Superinvestors / Tweedy, Browne
Tweedy Browne
Tweedy, Browne
Graham-style deep value
$1.26B 13F value
93 positions · as of 2026-03-31 · filed 2026-05-06
This quarter
6 new9 exited46 added30 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| CNH | CNH INDL N VDECREASED -0.2% | 17.61% | $221.65M |
| IONS | Ionis Pharmaceuticals IncDECREASED -7.7% | 13.57% | $170.88M |
| KOF | COCA-COLA FEMSA SAB DE CVDECREASED -1.6% | 9.07% | $114.14M |
| BRK/A | BERKSHIRE HATHAWAY INC DELUNCHANGED | 8.22% | $103.41M |
| GOOGL | ALPHABET INCDECREASED -0.6% | 4.53% | $57.03M |
Showing 5 of 93
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 all 93 positions
Tweedy Browne's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
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