Tweedy, Browne Co

Tweedy, Browne

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

93

Market Value

$1.3B

Portfolio Analysis

AIPreview
Full report in app

I. Institutional Overview

Tweedy, Browne Co. stands as a venerable pillar in the world of value investing, carrying a legacy that traces back to the very foundations of the Benjamin Graham school of thought. As of the first quarter of 2026, the institution manages a reported portfolio value of approximately $1.26 billion. This scale places the firm in a specialized tier of...

The current portfolio composition, featuring 93 distinct holdings, reveals a sophisticated balance between diversification and high-conviction concentration. While 93 stocks might suggest a broad market reach, a closer look at the capital allocation shows that Tweedy, Browne is far from an "index hugger." The firm’s investment philosophy is rooted in the...

Analyzing the scale trend, the portfolio value of $1.26 billion reflects a stable yet disciplined capital base. In an era where many institutional investors have chased momentum or high-growth technology narratives, Tweedy, Browne appears to remain anchored in fundamental business analysis. The institution’s style is characterized by "patient capital." Many...

Based on the latest available 13F filing.

Open full report in app

Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
CNH17.6%15.0%12.5%16.0%
IONS13.6%15.7%16.5%10.6%
KOF9.1%9.1%8.7%10.9%
BRK.A8.2%8.8%9.4%10.3%
GOOGL4.5%5.0%4.9%5.3%
JNJ4.3%3.9%3.9%3.5%
BRK.B3.7%3.9%4.3%4.6%
WFC3.3%4.2%4.2%4.5%
ALV3.2%3.8%4.6%4.5%
NVST2.9%-2.6%2.6%

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

GOOGL+24.42%
KOF+9.83%
ALV+22.86%
IONS-1.69%
SEE+19.21%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

CNH-5.82%
WFC+3.50%
JNJ-2.50%
NVST-3.43%
NVS+0.77%

Sector Analysis

Energy3.0%
Others0.1%
Materials0.3%
Financials24.0%
Healthcare25.1%
Technology0.5%
Industrials24.6%
Consumer Staples10.4%

Trading Summary