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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
96
Positions
3
In our model
6
New
52
Increasing
16
Decreasing
22
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
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.

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