Filed: 2/3/2026ACC: 0001193125-26-033986
📋 What this filing means
TWEEDY, BROWNE CO LLC filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $1.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$1.24B
Total AUM (reported)
32.17M
Total Shares
Allocation by class
COM$1.09B87.7%
ADR$152.17M12.3%
Portfolio Concentration
Top 3$493.66M39.9%
4–10$401.10M32.4%
11–25$259.40M20.9%
Rest$84.39M6.8%
Top 3 weight
39.9%
Top 10 weight
72.2%
Voting Authority Distribution
Total shares with voting rights: 31.72M
Sole
Full voting authority
31.61M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
107.88K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole96
Shared0
Other0
Dominant voting typeSole · 99.7% of voting shares
Institutional Holdings96
Rows:
IONIS PHARMACEUTICALS INC.
SOLEShares2.46M
TypeSH
Market value$195.00M
15.74%
Sole
2.46M
Shared
0.00
None
1K
CNH INDUSTRIAL NV
SOLEShares20.18M
TypeSH
Market value$186.07M
15.02%
Sole
20.13M
Shared
0.00
None
2.81K
COCA COLA FEMSA
SOLEShares1.19M
TypeSH
Market value$112.59M
9.09%
Sole
1.19M
Shared
0.00
None
720.00
BERKSHIRE HATHAWAY INC
SOLEShares144.00
TypeSH
Market value$108.69M
8.78%
Sole
144.00
Shared
0.00
None
1.04K
ALPHABET INC-CL A
SOLEShares199.56K
TypeSH
Market value$62.46M
5.04%
Sole
199.15K
Shared
0.00
None
415.00
WELLS FARGO & CO
SOLEShares559.37K
TypeSH
Market value$52.13M
4.21%
Sole
553.02K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares236.07K
TypeSH
Market value$48.86M
3.94%
Sole
235.07K
Shared
0.00
None
216.00
BERKSHIRE HATHAWAY INC DEL CL B
SOLEShares97.08K
TypeSH
Market value$48.80M
3.94%
Sole
96.04K
Shared
0.00
None
0.00
AUTOLIV INC.
SOLEShares400.92K
TypeSH
Market value$47.59M
3.84%
Sole
400.20K
Shared
0.00
None
720.00
FEDEX CORP.
SOLEShares112.75K
TypeSH
Market value$32.57M
2.63%
Sole
112.39K
Shared
0.00
None
0.00
ENVISTA HOLDINGS CORP
SOLEShares1.44M
TypeSH
Market value$31.33M
2.53%
Sole
1.44M
Shared
0.00
None
360.00
TRUIST FINANCIAL CORP
SOLEShares562.16K
TypeSH
Market value$27.66M
2.23%
Sole
555.05K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares64.59K
TypeSH
Market value$23.90M
1.93%
Sole
63.74K
Shared
0.00
None
850.00
U-HAUL HOLDING CO - NON VOTING
SOLEShares466.22K
TypeSH
Market value$21.79M
1.76%
Sole
464.62K
Shared
0.00
None
380.00
BANK OF AMERICA CORP COM
SOLEShares374.46K
TypeSH
Market value$20.60M
1.66%
Sole
367.61K
Shared
0.00
None
6.86K
UNIFIRST CORP
SOLEShares102.06K
TypeSH
Market value$19.69M
1.59%
Sole
101.68K
Shared
0.00
None
600.00
AUTOZONE, INC.
SOLEShares5.59K
TypeSH
Market value$18.97M
1.53%
Sole
5.57K
Shared
0.00
None
25.00
SEALED AIR CORPORATION
SOLEShares509.58K
TypeSH
Market value$18.01M
1.45%
Sole
10.68K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS
SOLEShares39.15K
TypeSH
Market value$17.75M
1.43%
Sole
39.05K
Shared
0.00
None
6.34K
BANK OF NEW YORK MELLON CORP
SOLEShares127.39K
TypeSH
Market value$14.79M
1.19%
Sole
124.57K
Shared
0.00
None
0.00
DIAGEO P L C - ADR
SOLEShares129.81K
TypeSH
Market value$11.20M
0.90%
Sole
128.86K
Shared
0.00
None
0.00
NOVARTIS AG AMERICAN DEPOSITORY SHARES
SOLEShares74.91K
TypeSH
Market value$10.33M
0.83%
Sole
72.79K
Shared
0.00
None
0.00
US BANCORP
SOLEShares185.77K
TypeSH
Market value$9.91M
0.80%
Sole
180.20K
Shared
0.00
None
2.55K
TOTALENERGIES SE ADR
SOLEShares135.09K
TypeSH
Market value$8.84M
0.71%
Sole
132.35K
Shared
0.00
None
7.11K
UNION PACIFIC CORP
SOLEShares20.05K
TypeSH
Market value$4.64M
0.37%
Sole
19.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IONIS PHARMACEUTICALS INC.SOLE | COM | 2.46M | SH | $195.00M 15.74% | 2.46M | 0.00 | 1K |
CNH INDUSTRIAL NVSOLE | COM | 20.18M | SH | $186.07M 15.02% | 20.13M | 0.00 | 2.81K |
COCA COLA FEMSASOLE | ADR | 1.19M | SH | $112.59M 9.09% | 1.19M | 0.00 | 720.00 |
BERKSHIRE HATHAWAY INCSOLE | COM | 144.00 | SH | $108.69M 8.78% | 144.00 | 0.00 | 1.04K |
ALPHABET INC-CL ASOLE | COM | 199.56K | SH | $62.46M 5.04% | 199.15K | 0.00 | 415.00 |
WELLS FARGO & COSOLE | COM | 559.37K | SH | $52.13M 4.21% | 553.02K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 236.07K | SH | $48.86M 3.94% | 235.07K | 0.00 | 216.00 |
BERKSHIRE HATHAWAY INC DEL CL BSOLE | COM | 97.08K | SH | $48.80M 3.94% | 96.04K | 0.00 | 0.00 |
AUTOLIV INC.SOLE | COM | 400.92K | SH | $47.59M 3.84% | 400.20K | 0.00 | 720.00 |
FEDEX CORP.SOLE | COM | 112.75K | SH | $32.57M 2.63% | 112.39K | 0.00 | 0.00 |
ENVISTA HOLDINGS CORPSOLE | COM | 1.44M | SH | $31.33M 2.53% | 1.44M | 0.00 | 360.00 |
TRUIST FINANCIAL CORPSOLE | COM | 562.16K | SH | $27.66M 2.23% | 555.05K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 64.59K | SH | $23.90M 1.93% | 63.74K | 0.00 | 850.00 |
U-HAUL HOLDING CO - NON VOTINGSOLE | COM | 466.22K | SH | $21.79M 1.76% | 464.62K | 0.00 | 380.00 |
BANK OF AMERICA CORP COMSOLE | COM | 374.46K | SH | $20.60M 1.66% | 367.61K | 0.00 | 6.86K |
UNIFIRST CORPSOLE | COM | 102.06K | SH | $19.69M 1.59% | 101.68K | 0.00 | 600.00 |
AUTOZONE, INC.SOLE | COM | 5.59K | SH | $18.97M 1.53% | 5.57K | 0.00 | 25.00 |
SEALED AIR CORPORATIONSOLE | COM | 509.58K | SH | $18.01M 1.45% | 10.68K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALSSOLE | COM | 39.15K | SH | $17.75M 1.43% | 39.05K | 0.00 | 6.34K |
BANK OF NEW YORK MELLON CORPSOLE | COM | 127.39K | SH | $14.79M 1.19% | 124.57K | 0.00 | 0.00 |
DIAGEO P L C - ADRSOLE | ADR | 129.81K | SH | $11.20M 0.90% | 128.86K | 0.00 | 0.00 |
NOVARTIS AG AMERICAN DEPOSITORY SHARESSOLE | ADR | 74.91K | SH | $10.33M 0.83% | 72.79K | 0.00 | 0.00 |
US BANCORPSOLE | COM | 185.77K | SH | $9.91M 0.80% | 180.20K | 0.00 | 2.55K |
TOTALENERGIES SE ADRSOLE | ADR | 135.09K | SH | $8.84M 0.71% | 132.35K | 0.00 | 7.11K |
UNION PACIFIC CORPSOLE | COM | 20.05K | SH | $4.64M 0.37% | 19.68K | 0.00 | 0.00 |
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