StockDriftsStockDriftsTop 50 Tweedy, Browne Co LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CNH | CNH INDUSTRIAL NV | 17.11% | 20.12M | $225.9M | -0.17%(-34.48K) | $10.93(-4.49%) | 2026-06-30 | |
| IONS | IONIS PHARMACEUTICALS INC. | 13.7% | 2.28M | $180.8M | +0.21%(+4.69K) | $35.55(+61.01%) | 2026-06-30 | |
| KOF | COCA COLA FEMSA | 9.34% | 1.16M | $123.3M | -0.81%(-9.46K) | $47.17(+130.97%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC | 8.17% | 144 | $107.8M | +0.00%(+0) | $130178.75(+474.13%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.88% | 201.6K | $51.2M | -8.13%(-17.85K) | $60.75(+328.73%) | 2026-06-30 | |
| GOOGL | ALPHABET INC-CL A | 3.83% | 141.3K | $50.5M | -28.77%(-57.06K) | $26.02(+1224.73%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B | 3.7% | 97.6K | $48.9M | +0.22%(+219) | $183.11(+173.79%) | 2026-06-30 | |
| ALV | AUTOLIV INC. | 3.37% | 383.3K | $44.5M | -0.07%(-278) | $66.75(+81.88%) | 2026-06-30 | |
| WFC | WELLS FARGO & CO | 3.11% | 497.0K | $41.1M | -3.67%(-18.91K) | $32.62(+174.26%) | 2026-06-30 | |
| ZTS | ZOETIS, INC. | 3.03% | 556.1K | $40.0M | new | $94.10(-21.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.80% | +55.28% | +8.83% | +52.70% |
| Top 20 Holdings Unweighted | +16.27% | +57.18% | +7.76% | +45.34% |
Tweedy, Browne Co LLC reports $1.32B in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are CNH (17.1%), IONS (13.7%) and KOF (9.3%). The top 20 holdings account for 86.47% of reported assets. Its disclosed equity book has returned +55.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tweedy, Browne Co LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 732905). View Tweedy, Browne Co LLC’s 13F filings on SEC