13F tracker › Tweedy, Browne Company
Tweedy, Browne Company 13F holdings, Q3 2026
Tweedy, Browne Company (value investment firm) reported 98 US-listed positions worth $1.2B in its
Form 13F for the quarter ended September 30, 2026, filed with the SEC on November 4, 2026.
Compared with Q2 2026, the filing shows 13 new positions, 47 increased, 31 reduced, and 6 exited.
Reported value$1.2B
Positions98
New / exited13 / 6
Quarter endedQ3 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Cnh Industrial Nv | $248.3M | 20.2% | 19,320,632 |
| Coca Cola Femsa | $121.1M | 9.9% | 1,120,980 |
| Berkshire Hathaway Inc | $107.6M | 8.8% | 144 |
| Ionis Pharmaceuticals Inc. | $80.1M | 6.5% | 1,793,400 |
| Johnson & Johnson | $50.6M | 4.1% | 190,945 |
| Alphabet Inc-Cl A | $47.9M | 3.9% | 139,147 |
| Berkshire Hathaway Inc Del Cl B | $47.3M | 3.9% | 95,058 |
| Zoetis, Inc. | $45.6M | 3.7% | 653,027 |
| Wells Fargo & Co | $39.0M | 3.2% | 486,876 |
| Autoliv Inc. | $37.4M | 3.0% | 334,329 |
| Envista Holdings Corp | $33.2M | 2.7% | 1,416,184 |
| U-Haul Holding Co - Non Voting | $24.1M | 2.0% | 456,814 |
| Truist Financial Corp | $23.3M | 1.9% | 502,698 |
| Bank Of America Corp Com | $18.6M | 1.5% | 341,771 |
| American Express Co | $18.2M | 1.5% | 60,004 |
| Aptiv Plc | $16.2M | 1.3% | 377,133 |
| Autozone, Inc. | $15.5M | 1.3% | 5,487 |
| Jazz Pharmaceuticals Plc | $13.7M | 1.1% | 59,279 |
| Vertex Pharmaceuticals | $13.6M | 1.1% | 26,013 |
| Bank Of New York Mellon Corp | $13.4M | 1.1% | 92,908 |
| Diageo P L C - ADR | $10.5M | 0.9% | 122,706 |
| Novartis Ag American Depository Shares | $9.8M | 0.8% | 69,009 |
| Totalenergies Se ADR | $9.7M | 0.8% | 113,906 |
| Unifirst Corp | $8.7M | 0.7% | 34,714 |
| Us Bancorp | $8.2M | 0.7% | 142,806 |
New positions in Q3 2026
| Company | Value | Shares |
| Aptiv Plc | $16.2M | 377,133 |
| Novartis Ag American Depository Shares | $9.8M | 69,009 |
| Woori Financial - ADR | $2.7M | 35,729 |
| Adobe Inc | $2.7M | 11,154 |
| Cgi Inc. | $2.5M | 36,420 |
| Nomad Foods | $2.4M | 229,291 |
| Albertsons Cos-A | $2.2M | 189,675 |
| Lennar Corp - B Shs | $2.1M | 25,737 |
| Dick'S Sporting Goods Inc. | $2.1M | 15,291 |
| Fortune Brands Innovations Inc | $2.0M | 52,604 |
| Tyson Foods | $2.0M | 39,467 |
| Pvh Corp | $2.0M | 26,907 |
| Adi Global Distribution Inc | $1.0M | 56,017 |
Positions increased
| Company | Value | Share change | Shares |
| Zoetis, Inc. | $45.6M | +17% | 653,027 |
| Disney Walt Company Holding Co | $5.2M | +10% | 49,660 |
| Hf Sinclair Corp | $4.9M | +17% | 45,640 |
| Hafnia Ltd | $4.7M | +14% | 473,274 |
| Bank Of Nova Scotia | $4.4M | +14% | 48,593 |
| Conocophillips | $4.2M | +5% | 33,614 |
| Arrow Electric | $3.8M | +29% | 16,540 |
| Everforth Inc | $3.4M | +18% | 103,039 |
| Alliance Resource Partners Lp | $3.1M | +13% | 126,368 |
| Globant Sa | $3.0M | +42% | 87,296 |
| Nutrien Ltd | $3.0M | +15% | 42,946 |
| Allison Transmission Hld | $2.8M | +15% | 25,155 |
| Elevance Health | $2.8M | +14% | 7,308 |
| Evertec Inc | $2.8M | +18% | 104,582 |
| Tidewater Inc | $2.8M | +15% | 34,088 |
Positions reduced
| Company | Value | Share change | Shares |
| Cnh Industrial Nv | $248.3M | -4% | 19,320,632 |
| Coca Cola Femsa | $121.1M | -3% | 1,120,980 |
| Ionis Pharmaceuticals Inc. | $80.1M | -21% | 1,793,400 |
| Johnson & Johnson | $50.6M | -5% | 190,945 |
| Alphabet Inc-Cl A | $47.9M | -2% | 139,147 |
| Berkshire Hathaway Inc Del Cl B | $47.3M | -3% | 95,058 |
| Wells Fargo & Co | $39.0M | -2% | 486,876 |
| Autoliv Inc. | $37.4M | -13% | 334,329 |
| Envista Holdings Corp | $33.2M | -1% | 1,416,184 |
| U-Haul Holding Co - Non Voting | $24.1M | -1% | 456,814 |
| Truist Financial Corp | $23.3M | -8% | 502,698 |
| Bank Of America Corp Com | $18.6M | -6% | 341,771 |
| American Express Co | $18.2M | -4% | 60,004 |
| Jazz Pharmaceuticals Plc | $13.7M | -1% | 59,279 |
| Vertex Pharmaceuticals | $13.6M | -35% | 26,013 |
Positions exited (held in Q2 2026)
| Company | Value in Q2 2026 | Shares |
| Novartis Ag American Depository Shares | $11.1M | 71,125 |
| Kt Corp - ADR | $3.9M | 222,892 |
| Pnc Financial Services Group Inc. | $3.3M | 13,214 |
| Fedex Holdings Co Inc | $333,031 | 2,206 |
| Concentrix Corp | $300,922 | 13,431 |
| Intel Corp | $209,445 | 1,500 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q3 2026), previous filing (Q2 2026). Updated 2026-11-11.
