Tweedy, Browne Company 13F, Q2 2025
Tweedy Browne · quarter ending 30 June 2025 · filed 29 July 2025 · SEC CIK 732905
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2025
The 25 largest of 91 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2025 filing.
| Company | Ticker | Value | % of book | vs Q1 2025 |
|---|---|---|---|---|
| CNH INDUSTRIAL NV | $172.52M | 16.0% | unchanged | |
| COCA COLA FEMSA | KOF | $117.81M | 10.9% | -5% shares |
| IONIS PHARMACEUTICALS INC. | IONS | $114.26M | 10.6% | -3% shares |
| BERKSHIRE HATHAWAY INC | BRK/A | $111.51M | 10.3% | -8% shares |
| ALPHABET INC-CL A | GOOGL | $56.62M | 5.3% | -52% shares |
| BERKSHIRE HATHAWAY INC DEL CL B | BRK/B | $49.31M | 4.6% | +13% shares |
| AUTOLIV INC. | ALV | $48.48M | 4.5% | unchanged |
| WELLS FARGO & CO | WFC | $47.97M | 4.5% | -7% shares |
| JOHNSON & JOHNSON | JNJ | $37.38M | 3.5% | -44% shares |
| ENVISTA HOLDINGS CORP | NVST | $28.54M | 2.6% | -2% shares |
| FEDEX CORP. | FDX | $25.92M | 2.4% | unchanged |
| U-HAUL HOLDING CO - NON VOTING | UHAL/B | $25.84M | 2.4% | unchanged |
| TRUIST FINANCIAL CORP | TFC | $24.96M | 2.3% | -5% shares |
| AUTOZONE, INC. | AZO | $22.46M | 2.1% | -3% shares |
| AMERICAN EXPRESS CO | AXP | $21.72M | 2.0% | -5% shares |
| BANK OF AMERICA CORP COM | BAC | $18.25M | 1.7% | unchanged |
| VERTEX PHARMACEUTICALS | VRTX | $16.59M | 1.5% | -3% shares |
| SEALED AIR CORPORATION | SDA | $16.02M | 1.5% | -6% shares |
| DIAGEO P L C - ADR | $13.19M | 1.2% | -4% shares | |
| BANK OF NEW YORK MELLON CORP | BNY | $13.03M | 1.2% | -4% shares |
| FMC CORP. | FMC | $9.94M | 0.9% | -17% shares |
| NOVARTIS AG AMERICAN DEPOSITORY SHARES | $9.35M | 0.9% | -5% shares | |
| US BANCORP | USB | $9.19M | 0.8% | -2% shares |
| TOTALENERGIES SE ADR | $8.18M | 0.8% | -3% shares | |
| UNION PACIFIC CORP | UNP | $4.77M | 0.4% | unchanged |
What changed since Q1 2025
Against the Q1 2025 filing, Tweedy, Browne Company opened 33 new positions, added to 16, trimmed 30, left 12 unchanged and exited 1. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0000950123-25-006713, 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.