Filed: 7/29/2025ACC: 0000950123-25-006713
📋 What this filing means
TWEEDY, BROWNE CO LLC filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $1.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$1.08B
Total AUM (reported)
25.17M
Total Shares
Allocation by class
COM$921.41M85.4%
ADR$156.99M14.6%
Portfolio Concentration
Top 3$404.59M37.5%
4–10$379.81M35.2%
11–25$239.41M22.2%
Rest$54.60M5.1%
Top 3 weight
37.5%
Top 10 weight
72.7%
Voting Authority Distribution
Total shares with voting rights: 25.17M
Sole
Full voting authority
25.09M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
85.35K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole91
Shared0
Other0
Dominant voting typeSole · 99.7% of voting shares
Institutional Holdings91
Rows:
CNH INDUSTRIAL NV
SOLEShares13.31M
TypeSH
Market value$172.52M
16.00%
Sole
13.29M
Shared
0.00
None
18.13K
COCA COLA FEMSA
SOLEShares1.22M
TypeSH
Market value$117.81M
10.92%
Sole
1.22M
Shared
0.00
None
2.81K
IONIS PHARMACEUTICALS INC.
SOLEShares2.89M
TypeSH
Market value$114.26M
10.60%
Sole
2.89M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC
SOLEShares153.00
TypeSH
Market value$111.51M
10.34%
Sole
153.00
Shared
0.00
None
0.00
ALPHABET INC-CL A
SOLEShares321.30K
TypeSH
Market value$56.62M
5.25%
Sole
320.88K
Shared
0.00
None
415.00
BERKSHIRE HATHAWAY INC DEL CL B
SOLEShares101.50K
TypeSH
Market value$49.31M
4.57%
Sole
100.38K
Shared
0.00
None
1.12K
AUTOLIV INC.
SOLEShares433.25K
TypeSH
Market value$48.48M
4.50%
Sole
432.53K
Shared
0.00
None
720.00
WELLS FARGO & CO
SOLEShares598.78K
TypeSH
Market value$47.97M
4.45%
Sole
592.44K
Shared
0.00
None
6.34K
JOHNSON & JOHNSON
SOLEShares244.71K
TypeSH
Market value$37.38M
3.47%
Sole
243.71K
Shared
0.00
None
1K
ENVISTA HOLDINGS CORP
SOLEShares1.46M
TypeSH
Market value$28.54M
2.65%
Sole
1.46M
Shared
0.00
None
4.92K
FEDEX CORP.
SOLEShares114.05K
TypeSH
Market value$25.92M
2.40%
Sole
113.69K
Shared
0.00
None
360.00
U-HAUL HOLDING CO - NON VOTING
SOLEShares475.35K
TypeSH
Market value$25.84M
2.40%
Sole
473.75K
Shared
0.00
None
1.60K
TRUIST FINANCIAL CORP
SOLEShares580.54K
TypeSH
Market value$24.96M
2.31%
Sole
573.43K
Shared
0.00
None
7.11K
AUTOZONE, INC.
SOLEShares6.05K
TypeSH
Market value$22.46M
2.08%
Sole
6.03K
Shared
0.00
None
25.00
AMERICAN EXPRESS CO
SOLEShares68.09K
TypeSH
Market value$21.72M
2.01%
Sole
67.24K
Shared
0.00
None
850.00
BANK OF AMERICA CORP COM
SOLEShares385.71K
TypeSH
Market value$18.25M
1.69%
Sole
378.85K
Shared
0.00
None
6.86K
VERTEX PHARMACEUTICALS
SOLEShares37.25K
TypeSH
Market value$16.59M
1.54%
Sole
37.16K
Shared
0.00
None
95.00
SEALED AIR CORPORATION
SOLEShares516.40K
TypeSH
Market value$16.02M
1.49%
Sole
513.95K
Shared
0.00
None
2.44K
DIAGEO P L C - ADR
SOLEShares130.80K
TypeSH
Market value$13.19M
1.22%
Sole
129.85K
Shared
0.00
None
952.00
BANK OF NEW YORK MELLON CORP
SOLEShares142.96K
TypeSH
Market value$13.03M
1.21%
Sole
140.14K
Shared
0.00
None
2.82K
FMC CORP.
SOLEShares238.12K
TypeSH
Market value$9.94M
0.92%
Sole
231.97K
Shared
0.00
None
6.16K
NOVARTIS AG AMERICAN DEPOSITORY SHARES
SOLEShares77.27K
TypeSH
Market value$9.35M
0.87%
Sole
75.15K
Shared
0.00
None
2.12K
US BANCORP
SOLEShares203.12K
TypeSH
Market value$9.19M
0.85%
Sole
197K
Shared
0.00
None
6.13K
TOTALENERGIES SE ADR
SOLEShares133.17K
TypeSH
Market value$8.18M
0.76%
Sole
130.43K
Shared
0.00
None
2.74K
UNION PACIFIC CORP
SOLEShares20.72K
TypeSH
Market value$4.77M
0.44%
Sole
20.35K
Shared
0.00
None
370.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CNH INDUSTRIAL NVSOLE | COM | 13.31M | SH | $172.52M 16.00% | 13.29M | 0.00 | 18.13K |
COCA COLA FEMSASOLE | ADR | 1.22M | SH | $117.81M 10.92% | 1.22M | 0.00 | 2.81K |
IONIS PHARMACEUTICALS INC.SOLE | COM | 2.89M | SH | $114.26M 10.60% | 2.89M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | COM | 153.00 | SH | $111.51M 10.34% | 153.00 | 0.00 | 0.00 |
ALPHABET INC-CL ASOLE | COM | 321.30K | SH | $56.62M 5.25% | 320.88K | 0.00 | 415.00 |
BERKSHIRE HATHAWAY INC DEL CL BSOLE | COM | 101.50K | SH | $49.31M 4.57% | 100.38K | 0.00 | 1.12K |
AUTOLIV INC.SOLE | COM | 433.25K | SH | $48.48M 4.50% | 432.53K | 0.00 | 720.00 |
WELLS FARGO & COSOLE | COM | 598.78K | SH | $47.97M 4.45% | 592.44K | 0.00 | 6.34K |
JOHNSON & JOHNSONSOLE | COM | 244.71K | SH | $37.38M 3.47% | 243.71K | 0.00 | 1K |
ENVISTA HOLDINGS CORPSOLE | COM | 1.46M | SH | $28.54M 2.65% | 1.46M | 0.00 | 4.92K |
FEDEX CORP.SOLE | COM | 114.05K | SH | $25.92M 2.40% | 113.69K | 0.00 | 360.00 |
U-HAUL HOLDING CO - NON VOTINGSOLE | COM | 475.35K | SH | $25.84M 2.40% | 473.75K | 0.00 | 1.60K |
TRUIST FINANCIAL CORPSOLE | COM | 580.54K | SH | $24.96M 2.31% | 573.43K | 0.00 | 7.11K |
AUTOZONE, INC.SOLE | COM | 6.05K | SH | $22.46M 2.08% | 6.03K | 0.00 | 25.00 |
AMERICAN EXPRESS COSOLE | COM | 68.09K | SH | $21.72M 2.01% | 67.24K | 0.00 | 850.00 |
BANK OF AMERICA CORP COMSOLE | COM | 385.71K | SH | $18.25M 1.69% | 378.85K | 0.00 | 6.86K |
VERTEX PHARMACEUTICALSSOLE | COM | 37.25K | SH | $16.59M 1.54% | 37.16K | 0.00 | 95.00 |
SEALED AIR CORPORATIONSOLE | COM | 516.40K | SH | $16.02M 1.49% | 513.95K | 0.00 | 2.44K |
DIAGEO P L C - ADRSOLE | ADR | 130.80K | SH | $13.19M 1.22% | 129.85K | 0.00 | 952.00 |
BANK OF NEW YORK MELLON CORPSOLE | COM | 142.96K | SH | $13.03M 1.21% | 140.14K | 0.00 | 2.82K |
FMC CORP.SOLE | COM | 238.12K | SH | $9.94M 0.92% | 231.97K | 0.00 | 6.16K |
NOVARTIS AG AMERICAN DEPOSITORY SHARESSOLE | ADR | 77.27K | SH | $9.35M 0.87% | 75.15K | 0.00 | 2.12K |
US BANCORPSOLE | COM | 203.12K | SH | $9.19M 0.85% | 197K | 0.00 | 6.13K |
TOTALENERGIES SE ADRSOLE | ADR | 133.17K | SH | $8.18M 0.76% | 130.43K | 0.00 | 2.74K |
UNION PACIFIC CORPSOLE | COM | 20.72K | SH | $4.77M 0.44% | 20.35K | 0.00 | 370.00 |
Page 1 of 4