TB
Tweedy Browne
Tweedy, Browne13F filer
Graham-style deep value — as the firm describes itselfPortfolio as of Jun 30, 2026Filed Aug 7, 2026
Quarter ended Jun 30, 2026, from the 13F filed Aug 7, 2026Changes are against the quarter ended Mar 31, 2026U.S.-listed shares only — no bonds, cash, shorts or foreign listings
Portfolio value
$1.32B
As reported, at quarter-end prices
Positions
91
U.S.-listed companies held
13 new · 15 exited this quarter
Concentration
69%in the top 10
Weight held in the ten largest positions
This quarter
41added · 34trimmed
Positions resized since the prior quarter
What changed this quarter
See which positions were opened, increased, reduced or closed—and how large those positions are now.
32 of 103 reported changes are available in this view.
| Company | Reported move | Change in shares | Portfolio weight now |
|---|---|---|---|
ZOETIS INCZTS | New position | Not held in prior quarter | 3.03% |
| New position | Not held in prior quarter | 0.33% | |
| New position | Not held in prior quarter | 0.28% | |
EVERTEC INCEVTC | New position | Not held in prior quarter | 0.19% |
| New position | Not held in prior quarter | 0.16% | |
THOR INDS INC COMTHO | New position | Not held in prior quarter | 0.15% |
| New position | Not held in prior quarter | 0.15% | |
GLOBANT S A COMGLOB | New position | Not held in prior quarter | 0.13% |
SEALED AIR CORP NEW | Sold out | Position closed | No longer held |
STONEX GROUP INCSNEX | Sold out | Position closed | No longer held |
Showing 1–10 of 103 changes · Share classes count separatelyBars: square-root scale · Percentages shown · — unavailable
Changes compare reported share counts at quarter-end. The filing does not tell us when trades happened or why the investor made them.
Portfolio
| 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 CO NEWDECREASED -3.7% | 3.11% | $82.64 | $41.07M | 497.0K |
| ZTS | ZOETIS INC· CL ANEW | 3.03% | $71.86 | $39.96M | 556.1K |
Showing 1–10 of 91 · the top 10 are 69.2% of the reported portfolioEach row opens the company · how we read 13F filings
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.
All 91 positions, with reported prices and share counts, open with a free account.
Connected research
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