 | INTCINTEL CORP | 1,500 | $209,445 | 0% |
| 90 | MICCMAGNUM ICE CREAM CO NV ADR | 11,654 | $202,896 | 0% |
| 91 | BAXBAXTER INTERNATIONAL INC | 9,479 | $202,092 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.