Tweedy, Browne's portfolio
Classic Graham-Dodd value; globally diversified with margin of safety.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- ZoetisZTS$40M
- Diageo PLC ADRDEO$10M
- Bank of Nova ScotiaBNS$4M
- Cisco SystemsCSCO$3M
- EvertecEVTC$2M
- Lululemon AthleticaLULU$2M
- Thor IndustriesTHO$2M
- ConAgra FoodsCAG$2M
- Globant SAGLOB$2M
- Builders FirstSourceBLDR$2M
Added to
- Ionis PharmaceuticalsIONS$181M
- Berkshire Hathaway Inc-Cl BBRK/B$49M
- KTKT$4M
- ConocoPhillipsCOP$3M
- PNC Financial ServicesPNC$3M
- G-III Apparel GroupGIII$3M
- Hafnia LimitedHAFN$3M
- Arrow ElectronicsARW$3M
- HF SinclairDINO$3M
- Alliance Resource Partners LPARLP$3M
Trimmed
- Coca-Cola Femsa SAB de CV ADRKOF$123M
- Johnson & JohnsonJNJ$51M
- Alphabet Inc Class AGOOGL$50M
- AutolivALV$45M
- Wells Fargo &WFC$41M
- Envista HoldingsNVST$38M
- Truist FinancialTFC$27M
- UnifirstUNF$27M
- U-Haul Holding Co-Non VotingUHAL/B$27M
- American ExpressAXP$21M
Sold out
None this quarter.
Holdings
91 US-listed positions in the Q2 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Cnh Industrial Nv | 17.11% | $226M | 20,115,883 | Held |
| Ionis PharmaceuticalsIONS | 13.70% | $181M | 2,280,311 | Added |
| Coca-Cola Femsa SAB de CV ADRKOF | 9.34% | $123M | 1,160,570 | Trimmed |
| Berkshire Hathaway Inc-Cl ABRK/A | 8.17% | $108M | 144 | Held |
| Johnson & JohnsonJNJ | 3.88% | $51M | 201,644 | Trimmed |
| Alphabet Inc Class AGOOGL | 3.83% | $50M | 141,282 | Trimmed |
| Berkshire Hathaway Inc-Cl BBRK/B | 3.70% | $49M | 97,625 | Added |
| AutolivALV | 3.37% | $45M | 383,314 | Trimmed |
| Wells Fargo &WFC | 3.11% | $41M | 497,011 | Trimmed |
| ZoetisZTS | 3.03% | $40M | 556,056 | New |
| Envista HoldingsNVST | 2.87% | $38M | 1,435,248 | Trimmed |
| Truist FinancialTFC | 2.06% | $27M | 546,256 | Trimmed |
| UnifirstUNF | 2.04% | $27M | 101,553 | Trimmed |
| U-Haul Holding Co-Non VotingUHAL/B | 2.02% | $27M | 462,827 | Trimmed |
| American ExpressAXP | 1.61% | $21M | 62,719 | Trimmed |
| Bank of AmericaBAC | 1.57% | $21M | 364,776 | Trimmed |
| Vertex PharmaceuticalsVRTX | 1.51% | $20M | 40,121 | Trimmed |
| AutoZoneAZO | 1.34% | $18M | 5,530 | Trimmed |
| Bank of New York MellonBK | 1.12% | $15M | 102,246 | Trimmed |
| Jazz PharmaceuticalsJAZZ | 1.10% | $14M | 60,149 | Trimmed |
| Novartis Ag American Depository Shares | 0.84% | $11M | 71,125 | Held |
| U.S. BancorpUSB | 0.83% | $11M | 181,896 | Trimmed |
| Diageo PLC ADRDEO | 0.77% | $10M | 126,176 | New |
| TotalEnergies SE ADRTTE | 0.69% | $9M | 117,108 | Trimmed |
| Union PacificUNP | 0.40% | $5M | 19,185 | Held |
| Disney Walt Company Holding | 0.33% | $4M | 44,975 | Held |
| GlaxoSmithKline PLC ADRGSK | 0.32% | $4M | 81,527 | Trimmed |
| Globe LifeGL | 0.30% | $4M | 22,364 | Trimmed |
| KTKT | 0.29% | $4M | 222,892 | Added |
| Bank of Nova ScotiaBNS | 0.28% | $4M | 42,479 | New |
| Cisco SystemsCSCO | 0.26% | $3M | 29,397 | New |
| FedExFDX | 0.26% | $3M | 10,774 | Trimmed |
| ConocoPhillipsCOP | 0.25% | $3M | 32,137 | Added |
| PNC Financial ServicesPNC | 0.25% | $3M | 13,214 | Added |
| ProgressivePGR | 0.23% | $3M | 13,711 | Held |
| Unilever PLC ADRUL | 0.22% | $3M | 49,084 | Trimmed |
| G-III Apparel GroupGIII | 0.22% | $3M | 85,600 | Added |
| Hafnia LimitedHAFN | 0.21% | $3M | 414,383 | Added |
| Arrow ElectronicsARW | 0.21% | $3M | 12,839 | Added |
| HF SinclairDINO | 0.20% | $3M | 38,922 | Added |
| Alliance Resource Partners LPARLP | 0.20% | $3M | 111,658 | Added |
| REZIREZI | 0.20% | $3M | 84,748 | Added |
| Versant MediaVSNT | 0.19% | $2M | 69,343 | Added |
| Elevance HealthELV | 0.19% | $2M | 6,417 | Added |
| EvertecEVTC | 0.19% | $2M | 88,487 | New |
| Allison TransmissionALSN | 0.19% | $2M | 21,791 | Added |
| NutrienNTR | 0.18% | $2M | 37,327 | Added |
| CrocsCROX | 0.17% | $2M | 19,181 | Added |
| Ally FinancialALLY | 0.17% | $2M | 47,288 | Added |
| Bristol-Myers SquibbBMY | 0.16% | $2M | 37,570 | Added |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Tweedy, Browne own?
In the Q2 2026 13F, Tweedy, Browne Company reported 91 US stock positions worth $1.3B. The largest: Cnh Industrial Nv 17.1%, Ionis Pharmaceuticals (IONS) 13.7%, Coca-Cola Femsa SAB de CV ADR (KOF) 9.3%, Berkshire Hathaway Inc-Cl A (BRK/A) 8.2%, Johnson & Johnson (JNJ) 3.9%.
What did Tweedy, Browne buy last quarter?
In Q2 2026: new position in Zoetis (ZTS); new position in Diageo PLC ADR (DEO); new position in Bank of Nova Scotia (BNS); added to Ionis Pharmaceuticals (IONS); added to Berkshire Hathaway Inc-Cl B (BRK/B); added to KT (KT).
When is Tweedy, Browne's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.