Filed: 5/15/2025ACC: 0000950123-25-005518
📋 What this filing means
TWEEDY, BROWNE CO LLC filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $1.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$1.13B
Total AUM (reported)
25.58M
Total Shares
Allocation by class
COM$969.87M86.0%
ADR$158.45M14.0%
Portfolio Concentration
Top 3$414.43M36.7%
4–10$427.72M37.9%
11–25$243.40M21.6%
Rest$42.78M3.8%
Top 3 weight
36.7%
Top 10 weight
74.6%
Voting Authority Distribution
Total shares with voting rights: 25.58M
Sole
Full voting authority
25.32M
shares
% of voting shares99.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
264.14K
shares
% of voting shares1.0%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeSole · 99.0% of voting shares
Institutional Holdings59
Rows:
CNH INDUSTRIAL NV
SOLEShares13.34M
TypeSH
Market value$163.76M
14.51%
Sole
13.30M
Shared
0.00
None
31.06K
BERKSHIRE HATHAWAY INC
SOLEShares167.00
TypeSH
Market value$133.34M
11.82%
Sole
167.00
Shared
0.00
None
0.00
COCA COLA FEMSA
SOLEShares1.29M
TypeSH
Market value$117.33M
10.40%
Sole
1.28M
Shared
0.00
None
2.81K
ALPHABET INC-CL A
SOLEShares672.95K
TypeSH
Market value$104.06M
9.22%
Sole
672.53K
Shared
0.00
None
415.00
IONIS PHARMACEUTICALS INC.
SOLEShares2.98M
TypeSH
Market value$90.01M
7.98%
Sole
2.98M
Shared
0.00
None
3.24K
JOHNSON & JOHNSON
SOLEShares438.27K
TypeSH
Market value$72.68M
6.44%
Sole
437.27K
Shared
0.00
None
1K
BERKSHIRE HATHAWAY INC DEL CL B
SOLEShares89.97K
TypeSH
Market value$47.92M
4.25%
Sole
88.85K
Shared
0.00
None
1.12K
WELLS FARGO & CO
SOLEShares644.28K
TypeSH
Market value$46.25M
4.10%
Sole
637.93K
Shared
0.00
None
6.34K
AUTOLIV INC.
SOLEShares433.71K
TypeSH
Market value$38.36M
3.40%
Sole
432.99K
Shared
0.00
None
720.00
U-HAUL HOLDING CO - NON VOTING
SOLEShares480.42K
TypeSH
Market value$28.43M
2.52%
Sole
475.83K
Shared
0.00
None
4.59K
FEDEX CORP.
SOLEShares115.21K
TypeSH
Market value$28.09M
2.49%
Sole
114.85K
Shared
0.00
None
360.00
ENVISTA HOLDINGS CORP
SOLEShares1.50M
TypeSH
Market value$25.84M
2.29%
Sole
1.49M
Shared
0.00
None
4.92K
TRUIST FINANCIAL CORP
SOLEShares607.85K
TypeSH
Market value$25.01M
2.22%
Sole
600.74K
Shared
0.00
None
7.11K
AUTOZONE, INC.
SOLEShares6.26K
TypeSH
Market value$23.85M
2.11%
Sole
6.23K
Shared
0.00
None
25.00
AMERICAN EXPRESS CO
SOLEShares71.82K
TypeSH
Market value$19.32M
1.71%
Sole
70.97K
Shared
0.00
None
850.00
VERTEX PHARMACEUTICALS
SOLEShares38.32K
TypeSH
Market value$18.58M
1.65%
Sole
38.22K
Shared
0.00
None
95.00
BANK OF AMERICA CORP COM
SOLEShares393.09K
TypeSH
Market value$16.40M
1.45%
Sole
386.24K
Shared
0.00
None
6.86K
SEALED AIR CORPORATION
SOLEShares546.48K
TypeSH
Market value$15.79M
1.40%
Sole
540.57K
Shared
0.00
None
5.91K
DIAGEO P L C - ADR
SOLEShares136.19K
TypeSH
Market value$14.27M
1.26%
Sole
135.24K
Shared
0.00
None
952.00
BANK OF NEW YORK MELLON CORP
SOLEShares148.50K
TypeSH
Market value$12.45M
1.10%
Sole
145.68K
Shared
0.00
None
2.82K
FMC CORP.
SOLEShares287.22K
TypeSH
Market value$12.12M
1.07%
Sole
278.01K
Shared
0.00
None
9.20K
NOVARTIS AG AMERICAN DEPOSITORY SHARES
SOLEShares81.03K
TypeSH
Market value$9.03M
0.80%
Sole
78.91K
Shared
0.00
None
2.12K
TOTALENERGIES SE ADR
SOLEShares137.19K
TypeSH
Market value$8.88M
0.79%
Sole
134.45K
Shared
0.00
None
2.74K
US BANCORP
SOLEShares208.11K
TypeSH
Market value$8.79M
0.78%
Sole
201.98K
Shared
0.00
None
6.13K
UNION PACIFIC CORP
SOLEShares21.07K
TypeSH
Market value$4.98M
0.44%
Sole
20.70K
Shared
0.00
None
370.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CNH INDUSTRIAL NVSOLE | COM | 13.34M | SH | $163.76M 14.51% | 13.30M | 0.00 | 31.06K |
BERKSHIRE HATHAWAY INCSOLE | COM | 167.00 | SH | $133.34M 11.82% | 167.00 | 0.00 | 0.00 |
COCA COLA FEMSASOLE | ADR | 1.29M | SH | $117.33M 10.40% | 1.28M | 0.00 | 2.81K |
ALPHABET INC-CL ASOLE | COM | 672.95K | SH | $104.06M 9.22% | 672.53K | 0.00 | 415.00 |
IONIS PHARMACEUTICALS INC.SOLE | COM | 2.98M | SH | $90.01M 7.98% | 2.98M | 0.00 | 3.24K |
JOHNSON & JOHNSONSOLE | COM | 438.27K | SH | $72.68M 6.44% | 437.27K | 0.00 | 1K |
BERKSHIRE HATHAWAY INC DEL CL BSOLE | COM | 89.97K | SH | $47.92M 4.25% | 88.85K | 0.00 | 1.12K |
WELLS FARGO & COSOLE | COM | 644.28K | SH | $46.25M 4.10% | 637.93K | 0.00 | 6.34K |
AUTOLIV INC.SOLE | COM | 433.71K | SH | $38.36M 3.40% | 432.99K | 0.00 | 720.00 |
U-HAUL HOLDING CO - NON VOTINGSOLE | COM | 480.42K | SH | $28.43M 2.52% | 475.83K | 0.00 | 4.59K |
FEDEX CORP.SOLE | COM | 115.21K | SH | $28.09M 2.49% | 114.85K | 0.00 | 360.00 |
ENVISTA HOLDINGS CORPSOLE | COM | 1.50M | SH | $25.84M 2.29% | 1.49M | 0.00 | 4.92K |
TRUIST FINANCIAL CORPSOLE | COM | 607.85K | SH | $25.01M 2.22% | 600.74K | 0.00 | 7.11K |
AUTOZONE, INC.SOLE | COM | 6.26K | SH | $23.85M 2.11% | 6.23K | 0.00 | 25.00 |
AMERICAN EXPRESS COSOLE | COM | 71.82K | SH | $19.32M 1.71% | 70.97K | 0.00 | 850.00 |
VERTEX PHARMACEUTICALSSOLE | COM | 38.32K | SH | $18.58M 1.65% | 38.22K | 0.00 | 95.00 |
BANK OF AMERICA CORP COMSOLE | COM | 393.09K | SH | $16.40M 1.45% | 386.24K | 0.00 | 6.86K |
SEALED AIR CORPORATIONSOLE | COM | 546.48K | SH | $15.79M 1.40% | 540.57K | 0.00 | 5.91K |
DIAGEO P L C - ADRSOLE | ADR | 136.19K | SH | $14.27M 1.26% | 135.24K | 0.00 | 952.00 |
BANK OF NEW YORK MELLON CORPSOLE | COM | 148.50K | SH | $12.45M 1.10% | 145.68K | 0.00 | 2.82K |
FMC CORP.SOLE | COM | 287.22K | SH | $12.12M 1.07% | 278.01K | 0.00 | 9.20K |
NOVARTIS AG AMERICAN DEPOSITORY SHARESSOLE | ADR | 81.03K | SH | $9.03M 0.80% | 78.91K | 0.00 | 2.12K |
TOTALENERGIES SE ADRSOLE | ADR | 137.19K | SH | $8.88M 0.79% | 134.45K | 0.00 | 2.74K |
US BANCORPSOLE | COM | 208.11K | SH | $8.79M 0.78% | 201.98K | 0.00 | 6.13K |
UNION PACIFIC CORPSOLE | COM | 21.07K | SH | $4.98M 0.44% | 20.70K | 0.00 | 370.00 |
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