Filed: 8/7/2026ACC: 0001193125-26-340443
📋 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 $1.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$1.32B
Total AUM (reported)
32.72M
Total Shares
Allocation by class
COM$1.16B87.7%
ADR$162.19M12.3%
Portfolio Concentration
Top 3$530.02M40.2%
4–10$383.95M29.1%
11–25$274.08M20.8%
Rest$131.93M10.0%
Top 3 weight
40.2%
Top 10 weight
69.2%
Voting Authority Distribution
Total shares with voting rights: 33.01M
Sole
Full voting authority
32.90M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
111.10K
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
SOLEShares20.12M
TypeSH
Market value$225.90M
17.11%
Sole
144.00
Shared
0.00
None
0.00
IONIS PHARMACEUTICALS INC.
SOLEShares2.28M
TypeSH
Market value$180.81M
13.70%
Sole
1.50K
Shared
0.00
None
0.00
COCA COLA FEMSA
SOLEShares1.16M
TypeSH
Market value$123.31M
9.34%
Sole
96.58K
Shared
0.00
None
1.04K
BERKSHIRE HATHAWAY INC
SOLEShares144.00
TypeSH
Market value$107.83M
8.17%
Sole
61.87K
Shared
0.00
None
850.00
JOHNSON & JOHNSON
SOLEShares201.64K
TypeSH
Market value$51.21M
3.88%
Sole
72.73K
Shared
0.00
None
216.00
ALPHABET INC-CL A
SOLEShares141.28K
TypeSH
Market value$50.49M
3.83%
Sole
11.52K
Shared
0.00
None
135.00
BERKSHIRE HATHAWAY INC DEL CL B
SOLEShares97.63K
TypeSH
Market value$48.85M
3.70%
Sole
37.30K
Shared
0.00
None
0.00
AUTOLIV INC.
SOLEShares383.31K
TypeSH
Market value$44.53M
3.37%
Sole
37.33K
Shared
0.00
None
0.00
WELLS FARGO & CO
SOLEShares497.01K
TypeSH
Market value$41.07M
3.11%
Sole
10.77K
Shared
0.00
None
0.00
ZOETIS, INC.
SOLEShares556.06K
TypeSH
Market value$39.96M
3.03%
Sole
200.64K
Shared
0.00
None
1K
ENVISTA HOLDINGS CORP
SOLEShares1.44M
TypeSH
Market value$37.82M
2.87%
Sole
34.15K
Shared
0.00
None
0.00
TRUIST FINANCIAL CORP
SOLEShares546.26K
TypeSH
Market value$27.21M
2.06%
Sole
176.33K
Shared
0.00
None
5.57K
UNIFIRST CORP
SOLEShares101.55K
TypeSH
Market value$26.86M
2.03%
Sole
69.31K
Shared
0.00
None
28.00
U-HAUL HOLDING CO - NON VOTING
SOLEShares462.83K
TypeSH
Market value$26.71M
2.02%
Sole
21.33K
Shared
0.00
None
2.55K
AMERICAN EXPRESS CO
SOLEShares62.72K
TypeSH
Market value$21.21M
1.61%
Sole
69.01K
Shared
0.00
None
2.12K
BANK OF AMERICA CORP COM
SOLEShares364.78K
TypeSH
Market value$20.78M
1.57%
Sole
222.89K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS
SOLEShares40.12K
TypeSH
Market value$19.93M
1.51%
Sole
8.45K
Shared
0.00
None
295.00
AUTOZONE, INC.
SOLEShares5.53K
TypeSH
Market value$17.67M
1.34%
Sole
302.97K
Shared
0.00
None
0.00
BANK OF NEW YORK MELLON CORP
SOLEShares102.25K
TypeSH
Market value$14.79M
1.12%
Sole
27.12K
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares60.15K
TypeSH
Market value$14.49M
1.10%
Sole
59.92K
Shared
0.00
None
225.00
NOVARTIS AG AMERICAN DEPOSITORY SHARES
SOLEShares71.13K
TypeSH
Market value$11.15M
0.84%
Sole
13.24K
Shared
0.00
None
475.00
US BANCORP
SOLEShares181.90K
TypeSH
Market value$10.99M
0.83%
Sole
141.01K
Shared
0.00
None
275.00
DIAGEO P L C - ADR
SOLEShares126.18K
TypeSH
Market value$10.14M
0.77%
Sole
30.61K
Shared
0.00
None
720.00
TOTALENERGIES SE ADR
SOLEShares117.11K
TypeSH
Market value$9.11M
0.69%
Sole
4.09K
Shared
0.00
None
0.00
UNION PACIFIC CORP
SOLEShares19.18K
TypeSH
Market value$5.22M
0.40%
Sole
490.67K
Shared
0.00
None
6.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CNH INDUSTRIAL NVSOLE | COM | 20.12M | SH | $225.90M 17.11% | 144.00 | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INC.SOLE | COM | 2.28M | SH | $180.81M 13.70% | 1.50K | 0.00 | 0.00 |
COCA COLA FEMSASOLE | ADR | 1.16M | SH | $123.31M 9.34% | 96.58K | 0.00 | 1.04K |
BERKSHIRE HATHAWAY INCSOLE | COM | 144.00 | SH | $107.83M 8.17% | 61.87K | 0.00 | 850.00 |
JOHNSON & JOHNSONSOLE | COM | 201.64K | SH | $51.21M 3.88% | 72.73K | 0.00 | 216.00 |
ALPHABET INC-CL ASOLE | COM | 141.28K | SH | $50.49M 3.83% | 11.52K | 0.00 | 135.00 |
BERKSHIRE HATHAWAY INC DEL CL BSOLE | COM | 97.63K | SH | $48.85M 3.70% | 37.30K | 0.00 | 0.00 |
AUTOLIV INC.SOLE | COM | 383.31K | SH | $44.53M 3.37% | 37.33K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COM | 497.01K | SH | $41.07M 3.11% | 10.77K | 0.00 | 0.00 |
ZOETIS, INC.SOLE | COM | 556.06K | SH | $39.96M 3.03% | 200.64K | 0.00 | 1K |
ENVISTA HOLDINGS CORPSOLE | COM | 1.44M | SH | $37.82M 2.87% | 34.15K | 0.00 | 0.00 |
TRUIST FINANCIAL CORPSOLE | COM | 546.26K | SH | $27.21M 2.06% | 176.33K | 0.00 | 5.57K |
UNIFIRST CORPSOLE | COM | 101.55K | SH | $26.86M 2.03% | 69.31K | 0.00 | 28.00 |
U-HAUL HOLDING CO - NON VOTINGSOLE | COM | 462.83K | SH | $26.71M 2.02% | 21.33K | 0.00 | 2.55K |
AMERICAN EXPRESS COSOLE | COM | 62.72K | SH | $21.21M 1.61% | 69.01K | 0.00 | 2.12K |
BANK OF AMERICA CORP COMSOLE | COM | 364.78K | SH | $20.78M 1.57% | 222.89K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALSSOLE | COM | 40.12K | SH | $19.93M 1.51% | 8.45K | 0.00 | 295.00 |
AUTOZONE, INC.SOLE | COM | 5.53K | SH | $17.67M 1.34% | 302.97K | 0.00 | 0.00 |
BANK OF NEW YORK MELLON CORPSOLE | COM | 102.25K | SH | $14.79M 1.12% | 27.12K | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | COM | 60.15K | SH | $14.49M 1.10% | 59.92K | 0.00 | 225.00 |
NOVARTIS AG AMERICAN DEPOSITORY SHARESSOLE | ADR | 71.13K | SH | $11.15M 0.84% | 13.24K | 0.00 | 475.00 |
US BANCORPSOLE | COM | 181.90K | SH | $10.99M 0.83% | 141.01K | 0.00 | 275.00 |
DIAGEO P L C - ADRSOLE | ADR | 126.18K | SH | $10.14M 0.77% | 30.61K | 0.00 | 720.00 |
TOTALENERGIES SE ADRSOLE | ADR | 117.11K | SH | $9.11M 0.69% | 4.09K | 0.00 | 0.00 |
UNION PACIFIC CORPSOLE | COM | 19.18K | SH | $5.22M 0.40% | 490.67K | 0.00 | 6.34K |
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