Tweedy Browne
Tweedy, Browne Company · SEC CIK 732905
The original Graham brokers, still hunting bargains.
This filing is 158 days old. Tweedy, Browne Company keeps roughly 96% of its positions in a typical quarter, so about 93% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 91 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| CNH INDUSTRIAL NV | $225.90M | 17.1% | n/a | |
| IONIS PHARMACEUTICALS INC. | IONS | $180.81M | 13.7% | |
| COCA COLA FEMSA | KOF | $123.31M | 9.3% | |
| BERKSHIRE HATHAWAY INC | BRK/A | $107.83M | 8.2% | |
| JOHNSON & JOHNSON | JNJ | $51.21M | 3.9% | |
| ALPHABET INC-CL A | GOOGL | $50.49M | 3.8% | |
| BERKSHIRE HATHAWAY INC DEL CL B | BRK/B | $48.85M | 3.7% | |
| AUTOLIV INC. | ALV | $44.53M | 3.4% | |
| WELLS FARGO & CO | WFC | $41.07M | 3.1% | |
| ZOETIS, INC. | ZTS | $39.96M | 3.0% | n/a |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q4 2025 and Q2 2026, the largest new position was ZTS, now $39.96M; the largest trim was JNJ (shares down 8%); ATMU, GM no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Common questions
What are Tweedy Browne's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Tweedy, Browne Company are CNH INDUSTRIAL NV (17.1% of the book), IONS (13.7% of the book), KOF (9.3% of the book).
How big is Tweedy, Browne Company's portfolio?
The latest 13F reports $1.32B across 91 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Tweedy Browne still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Tweedy, Browne Company's own filing history, the fund keeps roughly 96% of positions in a typical quarter, so at 158 days since the period end roughly 93% of this book is likely intact. The snapshot half-life for this fund is about 1536 days.
What did Tweedy Browne buy and sell last quarter?
Between Q4 2025 and Q2 2026, the largest new position was ZTS, now $39.96M; the largest trim was JNJ (shares down 8%); ATMU, GM no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Inside the app: the full book for Tweedy, Browne Company, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.