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Tweedy, Browne Co LLC Top Holdings and 13F Report (2025)

About Tweedy, Browne Co LLC

Investment Activity

  • Tweedy, Browne Co LLC has $1.48 billion in total holdings as of December 31, 2024.
  • Tweedy, Browne Co LLC owns shares of 43 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • About 36.86% of the portfolio was sold this quarter.
  • This quarter, Tweedy, Browne Co LLC has purchased 43 new stocks and bought additional shares in 0 stocks.
  • Tweedy, Browne Co LLC sold shares of 40 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$194,062,200
CNH Industrial
$165,813,859
Johnson & Johnson
$156,257,716
Alphabet
$139,479,080
FMC
$139,124,494

Largest Sales this Quarter

Berkshire Hathaway
279 shares (about $189.98M)
Alphabet
964,839 shares (about $182.64M)
Berkshire Hathaway
40,440 shares (about $18.33M)
FMC
263,387 shares (about $12.80M)
Wells Fargo & Company
176,912 shares (about $12.43M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTweedy, Browne Co LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$194,062,200$189,976,680 -49.5%28513.1%Finance
CNH Industrial stock logo
CNHI
CNH Industrial
$165,813,859$7,925,720 -4.6%14,634,93911.2%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$156,257,716$6,610,725 -4.1%1,080,47110.5%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$139,479,080$182,644,023 -56.7%736,8159.4%Computer and Technology
FMC Co. stock logo
FMC
FMC
$139,124,494$12,803,242 -8.4%2,862,0559.4%Consumer Staples
Ionis Pharmaceuticals, Inc. stock logo
IONS
Ionis Pharmaceuticals
$113,580,250$7,195,222 -6.0%3,248,8637.7%Medical
Coca-Cola FEMSA, S.A.B. de C.V. stock logo
KOF
Coca-Cola FEMSA
$103,589,027$4,325,621 -4.0%1,329,9407.0%Consumer Staples
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$47,578,047$12,426,299 -20.7%677,3643.2%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$45,516,111$18,330,643 -28.7%100,4153.1%Finance
Autoliv, Inc. stock logo
ALV
Autoliv
$41,657,673$2,544,054 -5.8%444,1592.8%Auto/Tires/Trucks
FedEx Co. stock logo
FDX
FedEx
$33,438,602$10,793,788 -24.4%118,8592.3%Transportation
U-HAUL HOLDING CO - NON VOTING
$31,348,056$6,977,415 -18.2%489,4312.1%COM
Envista Holdings Co. stock logo
NVST
Envista
$29,491,150$6,917,182 -19.0%1,528,8312.0%Medical
Truist Financial Co. stock logo
TFC
Truist Financial
$27,625,382$5,383,718 -16.3%636,8231.9%Finance
American Express stock logo
AXP
American Express
$26,576,951$3,113,030 -10.5%89,5481.8%Finance
AutoZone, Inc. stock logo
AZO
AutoZone
$24,642,592$10,656,256 -30.2%7,6961.7%Retail/Wholesale
Sealed Air Co. stock logo
SEE
Sealed Air
$19,096,392$6,821,481 -26.3%564,4811.3%Industrial Products
Bank of America Co. stock logo
BAC
Bank of America
$18,892,039$3,366,922 -15.1%429,8531.3%Finance
Diageo plc stock logo
DEO
Diageo
$17,597,335$115,053 -0.6%138,4201.2%Consumer Staples
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$16,362,104$5,222,616 -24.2%40,6311.1%Medical
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$12,053,321$8,204,445 -40.5%156,8830.8%Finance
U.S. Bancorp stock logo
USB
U.S. Bancorp
$11,057,292$783,838 -6.6%231,1790.7%Finance
Novartis AG stock logo
NVS
Novartis
$8,090,451$214,666 -2.6%83,1410.5%Medical
TotalEnergies SE stock logo
TTE
TotalEnergies
$7,751,480$141,645 -1.8%142,2290.5%Oils/Energy
Kenvue Inc. stock logo
KVUE
Kenvue
$7,617,595$563,854 -6.9%356,7960.5%Consumer Staples
Atmus Filtration Technologies Inc. stock logo
ATMU
Atmus Filtration Technologies
$5,161,2600.0%131,7320.3%Industrial Products
Union Pacific Co. stock logo
UNP
Union Pacific
$5,008,899$4,771,509 -48.8%21,9650.3%Transportation
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$4,274,2110.0%136,2950.3%Oils/Energy
Unilever PLC stock logo
UL
Unilever
$3,901,130$83,406 -2.1%68,8030.3%Consumer Staples
Globe Life Inc. stock logo
GL
Globe Life
$3,706,256$252,927 -6.4%33,2340.2%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,548,626$8,914,692 -71.5%59,9430.2%Computer and Technology
The Progressive Co. stock logo
PGR
Progressive
$3,494,951$1,510,741 -30.2%14,5860.2%Finance
GSK plc stock logo
GSK
GSK
$3,172,857$480,887 -13.2%93,8160.2%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$2,792,803$7,600,461 -73.1%14,6650.2%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$2,380,774$268,850 -10.1%24,0070.2%Oils/Energy
Phillips 66 stock logo
PSX
Phillips 66
$1,534,751$1,909,125 -55.4%13,4710.1%Oils/Energy
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,314,649$166,810 -11.3%10,6080.1%Industrial Products
Comcast Co. stock logo
CMCSA
Comcast
$1,297,712$33,890 -2.5%34,5780.1%Consumer Discretionary
Concentrix Co. stock logo
CNXC
Concentrix
$1,220,517$5,884,634 -82.8%28,2070.1%Business Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$961,120$118,770 -11.0%24,0340.1%Computer and Technology
Haleon plc stock logo
HLN
Haleon
$815,756$77,036 -8.6%85,5090.1%Medical
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$393,850$703,334 -64.1%4,6450.0%Retail/Wholesale
Baxter International Inc. stock logo
BAX
Baxter International
$287,5470.0%9,8610.0%Medical

Showing largest 100 holdings. View all holdings.
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