What stocks does Tweedy Browne own?

As of Q2 2026, Tweedy, Browne Co reported 91 positions with a combined 13F value of $1.3B. Its largest stock positions are CNH ($225.9M), IONS ($180.8M) and KOF ($123.3M).

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 Q2 2026 and was filed Aug 7, 2026. The next one is due by Nov 16, 2026.

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

Return history

Last 4 years · filing-date model

$100,000 to $173,743

$100,000 in SPY: $221,601.

Total return

+73.7%

Annualized (4Y CAGR)

+14.8%

vs SPY

−7.2 pts/yr

Moves a year

239

Avg hold

15.4 months

17 filings · quarters -4.3% to +14.8%

All time

+51.2% since Nov 12, 2021

Fund size $1B today

Oct 17, 2022 to Oct 16, 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 ZTS and exited SDA in Q2 2026.

$1.3B in this filing91 positions

Holdings as of Jun 30, 2026. Filed Aug 7, 2026.

Share change vs Mar 31

1CNHCNH Industrial NV17.11%
$225.9M - 20.1M shares-0.2%
2IONSIonis Pharmaceuticals Inc.13.70%
$180.8M - 2.3M shares+0.2%
3KOFCoca Cola Femsa9.34%
$123.3M - 1.2M shares-0.8%
4BRK.ABerkshire Hathaway Inc8.17%
$107.8M - 144 shares-
5JNJJohnson & Johnson3.88%
$51.2M - 202K shares-8.1%
6GOOGLAlphabet Inc-cl A3.83%
$50.5M - 141K shares-28.8%
7BRK.BBerkshire Hathaway Inc Del3.70%
$48.9M - 98K shares+0.2%
8ALVAutoliv Inc.3.37%
$44.5M - 383K shares-0.1%

#	Stock				At Jun 30	Now
1	CNHCNH Industrial NV	17.11%	$225.9M	-0.2%	$11.23	$11.95 +6.4%
2	IONSIonis Pharmaceuticals Inc.	13.70%	$180.8M	+0.2%	$79.29	$44.12 -44.4%
3	KOFCoca Cola Femsa	9.34%	$123.3M	-0.8%	$106.25	-
4	BRK.ABerkshire Hathaway Inc	8.17%	$107.8M	-	$748850.00	-
5	JNJJohnson & Johnson	3.88%	$51.2M	-8.1%	$253.97	$253.28 -0.3%
6	GOOGLAlphabet Inc-cl A	3.83%	$50.5M	-28.8%	$357.37	$349.22 -2.3%
7	BRK.BBerkshire Hathaway Inc Del	3.70%	$48.9M	+0.2%	$500.39	-
8	ALVAutoliv Inc.	3.37%	$44.5M	-0.1%	$116.17	$115.96 -0.2%

83 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 83 holdings

What is missing

Top 10 concentration: 69%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Disclosed changes

Q2 2026 holdings. Exact trade dates are not disclosed.

Common questions

What stocks does Tweedy Browne own?: As of Q2 2026, Tweedy, Browne Co reported 91 positions with a combined 13F value of $1.3B. Its largest stock positions are CNH ($225.9M), IONS ($180.8M) and KOF ($123.3M).
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 Q2 2026 and was filed Aug 7, 2026. The next one is due by Nov 16, 2026.
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.