Tweedy, Browne Company 13F, Q4 2025
Tweedy Browne · quarter ending 31 December 2025 · filed 3 February 2026 · SEC CIK 732905
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2025
The 25 largest of 96 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2025 filing.
| Company | Ticker | Value | % of book | vs Q3 2025 |
|---|---|---|---|---|
| IONIS PHARMACEUTICALS INC. | IONS | $195.00M | 15.7% | -15% shares |
| CNH INDUSTRIAL NV | $186.07M | 15.0% | +52% shares | |
| COCA COLA FEMSA | KOF | $112.59M | 9.1% | unchanged |
| BERKSHIRE HATHAWAY INC | BRK/A | $108.69M | 8.8% | unchanged |
| ALPHABET INC-CL A | GOOGL | $62.46M | 5.0% | -15% shares |
| WELLS FARGO & CO | WFC | $52.13M | 4.2% | -4% shares |
| JOHNSON & JOHNSON | JNJ | $48.86M | 3.9% | -2% shares |
| BERKSHIRE HATHAWAY INC DEL CL B | BRK/B | $48.80M | 3.9% | -2% shares |
| AUTOLIV INC. | ALV | $47.59M | 3.8% | -7% shares |
| FEDEX CORP. | FDX | $32.57M | 2.6% | unchanged |
| ENVISTA HOLDINGS CORP | NVST | $31.33M | 2.5% | unchanged |
| TRUIST FINANCIAL CORP | TFC | $27.66M | 2.2% | -2% shares |
| AMERICAN EXPRESS CO | AXP | $23.90M | 1.9% | -3% shares |
| U-HAUL HOLDING CO - NON VOTING | UHAL/B | $21.79M | 1.8% | unchanged |
| BANK OF AMERICA CORP COM | BAC | $20.60M | 1.7% | unchanged |
| UNIFIRST CORP | UNF | $19.69M | 1.6% | new |
| AUTOZONE, INC. | AZO | $18.97M | 1.5% | -4% shares |
| SEALED AIR CORPORATION | SDA | $18.01M | 1.4% | unchanged |
| VERTEX PHARMACEUTICALS | VRTX | $17.75M | 1.4% | unchanged |
| BANK OF NEW YORK MELLON CORP | BNY | $14.79M | 1.2% | -8% shares |
| DIAGEO P L C - ADR | $11.20M | 0.9% | +2% shares | |
| NOVARTIS AG AMERICAN DEPOSITORY SHARES | $10.33M | 0.8% | unchanged | |
| US BANCORP | USB | $9.91M | 0.8% | -5% shares |
| TOTALENERGIES SE ADR | $8.84M | 0.7% | new | |
| UNION PACIFIC CORP | UNP | $4.64M | 0.4% | unchanged |
What changed since Q3 2025
Against the Q3 2025 filing, Tweedy, Browne Company opened 6 new positions, added to 52, trimmed 16, left 22 unchanged and exited 7. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
Exited
- TOTALENERGIES SE ADRwas $7.89M
- UNILEVER PLC SPONSORED ADRwas $3.71M
- GOOGwas $1.53M
- WTFCwas $1.20M
- WMKwas $834.4K
- EIGwas $822.6K
- CVEwas $797.2K
Other quarters
Source: SEC Form 13F-HR, accession 0001193125-26-033986, 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.