Filed: 11/20/2025ACC: 0001193125-25-288943
📋 What this filing means
TWEEDY, BROWNE CO LLC filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $1.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
97
Positions
$1.15B
Total AUM (reported)
25.78M
Total Shares
Allocation by class
COM$1.01B88.0%
ADR$138.68M12.0%
Portfolio Concentration
Top 3$442.51M38.4%
4–10$383.59M33.3%
11–25$243.29M21.1%
Rest$82.02M7.1%
Top 3 weight
38.4%
Top 10 weight
71.7%
Voting Authority Distribution
Total shares with voting rights: 48.56M
Sole
Full voting authority
48.48M
shares
% of voting shares99.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
78.06K
shares
% of voting shares0.2%
Investment Discretion (by position count)
Sole97
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings97
Rows:
IONIS PHARMACEUTICALS INC.
SOLEShares2.90M
TypeSH
Market value$189.80M
16.48%
Sole
464.51K
Shared
0.00
None
0.00
CNH INDUSTRIAL NV
SOLEShares13.28M
TypeSH
Market value$144.10M
12.52%
Sole
86.12K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC
SOLEShares144.00
TypeSH
Market value$108.60M
9.43%
Sole
123.22K
Shared
0.00
None
0.00
COCA COLA FEMSA
SOLEShares1.21M
TypeSH
Market value$100.25M
8.71%
Sole
14.62K
Shared
0.00
None
0.00
ALPHABET INC-CL A
SOLEShares233.97K
TypeSH
Market value$56.88M
4.94%
Sole
81.67K
Shared
0.00
None
576.00
AUTOLIV INC.
SOLEShares432.66K
TypeSH
Market value$53.43M
4.64%
Sole
73.94K
Shared
0.00
None
2.12K
BERKSHIRE HATHAWAY INC DEL CL B
SOLEShares99.11K
TypeSH
Market value$49.83M
4.33%
Sole
198.77K
Shared
0.00
None
0.00
WELLS FARGO & CO
SOLEShares581.60K
TypeSH
Market value$48.75M
4.23%
Sole
26.65K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares242K
TypeSH
Market value$44.87M
3.90%
Sole
50.99K
Shared
0.00
None
0.00
ENVISTA HOLDINGS CORP
SOLEShares1.45M
TypeSH
Market value$29.58M
2.57%
Sole
1.85M
Shared
0.00
None
5.88K
FEDEX CORP.
SOLEShares113.30K
TypeSH
Market value$26.72M
2.32%
Sole
5.28K
Shared
0.00
None
0.00
TRUIST FINANCIAL CORP
SOLEShares575.74K
TypeSH
Market value$26.32M
2.29%
Sole
156.12K
Shared
0.00
None
0.00
AUTOZONE, INC.
SOLEShares5.82K
TypeSH
Market value$24.95M
2.17%
Sole
9.15K
Shared
0.00
None
252.00
U-HAUL HOLDING CO - NON VOTING
SOLEShares464.56K
TypeSH
Market value$23.65M
2.05%
Sole
27.89K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares66.24K
TypeSH
Market value$22.00M
1.91%
Sole
85.77K
Shared
0.00
None
1.74K
BANK OF AMERICA CORP COM
SOLEShares381.08K
TypeSH
Market value$19.66M
1.71%
Sole
44.62K
Shared
0.00
None
9.06K
SEALED AIR CORPORATION
SOLEShares509.58K
TypeSH
Market value$18.01M
1.56%
Sole
10.68K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS
SOLEShares39.06K
TypeSH
Market value$15.30M
1.33%
Sole
383.28K
Shared
0.00
None
1.75K
BANK OF NEW YORK MELLON CORP
SOLEShares139.04K
TypeSH
Market value$15.15M
1.32%
Sole
129.45K
Shared
0.00
None
2.74K
DIAGEO P L C - ADR
SOLEShares127K
TypeSH
Market value$12.12M
1.05%
Sole
108.97K
Shared
0.00
None
0.00
NOVARTIS AG AMERICAN DEPOSITORY SHARES
SOLEShares76.05K
TypeSH
Market value$9.75M
0.85%
Sole
13.29K
Shared
0.00
None
0.00
US BANCORP
SOLEShares196.13K
TypeSH
Market value$9.48M
0.82%
Sole
24.91K
Shared
0.00
None
0.00
TOTALENERGIES SE ADR
SOLEShares132.19K
TypeSH
Market value$7.89M
0.69%
Sole
299.88K
Shared
0.00
None
0.00
FMC CORP.
SOLEShares223.90K
TypeSH
Market value$7.53M
0.65%
Sole
736.76K
Shared
0.00
None
0.00
UNION PACIFIC CORP
SOLEShares20.13K
TypeSH
Market value$4.76M
0.41%
Sole
26.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IONIS PHARMACEUTICALS INC.SOLE | COM | 2.90M | SH | $189.80M 16.48% | 464.51K | 0.00 | 0.00 |
CNH INDUSTRIAL NVSOLE | COM | 13.28M | SH | $144.10M 12.52% | 86.12K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | COM | 144.00 | SH | $108.60M 9.43% | 123.22K | 0.00 | 0.00 |
COCA COLA FEMSASOLE | ADR | 1.21M | SH | $100.25M 8.71% | 14.62K | 0.00 | 0.00 |
ALPHABET INC-CL ASOLE | COM | 233.97K | SH | $56.88M 4.94% | 81.67K | 0.00 | 576.00 |
AUTOLIV INC.SOLE | COM | 432.66K | SH | $53.43M 4.64% | 73.94K | 0.00 | 2.12K |
BERKSHIRE HATHAWAY INC DEL CL BSOLE | COM | 99.11K | SH | $49.83M 4.33% | 198.77K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COM | 581.60K | SH | $48.75M 4.23% | 26.65K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 242K | SH | $44.87M 3.90% | 50.99K | 0.00 | 0.00 |
ENVISTA HOLDINGS CORPSOLE | COM | 1.45M | SH | $29.58M 2.57% | 1.85M | 0.00 | 5.88K |
FEDEX CORP.SOLE | COM | 113.30K | SH | $26.72M 2.32% | 5.28K | 0.00 | 0.00 |
TRUIST FINANCIAL CORPSOLE | COM | 575.74K | SH | $26.32M 2.29% | 156.12K | 0.00 | 0.00 |
AUTOZONE, INC.SOLE | COM | 5.82K | SH | $24.95M 2.17% | 9.15K | 0.00 | 252.00 |
U-HAUL HOLDING CO - NON VOTINGSOLE | COM | 464.56K | SH | $23.65M 2.05% | 27.89K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 66.24K | SH | $22.00M 1.91% | 85.77K | 0.00 | 1.74K |
BANK OF AMERICA CORP COMSOLE | COM | 381.08K | SH | $19.66M 1.71% | 44.62K | 0.00 | 9.06K |
SEALED AIR CORPORATIONSOLE | COM | 509.58K | SH | $18.01M 1.56% | 10.68K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALSSOLE | COM | 39.06K | SH | $15.30M 1.33% | 383.28K | 0.00 | 1.75K |
BANK OF NEW YORK MELLON CORPSOLE | COM | 139.04K | SH | $15.15M 1.32% | 129.45K | 0.00 | 2.74K |
DIAGEO P L C - ADRSOLE | ADR | 127K | SH | $12.12M 1.05% | 108.97K | 0.00 | 0.00 |
NOVARTIS AG AMERICAN DEPOSITORY SHARESSOLE | ADR | 76.05K | SH | $9.75M 0.85% | 13.29K | 0.00 | 0.00 |
US BANCORPSOLE | COM | 196.13K | SH | $9.48M 0.82% | 24.91K | 0.00 | 0.00 |
TOTALENERGIES SE ADRSOLE | ADR | 132.19K | SH | $7.89M 0.69% | 299.88K | 0.00 | 0.00 |
FMC CORP.SOLE | COM | 223.90K | SH | $7.53M 0.65% | 736.76K | 0.00 | 0.00 |
UNION PACIFIC CORPSOLE | COM | 20.13K | SH | $4.76M 0.41% | 26.66K | 0.00 | 0.00 |
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