§ 13F · FUND PROFILE
Tweedy, Browne Co LLC.
AUM · $1.3B (13F)Positions · 91Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$77M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CNH | CNH INDUSTRIAL NV | 20.12M | $226M | 17.1% | ±0% |
| 2 | IONS | IONIS PHARMACEUTICALS INC. | 2.28M | $181M | 13.7% | ±0% |
| 3 | KOF | COCA COLA FEMSA | 1.16M | $123M | 9.3% | −1% |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC | 144 | $108M | 8.2% | ±0% |
| 5 | JNJ | JOHNSON & JOHNSON | 202K | $51M | 3.9% | −8% |
| 6 | GOOGL | ALPHABET INC-CL A | 141K | $50M | 3.8% | −29% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B | 98K | $49M | 3.7% | ±0% |
| 8 | ALV | AUTOLIV INC. | 383K | $45M | 3.4% | ±0% |
| 9 | WFC | WELLS FARGO & CO | 497K | $41M | 3.1% | −4% |
| 10 | ZTS | ZOETIS, INC. | 556K | $40M | 3.0% | NEW |
§ 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 $1.3 billion in assets. The fund runs a portfolio of 91 positions.
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