Tweedy, Browne Co LLC
CIK: 0000732905SEC EDGAR →
Portfolio Value
$1.2T
Holdings
96
As of
Q4 2025
New Positions
10
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | IONIS PHARMACEUTICALS INC. | 2,464,930 | $195.0B | 15.74% |
| 2 | CNH INDUSTRIAL NV | 20,180,953 | $186.1B | 15.02% |
| 3 | COCA COLA FEMSA | 1,188,746 | $112.6B | 9.09% |
| 4 | BERKSHIRE HATHAWAY INC | 144 | $108.7B | 8.78% |
| 5 | ALPHABET INC-CL A | 199,561 | $62.5B | 5.04% |
| 6 | WELLS FARGO & CO | 559,367 | $52.1B | 4.21% |
| 7 | JOHNSON & JOHNSON | 236,075 | $48.9B | 3.94% |
| 8 | BERKSHIRE HATHAWAY INC DEL CL B | 97,081 | $48.8B | 3.94% |
| 9 | AUTOLIV INC. | 400,924 | $47.6B | 3.84% |
| 10 | FEDEX CORP. | 112,747 | $32.6B | 2.63% |
Quarterly Changes
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 9 | $566.5B | 45.7% |
| Financial Services | 18 | $168.7B | 13.6% |
| Consumer Defensive | 9 | $131.6B | 10.6% |
| Healthcare | 13 | $118.1B | 9.5% |
| Consumer Cyclical | 10 | $92.0B | 7.4% |
| Industrials | 10 | $65.7B | 5.3% |
| Communication Services | 4 | $65.7B | 5.3% |
| Energy | 15 | $25.4B | 2.1% |
| Basic Materials | 5 | $3.0B | 0.2% |
| Technology | 3 | $1.7B | 0.1% |