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STAMFORD, CT · CIK 0000732905
New positions
13
Added to
41
Trimmed
34
Exited
15
Source: SEC 13F-HR filing filed on 2026-08-07 ·View on SEC.gov →
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CNHCNH INDUSTRIAL NV | $225.90M | 17.11% | -0.2% |
| 2 | IONSIONIS PHARMACEUTICALS INC. | $180.81M | 13.70% | +0.2% |
| 3 | KOFCOCA COLA FEMSA | $123.31M | 9.34% | -0.8% |
| 4 | BRK/ABERKSHIRE HATHAWAY INC | $107.83M | 8.17% | - |
| 5 | JNJJOHNSON & JOHNSON | $51.21M | 3.88% | -8.1% |
| 6 | GOOGLALPHABET INC-CL A | $50.49M | 3.83% | -28.8% |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B | $48.85M | 3.70% | +0.2% |
| 8 | ALVAUTOLIV INC. | $44.53M | 3.37% | -0.1% |
| 9 | WFCWELLS FARGO & CO | $41.07M | 3.11% | -3.7% |
| 10 | ZTSZOETIS, INC. | $39.96M | 3.03% | New |
| Stock | Value | Shares |
|---|---|---|
| ZTSZOETIS, INC. | $39.96M | 556,056 |
| DISDISNEY WALT COMPANY HOLDING CO | $4.33M | 44,975 |
| BNSBANK OF NOVA SCOTIA | $3.69M | 42,479 |
| EVTCEVERTEC INC | $2.46M | 88,487 |
| LULULULULEMON ATHLETICA INC | $2.05M | 17,963 |
| THOTHOR INDUSTRIES INC. | $1.99M | 26,526 |
| CAGCONAGRA BRANDS INC | $1.97M | 146,196 |
| GLOBGLOBANT SA | $1.77M | 61,306 |
| BLDRBUILDERS FIRSTSOURCE INC | $1.75M | 19,598 |
| SCVLSHOE STATION GROUP INC | $1.73M | 116,763 |
As of Q2 2026, Tweedy, Browne Co LLC reported a portfolio value of $1.32B across 91 positions in their 13F filing.
Tweedy, Browne Co LLC's largest holding is CNH with a position worth $225.90M. Their top holdings include CNH, IONS, KOF, BRK/A, JNJ.
In Q2 2026, Tweedy, Browne Co LLC made the following changes to their portfolio: 13 new positions, 15 positions sold out, 41 positions increased, 34 positions reduced.
Tweedy, Browne Co LLC files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.