Filed: 2/12/2025ACC: 0000950123-25-001787
📋 What this filing means
TWEEDY, BROWNE CO LLC filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $1.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$1.48B
Total AUM (reported)
30.94M
Total Shares
Allocation by class
COM$1.34B90.2%
ADR$145.31M9.8%
Portfolio Concentration
Top 3$516.13M34.8%
4–10$630.52M42.5%
11–25$291.64M19.7%
Rest$45.27M3.1%
Top 3 weight
34.8%
Top 10 weight
77.3%
Voting Authority Distribution
Total shares with voting rights: 30.94M
Sole
Full voting authority
30.85M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
87.68K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole43
Shared0
Other0
Dominant voting typeSole · 99.7% of voting shares
Institutional Holdings43
Rows:
BERKSHIRE HATHAWAY INC
SOLEShares285.00
TypeSH
Market value$194.06M
13.08%
Sole
285.00
Shared
0.00
None
0.00
CNH INDUSTRIAL NV
SOLEShares14.63M
TypeSH
Market value$165.81M
11.18%
Sole
14.62M
Shared
0.00
None
18.35K
JOHNSON & JOHNSON
SOLEShares1.08M
TypeSH
Market value$156.26M
10.53%
Sole
1.08M
Shared
0.00
None
1K
ALPHABET INC-CL A
SOLEShares736.82K
TypeSH
Market value$139.48M
9.40%
Sole
736.34K
Shared
0.00
None
475.00
FMC CORP.
SOLEShares2.86M
TypeSH
Market value$139.12M
9.38%
Sole
2.86M
Shared
0.00
None
6.16K
IONIS PHARMACEUTICALS INC.
SOLEShares3.25M
TypeSH
Market value$113.58M
7.66%
Sole
3.25M
Shared
0.00
None
0.00
COCA COLA FEMSA
SOLEShares1.33M
TypeSH
Market value$103.59M
6.98%
Sole
1.33M
Shared
0.00
None
2.81K
WELLS FARGO & CO
SOLEShares677.36K
TypeSH
Market value$47.58M
3.21%
Sole
670.28K
Shared
0.00
None
7.08K
BERKSHIRE HATHAWAY INC DEL CL B
SOLEShares100.42K
TypeSH
Market value$45.52M
3.07%
Sole
99.29K
Shared
0.00
None
1.12K
AUTOLIV INC.
SOLEShares444.16K
TypeSH
Market value$41.66M
2.81%
Sole
443.44K
Shared
0.00
None
720.00
FEDEX CORP.
SOLEShares118.86K
TypeSH
Market value$33.44M
2.25%
Sole
118.50K
Shared
0.00
None
360.00
U-HAUL HOLDING CO - NON VOTING
SOLEShares489.43K
TypeSH
Market value$31.35M
2.11%
Sole
487.76K
Shared
0.00
None
1.67K
ENVISTA HOLDINGS CORP
SOLEShares1.53M
TypeSH
Market value$29.49M
1.99%
Sole
1.52M
Shared
0.00
None
4.92K
TRUIST FINANCIAL CORP
SOLEShares636.82K
TypeSH
Market value$27.63M
1.86%
Sole
629.71K
Shared
0.00
None
7.11K
AMERICAN EXPRESS CO
SOLEShares89.55K
TypeSH
Market value$26.58M
1.79%
Sole
88.07K
Shared
0.00
None
1.48K
AUTOZONE, INC.
SOLEShares7.70K
TypeSH
Market value$24.64M
1.66%
Sole
7.67K
Shared
0.00
None
25.00
SEALED AIR CORPORATION
SOLEShares564.48K
TypeSH
Market value$19.10M
1.29%
Sole
561.98K
Shared
0.00
None
2.50K
BANK OF AMERICA CORP COM
SOLEShares429.85K
TypeSH
Market value$18.89M
1.27%
Sole
423K
Shared
0.00
None
6.86K
DIAGEO P L C - ADR
SOLEShares138.42K
TypeSH
Market value$17.60M
1.19%
Sole
137.47K
Shared
0.00
None
952.00
VERTEX PHARMACEUTICALS
SOLEShares40.63K
TypeSH
Market value$16.36M
1.10%
Sole
40.54K
Shared
0.00
None
95.00
BANK OF NEW YORK MELLON CORP
SOLEShares156.88K
TypeSH
Market value$12.05M
0.81%
Sole
153.56K
Shared
0.00
None
3.32K
US BANCORP
SOLEShares231.18K
TypeSH
Market value$11.06M
0.75%
Sole
225.05K
Shared
0.00
None
6.13K
NOVARTIS AG AMERICAN DEPOSITORY SHARES
SOLEShares83.14K
TypeSH
Market value$8.09M
0.55%
Sole
81.03K
Shared
0.00
None
2.12K
TOTALENERGIES SE ADR
SOLEShares142.23K
TypeSH
Market value$7.75M
0.52%
Sole
139.49K
Shared
0.00
None
2.74K
KENVUE INC.
SOLEShares356.80K
TypeSH
Market value$7.62M
0.51%
Sole
356.58K
Shared
0.00
None
216.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INCSOLE | COM | 285.00 | SH | $194.06M 13.08% | 285.00 | 0.00 | 0.00 |
CNH INDUSTRIAL NVSOLE | COM | 14.63M | SH | $165.81M 11.18% | 14.62M | 0.00 | 18.35K |
JOHNSON & JOHNSONSOLE | COM | 1.08M | SH | $156.26M 10.53% | 1.08M | 0.00 | 1K |
ALPHABET INC-CL ASOLE | COM | 736.82K | SH | $139.48M 9.40% | 736.34K | 0.00 | 475.00 |
FMC CORP.SOLE | COM | 2.86M | SH | $139.12M 9.38% | 2.86M | 0.00 | 6.16K |
IONIS PHARMACEUTICALS INC.SOLE | COM | 3.25M | SH | $113.58M 7.66% | 3.25M | 0.00 | 0.00 |
COCA COLA FEMSASOLE | ADR | 1.33M | SH | $103.59M 6.98% | 1.33M | 0.00 | 2.81K |
WELLS FARGO & COSOLE | COM | 677.36K | SH | $47.58M 3.21% | 670.28K | 0.00 | 7.08K |
BERKSHIRE HATHAWAY INC DEL CL BSOLE | COM | 100.42K | SH | $45.52M 3.07% | 99.29K | 0.00 | 1.12K |
AUTOLIV INC.SOLE | COM | 444.16K | SH | $41.66M 2.81% | 443.44K | 0.00 | 720.00 |
FEDEX CORP.SOLE | COM | 118.86K | SH | $33.44M 2.25% | 118.50K | 0.00 | 360.00 |
U-HAUL HOLDING CO - NON VOTINGSOLE | COM | 489.43K | SH | $31.35M 2.11% | 487.76K | 0.00 | 1.67K |
ENVISTA HOLDINGS CORPSOLE | COM | 1.53M | SH | $29.49M 1.99% | 1.52M | 0.00 | 4.92K |
TRUIST FINANCIAL CORPSOLE | COM | 636.82K | SH | $27.63M 1.86% | 629.71K | 0.00 | 7.11K |
AMERICAN EXPRESS COSOLE | COM | 89.55K | SH | $26.58M 1.79% | 88.07K | 0.00 | 1.48K |
AUTOZONE, INC.SOLE | COM | 7.70K | SH | $24.64M 1.66% | 7.67K | 0.00 | 25.00 |
SEALED AIR CORPORATIONSOLE | COM | 564.48K | SH | $19.10M 1.29% | 561.98K | 0.00 | 2.50K |
BANK OF AMERICA CORP COMSOLE | COM | 429.85K | SH | $18.89M 1.27% | 423K | 0.00 | 6.86K |
DIAGEO P L C - ADRSOLE | ADR | 138.42K | SH | $17.60M 1.19% | 137.47K | 0.00 | 952.00 |
VERTEX PHARMACEUTICALSSOLE | COM | 40.63K | SH | $16.36M 1.10% | 40.54K | 0.00 | 95.00 |
BANK OF NEW YORK MELLON CORPSOLE | COM | 156.88K | SH | $12.05M 0.81% | 153.56K | 0.00 | 3.32K |
US BANCORPSOLE | COM | 231.18K | SH | $11.06M 0.75% | 225.05K | 0.00 | 6.13K |
NOVARTIS AG AMERICAN DEPOSITORY SHARESSOLE | ADR | 83.14K | SH | $8.09M 0.55% | 81.03K | 0.00 | 2.12K |
TOTALENERGIES SE ADRSOLE | ADR | 142.23K | SH | $7.75M 0.52% | 139.49K | 0.00 | 2.74K |
KENVUE INC.SOLE | COM | 356.80K | SH | $7.62M 0.51% | 356.58K | 0.00 | 216.00 |
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