13F Filing
Tweedy, Browne Co LLC
New York-based value firm founded in 1920 and often described as one of the oldest value investing houses on Wall Street; it was Benjamin Graham's preferred brokerage and a brokerage to Warren Buffett early in his career. Applies a classic Graham-style, statistically-grounded value approach buying companies at significant discounts to intrinsic or private-market value, with a strong global and dividend-focused tilt.
Filed2026.08.07
FilingCurrent Portfolio
$1.32B
Previous Portfolio
$1.26B
Change
+4.86%
Holdings
CNHCNH INDUSTRIAL NVReduced$225.9M17.11%
IONSIONIS PHARMACEUTICALS INC.Increased$180.8M13.70%
KOFCOCA COLA FEMSAReduced$123.3M9.34%
BRK-ABERKSHIRE HATHAWAY INC$107.8M8.17%
JNJJOHNSON & JOHNSONReduced$51.2M3.88%
GOOGLALPHABET INC-CL AReduced$50.5M3.83%
BRK-BBERKSHIRE HATHAWAY INC DEL CL BIncreased$48.9M3.70%
ALVAUTOLIV INC.Reduced$44.5M3.37%
WFCWELLS FARGO & COReduced$41.1M3.11%
ZTSZOETIS, INC.New$40.0M3.03%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  CNH CNH INDUSTRIAL NV | 17.11% | Reduced | $225.9M | 20,115,883 | −34,475 | Industrials |
| 2 |  IONS IONIS PHARMACEUTICALS INC. | 13.70% | Increased | $180.8M | 2,280,311 | +4,686 | Health Care |
| 3 |  KOF COCA COLA FEMSA | 9.34% | Reduced | $123.3M | 1,160,570 | −9,456 | Consumer Staples |
| 4 |  BRK-A BERKSHIRE HATHAWAY INC | 8.17% | — | $107.8M | 144 | 0 | Financials |
| 5 |  JNJ JOHNSON & JOHNSON | 3.88% | Reduced | $51.2M | 201,644 | −17,846 | Health Care |
| 6 |  GOOGL ALPHABET INC-CL A | 3.83% | Reduced | $50.5M | 141,282 | −57,059 | Communication Services |
| 7 |  BRK-B BERKSHIRE HATHAWAY INC DEL CL B | 3.70% | Increased | $48.9M | 97,625 | +219 | Financials |
| 8 |  ALV AUTOLIV INC. | 3.37% | Reduced | $44.5M | 383,314 | −278 | Consumer Discretionary |
| 9 |  WFC WELLS FARGO & CO | 3.11% | Reduced | $41.1M | 497,011 | −18,909 | Financials |
| 10 |  ZTS ZOETIS, INC. | 3.03% | New | $40.0M | 556,056 | +556,056 | Health Care |
Portfolio Changes
Buy Positions
New Buy
Current 3.03%
+556,056Shares
Current 0.33%
+44,975Shares
Current 0.28%
+42,479Shares
Current 0.19%
+88,487Shares
Current 0.16%
+17,963Shares
Additional Buy
+0.21%
+4,686Shares
+0.22%
+219Shares
+33.32%
+55,711Shares
+4.66%
+1,432Shares
+40.35%
+3,799Shares
Sell Positions
Full Exit
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Partial Exit
−0.17%
−34,475Shares
−0.81%
−9,456Shares
−8.13%
−17,846Shares
−28.77%
−57,059Shares
−0.07%
−278Shares
Other Investor Portfolios
Explore portfolios of other popular investors
