Tweedy Browne

CIK: 0000732905 · Filing period: 2025-12-31

Steady Compounders

The firm that once executed trades for Benjamin Graham, Warren Buffett's teacher. They've been hunting cheap, unloved stocks the same way for nearly a century.

1.2×

Trust Weight

Positions

In our model

New

Increasing

Decreasing

Unchanged

In Our Model Portfolio

These holdings also appear in the Bogen Capital model

GOOGL 5.0% AXP 1.9% UNH 0.1%

Recent Moves

What Tweedy Browne opened, added to, or trimmed in their latest 13F — 68 position changes

— IONIS PHARMACEUTICALS INC. ▼ Trimmed -8% 13.6% of port. JNJ JOHNSON & JOHNSON ▼ Trimmed -7% 4.3% of port. WFC WELLS FARGO & CO ▼ Trimmed -8% 3.3% of port. — AUTOLIV INC. ▼ Trimmed -4% 3.2% of port. FDX FEDEX CORP. ▼ Trimmed -34% 2.1% of port. AXP AMERICAN EXPRESS CO ▼ Trimmed -2% 1.5% of port. VRTX VERTEX PHARMACEUTICALS ▲ Added +3% 1.4% of port. BAC BANK OF AMERICA CORP COM ▼ Trimmed -2% 1.4% of port. — BANK OF NEW YORK MELLON CORP ▼ Trimmed -14% 1.0% of port. — JAZZ PHARMACEUTICALS PLC ● New 0.9% of port.

Top 10 positions (% of portfolio)

Sector breakdown

All Holdings

96 positions, sorted by portfolio weight

← swipe to see all columns

#	Company	Ticker	Sector	% of Portfolio	Activity	Change
1	IONIS PHARMACEUTICALS INC.	—	Other	15.7%	▼ Decreasing	-15%
2	CNH INDUSTRIAL NV	CNH	Other	15.0%	▲ Increasing	+52%
3	COCA COLA FEMSA	—	Other	9.1%	— Unchanged	-2%
4	BERKSHIRE HATHAWAY INC	BRK.B	Other	8.8%	— Unchanged	—
5	ALPHABET INC-CL A	GOOGL	Technology	5.0%	▼ Decreasing	-15%
6	WELLS FARGO & CO	WFC	Other	4.2%	▼ Decreasing	-4%
7	BERKSHIRE HATHAWAY INC DEL CL B	BRK-B	Other	3.9%	▼ Decreasing	-2%
8	JOHNSON & JOHNSON	JNJ	Other	3.9%	▼ Decreasing	-2%
9	AUTOLIV INC.	—	Other	3.8%	▼ Decreasing	-7%
10	FEDEX CORP.	FDX	Other	2.6%	— Unchanged	-0%
11	ENVISTA HOLDINGS CORP	—	Other	2.5%	— Unchanged	-1%
12	TRUIST FINANCIAL CORP	TFC	Other	2.2%	▼ Decreasing	-2%
13	AMERICAN EXPRESS CO	AXP	Financials	1.9%	▼ Decreasing	-2%
14	U-HAUL HOLDING CO - NON VOTING	—	Other	1.8%	— Unchanged	+0%
15	BANK OF AMERICA CORP COM	BAC	Financials	1.7%	— Unchanged	-2%
16	UNIFIRST CORP	—	Other	1.6%	● New	NEW
17	AUTOZONE, INC.	—	Other	1.5%	▼ Decreasing	-4%
18	SEALED AIR CORPORATION	—	Other	1.4%	— Unchanged	—
19	VERTEX PHARMACEUTICALS	VRTX	Other	1.4%	— Unchanged	+0%
20	BANK OF NEW YORK MELLON CORP	—	Other	1.2%	▼ Decreasing	-8%
21	DIAGEO P L C - ADR	—	Other	0.9%	▲ Increasing	+2%
22	NOVARTIS AG AMERICAN DEPOSITORY SHARES	—	Other	0.8%	— Unchanged	-2%
23	US BANCORP	USB	Other	0.8%	▼ Decreasing	-5%
24	TOTALENERGIES SE ADR	—	Other	0.7%	● New	NEW
25	UNION PACIFIC CORP	UNP	Other	0.4%	— Unchanged	-0%
26	CISCO SYSTEMS INC	—	Other	0.3%	— Unchanged	-0%
27	GSK PLC ADR	—	Other	0.3%	— Unchanged	—
28	GLOBE LIFE INC.	—	Other	0.3%	▼ Decreasing	-4%
29	UNILEVER PLC SPONSORED ADR	—	Other	0.3%	● New	NEW
30	ENTERPRISE PRODUCTS PARTNERS	—	Other	0.3%	— Unchanged	—
31	PROGRESSIVE CORP	PGR	Other	0.2%	— Unchanged	—
32	CONOCOPHILLIPS	COP	Other	0.2%	▲ Increasing	+5%
33	ATMUS FILTRATION TECHNOLOGIES	—	Other	0.2%	▼ Decreasing	-54%
34	GENERAL MOTORS	GM	Other	0.2%	▲ Increasing	+17%
35	HCI GROUP INC	—	Other	0.2%	▲ Increasing	+16%
36	STONEX GROUP, INC.	—	Other	0.2%	▲ Increasing	+17%
37	KT CORP - ADR	—	Other	0.1%	▲ Increasing	+24%
38	PHILLIPS 66	PSX	Other	0.1%	— Unchanged	—
39	RESIDEO TECHNOLOGIES	—	Other	0.1%	▲ Increasing	+17%
40	BREAD FINANCIAL HOLDINGS, INC.	—	Other	0.1%	▲ Increasing	+17%
41	ZIONS BANCORPORATION N.A.	—	Other	0.1%	▲ Increasing	+17%
42	AUTONATION, INC.	—	Other	0.1%	▲ Increasing	+17%
43	EMERSON ELECTRIC CO	EMR	Other	0.1%	▼ Decreasing	-3%
44	PNC FINANCIAL SERVICES GROUP INC.	PNC	Financials	0.1%	▲ Increasing	+17%
45	AGCO CORP.	—	Other	0.1%	▲ Increasing	+16%
46	ALLIANCE RESOURCE PARTNERS LP	—	Other	0.1%	▲ Increasing	+17%
47	ELEVANCE HEALTH	ELV	Other	0.1%	▲ Increasing	+16%
48	FIRST INTERSTATE BANCSYSTEM INC	—	Other	0.1%	▲ Increasing	+17%
49	G III APPAREL	—	Other	0.1%	▲ Increasing	+20%
50	NUTRIEN LTD	—	Other	0.1%	▲ Increasing	+21%
… and 46 more positions

#1 IONIS PHARMACEUTICALS INC. 15.7%

Other ▼ Decreasing -15%

#2 CNH INDUSTRIAL NV 15.0%

CNH · Other ▲ Increasing +52%

#3 COCA COLA FEMSA 9.1%

Other — Unchanged

#4 BERKSHIRE HATHAWAY INC 8.8%

BRK.B · Other — Unchanged

#5 ALPHABET INC-CL A 5.0%

GOOGL · Technology ▼ Decreasing -15%

#6 WELLS FARGO & CO 4.2%

WFC · Other ▼ Decreasing -4%

#7 BERKSHIRE HATHAWAY INC DEL CL B 3.9%

BRK-B · Other ▼ Decreasing -2%

#8 JOHNSON & JOHNSON 3.9%

JNJ · Other ▼ Decreasing -2%

#9 AUTOLIV INC. 3.8%

Other ▼ Decreasing -7%

#10 FEDEX CORP. 2.6%

FDX · Other — Unchanged

#11 ENVISTA HOLDINGS CORP 2.5%

Other — Unchanged

#12 TRUIST FINANCIAL CORP 2.2%

TFC · Other ▼ Decreasing -2%

#13 AMERICAN EXPRESS CO 1.9%

AXP · Financials ▼ Decreasing -2%

#14 U-HAUL HOLDING CO - NON VOTING 1.8%

Other — Unchanged

#15 BANK OF AMERICA CORP COM 1.7%

BAC · Financials — Unchanged

#16 UNIFIRST CORP 1.6%

Other ● New

#17 AUTOZONE, INC. 1.5%

Other ▼ Decreasing -4%

#18 SEALED AIR CORPORATION 1.4%

Other — Unchanged

#19 VERTEX PHARMACEUTICALS 1.4%

VRTX · Other — Unchanged

#20 BANK OF NEW YORK MELLON CORP 1.2%

Other ▼ Decreasing -8%

#21 DIAGEO P L C - ADR 0.9%

Other ▲ Increasing +2%

#22 NOVARTIS AG AMERICAN DEPOSITORY SHARES 0.8%

Other — Unchanged

#23 US BANCORP 0.8%

USB · Other ▼ Decreasing -5%

#24 TOTALENERGIES SE ADR 0.7%

Other ● New

#25 UNION PACIFIC CORP 0.4%

UNP · Other — Unchanged

#26 CISCO SYSTEMS INC 0.3%

Other — Unchanged

#27 GSK PLC ADR 0.3%

Other — Unchanged

#28 GLOBE LIFE INC. 0.3%

Other ▼ Decreasing -4%

#29 UNILEVER PLC SPONSORED ADR 0.3%

Other ● New

#30 ENTERPRISE PRODUCTS PARTNERS 0.3%

Other — Unchanged

#31 PROGRESSIVE CORP 0.2%

PGR · Other — Unchanged

#32 CONOCOPHILLIPS 0.2%

COP · Other ▲ Increasing +5%

#33 ATMUS FILTRATION TECHNOLOGIES 0.2%

Other ▼ Decreasing -54%

#34 GENERAL MOTORS 0.2%

GM · Other ▲ Increasing +17%

#35 HCI GROUP INC 0.2%

Other ▲ Increasing +16%

#36 STONEX GROUP, INC. 0.2%

Other ▲ Increasing +17%

#37 KT CORP - ADR 0.1%

Other ▲ Increasing +24%

#38 PHILLIPS 66 0.1%

PSX · Other — Unchanged

#39 RESIDEO TECHNOLOGIES 0.1%

Other ▲ Increasing +17%

#40 BREAD FINANCIAL HOLDINGS, INC. 0.1%

Other ▲ Increasing +17%

#41 ZIONS BANCORPORATION N.A. 0.1%

Other ▲ Increasing +17%

#42 AUTONATION, INC. 0.1%

Other ▲ Increasing +17%

#43 EMERSON ELECTRIC CO 0.1%

EMR · Other ▼ Decreasing -3%

#44 PNC FINANCIAL SERVICES GROUP INC. 0.1%

PNC · Financials ▲ Increasing +17%

#45 AGCO CORP. 0.1%

Other ▲ Increasing +16%

#46 ALLIANCE RESOURCE PARTNERS LP 0.1%

Other ▲ Increasing +17%

#47 ELEVANCE HEALTH 0.1%

ELV · Other ▲ Increasing +16%

#48 FIRST INTERSTATE BANCSYSTEM INC 0.1%

Other ▲ Increasing +17%

#49 G III APPAREL 0.1%

Other ▲ Increasing +20%

#50 NUTRIEN LTD 0.1%

Other ▲ Increasing +21%

… and 46 more positions

⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Tweedy Browne, delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.

Get the Weekly Update

Every week, we'll send you what Buffett, Dalio, Ackman and 47 other legendary investors are buying — free, straight from their SEC filings.

Also alert me when a politician or insider makes a major trade ($500K+)

Free forever · No spam · Unsubscribe anytime