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 Big Money Radar model

GOOGL 5.0% BRK-B 3.9%

Recent Moves

What Tweedy Browne opened, added to, or trimmed in their latest 13F — 66 position changes

JNJ JOHNSON & JOHNSON ▼ Trimmed -8% 3.9% of port. GOOGL ALPHABET INC-CL A ▼ Trimmed -29% 3.8% of port. WFC WELLS FARGO & CO ▼ Trimmed -4% 3.1% of port. ZTS ZOETIS, INC. ● New 3.0% of port. TFC TRUIST FINANCIAL CORP ▼ Trimmed -2% 2.1% of port. BK BANK OF NEW YORK MELLON CORP ▼ Trimmed -6% 1.1% of port. DGED DIAGEO P L C - ADR ● New 0.8% of port. DIS DISNEY WALT COMPANY HOLDING CO ● New 0.3% of port. GL GLOBE LIFE INC. ▼ Trimmed -20% 0.3% of port. KT KT CORP - ADR ▲ Added +33% 0.3% 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.	ISI	Other	15.7%	▼ Decreasing	-15%
2	CNH INDUSTRIAL NV	—	Other	15.0%	▲ Increasing	+52%
3	COCA COLA FEMSA	KOF	Other	9.1%	— Unchanged	-2%
4	BERKSHIRE HATHAWAY INC	BRK-A	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.	ALV	Other	3.8%	▼ Decreasing	-7%
10	FEDEX CORP.	FDX	Other	2.6%	— Unchanged	-0%
11	ENVISTA HOLDINGS CORP	NVST	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	UHAL-B	Other	1.8%	— Unchanged	+0%
15	BANK OF AMERICA CORP COM	BAC	Financials	1.7%	— Unchanged	-2%
16	UNIFIRST CORP	UNF	Other	1.6%	● New	NEW
17	AUTOZONE, INC.	AZO	Other	1.5%	▼ Decreasing	-4%
18	SEALED AIR CORPORATION	SDA	Other	1.4%	— Unchanged	—
19	VERTEX PHARMACEUTICALS	VRTX	Other	1.4%	— Unchanged	+0%
20	BANK OF NEW YORK MELLON CORP	BK	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	GSK	Other	0.3%	— Unchanged	—
28	GLOBE LIFE INC.	GL	Other	0.3%	▼ Decreasing	-4%
29	UNILEVER PLC SPONSORED ADR	UL	Other	0.3%	● New	NEW
30	ENTERPRISE PRODUCTS PARTNERS	EPD	Other	0.3%	— Unchanged	—
31	PROGRESSIVE CORP	PGR	Other	0.2%	— Unchanged	—
32	CONOCOPHILLIPS	COP	Other	0.2%	▲ Increasing	+5%
33	ATMUS FILTRATION TECHNOLOGIES	ATMU	Other	0.2%	▼ Decreasing	-54%
34	GENERAL MOTORS	GM	Other	0.2%	▲ Increasing	+17%
35	HCI GROUP INC	HCI	Other	0.2%	▲ Increasing	+16%
36	STONEX GROUP, INC.	SNEX	Other	0.2%	▲ Increasing	+17%
37	KT CORP - ADR	KT	Other	0.1%	▲ Increasing	+24%
38	PHILLIPS 66	PSX	Other	0.1%	— Unchanged	—
39	RESIDEO TECHNOLOGIES	REZI	Other	0.1%	▲ Increasing	+17%
40	BREAD FINANCIAL HOLDINGS, INC.	BFH	Other	0.1%	▲ Increasing	+17%
41	ZIONS BANCORPORATION N.A.	ZION	Other	0.1%	▲ Increasing	+17%
42	AUTONATION, INC.	AN	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.	AGCO	Other	0.1%	▲ Increasing	+16%
46	ALLIANCE RESOURCE PARTNERS LP	ARLP	Other	0.1%	▲ Increasing	+17%
47	ELEVANCE HEALTH	ELV	Other	0.1%	▲ Increasing	+16%
48	FIRST INTERSTATE BANCSYSTEM INC	FIBK	Other	0.1%	▲ Increasing	+17%
49	G III APPAREL	GIII	Other	0.1%	▲ Increasing	+20%
50	NUTRIEN LTD	NTR	Other	0.1%	▲ Increasing	+21%
… and 46 more positions

#1 IONIS PHARMACEUTICALS INC. 15.7%

ISI · Other ▼ Decreasing -15%

#2 CNH INDUSTRIAL NV 15.0%

Other ▲ Increasing +52%

#3 COCA COLA FEMSA 9.1%

KOF · Other — Unchanged

#4 BERKSHIRE HATHAWAY INC 8.8%

BRK-A · 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%

ALV · Other ▼ Decreasing -7%

#10 FEDEX CORP. 2.6%

FDX · Other — Unchanged

#11 ENVISTA HOLDINGS CORP 2.5%

NVST · 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%

UHAL-B · Other — Unchanged

#15 BANK OF AMERICA CORP COM 1.7%

BAC · Financials — Unchanged

#16 UNIFIRST CORP 1.6%

UNF · Other ● New

#17 AUTOZONE, INC. 1.5%

AZO · Other ▼ Decreasing -4%

#18 SEALED AIR CORPORATION 1.4%

SDA · Other — Unchanged

#19 VERTEX PHARMACEUTICALS 1.4%

VRTX · Other — Unchanged

#20 BANK OF NEW YORK MELLON CORP 1.2%

BK · 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%

GSK · Other — Unchanged

#28 GLOBE LIFE INC. 0.3%

GL · Other ▼ Decreasing -4%

#29 UNILEVER PLC SPONSORED ADR 0.3%

UL · Other ● New

#30 ENTERPRISE PRODUCTS PARTNERS 0.3%

EPD · Other — Unchanged

#31 PROGRESSIVE CORP 0.2%

PGR · Other — Unchanged

#32 CONOCOPHILLIPS 0.2%

COP · Other ▲ Increasing +5%

#33 ATMUS FILTRATION TECHNOLOGIES 0.2%

ATMU · Other ▼ Decreasing -54%

#34 GENERAL MOTORS 0.2%

GM · Other ▲ Increasing +17%

#35 HCI GROUP INC 0.2%

HCI · Other ▲ Increasing +16%

#36 STONEX GROUP, INC. 0.2%

SNEX · Other ▲ Increasing +17%

#37 KT CORP - ADR 0.1%

KT · Other ▲ Increasing +24%

#38 PHILLIPS 66 0.1%

PSX · Other — Unchanged

#39 RESIDEO TECHNOLOGIES 0.1%

REZI · Other ▲ Increasing +17%

#40 BREAD FINANCIAL HOLDINGS, INC. 0.1%

BFH · Other ▲ Increasing +17%

#41 ZIONS BANCORPORATION N.A. 0.1%

ZION · Other ▲ Increasing +17%

#42 AUTONATION, INC. 0.1%

AN · 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%

AGCO · Other ▲ Increasing +16%

#46 ALLIANCE RESOURCE PARTNERS LP 0.1%

ARLP · Other ▲ Increasing +17%

#47 ELEVANCE HEALTH 0.1%

ELV · Other ▲ Increasing +16%

#48 FIRST INTERSTATE BANCSYSTEM INC 0.1%

FIBK · Other ▲ Increasing +17%

#49 G III APPAREL 0.1%

GIII · Other ▲ Increasing +20%

#50 NUTRIEN LTD 0.1%

NTR · 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.

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