Tweedy, Browne Co LLC Top Holdings and 13F Report (2025) About Tweedy, Browne Co LLCInvestment ActivityTweedy, Browne Co LLC has $1.08 billion in total holdings as of June 30, 2025.Tweedy, Browne Co LLC owns shares of 91 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.84% of the portfolio was purchased this quarter.About 11.86% of the portfolio was sold this quarter.This quarter, Tweedy, Browne Co LLC has purchased 59 new stocks and bought additional shares in 16 stocks.Tweedy, Browne Co LLC sold shares of 39 stocks and completely divested from 1 stock this quarter.Largest Holdings CNH INDUSTRIAL NV $172,522,380Coca Cola Femsa $117,806,693Ionis Pharmaceuticals $114,260,865Berkshire Hathaway $111,506,400Alphabet $56,622,523 Largest New Holdings this Quarter 05329W102 - AutoNation $502,982 Holding001084102 - AGCO $490,526 Holding018581108 - Bread Financial $470,954 Holding76118Y104 - Resideo Technologies $429,442 Holding67077M108 - Nutrien $404,804 Holding Largest Purchases this Quarter Berkshire Hathaway 11,529 shares (about $5.60M)AutoNation 2,532 shares (about $502.98K)AGCO 4,755 shares (about $490.53K)Bread Financial 8,245 shares (about $470.95K)KT 21,495 shares (about $446.67K) Largest Sales this Quarter Alphabet 351,648 shares (about $61.97M)Johnson & Johnson 193,558 shares (about $29.57M)Berkshire Hathaway 14 shares (about $10.20M)Coca Cola Femsa 67,365 shares (about $6.52M)Wells Fargo & Company 45,499 shares (about $3.65M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTweedy, Browne Co LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCNH INDUSTRIAL NV$172,522,380$303,329 ▼-0.2%13,311,91216.0%COMKOFCoca Cola Femsa$117,806,693$6,516,216 ▼-5.2%1,217,89210.9%Consumer StaplesIONSIonis Pharmaceuticals$114,260,865$3,617,931 ▼-3.1%2,891,94810.6%MedicalBRK.ABerkshire Hathaway$111,506,400$10,203,200 ▼-8.4%15310.3%FinanceGOOGLAlphabet$56,622,523$61,970,927 ▼-52.3%321,2995.3%Computer and TechnologyBRK.BBerkshire Hathaway$49,305,169$5,600,442 ▲12.8%101,4994.6%FinanceALVAutoliv$48,480,227$51,474 ▼-0.1%433,2464.5%Auto/Tires/TrucksWFCWells Fargo & Company$47,974,334$3,645,380 ▼-7.1%598,7814.4%FinanceJNJJohnson & Johnson$37,379,911$29,565,985 ▼-44.2%244,7133.5%MedicalNVSTEnvista$28,536,470$711,666 ▼-2.4%1,460,4132.6%MedicalFDXFedEx$25,924,024$265,043 ▼-1.0%114,0472.4%TransportationU-HAUL HOLDING CO - NON VOTING$25,844,834$275,819 ▼-1.1%475,3512.4%COMTFCTruist Financial$24,957,501$1,173,799 ▼-4.5%580,5422.3%FinanceAZOAutoZone$22,462,704$761,007 ▼-3.3%6,0512.1%Retail/WholesaleAXPAmerican Express$21,720,305$1,188,838 ▼-5.2%68,0932.0%FinanceBACBank of America$18,251,655$349,411 ▼-1.9%385,7071.7%FinanceVRTXVertex Pharmaceuticals$16,585,036$473,248 ▼-2.8%37,2531.5%MedicalSEESealed Air$16,023,799$933,351 ▼-5.5%516,3971.5%IndustrialsDEODiageo$13,190,074$543,729 ▼-4.0%130,8021.2%Consumer StaplesBKBank of New York Mellon$13,025,086$504,841 ▼-3.7%142,9601.2%FinanceFMCFMC$9,941,677$2,049,675 ▼-17.1%238,1240.9%Consumer StaplesNVSNovartis$9,350,322$454,514 ▼-4.6%77,2690.9%MedicalUSBU.S. Bancorp$9,191,316$225,617 ▼-2.4%203,1230.9%FinanceTTETotalEnergies$8,175,184$247,156 ▼-2.9%133,1680.8%EnergyUNPUnion Pacific$4,766,797$80,528 ▼-1.7%20,7180.4%TransportationCSCOCisco Systems$4,007,319$37,465 ▼-0.9%57,7590.4%Computer and TechnologyULUnilever$3,851,080$227,430 ▼-5.6%62,9570.4%Consumer StaplesGLGlobe Life$3,793,952$136,843 ▼-3.5%30,5250.4%FinancePGRProgressive$3,658,9170.0%13,7110.3%FinanceEPDEnterprise Products Partners$3,362,569$93,030 ▼-2.7%108,4350.3%EnergyGSKGSK$3,335,846$141,082 ▼-4.1%86,8710.3%MedicalATMUAtmus Filtration Technologies$3,262,7220.0%89,5860.3%IndustrialsGOOGAlphabet$2,333,211$199,564 ▼-7.9%13,1530.2%Computer and TechnologyCOPConocoPhillips$1,911,821$126,085 ▼-6.2%21,3040.2%EnergyPSXPhillips 66$1,535,868$27,081 ▼-1.7%12,8740.1%EnergyEMREmerson Electric$1,291,834$35,999 ▼-2.7%9,6890.1%IndustrialsCMCSAComcast$1,126,519$27,196 ▼-2.4%31,5640.1%Consumer DiscretionaryVZVerizon Communications$1,039,9510.0%24,0340.1%Computer and TechnologyKVUEKenvue$959,787$25,974 ▼-2.6%45,8570.1%Consumer StaplesHLNHaleon$796,478$47,837 ▼-5.7%76,8060.1%MedicalCNXCConcentrix$785,320$380,186 ▼-32.6%14,8580.1%Business ServicesHCIHCI Group$724,472$422,964 ▲140.3%4,7600.1%FinanceKTKT$699,143$446,666 ▲176.9%33,6450.1%Computer and TechnologyWTFCWintrust Financial$547,744$296,188 ▲117.7%4,4180.1%FinanceGMGeneral Motors$529,942$292,455 ▲123.1%10,7690.0%Auto/Tires/TrucksZIONZions Bancorporation, N.A.$522,257$285,774 ▲120.8%10,0550.0%FinanceARLPAlliance Resource Partners$509,129$280,273 ▲122.5%19,4770.0%EnergyANAutoNation$502,982$502,982 ▲New Holding2,5320.0%Retail/WholesaleAGCOAGCO$490,526$490,526 ▲New Holding4,7550.0%IndustrialsBFHBread Financial$470,954$470,954 ▲New Holding8,2450.0%FinanceBABAAlibaba Group$460,445$66,345 ▼-12.6%4,0600.0%Retail/WholesaleEIGEmployers$445,096$242,741 ▲120.0%9,4340.0%FinanceREZIResideo Technologies$429,442$429,442 ▲New Holding19,4670.0%IndustrialsOBDCBlue Owl Capital$423,245$230,645 ▲119.8%29,5150.0%FinanceNTRNutrien$404,804$404,804 ▲New Holding6,9610.0%Basic MaterialsARWArrow Electronics$400,130$400,130 ▲New Holding3,1400.0%Computer and TechnologySFNCSimmons First National$388,225$388,225 ▲New Holding20,4760.0%FinanceTSNTyson Foods$386,378$386,378 ▲New Holding6,9070.0%Consumer StaplesFIBKFirst Interstate BancSystem$384,372$384,372 ▲New Holding13,3370.0%FinanceNENoble$383,462$383,462 ▲New Holding14,4430.0%EnergyHAFNIA LTD$382,319$241,686 ▲171.9%76,6170.0%COMCROXCrocs$381,927$381,927 ▲New Holding3,7710.0%Consumer DiscretionaryMTDRMatador Resources$360,047$360,047 ▲New Holding7,5450.0%EnergyLWLamb Weston$358,128$358,128 ▲New Holding6,9070.0%Consumer StaplesLGNDLigand Pharmaceuticals$356,955$356,955 ▲New Holding3,1400.0%MedicalCVSCVS Health$349,108$349,108 ▲New Holding5,0610.0%MedicalUNHUnitedHealth Group$341,607$341,607 ▲New Holding1,0950.0%MedicalBMYBristol Myers Squibb$332,547$332,547 ▲New Holding7,1840.0%MedicalTDWTidewater$318,620$318,620 ▲New Holding6,9070.0%EnergyTRMDTorm$318,089$318,089 ▲New Holding19,0930.0%TransportationCVECenovus Energy$300,717$300,717 ▲New Holding22,1440.0%EnergyBZHBeazer Homes USA$296,492$296,492 ▲New Holding13,2540.0%ConstructionBAXBaxter International$295,836$1,847 ▼-0.6%9,7700.0%MedicalAAPAdvance Auto Parts$293,631$293,631 ▲New Holding6,3160.0%Retail/WholesaleHTLDHeartland Express$290,857$158,389 ▲119.6%33,6640.0%TransportationSIRIUS XM HOLDINGS INC$288,503$288,503 ▲New Holding12,5600.0%COMDINOHF Sinclair$284,315$284,315 ▲New Holding6,9210.0%EnergyBSMBlack Stone Minerals$272,783$272,783 ▲New Holding20,8550.0%EnergyCNCCentene$272,703$272,703 ▲New Holding5,0240.0%MedicalCCSIConsensus Cloud Solutions$261,869$261,869 ▲New Holding11,3560.0%Computer and TechnologyHPKHighPeak Energy$243,746$132,388 ▲118.9%24,8720.0%EnergyLPGDorian LPG$229,635$229,635 ▲New Holding9,4190.0%TransportationDVNDevon Energy$219,712$219,712 ▲New Holding6,9070.0%EnergyACDCProFrac$214,424$117,277 ▲120.7%27,6320.0%EnergyPSECProspect Capital$213,162$115,975 ▲119.3%67,0320.0%FinanceEMBCEmbecta$194,721$194,721 ▲New Holding20,0950.0%MedicalHPHelmerich & Payne$194,442$194,442 ▲New Holding12,8260.0%EnergyCLFCleveland-Cliffs$193,853$107,479 ▲124.4%25,5070.0%Basic MaterialsHLFHerbalife$186,433$186,433 ▲New Holding21,6280.0%Retail/WholesaleOECOrion$171,291$171,291 ▲New Holding16,3290.0%Basic MaterialsPSNYPolestar Automotive Holding UK$24,189$13,215 ▲120.4%22,6070.0%Auto/Tires/TrucksFITBFifth Third Bancorp$0$232,260 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
