Tweedy, Browne Co LLC

Bought Jazz Pharmaceuticals, sold out of Atmus Filtration Technolog. Portfolio up 2% to $1.3B.

$1.3B portfolio93 holdingstop 10 = 70%filed 2026-05-06

1CNH Industrial NV17.61%
$221.7M - 20.2M shares-31K
2IONSIonis Pharmaceuticals Inc.13.57%
$170.9M - 2.3M shares-189K
3KOFCoca Cola Femsa9.07%
$114.1M - 1.2M shares-19K
4Berkshire Hathaway Inc8.22%
$103.4M - 144 shares-
5GOOGLAlphabet Inc-cl A4.53%
$57.0M - 198K shares-1K
6JNJJohnson & Johnson4.26%
$53.7M - 219K shares-17K
7Berkshire Hathaway Inc Del CL B3.71%
$46.7M - 97K shares+325
8WFCWells Fargo & Co3.26%
$41.1M - 516K shares-43K
9ALVAutoliv Inc.3.20%
$40.3M - 384K shares-17K
10NVSTEnvista Holdings Corp2.90%
$36.5M - 1.4M shares-7K
11FDXFedex Corp.2.09%
$26.4M - 74K shares-39K
12TFCTruist Financial Corp2.04%
$25.6M - 557K shares-5K
13UNFUnifirst Corp2.03%
$25.6M - 102K shares-388
14U-haul Holding Co - Non Voting1.64%
$20.7M - 463K shares-3K
15AXPAmerican Express Co1.51%
$19.1M - 63K shares-2K
16AZOAutozone, Inc.1.49%
$18.7M - 6K shares-59
17VRTXVertex Pharmaceuticals1.43%
$18.0M - 40K shares+1K
18SDASealed Air Corporation1.43%
$18.0M - 510K shares-
19BACBank Of America Corp Com1.41%
$17.8M - 365K shares-9K
20BKBank Of New York Mellon Co1.03%
$12.9M - 109K shares-18K
21Jazz Pharmaceuticals PLC0.90%
$11.4M - 60K sharesNEW
22NVSNovartis AG American Depos0.87%
$10.9M - 71K shares-4K
23Totalenergies Se Adr0.85%
$10.7M - 118K shares-17K
24USBUS Bancorp0.76%
$9.6M - 184K shares-2K
25DEODiageo P L C - Adr0.75%
$9.4M - 126K shares-4K
26UNPUnion Pacific Corp0.37%
$4.7M - 19K shares-865
27GSKGSK PLC Adr0.36%
$4.5M - 82K shares-458
28SNEXStonex Group, Inc.0.35%
$4.4M - 54K shares+31K
29CSCOCisco Systems Inc0.34%
$4.3M - 55K shares-869
30COPConocophillips0.32%
$4.1M - 31K shares+5K
31GLGlobe Life Inc.0.31%
$3.9M - 28K shares-
32KTKT Corp - Adr0.28%
$3.6M - 167K shares+80K
33ULUnilever PLC Sponsored Adr0.23%
$2.9M - 52K shares-4K
34Hafnia LTD0.23%
$2.9M - 377K shares+181K
35PGRProgressive Corp0.22%
$2.7M - 14K shares-
36Noble Corp PLC0.21%
$2.7M - 54K shares+20K
37Torm Plc-a0.21%
$2.6M - 93K shares+44K
38NTRNutrien LTD0.20%
$2.6M - 34K shares+16K
39REZIResideo Technologies0.20%
$2.5M - 74K shares+27K
40BFHBread Financial Holdings, 0.19%
$2.3M - 31K shares+12K
41PSXPhillips 660.18%
$2.3M - 12K shares-135
42ZIONZions Bancorporation N.A.0.17%
$2.2M - 38K shares+14K
43TDWTidewater Inc0.17%
$2.2M - 26K shares+9K
44HCIHci Group Inc0.17%
$2.1M - 11K shares-
45ARLPAlliance Resource Partners0.16%
$2.0M - 72K shares+26K
46PNCPNC Financial Services Gro0.16%
$2.0M - 9K shares+3K
47EPDEnterprise Products Partne0.15%
$2.0M - 52K shares-57K
48AGCOAgco Corp.0.15%
$1.9M - 17K shares+6K
49DINOHF Sinclair Corp0.15%
$1.9M - 30K shares+13K
50ALSNAllison Transmission HLD0.15%
$1.8M - 16K shares+6K
51MTDRMatador Resources Co.0.14%
$1.8M - 28K shares+10K
52HPHelmerich & Payne0.14%
$1.7M - 48K shares+18K
53GIIIG III Apparel0.13%
$1.7M - 60K shares+22K
54TSNTyson Foods0.13%
$1.7M - 26K shares+10K
55ARWArrow Electric0.13%
$1.7M - 12K shares+4K
56FIBKFirst Interstate Bancsyste0.13%
$1.6M - 49K shares+18K
57BMYBristol-myers Squibb Co0.13%
$1.6M - 26K shares+9K
58UPSUnited Parcel Service0.12%
$1.5M - 16K shares+6K
59WUWestern Union0.12%
$1.5M - 173K shares+66K
60SFNCSimmons Firs National Corp0.12%
$1.5M - 77K shares+29K
61CICigna Corp.0.11%
$1.4M - 5K sharesNEW
62ABGAsbury Auto Group0.11%
$1.4M - 7K sharesNEW
63ELVElevance Health0.11%
$1.4M - 5K shares+2K
64VSNTVersant Media Group Inc0.11%
$1.4M - 38K sharesNEW
65CVSCVS Corp.0.11%
$1.4M - 19K shares+7K
66TAPMolson Coors Brewing Compa0.11%
$1.4M - 32K shares+12K
67HTLDHeartland Express Inc.0.10%
$1.3M - 127K shares+46K
68ALLYAlly Financial0.10%
$1.3M - 34K sharesNEW
69DVNDevon Energy Corp0.10%
$1.3M - 26K shares+9K
70AAPAdvance Auto Parts Inc.0.10%
$1.3M - 24K shares+9K
71LKQLKQ Corp0.10%
$1.3M - 43K sharesNEW
72Dorian LPG Limited0.10%
$1.2M - 35K shares+13K
73VZVerizon Communications0.10%
$1.2M - 24K shares-
74EMREmerson Electric Co0.09%
$1.2M - 9K shares-
75BSMBlackstone Mine0.09%
$1.2M - 77K shares+28K
76CROXCrocs Inc0.09%
$1.2M - 14K shares+5K
77LWLamb Weston Holdings Inc0.09%
$1.1M - 26K shares+9K
78SIRISirius XM Holdings Inc0.09%
$1.1M - 47K shares+17K
79UNHUnitedhealth Group0.08%
$992K - 4K shares+1K
80BZHBeazer Homes USA0.08%
$972K - 51K shares+19K
81CMCSAComcast Corporation - Clas0.07%
$904K - 31K shares-
82HLNHaleon PLC Adr0.06%
$728K - 73K shares-4K
83KVUEKenvue Inc.0.06%
$705K - 41K shares-1
84EMBCEmbecta Corp0.05%
$666K - 75K shares+27K
85CNCCentene Corp0.05%
$621K - 19K shares+7K
86FMCFMC Corp.0.04%
$532K - 31K shares+11K
87AMNAmn Healthcare Services In0.04%
$513K - 28K shares+10K
88BABAAlibaba Group Holding Sp-a0.04%
$509K - 4K shares-
89PSECProspect Capital Corp0.03%
$422K - 163K shares-
90Orion SA0.03%
$397K - 61K shares+22K
91CNXCConcentrix Corp0.03%
$373K - 14K shares-350
92BAXBaxter International Inc0.02%
$222K - 10K shares-
93Magnum Ice Cream Co NV Adr0.01%
$180K - 12K shares-391

#	Stock
1	CNH Industrial NV	17.61%	$221.7M	20.2M	-31K
2	IONSIonis Pharmaceuticals Inc.	13.57%	$170.9M	2.3M	-189K
3	KOFCoca Cola Femsa	9.07%	$114.1M	1.2M	-19K
4	Berkshire Hathaway Inc	8.22%	$103.4M	144	-
5	GOOGLAlphabet Inc-cl A	4.53%	$57.0M	198K	-1K
6	JNJJohnson & Johnson	4.26%	$53.7M	219K	-17K
7	Berkshire Hathaway Inc Del CL B	3.71%	$46.7M	97K	+325
8	WFCWells Fargo & Co	3.26%	$41.1M	516K	-43K
9	ALVAutoliv Inc.	3.20%	$40.3M	384K	-17K
10	NVSTEnvista Holdings Corp	2.90%	$36.5M	1.4M	-7K
11	FDXFedex Corp.	2.09%	$26.4M	74K	-39K
12	TFCTruist Financial Corp	2.04%	$25.6M	557K	-5K
13	UNFUnifirst Corp	2.03%	$25.6M	102K	-388
14	U-haul Holding Co - Non Voting	1.64%	$20.7M	463K	-3K
15	AXPAmerican Express Co	1.51%	$19.1M	63K	-2K
16	AZOAutozone, Inc.	1.49%	$18.7M	6K	-59
17	VRTXVertex Pharmaceuticals	1.43%	$18.0M	40K	+1K
18	SDASealed Air Corporation	1.43%	$18.0M	510K	-
19	BACBank Of America Corp Com	1.41%	$17.8M	365K	-9K
20	BKBank Of New York Mellon Co	1.03%	$12.9M	109K	-18K
21	Jazz Pharmaceuticals PLC	0.90%	$11.4M	60K	NEW
22	NVSNovartis AG American Depos	0.87%	$10.9M	71K	-4K
23	Totalenergies Se Adr	0.85%	$10.7M	118K	-17K
24	USBUS Bancorp	0.76%	$9.6M	184K	-2K
25	DEODiageo P L C - Adr	0.75%	$9.4M	126K	-4K
26	UNPUnion Pacific Corp	0.37%	$4.7M	19K	-865
27	GSKGSK PLC Adr	0.36%	$4.5M	82K	-458
28	SNEXStonex Group, Inc.	0.35%	$4.4M	54K	+31K
29	CSCOCisco Systems Inc	0.34%	$4.3M	55K	-869
30	COPConocophillips	0.32%	$4.1M	31K	+5K
31	GLGlobe Life Inc.	0.31%	$3.9M	28K	-
32	KTKT Corp - Adr	0.28%	$3.6M	167K	+80K
33	ULUnilever PLC Sponsored Adr	0.23%	$2.9M	52K	-4K
34	Hafnia LTD	0.23%	$2.9M	377K	+181K
35	PGRProgressive Corp	0.22%	$2.7M	14K	-
36	Noble Corp PLC	0.21%	$2.7M	54K	+20K
37	Torm Plc-a	0.21%	$2.6M	93K	+44K
38	NTRNutrien LTD	0.20%	$2.6M	34K	+16K
39	REZIResideo Technologies	0.20%	$2.5M	74K	+27K
40	BFHBread Financial Holdings,	0.19%	$2.3M	31K	+12K
41	PSXPhillips 66	0.18%	$2.3M	12K	-135
42	ZIONZions Bancorporation N.A.	0.17%	$2.2M	38K	+14K
43	TDWTidewater Inc	0.17%	$2.2M	26K	+9K
44	HCIHci Group Inc	0.17%	$2.1M	11K	-
45	ARLPAlliance Resource Partners	0.16%	$2.0M	72K	+26K
46	PNCPNC Financial Services Gro	0.16%	$2.0M	9K	+3K
47	EPDEnterprise Products Partne	0.15%	$2.0M	52K	-57K
48	AGCOAgco Corp.	0.15%	$1.9M	17K	+6K
49	DINOHF Sinclair Corp	0.15%	$1.9M	30K	+13K
50	ALSNAllison Transmission HLD	0.15%	$1.8M	16K	+6K
51	MTDRMatador Resources Co.	0.14%	$1.8M	28K	+10K
52	HPHelmerich & Payne	0.14%	$1.7M	48K	+18K
53	GIIIG III Apparel	0.13%	$1.7M	60K	+22K
54	TSNTyson Foods	0.13%	$1.7M	26K	+10K
55	ARWArrow Electric	0.13%	$1.7M	12K	+4K
56	FIBKFirst Interstate Bancsyste	0.13%	$1.6M	49K	+18K
57	BMYBristol-myers Squibb Co	0.13%	$1.6M	26K	+9K
58	UPSUnited Parcel Service	0.12%	$1.5M	16K	+6K
59	WUWestern Union	0.12%	$1.5M	173K	+66K
60	SFNCSimmons Firs National Corp	0.12%	$1.5M	77K	+29K
61	CICigna Corp.	0.11%	$1.4M	5K	NEW
62	ABGAsbury Auto Group	0.11%	$1.4M	7K	NEW
63	ELVElevance Health	0.11%	$1.4M	5K	+2K
64	VSNTVersant Media Group Inc	0.11%	$1.4M	38K	NEW
65	CVSCVS Corp.	0.11%	$1.4M	19K	+7K
66	TAPMolson Coors Brewing Compa	0.11%	$1.4M	32K	+12K
67	HTLDHeartland Express Inc.	0.10%	$1.3M	127K	+46K
68	ALLYAlly Financial	0.10%	$1.3M	34K	NEW
69	DVNDevon Energy Corp	0.10%	$1.3M	26K	+9K
70	AAPAdvance Auto Parts Inc.	0.10%	$1.3M	24K	+9K
71	LKQLKQ Corp	0.10%	$1.3M	43K	NEW
72	Dorian LPG Limited	0.10%	$1.2M	35K	+13K
73	VZVerizon Communications	0.10%	$1.2M	24K	-
74	EMREmerson Electric Co	0.09%	$1.2M	9K	-
75	BSMBlackstone Mine	0.09%	$1.2M	77K	+28K
76	CROXCrocs Inc	0.09%	$1.2M	14K	+5K
77	LWLamb Weston Holdings Inc	0.09%	$1.1M	26K	+9K
78	SIRISirius XM Holdings Inc	0.09%	$1.1M	47K	+17K
79	UNHUnitedhealth Group	0.08%	$992K	4K	+1K
80	BZHBeazer Homes USA	0.08%	$972K	51K	+19K
81	CMCSAComcast Corporation - Clas	0.07%	$904K	31K	-
82	HLNHaleon PLC Adr	0.06%	$728K	73K	-4K
83	KVUEKenvue Inc.	0.06%	$705K	41K	-1
84	EMBCEmbecta Corp	0.05%	$666K	75K	+27K
85	CNCCentene Corp	0.05%	$621K	19K	+7K
86	FMCFMC Corp.	0.04%	$532K	31K	+11K
87	AMNAmn Healthcare Services In	0.04%	$513K	28K	+10K
88	BABAAlibaba Group Holding Sp-a	0.04%	$509K	4K	-
89	PSECProspect Capital Corp	0.03%	$422K	163K	-
90	Orion SA	0.03%	$397K	61K	+22K
91	CNXCConcentrix Corp	0.03%	$373K	14K	-350
92	BAXBaxter International Inc	0.02%	$222K	10K	-
93	Magnum Ice Cream Co NV Adr	0.01%	$180K	12K	-391

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.