Tweedy, Browne Co LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Tweedy, Browne Co LLC reported 91 stock positions worth $1.1 billion. Its top holding was CNH Industrial (CNH) at 16.0% of the portfolio, followed by Coca-Cola Femsa Sab-SP ADR (KOF, 10.9%) and Ionis Pharmaceuticals (IONS, 10.6%). Compared with Q1 2025, it opened 33 new positions, sold out of 1, added to 16 and reduced 39. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +13%) and the biggest sale Alphabet Class A (GOOGL, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0000732905
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0000950123-25-006713 ↗ filed Jul 29, 2025
Holdings Value
Holdings 91 stocks · $1.1B
| CNH CNH Industrial NV | 16.00% | 13,311,912 | $172.5M | Reduce -0.2% |
| KOF Coca-Cola Femsa Sab-SP ADR | 10.92% | 1,217,892 | $117.8M | Reduce -5.2% |
| IONS Ionis Pharmaceuticals Inc. | 10.60% | 2,891,948 | $114.3M | Reduce -3.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 10.34% | 153 | $111.5M | Reduce -8.4% |
| GOOGL Alphabet Inc. Class A | 5.25% | 321,299 | $56.6M | Reduce -52.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.57% | 101,499 | $49.3M | Add +12.8% |
| ALV Autoliv Inc. | 4.50% | 433,246 | $48.5M | Reduce -0.1% |
| WFC Wells Fargo & Co. | 4.45% | 598,781 | $48.0M | Reduce -7.1% |
| JNJ Johnson & Johnson | 3.47% | 244,713 | $37.4M | Reduce -44.2% |
| NVST Envista Holdings Corp. | 2.65% | 1,460,413 | $28.5M | Reduce -2.4% |
| FDX FedEx Corp. | 2.40% | 114,047 | $25.9M | Reduce -1.0% |
| UHAL.B U-Haul Holding Co.-Non Voting | 2.40% | 475,351 | $25.8M | Reduce -1.1% |
| TFC Truist Financial Corp. | 2.31% | 580,542 | $25.0M | Reduce -4.5% |
| AZO AutoZone Inc. | 2.08% | 6,051 | $22.5M | Reduce -3.3% |
| AXP American Express Co. | 2.01% | 68,093 | $21.7M | Reduce -5.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.69% | 385,707 | $18.3M | Reduce -1.9% |
| VRTX Vertex Pharmaceuticals Inc. | 1.54% | 37,253 | $16.6M | Reduce -2.8% |
| SEE Sealed Air Corp. | 1.49% | 516,397 | $16.0M | Reduce -5.5% |
| DEO Diageo PLC-Sponsored ADR | 1.22% | 130,802 | $13.2M | Reduce -4.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.21% | 142,960 | $13.0M | Reduce -3.7% |
| FMC FMC Corp. | 0.92% | 238,124 | $9.9M | Reduce -17.1% |
| NVS Novartis AG-Sponsored ADR | 0.87% | 77,269 | $9.4M | Reduce -4.6% |
| USB US Bancorp | 0.85% | 203,123 | $9.2M | Reduce -2.4% |
| TTE Totalenergies SE -Spon ADR | 0.76% | 133,168 | $8.2M | Reduce -2.9% |
| UNP Union Pacific Corp. | 0.44% | 20,718 | $4.8M | Reduce -1.7% |
| CSCO Cisco Systems Inc. | 0.37% | 57,759 | $4.0M | Reduce -0.9% |
| UL Unilever PLC | 0.36% | 62,957 | $3.9M | Reduce -5.6% |
| GL Globe Life Inc. | 0.35% | 30,525 | $3.8M | Reduce -3.5% |
| PGR Progressive Corp. | 0.34% | 13,711 | $3.7M | No change |
| EPD Enterprise Products Partners | 0.31% | 108,435 | $3.4M | Reduce -2.7% |
| GSK GSK PLC-Spon ADR | 0.31% | 86,871 | $3.3M | Reduce -4.1% |
| ATMU Atmus Filtration Technologie | 0.30% | 89,586 | $3.3M | No change |
| GOOG Alphabet Inc. Class C | 0.22% | 13,153 | $2.3M | Reduce -7.9% |
| COP Conocophillips | 0.18% | 21,304 | $1.9M | Reduce -6.2% |
| PSX Phillips 66 | 0.14% | 12,874 | $1.5M | Reduce -1.7% |
| EMR Emerson Electric Co. | 0.12% | 9,689 | $1.3M | Reduce -2.7% |
| CMCSA Comcast Corp. Class A | 0.10% | 31,564 | $1.1M | Reduce -2.4% |
| VZ Verizon Communications Inc. | 0.10% | 24,034 | $1.0M | No change |
| KVUE Kenvue Inc. | 0.09% | 45,857 | $960K | Reduce -2.6% |
| HLN Haleon PLC-ADR | 0.07% | 76,806 | $796K | Reduce -5.7% |
| CNXC Concentrix Corp. | 0.07% | 14,858 | $785K | Reduce -32.6% |
| HCI Hci Group Inc. | 0.07% | 4,760 | $724K | Add +140.3% |
| KT KT Corp.-SP ADR | 0.06% | 33,645 | $699K | Add +176.9% |
| WTFC Wintrust Financial Corp. | 0.05% | 4,418 | $548K | Add +117.7% |
| GM General Motors Co. | 0.05% | 10,769 | $530K | Add +123.2% |
| ZION Zions Bancorp NA | 0.05% | 10,055 | $522K | Add +120.8% |
| ARLP Alliance Resource Partners | 0.05% | 19,477 | $509K | Add +122.5% |
| AN Autonation Inc. | 0.05% | 2,532 | $503K | New |
| AGCO Agco Corp. | 0.05% | 4,755 | $491K | New |
| BFH Bread Financial Holdings Inc. | 0.04% | 8,245 | $471K | New |
| BABA Alibaba Group Holding-SP ADR | 0.04% | 4,060 | $460K | Reduce -12.6% |
| EIG Employers Holdings Inc. | 0.04% | 9,434 | $445K | Add +120.0% |
| REZI Resideo Technologies Inc. | 0.04% | 19,467 | $429K | New |
| OBDC Blue Owl Capital Corp. | 0.04% | 29,515 | $423K | Add +119.8% |
| NTR Nutrien Ltd. | 0.04% | 6,961 | $405K | New |
| ARW Arrow Electronics Inc. | 0.04% | 3,140 | $400K | New |
| SFNC Simmons First Natl Corp. Class A | 0.04% | 20,476 | $388K | New |
| TSN Tyson Foods Inc. Class A | 0.04% | 6,907 | $386K | New |
| FIBK First Interstate Bancsys-A | 0.04% | 13,337 | $384K | New |
| NE Noble Corp. PLC | 0.04% | 14,443 | $383K | New |
| HAFN Hafnia Ltd. | 0.04% | 76,617 | $382K | Add +171.9% |
| CROX Crocs Inc. | 0.04% | 3,771 | $382K | New |
| MTDR Matador Resources Co. | 0.03% | 7,545 | $360K | New |
| LW Lamb Weston Holdings Inc. | 0.03% | 6,907 | $358K | New |
| LGND Ligand Pharmaceuticals | 0.03% | 3,140 | $357K | New |
| CVS CVS Health Corp. | 0.03% | 5,061 | $349K | New |
| UNH Unitedhealth Group Inc. | 0.03% | 1,095 | $342K | New |
| BMY Bristol-Myers Squibb Co. | 0.03% | 7,184 | $333K | New |
| TDW Tidewater Inc. | 0.03% | 6,907 | $319K | New |
| TRMD Torm PLC-A | 0.03% | 19,093 | $318K | New |
| CVE Cenovus Energy Inc. | 0.03% | 22,144 | $301K | New |
| BZH Beazer Homes USA Inc. | 0.03% | 13,254 | $296K | New |
| BAX Baxter International Inc. | 0.03% | 9,770 | $296K | Reduce -0.6% |
| AAP Advance Auto Parts Inc. | 0.03% | 6,316 | $294K | New |
| HTLD Heartland Express Inc. | 0.03% | 33,664 | $291K | Add +119.6% |
| SIRI Sirius XM Holdings Inc. | 0.03% | 12,560 | $289K | New |
| DINO HF Sinclair Corp. | 0.03% | 6,921 | $284K | New |
| BSM Black Stone Minerals LP | 0.03% | 20,855 | $273K | New |
| CNC Centene Corp. | 0.03% | 5,024 | $273K | New |
| CCSI Consensus Cloud Solution | 0.02% | 11,356 | $262K | New |
| HPK Highpeak Energy Inc. | 0.02% | 24,872 | $244K | Add +118.9% |
| LPG Dorian LPG Ltd. | 0.02% | 9,419 | $230K | New |
| DVN Devon Energy Corp. | 0.02% | 6,907 | $220K | New |
| ACDC Profrac Holding Corp. Class A | 0.02% | 27,632 | $214K | Add +120.7% |
| PSEC Prospect Capital Corp. | 0.02% | 67,032 | $213K | Add +119.3% |
| EMBC Embecta Corp. | 0.02% | 20,095 | $195K | New |
| HP Helmerich & Payne | 0.02% | 12,826 | $194K | New |
| CLF Cleveland-Cliffs Inc. | 0.02% | 25,507 | $194K | Add +124.4% |
| HLF Herbalife Ltd. | 0.02% | 21,628 | $186K | New |
| OEC Orion SA | 0.02% | 16,329 | $171K | New |
| POLESTAR AUTOMOTIVE HLDG UK | 0.00% | 22,607 | $24K | Add +120.4% |
Portfolio Sells Q1 2025 → Q2 2025
| GOOGL Alphabet Inc. Class A | Reduce -52.3% | 5.25% | −3.97 |
| JNJ Johnson & Johnson | Reduce -44.2% | 3.47% | −2.98 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -8.4% | 10.34% | −1.48 |
| FMC FMC Corp. | Reduce -17.1% | 0.92% | −0.15 |
| UHAL.B U-Haul Holding Co.-Non Voting | Reduce -1.1% | 2.40% | −0.12 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.8% | 1.54% | −0.11 |
| FDX FedEx Corp. | Reduce -1.0% | 2.40% | −0.09 |
| DEO Diageo PLC-Sponsored ADR | Reduce -4.0% | 1.22% | −0.04 |
| CNXC Concentrix Corp. | Reduce -32.6% | 0.07% | −0.04 |
| COP Conocophillips | Reduce -6.2% | 0.18% | −0.03 |
| AZO AutoZone Inc. | Reduce -3.3% | 2.08% | −0.03 |
| TTE Totalenergies SE -Spon ADR | Reduce -2.9% | 0.76% | −0.03 |
| EPD Enterprise Products Partners | Reduce -2.7% | 0.31% | −0.03 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.02 |
| GL Globe Life Inc. | Reduce -3.5% | 0.35% | −0.02 |
| BABA Alibaba Group Holding-SP ADR | Reduce -12.6% | 0.04% | −0.01 |
| KVUE Kenvue Inc. | Reduce -2.6% | 0.09% | −0.01 |
| BAX Baxter International Inc. | Reduce -0.6% | 0.03% | −0.00 |
| GSK GSK PLC-Spon ADR | Reduce -4.1% | 0.31% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -2.4% | 0.10% | −0.00 |
| PSX Phillips 66 | Reduce -1.7% | 0.14% | −0.00 |
| HLN Haleon PLC-ADR | Reduce -5.7% | 0.07% | −0.00 |
| UNP Union Pacific Corp. | Reduce -1.7% | 0.44% | +0.00 |
| UL Unilever PLC | Reduce -5.6% | 0.36% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -7.9% | 0.22% | +0.02 |
| EMR Emerson Electric Co. | Reduce -2.7% | 0.12% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.9% | 0.37% | +0.05 |
| NVS Novartis AG-Sponsored ADR | Reduce -4.6% | 0.87% | +0.07 |
| USB US Bancorp | Reduce -2.4% | 0.85% | +0.07 |
| SEE Sealed Air Corp. | Reduce -5.5% | 1.49% | +0.09 |
| TFC Truist Financial Corp. | Reduce -4.5% | 2.31% | +0.10 |
| BNY Bank of New York Mellon Corp. | Reduce -3.7% | 1.21% | +0.10 |
| BAC Bank of America Corp. | Reduce -1.9% | 1.69% | +0.24 |
| AXP American Express Co. | Reduce -5.2% | 2.01% | +0.30 |
| WFC Wells Fargo & Co. | Reduce -7.1% | 4.45% | +0.35 |
| NVST Envista Holdings Corp. | Reduce -2.4% | 2.65% | +0.36 |
| KOF Coca-Cola Femsa Sab-SP ADR | Reduce -5.2% | 10.92% | +0.53 |
| ALV Autoliv Inc. | Reduce -0.1% | 4.50% | +1.10 |
| CNH CNH Industrial NV | Reduce -0.2% | 16.00% | +1.48 |
| IONS Ionis Pharmaceuticals Inc. | Reduce -3.1% | 10.60% | +2.62 |
Portfolio Buys Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +12.8% | 4.57% | +0.33 |
| AN Autonation Inc. | New | 0.05% | +0.05 |
| KT KT Corp.-SP ADR | Add +176.9% | 0.06% | +0.05 |
| AGCO Agco Corp. | New | 0.05% | +0.05 |
| BFH Bread Financial Holdings Inc. | New | 0.04% | +0.04 |
| HCI Hci Group Inc. | Add +140.3% | 0.07% | +0.04 |
| REZI Resideo Technologies Inc. | New | 0.04% | +0.04 |
| NTR Nutrien Ltd. | New | 0.04% | +0.04 |
| ARW Arrow Electronics Inc. | New | 0.04% | +0.04 |
| SFNC Simmons First Natl Corp. Class A | New | 0.04% | +0.04 |
| TSN Tyson Foods Inc. Class A | New | 0.04% | +0.04 |
| FIBK First Interstate Bancsys-A | New | 0.04% | +0.04 |
| NE Noble Corp. PLC | New | 0.04% | +0.04 |
| CROX Crocs Inc. | New | 0.04% | +0.04 |
| MTDR Matador Resources Co. | New | 0.03% | +0.03 |
| LW Lamb Weston Holdings Inc. | New | 0.03% | +0.03 |
| LGND Ligand Pharmaceuticals | New | 0.03% | +0.03 |
| CVS CVS Health Corp. | New | 0.03% | +0.03 |
| UNH Unitedhealth Group Inc. | New | 0.03% | +0.03 |
| BMY Bristol-Myers Squibb Co. | New | 0.03% | +0.03 |
| WTFC Wintrust Financial Corp. | Add +117.7% | 0.05% | +0.03 |
| TDW Tidewater Inc. | New | 0.03% | +0.03 |
| TRMD Torm PLC-A | New | 0.03% | +0.03 |
| GM General Motors Co. | Add +123.2% | 0.05% | +0.03 |
| ZION Zions Bancorp NA | Add +120.8% | 0.05% | +0.03 |
| CVE Cenovus Energy Inc. | New | 0.03% | +0.03 |
| BZH Beazer Homes USA Inc. | New | 0.03% | +0.03 |
| AAP Advance Auto Parts Inc. | New | 0.03% | +0.03 |
| SIRI Sirius XM Holdings Inc. | New | 0.03% | +0.03 |
| DINO HF Sinclair Corp. | New | 0.03% | +0.03 |
| ARLP Alliance Resource Partners | Add +122.5% | 0.05% | +0.03 |
| BSM Black Stone Minerals LP | New | 0.03% | +0.03 |
| CNC Centene Corp. | New | 0.03% | +0.03 |
| HAFN Hafnia Ltd. | Add +171.9% | 0.04% | +0.03 |
| CCSI Consensus Cloud Solution | New | 0.02% | +0.02 |
| EIG Employers Holdings Inc. | Add +120.0% | 0.04% | +0.02 |
| OBDC Blue Owl Capital Corp. | Add +119.8% | 0.04% | +0.02 |
| LPG Dorian LPG Ltd. | New | 0.02% | +0.02 |
| DVN Devon Energy Corp. | New | 0.02% | +0.02 |
| EMBC Embecta Corp. | New | 0.02% | +0.02 |
| HP Helmerich & Payne | New | 0.02% | +0.02 |
| HLF Herbalife Ltd. | New | 0.02% | +0.02 |
| OEC Orion SA | New | 0.02% | +0.02 |
| HTLD Heartland Express Inc. | Add +119.6% | 0.03% | +0.01 |
| ACDC Profrac Holding Corp. Class A | Add +120.7% | 0.02% | +0.01 |
| HPK Highpeak Energy Inc. | Add +118.9% | 0.02% | +0.01 |
| CLF Cleveland-Cliffs Inc. | Add +124.4% | 0.02% | +0.01 |
| PSEC Prospect Capital Corp. | Add +119.3% | 0.02% | +0.01 |
| POLESTAR AUTOMOTIVE HLDG UK | Add +120.4% | 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 |