Tweedy, Browne Company 13F, Q1 2025
Tweedy Browne · quarter ending 31 March 2025 · filed 15 May 2025 · SEC CIK 732905
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2025
The 25 largest of 59 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2024 filing.
| Company | Ticker | Value | % of book | vs Q4 2024 |
|---|---|---|---|---|
| CNH INDUSTRIAL NV | $163.76M | 14.5% | -9% shares | |
| BERKSHIRE HATHAWAY INC | BRK/A | $133.34M | 11.8% | -41% shares |
| COCA COLA FEMSA | KOF | $117.33M | 10.4% | -3% shares |
| ALPHABET INC-CL A | GOOGL | $104.06M | 9.2% | -9% shares |
| IONIS PHARMACEUTICALS INC. | IONS | $90.01M | 8.0% | -8% shares |
| JOHNSON & JOHNSON | JNJ | $72.68M | 6.4% | -59% shares |
| BERKSHIRE HATHAWAY INC DEL CL B | BRK/B | $47.92M | 4.3% | -10% shares |
| WELLS FARGO & CO | WFC | $46.25M | 4.1% | -5% shares |
| AUTOLIV INC. | ALV | $38.36M | 3.4% | -2% shares |
| U-HAUL HOLDING CO - NON VOTING | UHAL/B | $28.43M | 2.5% | unchanged |
| FEDEX CORP. | FDX | $28.09M | 2.5% | -3% shares |
| ENVISTA HOLDINGS CORP | NVST | $25.84M | 2.3% | -2% shares |
| TRUIST FINANCIAL CORP | TFC | $25.01M | 2.2% | -5% shares |
| AUTOZONE, INC. | AZO | $23.85M | 2.1% | -19% shares |
| AMERICAN EXPRESS CO | AXP | $19.32M | 1.7% | -20% shares |
| VERTEX PHARMACEUTICALS | VRTX | $18.58M | 1.6% | -6% shares |
| BANK OF AMERICA CORP COM | BAC | $16.40M | 1.4% | -9% shares |
| SEALED AIR CORPORATION | SDA | $15.79M | 1.4% | -3% shares |
| DIAGEO P L C - ADR | $14.27M | 1.3% | unchanged | |
| BANK OF NEW YORK MELLON CORP | BNY | $12.45M | 1.1% | -5% shares |
| FMC CORP. | FMC | $12.12M | 1.1% | -90% shares |
| NOVARTIS AG AMERICAN DEPOSITORY SHARES | $9.03M | 0.8% | -3% shares | |
| TOTALENERGIES SE ADR | $8.88M | 0.8% | -4% shares | |
| US BANCORP | USB | $8.79M | 0.8% | -10% shares |
| UNION PACIFIC CORP | UNP | $4.98M | 0.4% | -4% shares |
What changed since Q4 2024
Against the Q4 2024 filing, Tweedy, Browne Company opened 16 new positions, added to 0, trimmed 38, left 5 unchanged and exited 0. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
and 8 more
Exited
Nothing from the previous filing was sold outright.
Added to
No position was increased by more than 2%.
Other quarters
Source: SEC Form 13F-HR, accession 0000950123-25-005518, filed by Tweedy, Browne Co LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.