§ 13F · FUND PROFILE
Tweedy, Browne Co LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 91Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CNH | CNH INDUSTRIAL NV | 20.15M | $222M | 17.6% | ±0% |
| 2 | IONS | IONIS PHARMACEUTICALS INC. | 2.28M | $171M | 13.6% | −8% |
| 3 | KOF | COCA COLA FEMSA | 1.17M | $114M | 9.1% | −2% |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC | 144 | $103M | 8.2% | ±0% |
| 5 | GOOGL | ALPHABET INC-CL A | 198K | $57M | 4.5% | −1% |
| 6 | JNJ | JOHNSON & JOHNSON | 219K | $54M | 4.3% | −7% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B | 97K | $47M | 3.7% | ±0% |
| 8 | WFC | WELLS FARGO & CO | 516K | $41M | 3.3% | −8% |
| 9 | ALV | AUTOLIV INC. | 384K | $40M | 3.2% | −4% |
| 10 | NVST | ENVISTA HOLDINGS CORP | 1.44M | $36M | 2.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TWEEDY, SIGNAL
AC read
Tweedy, Browne Co LLC is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 91 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed