 | |
Tweedy Browne13F | |
| Tweedy Browne CO LLC | |
| Last update 2026-05-12 | 93 Stocks (6 new) |
| Value $1.26 Bil | Turnover 4 % |
Tweedy Browne Profile
Tweedy, Browne's operations are managed by its Management Committee, which consists of Jay Hill, Thomas H. Shrager, John D. Spears and Robert Q. Wyckoff, Jr., who have been with the firm for tenures ranging from 18 to 47 years.
Tweedy, Browne is owned by its Managing Directors and certain other employees and by a wholly-owned subsidiary of Affiliated Managers Group, Inc. ("AMG"), which owns a majority interest in the firm. AMG provides the Firm with operational autonomy and a seamless mechanism for ownership transfer and succession. Benjamin Graham, through his investment firm Graham-Newman Corp., was one of the firm's primary brokerage clients in the 1930s, 1940s, and 1950s.
Tweedy, Browne is owned by its Managing Directors and certain other employees and by a wholly-owned subsidiary of Affiliated Managers Group, Inc. ("AMG"), which owns a majority interest in the firm. AMG provides the Firm with operational autonomy and a seamless mechanism for ownership transfer and succession. Benjamin Graham, through his investment firm Graham-Newman Corp., was one of the firm's primary brokerage clients in the 1930s, 1940s, and 1950s.
Tweedy Browne Investing Philosophy
The Tweedy, Browne Value Fund seeks long-term growth of capital by investing primarily in U.S. and foreign equity securities that the Adviser believes are undervalued. Investments are focused in developed markets. The fund seeks to reduce currency risk by hedging its perceived foreign currency exposure back into the U.S. dollar where practicable.
Tweedy Browne Top Holdings of 2026-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CNH | CNH Industrial NV | 20,150,358 | 221,653.9 | -0.15% | 17.610 | -0.02% | 1.630 | +1.61% | +20.79% | 13,676.7 | Farm & Heavy Construction Machinery | |
IONS | Ionis Pharmaceuticals Inc | 2,275,625 | 170,876.7 | -7.68% | 13.570 | -1.21% | 1.380 | +9.35% | +2.62% | 13,416.0 | Biotechnology | |
KOF | Coca-Cola Femsa SAB de CV | 1,170,026 | 114,136.0 | -1.57% | 9.070 | -0.14% | 0.560 | +13.38% | +14.30% | 22,497.5 | Beverages - Non-Alcoholic | |
BRK.A | Berkshire Hathaway Inc | 144 | 103,412.2 | 0% | 8.220 | 0% | 0.010 | +4.58% | -1.28% | 1,074,095.7 | Insurance | |
GOOGL | Alphabet Inc | 198,341 | 57,034.9 | -0.61% | 4.530 | -0.03% | 0.000 | +20.17% | +7.93% | 4,102,177.1 | Interactive Media | |
JNJ | Johnson & Johnson | 219,490 | 53,652.1 | -7.03% | 4.260 | -0.28% | 0.010 | +7.06% | +24.42% | 613,021.9 | Drug Manufacturers | |
BRK.B | Berkshire Hathaway Inc | 97,406 | 46,677.0 | +0.33% | 3.710 | +0.01% | 0.000 | +4.92% | -0.79% | 1,074,095.7 | Insurance | |
WFC | Wells Fargo & Co | 515,920 | 41,072.4 | -7.77% | 3.260 | -0.33% | 0.020 | +6.73% | -9.06% | 256,627.5 | Banks | |
ALV | Autoliv Inc | 383,592 | 40,338.5 | -4.32% | 3.200 | -0.17% | 0.510 | +14.24% | +1.94% | 8,921.5 | Vehicles & Parts | |
NVST | Envista Holdings Corp | 1,436,781 | 36,451.1 | -0.45% | 2.900 | -0.01% | 0.880 | +4.33% | +24.18% | 4,387.1 | Medical Devices & Instruments |
Tweedy Browne's Historical Top Holdings Breakdowns
Tweedy Browne's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IONS | Ionis Pharmaceuticals Inc | 2026-03-31 | Reduce Reduce | -1.21% | 69.68 ($78.92) 86.5 | $81.18 | 2.86% | Reduce -7.68% | 2,275,625 | -189,305 | |
FDX | FedEx Corp | 2026-03-31 | Reduce Reduce | -0.90% | 293.13 ($347.13) 388.48 | $318.53 | -8.24% | Reduce -34.34% | 74,035 | -38,712 | |
JAZZ | Jazz Pharmaceuticals PLC | 2026-03-31 | New Buy New Buy | +0.90% | 160.25 ($174.77) 196.83 | $230.02 | 31.61% | New holding | 60,209 | 60,209 | |
WFC | Wells Fargo & Co | 2026-03-31 | Reduce Reduce | -0.33% | 74.1 ($85.89) 96.39 | $83.86 | -2.36% | Reduce -7.77% | 515,920 | -43,447 | |
JNJ | Johnson & Johnson | 2026-03-31 | Reduce Reduce | -0.28% | 204.31 ($232.92) 248.56 | $254.66 | 9.33% | Reduce -7.03% | 219,490 | -16,585 | |
ALV | Autoliv Inc | 2026-03-31 | Reduce Reduce | -0.17% | 100.34 ($117.99) 129.58 | $119.17 | 1.00% | Reduce -4.32% | 383,592 | -17,332 | |
BNY | Bank of New York Mellon Corp | 2026-03-31 | Reduce Reduce | -0.17% | 114.66 ($118.92) 127.61 | $143.56 | 20.72% | Reduce -14.47% | 108,955 | -18,438 | |
ATMU | Atmus Filtration Technologies Inc | 2026-03-31 | Sold Out Sold Out | -0.17% | 52.41 ($59.09) 65.57 | $53.87 | -8.83% | Sold Out | 0 | -40,550 | |
GM | General Motors Co | 2026-03-31 | Sold Out Sold Out | -0.17% | 72.39 ($79.5) 86.38 | $78.10 | -1.76% | Sold Out | 0 | -25,695 | |
EPD | Enterprise Products Partners LP | 2026-03-31 | Reduce Reduce | -0.15% | 31.7 ($35.39) 39.28 | $36.57 | 3.33% | Reduce -52.46% | 51,549 | -56,886 |
Tweedy Browne Total Holding History ($B)
Tweedy Browne's Asset Allocation
Tweedy Browne Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Tweedy Browne's Hypothetical Growth since 2026-03-31
Tweedy Browne's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Tweedy Browne's Holdings Heat Map
Size field:
Tweedy Browne's Holdings Bubble Chart
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers