
	Tweedy Browne 13F
	Tweedy Browne CO LLC

	Last update 2025-05-15	59 Stocks (16 new)
	Value $1.13 Bil	Turnover 0 %
	Countries: Top Holdings: CNH(14.51%)BRK.A(11.82%)KOF(10.40%)GOOGL(9.22%)IONS(7.98%) SEC Filings Portfolio Report

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 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 Portfolio and Latest Trades

Ticker
Ticker
FMC
JNJ
BRK.A
CNH
GOOGL
IONS
KVUE
AXP
BRK.B
AZO
KOF
WFC
ATMU
BAC
TFC
ALV
FDX
USB
VRTX
EPD
BK
NVST
SEE
UHAL.B
HCI
ARLP
OBDC
CNXC
DEO
EIG
FITB
GM
KT
TTE
WTFC
ZION
GOOG
CSCO
CLF
CMCSA
COP
EMR
GL
GSK
HAFN
HTLD
HPK
NVS
ACDC
PGR
PSEC
UL
UNP
BAX
HLN
PSX
PSNY
BRK.A
GOOGL
BRK.B
FMC
AZO
FDX
WFC
IONS
CSCO
CNH
UHAL.B
BK
JNJ
SEE
NVST
CNXC
GOOG
VRTX
TFC
UNP
KOF
BAC
AXP
ALV
PSX
PGR
USB
BABA
GSK
KVUE
COP
DEO
EMR
GL
NVS
TTE
VZ
CMCSA
HLN
UL
BRK.A
GOOGL
NWLI

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
FMC	FMC Corp	2025-03-31	Reduce Reduce	-8.44%	● 34.54 ($44.42) 56.38	$42.27	-4.83%	Reduce -89.96%	287,218	-2,574,837
JNJ	Johnson & Johnson	2025-03-31	Reduce Reduce	-6.26%	● 142.06 ($156.47) 167.7	$164.60	5.20%	Reduce -59.44%	438,271	-642,200
BRK.A	Berkshire Hathaway Inc	2025-03-31	Reduce Reduce	-5.42%	● 663000 ($729331) 801950	$716,352.22	-1.78%	Reduce -41.4%	167	-118
CNH	CNH Industrial NV	2025-03-31	Reduce Reduce	-0.99%	● 11.09 ($12.54) 13.54	$12.90	2.87%	Reduce -8.88%	13,335,317	-1,299,622
GOOGL	Alphabet Inc	2025-03-31	Reduce Reduce	-0.81%	● 154.33 ($181.36) 206.38	$189.44	4.46%	Reduce -8.67%	672,947	-63,868
IONS	Ionis Pharmaceuticals Inc	2025-03-31	Reduce Reduce	-0.63%	● 30.17 ($32.75) 34.97	$41.84	27.76%	Reduce -8.17%	2,983,518	-265,345
KVUE	Kenvue Inc	2025-03-31	Reduce Reduce	-0.44%	● 19.8 ($22.14) 23.98	$22.23	0.43%	Reduce -86.8%	47,098	-309,698
AXP	American Express Co	2025-03-31	Reduce Reduce	-0.35%	● 255.39 ($295.58) 325.87	$305.49	3.35%	Reduce -19.8%	71,820	-17,728
BRK.B	Berkshire Hathaway Inc	2025-03-31	Reduce Reduce	-0.32%	● 442.66 ($486.15) 534.52	$477.30	-1.82%	Reduce -10.4%	89,970	-10,445
AZO	AutoZone Inc	2025-03-31	Reduce Reduce	-0.31%	● 3193.96 ($3450.47) 3828.11	$3,751.13	8.71%	Reduce -18.71%	6,256	-1,440
KOF	Coca-Cola Femsa SAB de CV	2025-03-31	Reduce Reduce	-0.23%	● 74.5 ($82.95) 92.3	$90.36	8.94%	Reduce -3.36%	1,285,257	-44,683
WFC	Wells Fargo & Co	2025-03-31	Reduce Reduce	-0.16%	● 66.78 ($75.08) 81.42	$81.03	7.93%	Reduce -4.88%	644,280	-33,084
ATMU	Atmus Filtration Technologies Inc	2025-03-31	Reduce Reduce	-0.11%	● 35.75 ($39.47) 43.46	$37.84	-4.13%	Reduce -31.99%	89,586	-42,146
BAC	Bank of America Corp	2025-03-31	Reduce Reduce	-0.11%	● 39.61 ($44.56) 47.74	$47.75	7.16%	Reduce -8.55%	393,091	-36,762
TFC	Truist Financial Corp	2025-03-31	Reduce Reduce	-0.08%	● 39.48 ($44.55) 48.15	$45.20	1.45%	Reduce -4.55%	607,846	-28,977
ALV	Autoliv Inc	2025-03-31	Reduce Reduce	-0.07%	● 87.68 ($95.23) 102.7	$113.39	19.07%	Reduce -2.35%	433,706	-10,453
FDX	FedEx Corp	2025-03-31	Reduce Reduce	-0.07%	● 230.33 ($259.24) 281.53	$227.30	-12.32%	Reduce -3.07%	115,213	-3,646
USB	U.S. Bancorp	2025-03-31	Reduce Reduce	-0.07%	● 40.92 ($46.14) 50.9	$46.24	0.23%	Reduce -9.98%	208,109	-23,070
VRTX	Vertex Pharmaceuticals Inc	2025-03-31	Reduce Reduce	-0.06%	● 402.49 ($466) 513.76	$460.21	-1.24%	Reduce -5.7%	38,316	-2,315
EPD	Enterprise Products Partners LP	2025-03-31	Reduce Reduce	-0.05%	● 31.75 ($33.3) 34.14	$31.20	-6.29%	Reduce -18.24%	111,435	-24,860
BK	Bank of New York Mellon Corp	2025-03-31	Reduce Reduce	-0.04%	● 75.42 ($84.04) 88.95	$98.99	17.79%	Reduce -5.34%	148,501	-8,382
NVST	Envista Holdings Corp	2025-03-31	Reduce Reduce	-0.04%	● 16.25 ($19.45) 22.15	$19.64	1.00%	Reduce -2.09%	1,496,834	-31,997
SEE	Sealed Air Corp	2025-03-31	Reduce Reduce	-0.04%	● 28.9 ($32.76) 35.65	$30.96	-5.49%	Reduce -3.19%	546,476	-18,005
UHAL.B	U-Haul Holding Co	2025-03-31	Reduce Reduce	-0.04%	● 56.94 ($62.58) 67.22	$55.89	-10.69%	Reduce -1.84%	480,424	-9,007
HCI	HCI Group Inc	2025-03-31	New Buy New Buy	+0.03%	● 110.25 ($126.8) 150.47	$143.82	13.43%	New holding	1,981	1,981
ARLP	Alliance Resource Partners LP	2025-03-31	New Buy New Buy	+0.02%	● 24.47 ($26.71) 29.24	$27.05	1.29%	New holding	8,755	8,755
OBDC	Blue Owl Capital Corp	2025-03-31	New Buy New Buy	+0.02%	● 14.08 ($15.02) 15.64	$14.98	-0.26%	New holding	13,431	13,431
CNXC	Concentrix Corp	2025-03-31	Reduce Reduce	-0.02%	● 42.45 ($47.89) 65.04	$58.63	22.44%	Reduce -21.82%	22,051	-6,156
DEO	Diageo PLC	2025-03-31	Reduce Reduce	-0.02%	● 104.79 ($113.02) 126.12	$102.89	-8.96%	Reduce -1.61%	136,194	-2,226
EIG	Employers Holdings Inc	2025-03-31	New Buy New Buy	+0.02%	● 47.46 ($49.61) 52.08	$46.16	-6.95%	New holding	4,289	4,289
FITB	Fifth Third Bancorp	2025-03-31	New Buy New Buy	+0.02%	● 37.48 ($42.17) 44.96	$43.42	2.98%	New holding	5,925	5,925
GM	General Motors Co	2025-03-31	New Buy New Buy	+0.02%	● 45.22 ($49.28) 54.92	$53.58	8.72%	New holding	4,826	4,826
KT	KT Corp	2025-03-31	New Buy New Buy	+0.02%	● 15.57 ($17.26) 18.63	$20.94	21.32%	New holding	12,150	12,150
TTE	TotalEnergies SE	2025-03-31	Reduce Reduce	-0.02%	● 55.08 ($60.33) 65.18	$61.63	2.15%	Reduce -3.54%	137,194	-5,035
WTFC	Wintrust Financial Corp	2025-03-31	New Buy New Buy	+0.02%	● 107.76 ($123.58) 136.92	$133.54	8.06%	New holding	2,029	2,029
ZION	Zions Bancorp NA	2025-03-31	New Buy New Buy	+0.02%	● 47 ($53.85) 59.03	$57.08	6.00%	New holding	4,553	4,553
GOOG	Alphabet Inc	2025-03-31	Reduce Reduce	-0.01%	● 156.06 ($183.12) 207.71	$190.52	4.04%	Reduce -2.64%	14,278	-387
CSCO	Cisco Systems Inc	2025-03-31	Reduce Reduce	-0.01%	● 58.74 ($61.57) 64.87	$68.53	11.31%	Reduce -2.74%	58,299	-1,644
CLF	Cleveland-Cliffs Inc	2025-03-31	New Buy New Buy	+0.01%	● 8.22 ($10.16) 12.02	$10.73	5.66%	New holding	11,365	11,365
CMCSA	Comcast Corp	2025-03-31	Reduce Reduce	-0.01%	● 33.19 ($36.08) 38.23	$34.95	-3.12%	Reduce -6.51%	32,326	-2,252
COP	ConocoPhillips	2025-03-31	Reduce Reduce	-0.01%	● 88.6 ($99.73) 105.85	$91.34	-8.41%	Reduce -5.41%	22,709	-1,298
EMR	Emerson Electric Co	2025-03-31	Reduce Reduce	-0.01%	● 108.64 ($120.56) 131.17	$144.25	19.65%	Reduce -6.12%	9,959	-649
GL	Globe Life Inc	2025-03-31	Reduce Reduce	-0.01%	● 111.2 ($122.35) 131.72	$121.19	-0.95%	Reduce -4.84%	31,626	-1,608
GSK	GSK PLC	2025-03-31	Reduce Reduce	-0.01%	● 32.08 ($36.61) 40.39	$36.34	-0.74%	Reduce -3.49%	90,545	-3,271
HAFN	Hafnia Ltd	2025-03-31	New Buy New Buy	+0.01%	● 4.03 ($4.95) 6.1	$5.26	6.26%	New holding	28,183	28,183
HTLD	Heartland Express Inc	2025-03-31	New Buy New Buy	+0.01%	● 9.2 ($10.59) 11.92	$8.47	-20.02%	New holding	15,332	15,332
HPK	HighPeak Energy Inc	2025-03-31	New Buy New Buy	+0.01%	● 10.94 ($13.44) 15.43	$8.19	-39.06%	New holding	11,363	11,363
NVS	Novartis AG	2025-03-31	Reduce Reduce	-0.01%	● 97.14 ($106.46) 115.57	$114.55	7.60%	Reduce -2.55%	81,025	-2,116
ACDC	ProFrac Holding Corp	2025-03-31	New Buy New Buy	+0.01%	● 6.46 ($7.68) 9.22	$7.73	0.60%	New holding	12,519	12,519
PGR	Progressive Corp	2025-03-31	Reduce Reduce	-0.01%	● 235.61 ($261.55) 291.22	$245.94	-5.97%	Reduce -6%	13,711	-875
PSEC	Prospect Capital Corp	2025-03-31	New Buy New Buy	+0.01%	● 4.1 ($4.3) 4.45	$3.38	-21.51%	New holding	30,562	30,562
UL	Unilever PLC	2025-03-31	Reduce Reduce	-0.01%	● 54.72 ($57.34) 60.29	$59.73	4.18%	Reduce -3.09%	66,675	-2,128
UNP	Union Pacific Corp	2025-03-31	Reduce Reduce	-0.01%	● 225.21 ($240.72) 254.42	$227.17	-5.63%	Reduce -4.08%	21,068	-897
BAX	Baxter International Inc	2025-03-31	Reduce Reduce	0%	● 29.26 ($32.7) 36.57	$27.51	-15.87%	Reduce -0.3%	9,831	-30
HLN	Haleon PLC	2025-03-31	Reduce Reduce	0%	● 9.01 ($9.84) 10.67	$9.53	-3.20%	Reduce -4.78%	81,419	-4,090
PSX	Phillips 66	2025-03-31	Reduce Reduce	0%	● 113.93 ($123.24) 131.55	$126.42	2.58%	Reduce -2.75%	13,101	-370
PSNY	Polestar Automotive Holding UK PLC	2025-03-31	New Buy New Buy	0%	● 1 ($1.1) 1.22	$1.08	-1.82%	New holding	10,256	10,256
BRK.A	Berkshire Hathaway Inc	2024-12-31	Reduce Reduce	-9.19%	● 664750 ($692646) 724040	$716,352.22	3.42%	Reduce -49.47%	285	-279
GOOGL	Alphabet Inc	2024-12-31	Reduce Reduce	-7.63%	● 161.86 ($175.1) 196.66	$189.44	8.19%	Reduce -56.7%	736,815	-964,839
BRK.B	Berkshire Hathaway Inc	2024-12-31	Reduce Reduce	-0.89%	● 442.29 ($461.8) 483.08	$477.30	3.36%	Reduce -28.71%	100,415	-40,440
FMC	FMC Corp	2024-12-31	Reduce Reduce	-0.83%	● 47.86 ($58.26) 66.62	$42.27	-27.44%	Reduce -8.43%	2,862,055	-263,387
AZO	AutoZone Inc	2024-12-31	Reduce Reduce	-0.50%	● 2981.19 ($3166.16) 3370.27	$3,751.13	18.48%	Reduce -30.19%	7,696	-3,328
FDX	FedEx Corp	2024-12-31	Reduce Reduce	-0.50%	● 260.5 ($279.34) 305.15	$227.30	-18.63%	Reduce -24.4%	118,859	-38,367
WFC	Wells Fargo & Co	2024-12-31	Reduce Reduce	-0.48%	● 54.98 ($68.48) 77.35	$81.03	18.33%	Reduce -20.71%	677,364	-176,912
IONS	Ionis Pharmaceuticals Inc	2024-12-31	Reduce Reduce	-0.39%	● 33.73 ($37.35) 40.36	$41.84	12.02%	Reduce -5.96%	3,248,863	-205,813
CSCO	Cisco Systems Inc	2024-12-31	Reduce Reduce	-0.38%	● 52.43 ($57.18) 60.02	$68.53	19.86%	Reduce -71.53%	59,943	-150,586
CNH	CNH Industrial NV	2024-12-31	Reduce Reduce	-0.37%	● 10.05 ($11.38) 12.65	$12.90	13.36%	Reduce -4.56%	14,634,939	-699,534
UHAL.B	U-Haul Holding Co	2024-12-31	Reduce Reduce	-0.37%	● 60.25 ($65.66) 70.91	$55.89	-14.88%	Reduce -18.21%	489,431	-108,937
BK	Bank of New York Mellon Corp	2024-12-31	Reduce Reduce	-0.36%	● 70.82 ($77.39) 81.87	$98.99	27.91%	Reduce -40.5%	156,883	-106,787
JNJ	Johnson & Johnson	2024-12-31	Reduce Reduce	-0.35%	● 143.34 ($154.85) 165.86	$164.60	6.30%	Reduce -4.06%	1,080,471	-45,711
SEE	Sealed Air Corp	2024-12-31	Reduce Reduce	-0.35%	● 33.59 ($35.66) 37.3	$30.96	-13.18%	Reduce -26.32%	564,481	-201,640
NVST	Envista Holdings Corp	2024-12-31	Reduce Reduce	-0.34%	● 17.7 ($19.78) 22.33	$19.64	-0.68%	Reduce -19%	1,528,831	-358,589
CNXC	Concentrix Corp	2024-12-31	Reduce Reduce	-0.33%	● 37.26 ($44.37) 52.64	$58.63	32.15%	Reduce -82.82%	28,207	-135,998
GOOG	Alphabet Inc	2024-12-31	Reduce Reduce	-0.31%	● 163.06 ($176.63) 198.16	$190.52	7.86%	Reduce -73.13%	14,665	-39,910
VRTX	Vertex Pharmaceuticals Inc	2024-12-31	Reduce Reduce	-0.29%	● 396.64 ($463.43) 516.74	$460.21	-0.69%	Reduce -24.2%	40,631	-12,969
TFC	Truist Financial Corp	2024-12-31	Reduce Reduce	-0.25%	● 41.49 ($44.67) 48.1	$45.20	1.18%	Reduce -16.31%	636,823	-124,106
UNP	Union Pacific Corp	2024-12-31	Reduce Reduce	-0.24%	● 223.15 ($236.61) 249.32	$227.17	-3.99%	Reduce -48.79%	21,965	-20,924
KOF	Coca-Cola Femsa SAB de CV	2024-12-31	Reduce Reduce	-0.23%	● 77.43 ($82.28) 89.24	$90.36	9.83%	Reduce -4.01%	1,329,940	-55,535
BAC	Bank of America Corp	2024-12-31	Reduce Reduce	-0.15%	● 39.23 ($44.07) 47.77	$47.75	8.35%	Reduce -15.13%	429,853	-76,608
AXP	American Express Co	2024-12-31	Reduce Reduce	-0.14%	● 267.35 ($287.6) 305.57	$305.49	6.22%	Reduce -10.49%	89,548	-10,489
ALV	Autoliv Inc	2024-12-31	Reduce Reduce	-0.12%	● 91.27 ($96.16) 101.57	$113.39	17.92%	Reduce -5.76%	444,159	-27,125
PSX	Phillips 66	2024-12-31	Reduce Reduce	-0.11%	● 110.35 ($127.12) 138.93	$126.42	-0.55%	Reduce -55.44%	13,471	-16,757
PGR	Progressive Corp	2024-12-31	Reduce Reduce	-0.08%	● 239.6 ($251.7) 268.88	$245.94	-2.29%	Reduce -30.18%	14,586	-6,305
USB	U.S. Bancorp	2024-12-31	Reduce Reduce	-0.04%	● 43.98 ($49.27) 53.66	$46.24	-6.14%	Reduce -6.62%	231,179	-16,388
BABA	Alibaba Group Holding Ltd	2024-12-31	Reduce Reduce	-0.04%	● 82.28 ($94.17) 117.52	$120.91	28.40%	Reduce -64.1%	4,645	-8,295
GSK	GSK PLC	2024-12-31	Reduce Reduce	-0.03%	● 33.35 ($35.93) 40.24	$36.34	1.14%	Reduce -13.16%	93,816	-14,219
KVUE	Kenvue Inc	2024-12-31	Reduce Reduce	-0.03%	● 21.18 ($22.67) 24.26	$22.23	-1.92%	Reduce -6.89%	356,796	-26,410
COP	ConocoPhillips	2024-12-31	Reduce Reduce	-0.01%	● 95.12 ($106.12) 114.72	$91.34	-13.93%	Reduce -10.15%	24,007	-2,711
DEO	Diageo PLC	2024-12-31	Reduce Reduce	-0.01%	● 118 ($127.02) 139.41	$102.89	-19.00%	Reduce -0.65%	138,420	-905
EMR	Emerson Electric Co	2024-12-31	Reduce Reduce	-0.01%	● 108.13 ($121.48) 134.33	$144.25	18.75%	Reduce -11.26%	10,608	-1,346
GL	Globe Life Inc	2024-12-31	Reduce Reduce	-0.01%	● 103.49 ($107.97) 111.7	$121.19	12.24%	Reduce -6.39%	33,234	-2,268
NVS	Novartis AG	2024-12-31	Reduce Reduce	-0.01%	● 96.77 ($106.51) 117.18	$114.55	7.55%	Reduce -2.58%	83,141	-2,206
TTE	TotalEnergies SE	2024-12-31	Reduce Reduce	-0.01%	● 53.66 ($60.73) 69.44	$61.63	1.47%	Reduce -1.79%	142,229	-2,599
VZ	Verizon Communications Inc	2024-12-31	Reduce Reduce	-0.01%	● 39.6 ($42.14) 45.05	$42.92	1.86%	Reduce -11%	24,034	-2,970
CMCSA	Comcast Corp	2024-12-31	Reduce Reduce	0%	● 37.39 ($41.5) 45.14	$34.95	-15.77%	Reduce -2.55%	34,578	-903
HLN	Haleon PLC	2024-12-31	Reduce Reduce	0%	● 9.23 ($9.77) 10.54	$9.53	-2.51%	Reduce -8.63%	85,509	-8,075
UL	Unilever PLC	2024-12-31	Reduce Reduce	0%	● 56.7 ($59.95) 64.14	$59.73	-0.36%	Reduce -2.09%	68,803	-1,471
BRK.A	Berkshire Hathaway Inc	2024-09-30	Reduce Reduce	-2.48%	● 610460 ($663906) 715910	$716,352.22	7.90%	Reduce -13.5%	564	-88
GOOGL	Alphabet Inc	2024-09-30	Reduce Reduce	-2.04%	● 148.66 ($167.74) 191.18	$189.44	12.94%	Reduce -12.49%	1,701,654	-242,933
NWLI	National Western Life Group Inc	2024-09-30	Sold Out Sold Out	-1.00%	● 496.86 ($498.55) 499.98	$499.98	0.29%	Sold Out	0	-43,677

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