What is Tweedy Browne's largest holding?

Tweedy Browne's largest position is CNH Industrial NV, which makes up 17.6% of the total portfolio.

How big is Tweedy Browne's portfolio?

The Tweedy Browne portfolio is worth $1.3B and is spread across 93 stocks, based on the 13F filing as of Mar 30, 2026.

How often is Tweedy Browne's portfolio updated?

Institutional investors like Tweedy Browne disclose their holdings every quarter in an SEC 13F filing, due within 45 days after the end of each quarter. We update this page as soon as the new filing is published.

Tweedy Browne Portfolio 2026 – Holdings, Stocks & Latest Trades

Last updated:Mar 30, 2026· Q1 2026

Next update expected:≈ Aug 14, 2026· Q2 2026

Portfolio Allocation

Top 5: 53.0%

93Holdings

CNHCNH Industrial NV17.61%
IONSIonis Pharmaceuticals Inc.13.57%
KOFCoca-Cola FEMSA S A CV9.07%
BRK.ABerkshire Hathaway CL A8.22%
GOOGLAlphabet Inc.4.53%
JNJJohnson & Johnson4.26%
BRK.BBerkshire Hathaway CL B3.71%
WFCWells Fargo3.26%
Others(85)35.75%

Portfolio Holdings

Stock	%	Activity	Shares	Reported
CNH Industrial NVCNH	17.61%	Reduce 0.15%	20,150,358	$11.00
Ionis Pharmaceuticals Inc.IONS	13.57%	Reduce 7.68%	2,275,625	$75.09
Coca-Cola FEMSA S A CVKOF	9.07%	Reduce 1.57%	1,170,026	$97.55
Berkshire Hathaway CL ABRK.A	8.22%		144	$718,138.89
Alphabet Inc.GOOGL	4.53%	Reduce 0.61%	198,341	$287.56
Johnson & JohnsonJNJ	4.26%	Reduce 7.03%	219,490	$244.44
BR Berkshire Hathaway CL BBRK.B	3.71%	Add 0.33%	97,406	$479.20
Wells FargoWFC	3.26%	Reduce 7.77%	515,920	$79.61
Autoliv Inc.ALV	3.20%	Reduce 4.32%	383,592	$105.16
Envista Holdings Corp.NVST	2.90%	Reduce 0.45%	1,436,781	$25.37
FedEx Corp.FDX	2.09%	Reduce 34.34%	74,035	$356.18
Truist Financial Corp.TFC	2.04%	Reduce 0.84%	557,435	$45.97
UniFirst Corp.UNF	2.03%	Reduce 0.38%	101,671	$251.59
UH U Haul Holding Co Non VotingUHAL.B	1.64%	Reduce 0.62%	463,332	$44.67
American ExpressAXP	1.51%	Reduce 2.49%	62,985	$302.48
AutoZone Inc.AZO	1.49%	Reduce 1.05%	5,535	$3,377.78
Vertex PharmaceuticalsVRTX	1.43%	Add 3.16%	40,387	$446.53
SE Sealed Air Corp.SEE-OLD	1.43%		509,581	$35.35
Bank of America Corp.BAC	1.41%	Reduce 2.45%	365,274	$48.75
BN Bank of New York Mellon Corp.BNY	1.03%	Reduce 14.47%	108,955	$118.63
Jazz Pharmaceuticals plcJAZZ	0.90%	Buy	60,209	$189.06
Novartis AGNVS	0.87%	Reduce 4.81%	71,305	$152.75
TotalEnergies SETTE	0.85%	Reduce 12.94%	117,603	$90.98
U.S. BancorpUSB	0.76%	Reduce 0.82%	184,248	$52.01
Diageo ADRDEO	0.75%	Reduce 2.77%	126,211	$74.45
Union PacificUNP	0.37%	Reduce 4.31%	19,185	$242.64
GSK plcGSK	0.36%	Reduce 0.56%	81,785	$55.19
StoneX Group Inc.SNEX	0.35%	Add 58.86%	81,052	$53.77
Cisco SystemsCSCO	0.34%	Reduce 1.55%	55,199	$77.59
ConocoPhillipsCOP	0.32%	Add 18.02%	30,705	$132.00
Globe Life Inc.GL	0.31%		27,833	$139.87
KT Corp.KT	0.28%	Add 91.26%	167,181	$21.45
Unilever PLCUL	0.23%	Reduce 6.65%	51,693	$56.97
HA Hafnia LtdHAFN	0.23%	Add 91.92%	376,903	$7.60
Progressive Corp.PGR	0.22%		13,711	$198.23
TR Torm PlcTRMD	0.21%	Add 91.19%	92,911	$27.90
Noble Corp.NE	0.21%	Add 57.16%	54,434	$49.07
NT Nutrien Ltd.NTR	0.20%	Add 92.48%	34,137	$75.26
Resideo Technologies Inc.REZI	0.20%	Add 57.71%	73,628	$33.71
Bread Financial Holdings Inc.BFH	0.19%	Add 59.02%	31,262	$74.88
Phillips 66PSX	0.18%	Reduce 1.08%	12,367	$182.18
Tidewater Inc.TDW	0.17%	Add 56.47%	25,919	$83.57
HCI Group Inc.HCI	0.17%		10,906	$191.73
Zions BancorpZION	0.17%	Add 57.15%	37,877	$57.61
Alliance Resource Partners LPARLP	0.16%	Add 55.01%	72,382	$27.64
PNC Financial ServicesPNC	0.16%	Add 55.16%	9,415	$208.07
AGCO Corp.AGCO	0.15%	Add 52.71%	16,647	$115.88
Allison Transmission HoldingsALSN	0.15%	Add 56.75%	15,796	$117.05
Enterprise Products Partners LPEPD	0.15%	Reduce 52.46%	51,549	$37.85
HF Sinclair Corp.DINO	0.15%	Add 78.10%	29,714	$62.39
Matador Resources Co.MTDR	0.14%	Add 56.44%	28,286	$63.18
Helmerich & PayneHP	0.14%	Add 57.00%	48,214	$36.03
Tyson FoodsTSN	0.13%	Add 57.70%	26,123	$64.08
G-III Apparel GroupGIII	0.13%	Add 55.63%	60,453	$27.71
First Interstate Bancsystem Inc.FIBK	0.13%	Add 55.37%	49,370	$33.40
Bristol-Myers SquibbBMY	0.13%	Add 55.31%	26,158	$60.63
Arrow ElectronicsARW	0.13%	Add 54.98%	11,670	$143.44
United Parcel ServiceUPS	0.12%	Add 57.64%	15,515	$98.36
Simmons First National Corp.SFNC	0.12%	Add 58.92%	77,193	$19.44
Western Union Co.WU	0.12%	Add 60.98%	173,459	$8.73
Versant Media Group Inc.VSNT	0.11%	Buy	37,692	$37.01
Elevance Health Inc.ELV	0.11%	Add 53.32%	4,796	$292.74
CVS Health Corp.CVS	0.11%	Add 58.31%	19,132	$71.82
Cigna GroupCI	0.11%	Buy	5,375	$266.79
Asbury Automotive Group Inc.ABG	0.11%	Buy	7,253	$195.37
Molson Coors Beverage Co.TAP	0.11%	Add 57.44%	31,750	$43.06
Heartland ExpressHTLD	0.10%	Add 57.93%	126,656	$10.40
Advance Auto PartsAAP	0.10%	Add 59.24%	24,171	$52.75
Ally Financial Inc.ALLY	0.10%	Buy	33,512	$39.24
Devon Energy Corp.DVN	0.10%	Add 54.68%	25,622	$50.31
LKQ Corp.LKQ	0.10%	Buy	42,646	$29.38
Dorian LPG LtdLPG	0.10%	Add 57.07%	35,480	$34.19
Verizon CommunicationsVZ	0.10%		23,972	$50.18
Emerson ElectricEMR	0.09%		8,943	$131.05
Crocs Inc.CROX	0.09%	Add 55.05%	14,015	$83.05
Black Stone Minerals L.P.BSM	0.09%	Add 55.26%	77,364	$15.12
SiriusXM Holdings IncSIRI	0.09%	Add 55.65%	46,881	$23.08
Lamb Weston Hldgs Inc.LW	0.09%	Add 56.72%	25,960	$42.26
United Health Group Inc.UNH	0.08%	Add 49.13%	3,667	$270.52
Beazer Homes USABZH	0.08%	Add 58.52%	50,523	$19.24
Comcast Corp.CMCSA	0.07%		31,496	$28.70
Haleon Plc ADRHLN	0.06%	Reduce 4.94%	72,750	$10.01
Kenvue IncKVUE	0.06%	Reduce 0.00%	40,906	$17.23
Centene Corp.CNC	0.05%	Add 57.33%	18,955	$32.76
Embecta CorpEMBC	0.05%	Add 56.37%	75,356	$8.84
FMC Corp.FMC	0.04%	Add 53.22%	30,877	$17.23
Alibaba Group HoldingsBABA	0.04%		4,060	$125.37
AMN Healthcare ServicesAMN	0.04%	Add 54.73%	27,963	$18.35
Concentrix Corp.CNXC	0.03%	Reduce 2.50%	13,623	$27.38
Orion SAOEC	0.03%	Add 56.09%	61,120	$6.50
Prospect Capital Corp.PSEC	0.03%		162,953	$2.59
Baxter International Inc.BAX	0.02%		9,739	$22.79
MI Magnum Ice Cream Co NVMICC	0.01%	Reduce 3.14%	12,047	$14.94

Recent Activity

CNH

CNH Industrial NV

Reduce 0.15%

IONS

Ionis Pharmaceuticals Inc.

Reduce 7.68%

KOF

Coca-Cola FEMSA S A CV

Reduce 1.57%

GOOGL

Alphabet Inc.

Reduce 0.61%

JNJ

Johnson & Johnson

Reduce 7.03%

BRK.B

Berkshire Hathaway CL B

Add 0.33%

WFC

Wells Fargo

Reduce 7.77%

ALV

Autoliv Inc.

Reduce 4.32%

NVST

Envista Holdings Corp.

Reduce 0.45%

FDX

FedEx Corp.

Reduce 34.34%

TFC

Truist Financial Corp.

Reduce 0.84%

UNF

UniFirst Corp.

Reduce 0.38%

UHAL.B

U Haul Holding Co Non Voting

Reduce 0.62%

AXP

American Express

Reduce 2.49%

AZO

AutoZone Inc.

Reduce 1.05%

VRTX

Vertex Pharmaceuticals

Add 3.16%

BAC

Bank of America Corp.

Reduce 2.45%

BNY

Bank of New York Mellon Corp.

Reduce 14.47%

JAZZ

Jazz Pharmaceuticals plc

Buy

NVS

Novartis AG

Reduce 4.81%

TTE

TotalEnergies SE

Reduce 12.94%

USB

U.S. Bancorp

Reduce 0.82%

DEO

Diageo ADR

Reduce 2.77%

UNP

Union Pacific

Reduce 4.31%

GSK

GSK plc

Reduce 0.56%

SNEX

StoneX Group Inc.

Add 58.86%

CSCO

Cisco Systems

Reduce 1.55%

COP

ConocoPhillips

Add 18.02%

KT Corp.

Add 91.26%

Unilever PLC

Reduce 6.65%

HAFN

Hafnia Ltd

Add 91.92%

TRMD

Torm Plc

Add 91.19%

Noble Corp.

Add 57.16%

NTR

Nutrien Ltd.

Add 92.48%

REZI

Resideo Technologies Inc.

Add 57.71%

BFH

Bread Financial Holdings Inc.

Add 59.02%

PSX

Phillips 66

Reduce 1.08%

TDW

Tidewater Inc.

Add 56.47%

ZION

Zions Bancorp

Add 57.15%

ARLP

Alliance Resource Partners LP

Add 55.01%

PNC

PNC Financial Services

Add 55.16%

AGCO

AGCO Corp.

Add 52.71%

ALSN

Allison Transmission Holdings

Add 56.75%

EPD

Enterprise Products Partners LP

Reduce 52.46%

DINO

HF Sinclair Corp.

Add 78.10%

MTDR

Matador Resources Co.

Add 56.44%

Helmerich & Payne

Add 57.00%

TSN

Tyson Foods

Add 57.70%

GIII

G-III Apparel Group

Add 55.63%

FIBK

First Interstate Bancsystem Inc.

Add 55.37%

BMY

Bristol-Myers Squibb

Add 55.31%

ARW

Arrow Electronics

Add 54.98%

UPS

United Parcel Service

Add 57.64%

SFNC

Simmons First National Corp.

Add 58.92%

Western Union Co.

Add 60.98%

VSNT

Versant Media Group Inc.

Buy

ELV

Elevance Health Inc.

Add 53.32%

CVS

CVS Health Corp.

Add 58.31%

Cigna Group

Buy

ABG

Asbury Automotive Group Inc.

Buy

TAP

Molson Coors Beverage Co.

Add 57.44%

HTLD

Heartland Express

Add 57.93%

AAP

Advance Auto Parts

Add 59.24%

ALLY

Ally Financial Inc.

Buy

DVN

Devon Energy Corp.

Add 54.68%

LKQ

LKQ Corp.

Buy

LPG

Dorian LPG Ltd

Add 57.07%

CROX

Crocs Inc.

Add 55.05%

BSM

Black Stone Minerals L.P.

Add 55.26%

SIRI

SiriusXM Holdings Inc

Add 55.65%

Lamb Weston Hldgs Inc.

Add 56.72%

UNH

United Health Group Inc.

Add 49.13%

BZH

Beazer Homes USA

Add 58.52%

HLN

Haleon Plc ADR

Reduce 4.94%

KVUE

Kenvue Inc

Reduce 0.00%

CNC

Centene Corp.

Add 57.33%

EMBC

Embecta Corp

Add 56.37%

FMC

FMC Corp.

Add 53.22%

AMN

AMN Healthcare Services

Add 54.73%

CNXC

Concentrix Corp.

Reduce 2.50%

OEC

Orion SA

Add 56.09%

MICC

Magnum Ice Cream Co NV

Reduce 3.14%

About the Tweedy Browne Portfolio

The Tweedy Browne portfolio holds 93 stocks with a total value of $1.3B, based on the latest SEC 13F filing (Q1 2026). Below you can explore every position, its portfolio weighting and the most recent buys and sells.

The largest position in the Tweedy Browne portfolio is CNH Industrial NV, which accounts for 17.6% of the total portfolio value.

Frequently asked questions

Tweedy Browne holds 93 different stocks according to the latest SEC 13F filing. The largest positions are CNH Industrial NV, Ionis Pharmaceuticals Inc., Coca-Cola FEMSA S A CV. The full list of holdings with weightings and values is shown in the table above.

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Tweedy Browne

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