Superinvestors / Tweedy, Browne

Tweedy Browne

Tweedy, Browne

Graham-style deep value

$1.32B Portfolio value

91 positions · as of 2026-06-30 · filed 2026-08-07

This quarter

13 new15 exited41 added34 trimmed

Positions held steady are not reported as moves, so they are absent from these counts.

New: ZTS, DIS, BNS, EVTC, LULU, THO, CAG, GLOB

Exited: SEALED AIR CORP NEW, SNEX, NE, TRMD, BFH, ZION, HCI, ENTERPRISE PRODS PARTNERS L

Added to: VSNT, KT, ALLIANCE RESOURCE PARTNERS L, PNC, GIII, WU, ALSN, BMY

Trimmed: GOOGL, FDX, JNJ, CSCO, WFC, KOF, GL, BNY

Portfolio

By weight · every resolvable issuer links to its company page · tags are this quarter's reported move

Ticker	Issuer	% of portfolio	Reported price	Value	Shares
CNH	CNH INDL N VDECREASED -0.2%	17.11%	$11.23	$225.90M	20.1M
IONS	IONIS PHARMACEUTICALS INCINCREASED +0.2%	13.70%	$79.29	$180.81M	2.3M
KOF	COCA-COLA FEMSA SAB DE CV· SPONS ADS REPDECREASED -0.8%	9.34%	$106.25	$123.31M	1.2M
BRK/A	BERKSHIRE HATHAWAY INC DEL· CL AUNCHANGED	8.17%	$748,850.00	$107.83M	144
JNJ	JOHNSON & JOHNSONDECREASED -8.1%	3.88%	$253.97	$51.21M	201.6K
GOOGL	ALPHABET INC· CAP STK CL ADECREASED -28.8%	3.83%	$357.37	$50.49M	141.3K
BRK/B	BERKSHIRE HATHAWAY INC DEL· CL B NEWINCREASED +0.2%	3.70%	$500.39	$48.85M	97.6K
ALV	AUTOLIV INCDECREASED	3.37%	$116.17	$44.53M	383.3K
WFC	WELLS FARGO & CODECREASED -3.7%	3.11%	$82.64	$41.07M	497.0K
ZTS	ZOETIS INC· CL ANEW	3.03%	$71.86	$39.96M	556.1K

Showing 10 of 91

Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.

The top 10 positions are 69.2% of the reported portfolio, across 91 positions.

Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.

See more of Tweedy Browne's portfolio

More of Tweedy Browne's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.