Tweedy, Browne Co LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Tweedy, Browne Co LLC reported 59 stock positions worth $1.1 billion. Its top holding was CNH Industrial (CNH) at 14.5% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 11.8%) and Coca-Cola Femsa Sab-SP ADR (KOF, 10.4%). Compared with Q4 2024, it opened 16 new positions and reduced 41. The biggest buy was a new position in Hci (HCI) and the biggest sale FMC (FMC, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0000732905
- Portfolio Value
- $1.1B (Q1 2025)
- SEC Filing
- 0000950123-25-005518 ↗ filed May 15, 2025
Holdings Value
Holdings 59 stocks · $1.1B
| CNH CNH Industrial NV | 14.51% | 13,335,317 | $163.8M | Reduce -8.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 11.82% | 167 | $133.3M | Reduce -41.4% |
| KOF Coca-Cola Femsa Sab-SP ADR | 10.40% | 1,285,257 | $117.3M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 9.22% | 672,947 | $104.1M | Reduce -8.7% |
| IONS Ionis Pharmaceuticals Inc. | 7.98% | 2,983,518 | $90.0M | Reduce -8.2% |
| JNJ Johnson & Johnson | 6.44% | 438,271 | $72.7M | Reduce -59.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.25% | 89,970 | $47.9M | Reduce -10.4% |
| WFC Wells Fargo & Co. | 4.10% | 644,280 | $46.3M | Reduce -4.9% |
| ALV Autoliv Inc. | 3.40% | 433,706 | $38.4M | Reduce -2.4% |
| UHAL.B U-Haul Holding Co.-Non Voting | 2.52% | 480,424 | $28.4M | Reduce -1.8% |
| FDX FedEx Corp. | 2.49% | 115,213 | $28.1M | Reduce -3.1% |
| NVST Envista Holdings Corp. | 2.29% | 1,496,834 | $25.8M | Reduce -2.1% |
| TFC Truist Financial Corp. | 2.22% | 607,846 | $25.0M | Reduce -4.5% |
| AZO AutoZone Inc. | 2.11% | 6,256 | $23.9M | Reduce -18.7% |
| AXP American Express Co. | 1.71% | 71,820 | $19.3M | Reduce -19.8% |
| VRTX Vertex Pharmaceuticals Inc. | 1.65% | 38,316 | $18.6M | Reduce -5.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.45% | 393,091 | $16.4M | Reduce -8.6% |
| SEE Sealed Air Corp. | 1.40% | 546,476 | $15.8M | Reduce -3.2% |
| DEO Diageo PLC-Sponsored ADR | 1.26% | 136,194 | $14.3M | Reduce -1.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.10% | 148,501 | $12.5M | Reduce -5.3% |
| FMC FMC Corp. | 1.07% | 287,218 | $12.1M | Reduce -90.0% |
| NVS Novartis AG-Sponsored ADR | 0.80% | 81,025 | $9.0M | Reduce -2.5% |
| TTE Totalenergies SE -Spon ADR | 0.79% | 137,194 | $8.9M | Reduce -3.5% |
| USB US Bancorp | 0.78% | 208,109 | $8.8M | Reduce -10.0% |
| UNP Union Pacific Corp. | 0.44% | 21,068 | $5.0M | Reduce -4.1% |
| GL Globe Life Inc. | 0.37% | 31,626 | $4.2M | Reduce -4.8% |
| UL Unilever PLC | 0.35% | 66,675 | $4.0M | Reduce -3.1% |
| PGR Progressive Corp. | 0.34% | 13,711 | $3.9M | Reduce -6.0% |
| EPD Enterprise Products Partners | 0.34% | 111,435 | $3.8M | Reduce -18.2% |
| CSCO Cisco Systems Inc. | 0.32% | 58,299 | $3.6M | Reduce -2.7% |
| GSK GSK PLC-Spon ADR | 0.31% | 90,545 | $3.5M | Reduce -3.5% |
| ATMU Atmus Filtration Technologie | 0.29% | 89,586 | $3.3M | Reduce -32.0% |
| COP Conocophillips | 0.21% | 22,709 | $2.4M | Reduce -5.4% |
| GOOG Alphabet Inc. Class C | 0.20% | 14,278 | $2.2M | Reduce -2.6% |
| PSX Phillips 66 | 0.14% | 13,101 | $1.6M | Reduce -2.8% |
| CNXC Concentrix Corp. | 0.11% | 22,051 | $1.2M | Reduce -21.8% |
| CMCSA Comcast Corp. Class A | 0.11% | 32,326 | $1.2M | Reduce -6.5% |
| KVUE Kenvue Inc. | 0.10% | 47,098 | $1.1M | Reduce -86.8% |
| EMR Emerson Electric Co. | 0.10% | 9,959 | $1.1M | Reduce -6.1% |
| VZ Verizon Communications Inc. | 0.10% | 24,034 | $1.1M | No change |
| HLN Haleon PLC-ADR | 0.07% | 81,419 | $838K | Reduce -4.8% |
| BABA Alibaba Group Holding-SP ADR | 0.05% | 4,645 | $614K | No change |
| BAX Baxter International Inc. | 0.03% | 9,831 | $337K | Reduce -0.3% |
| HCI Hci Group Inc. | 0.03% | 1,981 | $296K | New |
| ARLP Alliance Resource Partners | 0.02% | 8,755 | $239K | New |
| FITB Fifth Third Bancorp | 0.02% | 5,925 | $232K | New |
| WTFC Wintrust Financial Corp. | 0.02% | 2,029 | $228K | New |
| ZION Zions Bancorp NA | 0.02% | 4,553 | $227K | New |
| GM General Motors Co. | 0.02% | 4,826 | $227K | New |
| EIG Employers Holdings Inc. | 0.02% | 4,289 | $217K | New |
| KT KT Corp.-SP ADR | 0.02% | 12,150 | $215K | New |
| OBDC Blue Owl Capital Corp. | 0.02% | 13,431 | $197K | New |
| HPK Highpeak Energy Inc. | 0.01% | 11,363 | $144K | New |
| HTLD Heartland Express Inc. | 0.01% | 15,332 | $141K | New |
| PSEC Prospect Capital Corp. | 0.01% | 30,562 | $125K | New |
| HAFN Hafnia Ltd. | 0.01% | 28,183 | $117K | New |
| ACDC Profrac Holding Corp. Class A | 0.01% | 12,519 | $95K | New |
| CLF Cleveland-Cliffs Inc. | 0.01% | 11,365 | $93K | New |
| POLESTAR AUTOMOTIVE HLDG UK | 0.00% | 10,256 | $11K | New |
Portfolio Sells Q4 2024 → Q1 2025
| FMC FMC Corp. | Reduce -90.0% | 1.07% | −8.30 |
| JNJ Johnson & Johnson | Reduce -59.4% | 6.44% | −4.09 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -41.4% | 11.82% | −1.26 |
| KVUE Kenvue Inc. | Reduce -86.8% | 0.10% | −0.41 |
| GOOGL Alphabet Inc. Class A | Reduce -8.7% | 9.22% | −0.18 |
| AXP American Express Co. | Reduce -19.8% | 1.71% | −0.08 |
| ATMU Atmus Filtration Technologie | Reduce -32.0% | 0.29% | −0.06 |
| EMR Emerson Electric Co. | Reduce -6.1% | 0.10% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -2.6% | 0.20% | +0.01 |
| BAX Baxter International Inc. | Reduce -0.3% | 0.03% | +0.01 |
| CMCSA Comcast Corp. Class A | Reduce -6.5% | 0.11% | +0.02 |
| HLN Haleon PLC-ADR | Reduce -4.8% | 0.07% | +0.02 |
| CNXC Concentrix Corp. | Reduce -21.8% | 0.11% | +0.03 |
| USB US Bancorp | Reduce -10.0% | 0.78% | +0.03 |
| PSX Phillips 66 | Reduce -2.8% | 0.14% | +0.04 |
| EPD Enterprise Products Partners | Reduce -18.2% | 0.34% | +0.05 |
| COP Conocophillips | Reduce -5.4% | 0.21% | +0.05 |
| DEO Diageo PLC-Sponsored ADR | Reduce -1.6% | 1.26% | +0.08 |
| CSCO Cisco Systems Inc. | Reduce -2.7% | 0.32% | +0.08 |
| UL Unilever PLC | Reduce -3.1% | 0.35% | +0.09 |
| GSK GSK PLC-Spon ADR | Reduce -3.5% | 0.31% | +0.10 |
| UNP Union Pacific Corp. | Reduce -4.1% | 0.44% | +0.10 |
| PGR Progressive Corp. | Reduce -6.0% | 0.34% | +0.11 |
| SEE Sealed Air Corp. | Reduce -3.2% | 1.40% | +0.11 |
| GL Globe Life Inc. | Reduce -4.8% | 0.37% | +0.12 |
| BAC Bank of America Corp. | Reduce -8.6% | 1.45% | +0.18 |
| FDX FedEx Corp. | Reduce -3.1% | 2.49% | +0.24 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.5% | 0.80% | +0.26 |
| TTE Totalenergies SE -Spon ADR | Reduce -3.5% | 0.79% | +0.26 |
| BNY Bank of New York Mellon Corp. | Reduce -5.3% | 1.10% | +0.29 |
| NVST Envista Holdings Corp. | Reduce -2.1% | 2.29% | +0.30 |
| IONS Ionis Pharmaceuticals Inc. | Reduce -8.2% | 7.98% | +0.32 |
| TFC Truist Financial Corp. | Reduce -4.5% | 2.22% | +0.35 |
| UHAL.B U-Haul Holding Co.-Non Voting | Reduce -1.8% | 2.52% | +0.41 |
| AZO AutoZone Inc. | Reduce -18.7% | 2.11% | +0.45 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -5.7% | 1.65% | +0.54 |
| ALV Autoliv Inc. | Reduce -2.4% | 3.40% | +0.59 |
| WFC Wells Fargo & Co. | Reduce -4.9% | 4.10% | +0.89 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -10.4% | 4.25% | +1.18 |
| CNH CNH Industrial NV | Reduce -8.9% | 14.51% | +3.34 |
| KOF Coca-Cola Femsa Sab-SP ADR | Reduce -3.4% | 10.40% | +3.42 |
Portfolio Buys Q4 2024 → Q1 2025
| HCI Hci Group Inc. | New | 0.03% | +0.03 |
| ARLP Alliance Resource Partners | New | 0.02% | +0.02 |
| FITB Fifth Third Bancorp | New | 0.02% | +0.02 |
| WTFC Wintrust Financial Corp. | New | 0.02% | +0.02 |
| GM General Motors Co. | New | 0.02% | +0.02 |
| ZION Zions Bancorp NA | New | 0.02% | +0.02 |
| EIG Employers Holdings Inc. | New | 0.02% | +0.02 |
| KT KT Corp.-SP ADR | New | 0.02% | +0.02 |
| OBDC Blue Owl Capital Corp. | New | 0.02% | +0.02 |
| HPK Highpeak Energy Inc. | New | 0.01% | +0.01 |
| HTLD Heartland Express Inc. | New | 0.01% | +0.01 |
| PSEC Prospect Capital Corp. | New | 0.01% | +0.01 |
| HAFN Hafnia Ltd. | New | 0.01% | +0.01 |
| ACDC Profrac Holding Corp. Class A | New | 0.01% | +0.01 |
| CLF Cleveland-Cliffs Inc. | New | 0.01% | +0.01 |
| POLESTAR AUTOMOTIVE HLDG UK | New | 0.00% | +0.00 |
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 |