Tweedy, Browne
Active equity managersFiles as Tweedy, Browne Co LLC (SEC CIK 732905). Portfolio from its latest quarterly 13F-HR filing.
- $1.23B
- Tracked value
- 98
- Positions
- Q3 2026
- Portfolio as of
- Nov 4, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q2 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | CNHCNH Industrial N.V. | 20.2% | ▼ 4.0% | 19,320,632 | $248.27M |
| 2 | KOFCOCA COLA FEMSA SAB DE CV | 9.9% | ▼ 3.4% | 1,120,980 | $121.11M |
| 3 | BRK-ABERKSHIRE HATHAWAY INC | 8.8% | unch. | 144 | $107.57M |
| 4 | IONSIONIS PHARMACEUTICALS INC | 6.5% | ▼ 21.4% | 1,793,400 | $80.08M |
| 5 | JNJJOHNSON & JOHNSON | 4.1% | ▼ 5.3% | 190,945 | $50.55M |
| 6 | GOOGLAlphabet Inc. | 3.9% | ▼ 1.5% | 139,147 | $47.88M |
| 7 | BRK-BBERKSHIRE HATHAWAY INC | 3.9% | ▼ 2.6% | 95,058 | $47.33M |
| 8 | ZTSZoetis Inc. | 3.7% | ▲ 17.4% | 653,027 | $45.6M |
| 9 | WFCWELLS FARGO & COMPANY/MN | 3.2% | ▼ 2.0% | 486,876 | $38.97M |
| 10 | ALVAUTOLIV INC | 3.0% | ▼ 12.8% | 334,329 | $37.41M |
| 11 | NVSTEnvista Holdings Corp | 2.7% | ▼ 1.3% | 1,416,184 | $33.24M |
| 12 | UHAL-BU-Haul Holding Co /NV/ | 2.0% | ▼ 1.3% | 456,814 | $24.14M |
| 13 | TFCTRUIST FINANCIAL CORP | 1.9% | ▼ 8.0% | 502,698 | $23.27M |
| 14 | BACBANK OF AMERICA CORP /DE/ | 1.5% | ▼ 6.3% | 341,771 | $18.6M |
| 15 | AXPAMERICAN EXPRESS CO | 1.5% | ▼ 4.3% | 60,004 | $18.25M |
| 16 | APTVAptiv PLC | 1.3% | NEW | 377,133 | $16.22M |
| 17 | AZOAUTOZONE INC | 1.3% | ▼ 0.8% | 5,487 | $15.53M |
| 18 | JAZZJazz Pharmaceuticals plc | 1.1% | ▼ 1.4% | 59,279 | $13.72M |
| 19 | VRTXVERTEX PHARMACEUTICALS INC / MA | 1.1% | ▼ 35.2% | 26,013 | $13.6M |
| 20 | BNYBank of New York Mellon Corp | 1.1% | ▼ 9.1% | 92,908 | $13.44M |
| 21 | DEODIAGEO PLC | 0.9% | ▼ 2.8% | 122,706 | $10.5M |
| 22 | NVSNOVARTIS AG | 0.8% | ▼ 3.0% | 69,009 | $9.84M |
| 23 | TTETotalEnergies SE | 0.8% | ▼ 2.7% | 113,906 | $9.74M |
| 24 | UNFUNIFIRST CORP | 0.7% | ▼ 65.8% | 34,714 | $8.7M |
| 25 | USBUS BANCORP \DE\ | 0.7% | ▼ 21.5% | 142,806 | $8.25M |
| 26 | DISWalt Disney Co | 0.4% | ▲ 10.4% | 49,660 | $5.21M |
| 27 | UNPUNION PACIFIC CORP | 0.4% | ▼ 2.8% | 18,645 | $5.07M |
| 28 | DINOHF Sinclair Corp | 0.4% | ▲ 17.3% | 45,640 | $4.9M |
| 29 | HAFNHafnia Ltd | 0.4% | ▲ 14.2% | 473,274 | $4.7M |
| 30 | BNSBANK OF NOVA SCOTIA | 0.4% | ▲ 14.4% | 48,593 | $4.43M |
| 31 | COPCONOCOPHILLIPS | 0.3% | ▲ 4.6% | 33,614 | $4.21M |
| 32 | ARWARROW ELECTRONICS, INC. | 0.3% | ▲ 28.8% | 16,540 | $3.75M |
| 33 | GSKGSK plc | 0.3% | ▼ 5.0% | 77,439 | $3.73M |
| 34 | EFOREverforth Inc | 0.3% | ▲ 17.7% | 103,039 | $3.39M |
| 35 | GLGLOBE LIFE INC. | 0.3% | ▼ 16.6% | 18,650 | $3.09M |
| 36 | ARLPALLIANCE RESOURCE PARTNERS LP | 0.2% | ▲ 13.2% | 126,368 | $3.07M |
| 37 | CSCOCISCO SYSTEMS, INC. | 0.2% | ▼ 4.0% | 28,229 | $3.04M |
| 38 | GLOBGlobant S.A. | 0.2% | ▲ 42.4% | 87,296 | $3.03M |
| 39 | NTRNutrien Ltd. | 0.2% | ▲ 15.1% | 42,946 | $3.02M |
| 40 | PSXPhillips 66 | 0.2% | ▼ 4.5% | 11,734 | $3M |
| 41 | ULUNILEVER PLC | 0.2% | ▼ 4.0% | 47,118 | $2.86M |
| 42 | ALSNAllison Transmission Holdings Inc | 0.2% | ▲ 15.4% | 25,155 | $2.85M |
| 43 | PGRPROGRESSIVE CORP/OH/ | 0.2% | unch. | 13,711 | $2.84M |
| 44 | ELVElevance Health, Inc. | 0.2% | ▲ 13.9% | 7,308 | $2.84M |
| 45 | EVTCEVERTEC, Inc. | 0.2% | ▲ 18.2% | 104,582 | $2.82M |
| 46 | TDWTIDEWATER INC | 0.2% | ▲ 15.3% | 34,088 | $2.76M |
| 47 | WFWOORI FINANCIAL GROUP INC. | 0.2% | NEW | 35,729 | $2.7M |
| 48 | BMYBRISTOL MYERS SQUIBB CO | 0.2% | ▲ 15.0% | 43,200 | $2.7M |
| 49 | GIIIG III APPAREL GROUP LTD /DE/ | 0.2% | ▲ 15.9% | 99,193 | $2.69M |
| 50 | ADBEADOBE INC. | 0.2% | NEW | 11,154 | $2.68M |
| 51 | CROXCrocs, Inc. | 0.2% | ▲ 16.1% | 22,277 | $2.61M |
| 52 | LPGDORIAN LPG LTD. | 0.2% | ▲ 15.1% | 45,912 | $2.53M |
| 53 | VSNTVersant Media Group, Inc. | 0.2% | ▲ 14.4% | 79,356 | $2.52M |
| 54 | GIBCGI INC | 0.2% | NEW | 36,420 | $2.48M |
| 55 | CICigna Group | 0.2% | ▲ 14.5% | 8,754 | $2.38M |
| 56 | NOMDNomad Foods Ltd | 0.2% | NEW | 229,291 | $2.37M |
| 57 | LULUlululemon athletica inc. | 0.2% | ▲ 34.0% | 24,075 | $2.32M |
| 58 | CAGCONAGRA BRANDS INC. | 0.2% | ▲ 17.1% | 171,218 | $2.3M |
| 59 | MTDRMatador Resources Co | 0.2% | ▲ 16.2% | 44,059 | $2.27M |
| 60 | HPHelmerich & Payne, Inc. | 0.2% | ▲ 15.4% | 60,286 | $2.24M |
| 61 | ACIAlbertsons Companies, Inc. | 0.2% | NEW | 189,675 | $2.2M |
| 62 | THOTHOR INDUSTRIES INC | 0.2% | ▲ 15.0% | 30,496 | $2.11M |
| 63 | BZHBEAZER HOMES USA INC | 0.2% | ▲ 14.7% | 62,428 | $2.08M |
| 64 | ALLYAlly Financial Inc. | 0.2% | ▲ 16.1% | 54,882 | $2.06M |
| 65 | LEN-BLENNAR CORP /NEW/ | 0.2% | NEW | 25,737 | $2.06M |
| 66 | ABGASBURY AUTOMOTIVE GROUP INC | 0.2% | ▲ 15.8% | 11,932 | $2.06M |
| 67 | DKSDICK'S SPORTING GOODS, INC. | 0.2% | NEW | 15,291 | $2.05M |
| 68 | FBINFortune Brands Innovations, Inc. | 0.2% | NEW | 52,604 | $2M |
| 69 | SIRISIRIUS XM HOLDINGS INC. | 0.2% | ▲ 16.2% | 77,283 | $2M |
| 70 | TSNTYSON FOODS, INC. | 0.2% | NEW | 39,467 | $1.99M |
| 71 | PVHPVH CORP. /DE/ | 0.2% | NEW | 26,907 | $1.99M |
| 72 | TAPMOLSON COORS BEVERAGE CO | 0.2% | ▲ 17.4% | 52,481 | $1.91M |
| 73 | REZIRESIDEO TECHNOLOGIES, INC. | 0.2% | ▲ 21.8% | 103,255 | $1.87M |
| 74 | HTLDHEARTLAND EXPRESS INC | 0.2% | ▲ 16.2% | 160,496 | $1.86M |
| 75 | DVNDEVON ENERGY CORP/DE | 0.1% | ▲ 15.2% | 39,354 | $1.81M |
| 76 | LWLamb Weston Holdings, Inc. | 0.1% | ▲ 16.5% | 43,417 | $1.81M |
| 77 | UPSUNITED PARCEL SERVICE INC | 0.1% | ▲ 16.2% | 19,332 | $1.81M |
| 78 | CNCCENTENE CORP | 0.1% | ▲ 15.1% | 28,917 | $1.8M |
| 79 | SHOESHOE STATION GROUP INC | 0.1% | ▲ 15.9% | 135,277 | $1.73M |
| 80 | UNHUNITEDHEALTH GROUP INC | 0.1% | ▲ 11.7% | 4,566 | $1.68M |
| 81 | WUWestern Union CO | 0.1% | ▲ 2.0% | 277,955 | $1.64M |
| 82 | LKQLKQ CORP | 0.1% | ▲ 15.1% | 71,466 | $1.63M |
| 83 | FDXFEDEX CORP | 0.1% | ▼ 47.4% | 5,666 | $1.62M |
| 84 | AMNAMN HEALTHCARE SERVICES INC | 0.1% | ▲ 17.1% | 43,672 | $1.57M |
| 85 | BLDRBuilders FirstSource, Inc. | 0.1% | ▲ 28.5% | 25,193 | $1.44M |
| 86 | BSMBlack Stone Minerals, L.P. | 0.1% | ▲ 16.3% | 97,175 | $1.39M |
| 87 | EMREMERSON ELECTRIC CO | 0.1% | unch. | 8,743 | $1.36M |
| 88 | AAPADVANCE AUTO PARTS INC | 0.1% | ▲ 17.3% | 31,821 | $1.24M |
| 89 | KVUEKenvue Inc. | 0.1% | ▼ 5.9% | 68,653 | $1.21M |
| 90 | VZVERIZON COMMUNICATIONS INC | 0.1% | unch. | 23,878 | $1.1M |
| 91 | ADIGADI GLOBAL DISTRIBUTION INC. | 0.1% | NEW | 56,017 | $1M |
| 92 | CMCSACOMCAST CORP | 0.1% | ▼ 5.9% | 29,480 | $641.5K |
| 93 | HLNHaleon plc | 0.1% | ▼ 4.4% | 68,880 | $619.9K |
| 94 | OECOrion S.A. | 0.0% | ▲ 14.8% | 103,946 | $584.2K |
| 95 | FMCFMC CORP | 0.0% | ▲ 15.3% | 50,654 | $451.8K |
| 96 | BABAAlibaba Group Holding Ltd | 0.0% | unch. | 3,960 | $425.9K |
| 97 | BAXBAXTER INTERNATIONAL INC | 0.0% | unch. | 9,479 | $227.5K |
| 98 | MICCMagnum Ice Cream Co N.V. | 0.0% | ▼ 4.5% | 11,134 | $198K |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q2 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.