What stocks does Tweedy Browne own?

As of Q3 2026, Tweedy, Browne Co reported 98 positions with a combined 13F value of $1.2B. Its largest stock positions are CNH ($248.3M), KOF ($121.1M) and BRK.A ($107.6M).

How often does Tweedy, Browne Co update its portfolio?

Tweedy, Browne Co files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q3 2026 and was filed Nov 4, 2026. The next one is due by Feb 16, 2027.

What does Tweedy, Browne Co's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Tweedy, Browne Co's portfolio data come from?

From the 13F filings Tweedy, Browne Co makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Tweedy, Browne Co LLC

Tweedy Browne

Return history

Last 4 years · filing-date model

$100,000 to $165,349

$100,000 in SPY: $202,536.

Total return

+65.3%

Annualized (4Y CAGR)

+13.4%

vs SPY

−5.9 pts/yr

Moves a year

253

Avg hold

15.7 months

18 filings · quarters -4.3% to +14.8%

All time

+52.6% since Nov 12, 2021

Fund size $1B today

Nov 13, 2022 to Nov 12, 2026 · min. 76% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

New APTV and exited KT in Q3 2026.

$1.2B in this filing98 positions

Holdings as of Sep 30, 2026. Filed Nov 4, 2026.

Share change vs Jun 30

1CNHCNH Industrial NV20.21%
$248.3M - 19.3M shares-4.0%
2KOFCoca Cola Femsa9.86%
$121.1M - 1.1M shares-3.4%
3BRK.ABerkshire Hathaway Inc8.76%
$107.6M - 144 shares-
4IONSIonis Pharmaceuticals Inc.6.52%
$80.1M - 1.8M shares-21.4%
5JNJJohnson & Johnson4.12%
$50.6M - 191K shares-5.3%
6GOOGLAlphabet Inc-cl A3.90%
$47.9M - 139K shares-1.5%
7BRK.BBerkshire Hathaway Inc Del3.85%
$47.3M - 95K shares-2.6%
8ZTSZoetis, Inc.3.71%
$45.6M - 653K shares+17.4%

#	Stock				At Sep 30	Now
1	CNHCNH Industrial NV	20.21%	$248.3M	-4.0%	$12.85	$12.26 -4.6%
2	KOFCoca Cola Femsa	9.86%	$121.1M	-3.4%	$108.04	$120.95 +11.9%
3	BRK.ABerkshire Hathaway Inc	8.76%	$107.6M	-	$747005.00	-
4	IONSIonis Pharmaceuticals Inc.	6.52%	$80.1M	-21.4%	$44.65	$28.33 -36.6%
5	JNJJohnson & Johnson	4.12%	$50.6M	-5.3%	$264.74	$280.41 +5.9%
6	GOOGLAlphabet Inc-cl A	3.90%	$47.9M	-1.5%	$344.08	$293.45 -14.7%
7	BRK.BBerkshire Hathaway Inc Del	3.85%	$47.3M	-2.6%	$497.95	-
8	ZTSZoetis, Inc.	3.71%	$45.6M	+17.4%	$69.83	$82.57 +18.2%

90 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 90 holdings

What is missing

Top 10 concentration: 67%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Feb 16, 2027.

Check the filer and reporting period

These holdings cover Sep 30, 2026. Check the SEC filer record for the reporting entity. Disclosed quarter-end positions are not a manager's personal or live portfolio. Compare the reporting period with the filed date before interpreting a change.

Common questions

What stocks does Tweedy Browne own?: As of Q3 2026, Tweedy, Browne Co reported 98 positions with a combined 13F value of $1.2B. Its largest stock positions are CNH ($248.3M), KOF ($121.1M) and BRK.A ($107.6M).
How often does Tweedy, Browne Co update its portfolio?: Tweedy, Browne Co files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q3 2026 and was filed Nov 4, 2026. The next one is due by Feb 16, 2027.
What does Tweedy, Browne Co's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Tweedy, Browne Co's portfolio data come from?: From the 13F filings Tweedy, Browne Co makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Tweedy, Browne Co LLC

Tweedy Browne

Return history

Last 4 years · filing-date model

$100,000 to $165,349

$100,000 in SPY: $202,536.

Total return

+65.3%

Annualized (4Y CAGR)

+13.4%

vs SPY

−5.9 pts/yr

Moves a year

253

Avg hold

15.7 months

18 filings · quarters -4.3% to +14.8%

All time

+52.6% since Nov 12, 2021

Fund size $1B today

Nov 13, 2022 to Nov 12, 2026 · min. 76% quarterly priced · Disclosed book, unaudited · Method

New APTV and exited KT in Q3 2026.

$1.2B in this filing98 positions

Holdings as of Sep 30, 2026. Filed Nov 4, 2026.

Share change vs Jun 30

1CNHCNH Industrial NV20.21%
$248.3M - 19.3M shares-4.0%
2KOFCoca Cola Femsa9.86%
$121.1M - 1.1M shares-3.4%
3BRK.ABerkshire Hathaway Inc8.76%
$107.6M - 144 shares-
4IONSIonis Pharmaceuticals Inc.6.52%
$80.1M - 1.8M shares-21.4%
5JNJJohnson & Johnson4.12%
$50.6M - 191K shares-5.3%
6GOOGLAlphabet Inc-cl A3.90%
$47.9M - 139K shares-1.5%
7BRK.BBerkshire Hathaway Inc Del3.85%
$47.3M - 95K shares-2.6%
8ZTSZoetis, Inc.3.71%
$45.6M - 653K shares+17.4%

#	Stock				At Sep 30	Now
1	CNHCNH Industrial NV	20.21%	$248.3M	-4.0%	$12.85	$12.26 -4.6%
2	KOFCoca Cola Femsa	9.86%	$121.1M	-3.4%	$108.04	$120.95 +11.9%
3	BRK.ABerkshire Hathaway Inc	8.76%	$107.6M	-	$747005.00	-
4	IONSIonis Pharmaceuticals Inc.	6.52%	$80.1M	-21.4%	$44.65	$28.33 -36.6%
5	JNJJohnson & Johnson	4.12%	$50.6M	-5.3%	$264.74	$280.41 +5.9%
6	GOOGLAlphabet Inc-cl A	3.90%	$47.9M	-1.5%	$344.08	$293.45 -14.7%
7	BRK.BBerkshire Hathaway Inc Del	3.85%	$47.3M	-2.6%	$497.95	-
8	ZTSZoetis, Inc.	3.71%	$45.6M	+17.4%	$69.83	$82.57 +18.2%

90 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 90 holdings

What is missing

Top 10 concentration: 67%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Feb 16, 2027.

Check the filer and reporting period

Common questions

What stocks does Tweedy Browne own?: As of Q3 2026, Tweedy, Browne Co reported 98 positions with a combined 13F value of $1.2B. Its largest stock positions are CNH ($248.3M), KOF ($121.1M) and BRK.A ($107.6M).
How often does Tweedy, Browne Co update its portfolio?: Tweedy, Browne Co files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q3 2026 and was filed Nov 4, 2026. The next one is due by Feb 16, 2027.
What does Tweedy, Browne Co's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Tweedy, Browne Co's portfolio data come from?: From the 13F filings Tweedy, Browne Co makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Tweedy, Browne Co LLC

Last 4 years · filing-date model

New APTV and exited KT in Q3 2026.

Check the filer and reporting period

Common questions

Ask it in Claude or ChatGPT.

Tweedy, Browne Co LLC

Last 4 years · filing-date model

New APTV and exited KT in Q3 2026.

Check the filer and reporting period

Common questions

Ask it in Claude or ChatGPT.