Tweedy, Browne Co LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Tweedy, Browne Co LLC reported 43 stock positions worth $2.1 billion. Its top holding was Berkshire Hathaway Class A (BRK.A) at 18.6% of the portfolio, followed by Alphabet Class A (GOOGL, 13.5%) and FMC (FMC, 9.8%). Compared with Q2 2024, it opened 1 new position, sold out of 2 and reduced 37. The biggest buy was a new position in Globe Life (GL) and the biggest sale Alphabet Class A (GOOGL, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0000732905
- Portfolio Value
- $2.1B (Q3 2024)
- SEC Filing
- 0000950123-24-011077 ↗ filed Nov 13, 2024
Holdings Value
Holdings 43 stocks · $2.1B
| BRK.A Berkshire Hathaway Inc. Class A | 18.58% | 564 | $389.8M | Reduce -13.5% |
| GOOGL Alphabet Inc. Class A | 13.45% | 1,701,654 | $282.2M | Reduce -12.5% |
| FMC FMC Corp. | 9.83% | 3,125,442 | $206.1M | Reduce -1.1% |
| JNJ Johnson & Johnson | 8.70% | 1,126,182 | $182.5M | Reduce -0.4% |
| CNH CNH Industrial NV | 8.11% | 15,334,473 | $170.2M | Reduce -0.2% |
| IONS Ionis Pharmaceuticals Inc. | 6.60% | 3,454,676 | $138.4M | No change |
| KOF Coca-Cola Femsa Sab-SP ADR | 5.86% | 1,385,475 | $122.9M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.09% | 140,855 | $64.8M | Reduce -6.0% |
| WFC Wells Fargo & Co. | 2.30% | 854,276 | $48.3M | Reduce -1.9% |
| ALV Autoliv Inc. | 2.10% | 471,284 | $44.0M | Reduce -0.1% |
| UHAL.B U-Haul Holding Co.-Non Voting | 2.05% | 598,368 | $43.1M | Reduce -0.6% |
| FDX FedEx Corp. | 2.05% | 157,226 | $43.0M | Reduce -2.3% |
| NVST Envista Holdings Corp. | 1.78% | 1,887,420 | $37.3M | Reduce -0.8% |
| AZO AutoZone Inc. | 1.66% | 11,024 | $34.7M | Reduce -9.1% |
| TFC Truist Financial Corp. | 1.55% | 760,929 | $32.5M | Reduce -2.4% |
| SEE Sealed Air Corp. | 1.33% | 766,121 | $27.8M | Reduce -14.2% |
| AXP American Express Co. | 1.29% | 100,037 | $27.1M | Reduce -3.9% |
| VRTX Vertex Pharmaceuticals Inc. | 1.19% | 53,600 | $24.9M | Reduce -1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.96% | 506,461 | $20.1M | Reduce -1.6% |
| DEO Diageo PLC-Sponsored ADR | 0.93% | 139,325 | $19.6M | Reduce -1.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.90% | 263,670 | $18.9M | Reduce -6.0% |
| USB US Bancorp | 0.54% | 247,567 | $11.3M | Reduce -2.5% |
| CSCO Cisco Systems Inc. | 0.53% | 210,529 | $11.2M | Reduce -8.8% |
| UNP Union Pacific Corp. | 0.50% | 42,889 | $10.6M | Reduce -1.1% |
| NVS Novartis AG-Sponsored ADR | 0.47% | 85,347 | $9.8M | Reduce -2.6% |
| TTE Totalenergies SE -Spon ADR | 0.45% | 144,828 | $9.4M | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 0.43% | 54,575 | $9.1M | Reduce -63.1% |
| KVUE Kenvue Inc. | 0.42% | 383,206 | $8.9M | Reduce -1.9% |
| CNXC Concentrix Corp. | 0.40% | 164,205 | $8.4M | Reduce -1.3% |
| PGR Progressive Corp. | 0.25% | 20,891 | $5.3M | Reduce -6.4% |
| ATMU Atmus Filtration Technologie | 0.24% | 131,732 | $4.9M | Reduce -0.3% |
| UL Unilever PLC | 0.22% | 70,274 | $4.6M | Reduce -28.1% |
| GSK GSK PLC-Spon ADR | 0.21% | 108,035 | $4.4M | Reduce -1.7% |
| PSX Phillips 66 | 0.19% | 30,228 | $4.0M | No change |
| EPD Enterprise Products Partners | 0.19% | 136,295 | $4.0M | No change |
| GL Globe Life Inc. | 0.18% | 35,502 | $3.8M | New |
| COP Conocophillips | 0.13% | 26,718 | $2.8M | Reduce -1.2% |
| CMCSA Comcast Corp. Class A | 0.07% | 35,481 | $1.5M | Reduce -5.7% |
| BABA Alibaba Group Holding-SP ADR | 0.07% | 12,940 | $1.4M | Reduce -5.4% |
| EMR Emerson Electric Co. | 0.06% | 11,954 | $1.3M | No change |
| VZ Verizon Communications Inc. | 0.06% | 27,004 | $1.2M | Reduce -6.3% |
| HLN Haleon PLC-ADR | 0.05% | 93,584 | $990K | Reduce -2.1% |
| BAX Baxter International Inc. | 0.02% | 9,861 | $374K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| GOOGL Alphabet Inc. Class A | Reduce -12.5% | 13.45% | −2.83 |
| NWLI National Western Life Grou-A | Sold out | 0.00% | −1.00 |
| GOOG Alphabet Inc. Class C | Reduce -63.1% | 0.43% | −0.81 |
| ALV Autoliv Inc. | Reduce -0.1% | 2.10% | −0.22 |
| FDX FedEx Corp. | Reduce -2.3% | 2.05% | −0.17 |
| SEE Sealed Air Corp. | Reduce -14.2% | 1.33% | −0.10 |
| CNXC Concentrix Corp. | Reduce -1.3% | 0.40% | −0.08 |
| WFC Wells Fargo & Co. | Reduce -1.9% | 2.30% | −0.08 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.07 |
| UL Unilever PLC | Reduce -28.1% | 0.22% | −0.03 |
| TTE Totalenergies SE -Spon ADR | Reduce -2.7% | 0.45% | −0.01 |
| COP Conocophillips | Reduce -1.2% | 0.13% | −0.01 |
| AZO AutoZone Inc. | Reduce -9.1% | 1.66% | +0.00 |
| CMCSA Comcast Corp. Class A | Reduce -5.7% | 0.07% | +0.00 |
| VZ Verizon Communications Inc. | Reduce -6.3% | 0.06% | +0.00 |
| HLN Haleon PLC-ADR | Reduce -2.1% | 0.05% | +0.01 |
| GSK GSK PLC-Spon ADR | Reduce -1.7% | 0.21% | +0.02 |
| BAC Bank of America Corp. | Reduce -1.6% | 0.96% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.4% | 1.19% | +0.02 |
| BABA Alibaba Group Holding-SP ADR | Reduce -5.4% | 0.07% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -8.8% | 0.53% | +0.03 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.6% | 0.47% | +0.04 |
| PGR Progressive Corp. | Reduce -6.4% | 0.25% | +0.04 |
| UNP Union Pacific Corp. | Reduce -1.1% | 0.50% | +0.05 |
| ATMU Atmus Filtration Technologie | Reduce -0.3% | 0.24% | +0.06 |
| USB US Bancorp | Reduce -2.5% | 0.54% | +0.08 |
| KVUE Kenvue Inc. | Reduce -1.9% | 0.42% | +0.10 |
| DEO Diageo PLC-Sponsored ADR | Reduce -1.4% | 0.93% | +0.11 |
| BNY Bank of New York Mellon Corp. | Reduce -6.0% | 0.90% | +0.13 |
| TFC Truist Financial Corp. | Reduce -2.4% | 1.55% | +0.16 |
| AXP American Express Co. | Reduce -3.9% | 1.29% | +0.19 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -13.5% | 18.58% | +0.23 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.0% | 3.09% | +0.29 |
| NVST Envista Holdings Corp. | Reduce -0.8% | 1.78% | +0.32 |
| KOF Coca-Cola Femsa Sab-SP ADR | Reduce -0.3% | 5.86% | +0.37 |
| UHAL.B U-Haul Holding Co.-Non Voting | Reduce -0.6% | 2.05% | +0.39 |
| CNH CNH Industrial NV | Reduce -0.2% | 8.11% | +0.96 |
| JNJ Johnson & Johnson | Reduce -0.4% | 8.70% | +1.10 |
| FMC FMC Corp. | Reduce -1.1% | 9.83% | +1.47 |
Portfolio Buys Q2 2024 → Q3 2024
| GL Globe Life Inc. | New | 0.18% | +0.18 |
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 |