Tweedy Browne — Portfolio & Holdings
Tweedy Browne manages $1.32B across 90 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Tweedy Browne |
|---|---|
| Assets Under Management (13F) | $1.32B |
| Number of Positions | 90 |
| Reporting Period | Q2 2026 |
Top Holdings
Tweedy Browne's largest reported holdings: IONS, BRK.A, KOF, JNJ, GOOGL, ALV, WFC, ZTS, NVST, TFC.
All 86 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 2 | IONS | Ionis Pharmaceuticals | 13.70% | $181M | Added 0.21% |
| 3 | BRK.A | Berkshire Hathaway | 11.87% | $157M | Added 0.22% |
| 4 | KOF | Coca Cola Femsa Sab De CV | 9.34% | $123M | Reduced 0.81% |
| 5 | JNJ | Johnson & Johnson | 3.88% | $51.2M | Reduced 8.13% |
| 6 | GOOGL | Alphabet Inc. | 3.83% | $50.5M | Reduced 28.77% |
| 7 | ALV | Autoliv | 3.37% | $44.5M | Reduced 0.07% |
| 8 | WFC | Wells Fargo & Company | 3.11% | $41.1M | Reduced 3.67% |
| 9 | ZTS | Zoetis Inc. | 3.03% | $40.0M | New position |
| 10 | NVST | Envista Holdings Corp | 2.87% | $37.8M | Reduced 0.11% |
| 11 | TFC | Truist Financial | 2.06% | $27.2M | Reduced 2.01% |
| 12 | UNF | Unifirst | 2.03% | $26.9M | Reduced 0.12% |
| 13 | UHAL.B | U-Haul Holding Co | 2.02% | $26.7M | Reduced 0.11% |
| 14 | AXP | American Express | 1.61% | $21.2M | Reduced 0.42% |
| 15 | BAC | Bank Of America | 1.57% | $20.8M | Reduced 0.14% |
| 16 | VRTX | Vertex Pharmaceuticals | 1.51% | $19.9M | Reduced 0.66% |
| 17 | AZO | Autozone | 1.34% | $17.7M | Reduced 0.09% |
| 18 | BNY | Bank of New York Mellon Corp | 1.12% | $14.8M | Reduced 6.16% |
| 19 | JAZZ | Jazz Pharmaceuticals plc | 1.10% | $14.5M | Reduced 0.10% |
| 20 | NVS | Novartis Ag | 0.84% | $11.1M | Reduced 0.25% |
| 21 | USB | Us Bancorp De | 0.83% | $11.0M | Reduced 1.28% |
| 22 | DEO | Diageo | 0.77% | $10.1M | Reduced 0.03% |
| 24 | UNP | Union Pacific | 0.40% | $5.2M | Unchanged |
| 25 | DIS | Walt Disney Co | 0.33% | $4.3M | New position |
| 26 | GSK | GSK plc | 0.32% | $4.3M | Reduced 0.32% |
| 27 | GL | Globe Life | 0.30% | $4.0M | Reduced 19.65% |
| 28 | KT | KT | 0.29% | $3.9M | Added 33.32% |
| 29 | BNS | Bank Of Nova Scotia | 0.28% | $3.7M | New position |
| 30 | CSCO | Cisco Systems | 0.26% | $3.5M | Reduced 46.74% |
| 31 | FDX | Fedex | 0.26% | $3.4M | Reduced 85.45% |
| 32 | COP | Conocophillips | 0.25% | $3.3M | Added 4.66% |
| 33 | PNC | PNC Financial Services Group | 0.25% | $3.3M | Added 40.35% |
| 34 | PGR | Progressive | 0.23% | $3.0M | Unchanged |
| 35 | UL | Unilever | 0.22% | $3.0M | Reduced 5.05% |
| 36 | GIII | G Iii Apparel Group | 0.22% | $2.9M | Added 41.60% |
| 37 | HAFN | Hafnia Ltd | 0.21% | $2.8M | Added 9.94% |
| 38 | ARW | Arrow Electronics | 0.21% | $2.7M | Added 10.02% |
| 39 | DINO | HF Sinclair Corp | 0.21% | $2.7M | Added 30.99% |
| 40 | ARLP | Alliance Resource Partners LP | 0.20% | $2.7M | Added 54.26% |
| 41 | REZI | Resideo Technologies | 0.20% | $2.6M | Added 15.10% |
| 42 | VSNT | Versant Media Group, Inc. | 0.19% | $2.5M | Added 83.97% |
| 43 | ELV | Elevance Health, Inc. | 0.19% | $2.5M | Added 33.80% |
| 44 | EVTC | EVERTEC, Inc. | 0.19% | $2.5M | New position |
| 45 | ALSN | Allison Transmission Holdings Inc | 0.19% | $2.5M | Added 37.95% |
| 46 | NTR | Nutrien Ltd. | 0.18% | $2.4M | Added 9.34% |
| 47 | CROX | Crocs, Inc. | 0.18% | $2.3M | Added 36.86% |
| 48 | ALLY | Ally Financial Inc. | 0.16% | $2.2M | Added 41.11% |
| 49 | BMY | Bristol Myers Squibb | 0.16% | $2.2M | Added 43.63% |
| 50 | CI | Cigna Group | 0.16% | $2.1M | Added 42.21% |
| 51 | HTLD | Heartland Express | 0.16% | $2.1M | Added 9.05% |
| 52 | WU | Western Union CO | 0.16% | $2.1M | Added 57.08% |
| 53 | PSX | Phillips 66 | 0.16% | $2.1M | Reduced 0.69% |
| 54 | ABG | Asbury Automotive Group | 0.16% | $2.1M | Added 42.08% |
| 55 | LULU | lululemon athletica inc. | 0.16% | $2.1M | New position |
| 56 | THO | Thor Industries | 0.15% | $2.0M | New position |
| 57 | TDW | Tidewater | 0.15% | $2.0M | Added 14.03% |
| 58 | CAG | Conagra Brands | 0.15% | $2.0M | New position |
| 59 | SIRI | Sirius XM Holdings | 0.15% | $2.0M | Added 41.83% |
| 60 | MTDR | Matador Resources Co | 0.14% | $1.9M | Added 33.99% |
| 61 | UPS | United Parcel Service | 0.14% | $1.8M | Added 7.19% |
| 63 | BLDR | Builders FirstSource, Inc. | 0.13% | $1.8M | New position |
| 64 | TAP | Molson Coors Beverage | 0.13% | $1.7M | Added 40.79% |
| 65 | SHOE | Shoe Station Group | 0.13% | $1.7M | New position |
| 66 | HP | Helmerich & Payne, Inc. | 0.13% | $1.7M | Added 8.34% |
| 67 | UNH | Unitedhealth Group | 0.13% | $1.7M | Added 11.51% |
| 68 | AAP | Advance Auto Parts | 0.13% | $1.7M | Added 12.19% |
| 69 | LKQ | LKQ | 0.12% | $1.6M | Added 45.54% |
| 70 | CNC | Centene | 0.12% | $1.6M | Added 32.53% |
| 71 | LW | Lamb Weston Holdings, Inc. | 0.12% | $1.6M | Added 43.59% |
| 72 | EFOR | Everforth Inc | 0.12% | $1.6M | New position |
| 73 | BZH | Beazer Homes Usa | 0.12% | $1.5M | Added 7.74% |
| 74 | DVN | Devon Energy | 0.11% | $1.4M | Added 33.27% |
| 75 | KVUE | Kenvue Inc. | 0.11% | $1.4M | Added 78.33% |
| 76 | LPG | Dorian LPG | 0.11% | $1.4M | Added 12.46% |
| 77 | EMR | Emerson Electric | 0.09% | $1.3M | Reduced 2.24% |
| 78 | AMN | Amn Healthcare Services | 0.09% | $1.2M | Added 33.39% |
| 79 | BSM | Black Stone Minerals, L.P. | 0.09% | $1.2M | Added 7.97% |
| 80 | VZ | Verizon Communications | 0.08% | $1.0M | Reduced 0.39% |
| 81 | CMCSA | Comcast | 0.06% | $769K | Reduced 0.53% |
| 82 | HLN | Haleon plc | 0.05% | $672K | Reduced 0.98% |
| 83 | ORN | Orion Group Holdings Inc | 0.05% | $600K | Added 48.10% |
| 84 | FMC | FMC | 0.04% | $505K | Added 42.29% |
| 85 | BABA | Alibaba Group Holding Ltd | 0.03% | $380K | Reduced 2.46% |
| 86 | FDXF | FedEx Freight Holding Company, Inc. | 0.03% | $333K | New position |
| 87 | CNXC | Concentrix Corp | 0.02% | $301K | Reduced 1.41% |
| 88 | INTC | Intel | 0.02% | $209K | New position |
| 90 | BAX | Baxter International | 0.02% | $202K | Reduced 2.67% |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 08:45 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 08:45 UTC. This page is informational and not investment advice.
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