Tweedy, Browne Company 13F, Q3 2025
Tweedy Browne · quarter ending 30 September 2025 · filed 20 November 2025 · SEC CIK 732905
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2025
The 25 largest of 97 positions. Weights are against the whole filed book. Changes are in shares held, against the Q2 2025 filing.
| Company | Ticker | Value | % of book | vs Q2 2025 |
|---|---|---|---|---|
| IONIS PHARMACEUTICALS INC. | IONS | $189.80M | 16.5% | unchanged |
| CNH INDUSTRIAL NV | $144.10M | 12.5% | unchanged | |
| BERKSHIRE HATHAWAY INC | BRK/A | $108.60M | 9.4% | -6% shares |
| COCA COLA FEMSA | KOF | $100.25M | 8.7% | unchanged |
| ALPHABET INC-CL A | GOOGL | $56.88M | 4.9% | -27% shares |
| AUTOLIV INC. | ALV | $53.43M | 4.6% | unchanged |
| BERKSHIRE HATHAWAY INC DEL CL B | BRK/B | $49.83M | 4.3% | -2% shares |
| WELLS FARGO & CO | WFC | $48.75M | 4.2% | -3% shares |
| JOHNSON & JOHNSON | JNJ | $44.87M | 3.9% | unchanged |
| ENVISTA HOLDINGS CORP | NVST | $29.58M | 2.6% | unchanged |
| FEDEX CORP. | FDX | $26.72M | 2.3% | unchanged |
| TRUIST FINANCIAL CORP | TFC | $26.32M | 2.3% | unchanged |
| AUTOZONE, INC. | AZO | $24.95M | 2.2% | -4% shares |
| U-HAUL HOLDING CO - NON VOTING | UHAL/B | $23.65M | 2.0% | -2% shares |
| AMERICAN EXPRESS CO | AXP | $22.00M | 1.9% | -3% shares |
| BANK OF AMERICA CORP COM | BAC | $19.66M | 1.7% | unchanged |
| SEALED AIR CORPORATION | SDA | $18.01M | 1.6% | unchanged |
| VERTEX PHARMACEUTICALS | VRTX | $15.30M | 1.3% | +5% shares |
| BANK OF NEW YORK MELLON CORP | BNY | $15.15M | 1.3% | -3% shares |
| DIAGEO P L C - ADR | $12.12M | 1.1% | -3% shares | |
| NOVARTIS AG AMERICAN DEPOSITORY SHARES | $9.75M | 0.8% | unchanged | |
| US BANCORP | USB | $9.48M | 0.8% | -3% shares |
| TOTALENERGIES SE ADR | $7.89M | 0.7% | unchanged | |
| FMC CORP. | FMC | $7.53M | 0.7% | -6% shares |
| UNION PACIFIC CORP | UNP | $4.76M | 0.4% | -3% shares |
What changed since Q2 2025
Against the Q2 2025 filing, Tweedy, Browne Company opened 10 new positions, added to 46, trimmed 20, left 21 unchanged and exited 4. 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 0001193125-25-288943, 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.