Research report
Tweedy, Browne Co Q1 2026 13F Holdings and Activity Report
Verified Q1 2026 13F holdings for Tweedy, Browne Co, covering institutional activity, data dates, SEC sources, filing limits, and methods.
Tweedy, Browne Co
Tweedy, Browne
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
91
Market Value
$1.3B
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
$CNH
CNH Industrial N.V.
17.1%
% of Portfolio
$IONS
Ionis Pharmaceuticals, Inc.
13.7%
% of Portfolio
$KOF
Coca-Cola FEMSA, S.A.B. de C.V.
9.3%
% of Portfolio
$BRK.A
Berkshire Hathaway Inc.
8.2%
% of Portfolio
$JNJ
Johnson & Johnson
3.9%
% of Portfolio
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| CNH | 17.1% | 17.6% | 15.0% | 12.5% |
| IONS | 13.7% | 13.6% | 15.7% | 16.5% |
| KOF | 9.3% | 9.1% | 9.1% | 8.7% |
| BRK.A | 8.2% | 8.2% | 8.8% | 9.4% |
| JNJ | 3.9% | 4.3% | 3.9% | 3.9% |
| GOOGL | 3.8% | 4.5% | 5.0% | 4.9% |
| BRK.B | 3.7% | 3.7% | 3.9% | 4.3% |
| ALV | 3.4% | 3.2% | 3.8% | 4.6% |
| WFC | 3.1% | 3.3% | 4.2% | 4.2% |
| ZTS | 3.0% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
All Holdings
$CNH
17.1%
$IONS
13.7%
$KOF
9.3%
$BRK.A
8.2%
$JNJ
3.9%
$GOOGL
3.8%
$BRK.B
3.7%
$ALV
3.4%
$WFC
3.1%
$ZTS
3.0%
$NVST
2.9%
$TFC
2.1%
$UNF
2.0%
$UHAL.B
2.0%
$AXP
1.6%
$BAC
1.6%
$VRTX
1.5%
$AZO
1.3%
$BK
1.1%
$JAZZ
1.1%
$NVS
0.8%
$USB
0.8%
$DEO
0.8%
$TTE
0.7%
$UNP
0.4%
$DIS
0.3%
$GSK
0.3%
$GL
0.3%
$KT
0.3%
$BNS
0.3%
$CSCO
0.3%
$FDX
0.3%
$COP
0.3%
$PNC
0.3%
$PGR
0.2%
$UL
0.2%
$GIII
0.2%
$HAFN
0.2%
$ARW
0.2%
$DINO
0.2%
$ARLP
0.2%
$REZI
0.2%
$VSNT
0.2%
$ELV
0.2%
$EVTC
0.2%
$ALSN
0.2%
$NTR
0.2%
$CROX
0.2%
$ALLY
0.2%
$BMY
0.2%