Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tweedy, Browne Co LLC (CIK 732905) reported $1.26B across 91 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CNHI ($221.7M, 17.61%), IONS ($170.9M, 13.57%), KOF ($114.1M, 9.07%), BRK/A ($103.4M, 8.22%), GOOGL ($57.0M, 4.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CNHI | CNH INDUSTRIAL NV | $221.7M | 17.61% | 20.2M | Trimmed |
| 2 | IONS | IONIS PHARMACEUTICALS INC. | $170.9M | 13.57% | 2.3M | Trimmed |
| 3 | KOF | COCA COLA FEMSA | $114.1M | 9.07% | 1.2M | Trimmed |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC | $103.4M | 8.22% | 144 | Hold |
| 5 | GOOGL | ALPHABET INC-CL A | $57.0M | 4.53% | 198,341 | Trimmed |
| 6 | JNJ | JOHNSON & JOHNSON | $53.7M | 4.26% | 219,490 | Trimmed |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B | $46.7M | 3.71% | 97,406 | Added |
| 8 | WFC | WELLS FARGO & CO | $41.1M | 3.26% | 515,920 | Trimmed |
| 9 | ALV | AUTOLIV INC. | $40.3M | 3.20% | 383,592 | Trimmed |
| 10 | NVST | ENVISTA HOLDINGS CORP | $36.5M | 2.90% | 1.4M | Trimmed |
| 11 | FDX | FEDEX CORP. | $26.4M | 2.09% | 74,035 | Trimmed |
| 12 | TFC | TRUIST FINANCIAL CORP | $25.6M | 2.04% | 557,435 | Trimmed |
| 13 | UNF | UNIFIRST CORP | $25.6M | 2.03% | 101,671 | Trimmed |
| 14 | UHAL/B | U-HAUL HOLDING CO - NON VOTING | $20.7M | 1.64% | 463,332 | Trimmed |
| 15 | AXP | AMERICAN EXPRESS CO | $19.1M | 1.51% | 62,985 | Trimmed |
| 16 | AZO | AUTOZONE, INC. | $18.7M | 1.49% | 5,535 | Trimmed |
| 17 | VRTX | VERTEX PHARMACEUTICALS | $18.0M | 1.43% | 40,387 | Added |
| 18 | SEE | SEALED AIR CORPORATION | $18.0M | 1.43% | 509,581 | Hold |
| 19 | BAC | BANK OF AMERICA CORP COM | $17.8M | 1.41% | 365,274 | Trimmed |
| 20 | BK | BANK OF NEW YORK MELLON CORP | $12.9M | 1.03% | 108,955 | Trimmed |
| 21 | JAZZ | JAZZ PHARMACEUTICALS PLC | $11.4M | 0.90% | 60,209 | New |
| 22 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | $10.9M | 0.87% | 71,305 | Trimmed |
| 23 | TTFNF | TOTALENERGIES SE ADR | $10.7M | 0.85% | 117,603 | Trimmed |
| 24 | USB | US BANCORP | $9.6M | 0.76% | 184,248 | Trimmed |
| 25 | DEO | DIAGEO P L C - ADR | $9.4M | 0.75% | 126,211 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31