Tweedy, Browne Co LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Tweedy, Browne Co LLC reported 44 stock positions worth $2.2 billion. Its top holding was Berkshire Hathaway Class A (BRK.A) at 18.4% of the portfolio, followed by Alphabet Class A (GOOGL, 16.3%) and FMC (FMC, 8.4%). Compared with Q1 2024, it sold out of 1, added to 3 and reduced 38. The biggest buy was CNH Industrial (CNH, shares +1320%) and the biggest sale Autoliv (ALV, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0000732905
- Portfolio Value
- $2.2B (Q2 2024)
- SEC Filing
- 0000950123-24-007937 ↗ filed Aug 13, 2024
Holdings Value
Holdings 44 stocks · $2.2B
| BRK.A Berkshire Hathaway Inc. Class A | 18.36% | 652 | $399.2M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 16.29% | 1,944,587 | $354.2M | Reduce -3.0% |
| FMC FMC Corp. | 8.36% | 3,159,056 | $181.8M | Add +26.0% |
| JNJ Johnson & Johnson | 7.60% | 1,130,462 | $165.2M | Reduce -0.3% |
| IONS Ionis Pharmaceuticals Inc. | 7.57% | 3,454,676 | $164.6M | No change |
| CNH CNH Industrial NV | 7.16% | 15,362,043 | $155.6M | Add +1320.4% |
| KOF Coca-Cola Femsa Sab-SP ADR | 5.49% | 1,389,727 | $119.3M | Reduce -5.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.80% | 149,883 | $61.0M | Reduce -7.1% |
| WFC Wells Fargo & Co. | 2.38% | 870,944 | $51.7M | Reduce -2.4% |
| ALV Autoliv Inc. | 2.32% | 471,959 | $50.5M | Reduce -51.0% |
| FDX FedEx Corp. | 2.22% | 160,957 | $48.3M | Reduce -1.0% |
| UHAL.B U-Haul Holding Co.-Non Voting | 1.66% | 601,930 | $36.1M | Reduce -0.8% |
| AZO AutoZone Inc. | 1.65% | 12,126 | $35.9M | Reduce -0.8% |
| NVST Envista Holdings Corp. | 1.45% | 1,902,167 | $31.6M | Add +93.2% |
| SEE Sealed Air Corp. | 1.43% | 893,380 | $31.1M | Reduce -1.2% |
| TFC Truist Financial Corp. | 1.39% | 779,724 | $30.3M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 1.25% | 147,973 | $27.1M | Reduce -64.2% |
| VRTX Vertex Pharmaceuticals Inc. | 1.17% | 54,346 | $25.5M | Reduce -18.5% |
| AXP American Express Co. | 1.11% | 104,088 | $24.1M | Reduce -4.7% |
| NWLI National Western Life Grou-A | 1.00% | 43,677 | $21.7M | Reduce -0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.94% | 514,666 | $20.5M | Reduce -1.2% |
| DEO Diageo PLC-Sponsored ADR | 0.82% | 141,304 | $17.8M | Reduce -1.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.77% | 280,651 | $16.8M | Reduce -14.1% |
| CSCO Cisco Systems Inc. | 0.50% | 230,860 | $11.0M | Reduce -4.7% |
| CNXC Concentrix Corp. | 0.48% | 166,323 | $10.5M | Reduce -4.0% |
| USB US Bancorp | 0.46% | 253,807 | $10.1M | Reduce -5.5% |
| TTE Totalenergies SE -Spon ADR | 0.46% | 148,887 | $9.9M | Reduce -5.6% |
| UNP Union Pacific Corp. | 0.45% | 43,369 | $9.8M | Reduce -2.5% |
| NVS Novartis AG-Sponsored ADR | 0.43% | 87,606 | $9.3M | Reduce -2.1% |
| KVUE Kenvue Inc. | 0.33% | 390,743 | $7.1M | Reduce -4.7% |
| UL Unilever PLC | 0.25% | 97,693 | $5.4M | Reduce -7.8% |
| PGR Progressive Corp. | 0.21% | 22,330 | $4.6M | Reduce -7.9% |
| PSX Phillips 66 | 0.20% | 30,228 | $4.3M | Reduce -3.5% |
| GSK GSK PLC-Spon ADR | 0.19% | 109,855 | $4.2M | Reduce -10.7% |
| EPD Enterprise Products Partners | 0.18% | 136,295 | $3.9M | No change |
| ATMU Atmus Filtration Technologie | 0.17% | 132,195 | $3.8M | No change |
| COP Conocophillips | 0.14% | 27,038 | $3.1M | Reduce -2.0% |
| BIDU Baidu Inc. - Spon ADR | 0.07% | 17,454 | $1.5M | Reduce -9.5% |
| CMCSA Comcast Corp. Class A | 0.07% | 37,641 | $1.5M | Reduce -5.6% |
| EMR Emerson Electric Co. | 0.06% | 11,954 | $1.3M | Reduce -10.3% |
| VZ Verizon Communications Inc. | 0.05% | 28,814 | $1.2M | Reduce -11.6% |
| BABA Alibaba Group Holding-SP ADR | 0.05% | 13,675 | $985K | Reduce -20.6% |
| HLN Haleon PLC-ADR | 0.04% | 95,609 | $790K | Reduce -13.5% |
| BAX Baxter International Inc. | 0.02% | 9,861 | $330K | Reduce -8.1% |
Portfolio Sells Q1 2024 → Q2 2024
| ALV Autoliv Inc. | Reduce -51.0% | 2.32% | −3.12 |
| GOOG Alphabet Inc. Class C | Reduce -64.2% | 1.25% | −1.71 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -1.5% | 18.36% | −1.36 |
| KOF Coca-Cola Femsa Sab-SP ADR | Reduce -5.6% | 5.49% | −1.23 |
| JNJ Johnson & Johnson | Reduce -0.3% | 7.60% | −0.82 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.1% | 2.80% | −0.38 |
| UHAL.B U-Haul Holding Co.-Non Voting | Reduce -0.8% | 1.66% | −0.24 |
| DEO Diageo PLC-Sponsored ADR | Reduce -1.0% | 0.82% | −0.18 |
| AZO AutoZone Inc. | Reduce -0.8% | 1.65% | −0.16 |
| SEE Sealed Air Corp. | Reduce -1.2% | 1.43% | −0.15 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -18.5% | 1.17% | −0.14 |
| BNY Bank of New York Mellon Corp. | Reduce -14.1% | 0.77% | −0.11 |
| USB US Bancorp | Reduce -5.5% | 0.46% | −0.10 |
| KVUE Kenvue Inc. | Reduce -4.7% | 0.33% | −0.09 |
| TFC Truist Financial Corp. | Reduce -2.1% | 1.39% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -4.7% | 0.50% | −0.06 |
| UNP Union Pacific Corp. | Reduce -2.5% | 0.45% | −0.06 |
| AXP American Express Co. | Reduce -4.7% | 1.11% | −0.06 |
| CNXC Concentrix Corp. | Reduce -4.0% | 0.48% | −0.05 |
| GSK GSK PLC-Spon ADR | Reduce -10.7% | 0.19% | −0.05 |
| TTE Totalenergies SE -Spon ADR | Reduce -5.6% | 0.46% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -2.4% | 2.38% | −0.05 |
| PSX Phillips 66 | Reduce -3.5% | 0.20% | −0.04 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −0.04 |
| BIDU Baidu Inc. - Spon ADR | Reduce -9.5% | 0.07% | −0.03 |
| COP Conocophillips | Reduce -2.0% | 0.14% | −0.02 |
| PGR Progressive Corp. | Reduce -7.9% | 0.21% | −0.02 |
| NWLI National Western Life Grou-A | Reduce -0.5% | 1.00% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -5.6% | 0.07% | −0.01 |
| BABA Alibaba Group Holding-SP ADR | Reduce -20.6% | 0.05% | −0.01 |
| EMR Emerson Electric Co. | Reduce -10.3% | 0.06% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -11.6% | 0.05% | −0.01 |
| HLN Haleon PLC-ADR | Reduce -13.5% | 0.04% | −0.01 |
| BAX Baxter International Inc. | Reduce -8.1% | 0.02% | −0.01 |
| UL Unilever PLC | Reduce -7.8% | 0.25% | −0.00 |
| FDX FedEx Corp. | Reduce -1.0% | 2.22% | +0.01 |
| BAC Bank of America Corp. | Reduce -1.2% | 0.94% | +0.01 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.1% | 0.43% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -3.0% | 16.29% | +2.09 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 91 | $1.3B | CNH, IONS, KOF, BRK.A, JNJ |
| Q1 2026 | 93 | $1.3B | CNH, IONS, KOF, BRK.A, GOOGL |
| Q4 2025 | 96 | $1.2B | IONS, CNH, KOF, BRK.A, GOOGL |
| Q3 2025 | 97 | $1.2B | IONS, CNH, BRK.A, KOF, GOOGL |
| Q2 2025 | 91 | $1.1B | CNH, KOF, IONS, BRK.A, GOOGL |
| Q1 2025 | 59 | $1.1B | CNH, BRK.A, KOF, GOOGL, IONS |
| Q4 2024 | 43 | $1.5B | BRK.A, CNH, JNJ, GOOGL, FMC |
| Q3 2024 | 43 | $2.1B | BRK.A, GOOGL, FMC, JNJ, CNH |
| Q2 2024 | 44 | $2.2B | BRK.A, GOOGL, FMC, JNJ, IONS |
| Q1 2024 | 45 | $2.1B | BRK.A, GOOGL, JNJ, FMC, IONS |