Tweedy, Browne Co LLC Top Holdings and 13F Report (2026) About Tweedy, Browne Co LLCInvestment ActivityTweedy, Browne Co LLC has $1.26 billion in total holdings as of March 31, 2026.Tweedy, Browne Co LLC owns shares of 93 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 3.82% of the portfolio was purchased this quarter.About 4.67% of the portfolio was sold this quarter.This quarter, Tweedy, Browne Co LLC has purchased 96 new stocks and bought additional shares in 46 stocks.Tweedy, Browne Co LLC sold shares of 30 stocks and completely divested from 9 stocks this quarter.Largest Holdings CNH INDUSTRIAL NV $221,653,938Ionis Pharmaceuticals $170,876,681Coca Cola Femsa $114,136,036Berkshire Hathaway $103,412,160Alphabet $57,034,938 Largest New Holdings this Quarter G50871105 - Jazz Pharmaceuticals $11,382,511 Holding125523100 - Cigna Group $1,433,781 Holding043436104 - Asbury Automotive Group $1,417,309 Holding925283103 - VERSANT MEDIA GROUP INC $1,395,358 Holding02005N100 - Ally Financial $1,314,676 Holding Largest Purchases this Quarter Jazz Pharmaceuticals 60,209 shares (about $11.38M)StoneX Group 31,359 shares (about $2.53M)KT 79,772 shares (about $1.71M)Cigna Group 5,375 shares (about $1.43M)Asbury Automotive Group 7,253 shares (about $1.42M) Largest Sales this Quarter Ionis Pharmaceuticals 189,305 shares (about $14.21M)FedEx 38,712 shares (about $13.79M)Johnson & Johnson 16,585 shares (about $4.05M)Wells Fargo & Company 43,447 shares (about $3.46M)BNY 18,438 shares (about $2.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTweedy, Browne Co LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCNH INDUSTRIAL NV$221,653,938$336,545 ▼-0.2%20,150,35817.6%COMIONSIonis Pharmaceuticals$170,876,681$14,214,912 ▼-7.7%2,275,62513.6%MedicalKOFCoca Cola Femsa$114,136,036$1,826,136 ▼-1.6%1,170,0269.1%Consumer StaplesBRK.ABerkshire Hathaway$103,412,1600.0%1448.2%FinanceGOOGLAlphabet$57,034,938$350,823 ▼-0.6%198,3414.5%Computer and TechnologyJNJJohnson & Johnson$53,652,136$4,054,037 ▼-7.0%219,4904.3%MedicalBRK.BBerkshire Hathaway$46,676,955$155,740 ▲0.3%97,4063.7%FinanceWFCWells Fargo & Company$41,072,391$3,458,816 ▼-7.8%515,9203.3%FinanceALVAutoliv$40,338,535$1,822,633 ▼-4.3%383,5923.2%Auto/Tires/TrucksNVSTEnvista$36,451,134$166,224 ▼-0.5%1,436,7812.9%MedicalFDXFedEx$26,369,786$13,788,440 ▼-34.3%74,0352.1%TransportationTFCTruist Financial$25,625,287$217,208 ▼-0.8%557,4352.0%FinanceUNFUniFirst$25,579,407$97,617 ▼-0.4%101,6712.0%IndustrialsU-HAUL HOLDING CO - NON VOTING$20,697,040$128,873 ▼-0.6%463,3321.6%COMAXPAmerican Express$19,051,703$486,085 ▼-2.5%62,9851.5%FinanceAZOAutoZone$18,696,012$199,289 ▼-1.1%5,5351.5%Retail/WholesaleVRTXVertex Pharmaceuticals$18,034,411$553,263 ▲3.2%40,3871.4%MedicalSEESealed Air$18,013,6880.0%509,5811.4%IndustrialsBACBank of America$17,807,108$447,915 ▼-2.5%365,2741.4%FinanceBKBNY$12,925,332$2,187,300 ▼-14.5%108,9551.0%FinanceJAZZJazz Pharmaceuticals$11,382,511$11,382,511 ▲New Holding60,2090.9%MedicalNVSNovartis$10,891,839$549,900 ▼-4.8%71,3050.9%MedicalTOTALENERGIES SE ADR$10,699,521$1,590,967 ▼-12.9%117,6030.8%ADRUSBU.S. Bancorp$9,582,738$79,055 ▼-0.8%184,2480.8%FinanceDEODiageo$9,396,409$267,797 ▼-2.8%126,2110.7%Consumer StaplesUNPUnion Pacific$4,654,665$209,866 ▼-4.3%19,1850.4%TransportationGSKGSK$4,513,714$25,277 ▼-0.6%81,7850.4%MedicalSNEXStoneX Group$4,357,882$2,529,080 ▲138.3%54,0350.3%FinanceCSCOCisco Systems$4,282,890$67,426 ▼-1.5%55,1990.3%Computer and TechnologyCOPConocoPhillips$4,053,060$618,948 ▲18.0%30,7050.3%EnergyGLGlobe Life$3,892,7230.0%27,8330.3%FinanceKTKT$3,586,032$1,711,109 ▲91.3%167,1810.3%Computer and TechnologyUNILEVER PLC SPONSORED ADR$2,944,950$209,707 ▼-6.6%51,6930.2%ADRHAFNIA LTD$2,864,463$1,371,967 ▲91.9%376,9030.2%COMPGRProgressive$2,718,0690.0%13,7110.2%FinanceNENoble$2,671,076$971,439 ▲57.2%54,4340.2%EnergyTRMDTorm$2,592,217$1,236,416 ▲91.2%92,9110.2%TransportationNTRNutrien$2,568,684$1,234,190 ▲92.5%34,1370.2%Basic MaterialsREZIResideo Technologies$2,482,000$908,249 ▲57.7%73,6280.2%IndustrialsBFHBread Financial$2,341,211$868,949 ▲59.0%31,2620.2%FinancePSXPhillips 66$2,253,020$24,594 ▼-1.1%12,3670.2%EnergyZIONZions Bancorporation, N.A.$2,182,473$793,658 ▲57.1%37,8770.2%FinanceTDWTidewater$2,165,532$781,527 ▲56.5%25,9190.2%EnergyHCIHCI Group$2,090,5710.0%10,9060.2%FinanceARLPAlliance Resource Partners$2,001,362$710,245 ▲55.0%72,3820.2%EnergyPNCThe PNC Financial Services Group$1,959,167$696,477 ▲55.2%9,4150.2%FinanceEPDEnterprise Products Partners$1,950,614$2,152,566 ▼-52.5%51,5490.2%EnergyAGCOAGCO$1,928,888$665,789 ▲52.7%16,6470.2%IndustrialsDINOHF Sinclair$1,853,856$812,941 ▲78.1%29,7140.1%EnergyALSNAllison Transmission$1,849,080$669,466 ▲56.8%15,7960.1%Auto/Tires/TrucksMTDRMatador Resources$1,787,109$644,752 ▲56.4%28,2860.1%EnergyHPHelmerich & Payne$1,737,150$630,705 ▲57.0%48,2140.1%EnergyGIIIG-III Apparel Group$1,674,548$598,597 ▲55.6%60,4530.1%Consumer DiscretionaryTSNTyson Foods$1,673,701$612,381 ▲57.7%26,1230.1%Consumer StaplesARWArrow Electronics$1,673,595$593,718 ▲55.0%11,6700.1%Computer and TechnologyFIBKFirst Interstate BancSystem$1,648,958$587,673 ▲55.4%49,3700.1%FinanceBMYBristol Myers Squibb$1,586,483$565,016 ▲55.3%26,1580.1%MedicalUPSUnited Parcel Service$1,526,366$558,110 ▲57.6%15,5150.1%TransportationWUWestern Union$1,514,297$573,613 ▲61.0%173,4590.1%Business ServicesSFNCSimmons First National$1,501,404$556,679 ▲58.9%77,1930.1%FinanceCICigna Group$1,433,781$1,433,781 ▲New Holding5,3750.1%MedicalABGAsbury Automotive Group$1,417,309$1,417,309 ▲New Holding7,2530.1%Retail/WholesaleELVElevance Health$1,404,029$488,307 ▲53.3%4,7960.1%MedicalVERSANT MEDIA GROUP INC$1,395,358$1,395,358 ▲New Holding37,6920.1%COMCVSCVS Health$1,374,060$506,115 ▲58.3%19,1320.1%MedicalTAPMolson Coors Beverage$1,367,155$498,764 ▲57.4%31,7500.1%Consumer StaplesHTLDHeartland Express$1,317,222$483,163 ▲57.9%126,6560.1%TransportationALLYAlly Financial$1,314,676$1,314,676 ▲New Holding33,5120.1%FinanceDVNDevon Energy$1,289,299$455,748 ▲54.7%25,6220.1%EnergyAAPAdvance Auto Parts$1,275,020$474,328 ▲59.2%24,1710.1%Retail/WholesaleLKQLKQ$1,252,513$1,252,513 ▲New Holding42,6460.1%Auto/Tires/TrucksLPGDorian LPG$1,213,416$440,872 ▲57.1%35,4800.1%TransportationVZVerizon Communications$1,203,3940.0%23,9720.1%Computer and TechnologyEMREmerson Electric$1,171,7120.0%8,9430.1%IndustrialsBSMBlack Stone Minerals$1,169,744$416,329 ▲55.3%77,3640.1%EnergyCROXCrocs$1,163,525$413,107 ▲55.1%14,0150.1%Consumer DiscretionaryLWLamb Weston$1,097,070$397,033 ▲56.7%25,9600.1%Consumer StaplesSIRIUS XM HOLDINGS INC$1,082,013$386,844 ▲55.6%46,8810.1%COMUNHUnitedHealth Group$992,254$326,873 ▲49.1%3,6670.1%MedicalBZHBeazer Homes USA$972,063$358,845 ▲58.5%50,5230.1%ConstructionCMCSAComcast$904,2500.0%31,4960.1%Consumer DiscretionaryHLNHaleon$728,228$37,838 ▼-4.9%72,7500.1%MedicalKVUEKenvue$705,219$17 ▼0.0%40,9060.1%Consumer StaplesEMBCEmbecta$666,147$240,139 ▲56.4%75,3560.1%MedicalCNCCentene$620,587$226,135 ▲57.3%18,9550.0%MedicalFMCFMC$531,702$184,685 ▲53.2%30,8770.0%Consumer StaplesAMNAMN Healthcare Services$512,841$181,401 ▲54.7%27,9630.0%MedicalBABAAlibaba Group$509,3680.0%4,0600.0%Retail/WholesalePSECProspect Capital$422,0480.0%162,9530.0%FinanceOECOrion$397,280$142,760 ▲56.1%61,1200.0%Basic MaterialsCNXCConcentrix$372,725$9,576 ▼-2.5%13,6230.0%Business ServicesBAXBaxter International$221,7570.0%9,7390.0%MedicalMAGNUM ICE CREAM CO NV ADR$180,103$5,845 ▼-3.1%12,0470.0%ADRATMUAtmus Filtration Technologies$0$2,104,950 ▼-100.0%00.0%IndustrialsGMGeneral Motors$0$2,089,517 ▼-100.0%00.0%Auto/Tires/TrucksANAutoNation$0$1,247,965 ▼-100.0%00.0%Retail/WholesaleCENOVUS ENERGY$0$964,204 ▼-100.0%00.0%COMOBDCBlue Owl Capital$0$879,808 ▼-100.0%00.0%FinanceCLFCleveland-Cliffs$0$805,127 ▼-100.0%00.0%Basic MaterialsHLFHerbalife$0$663,577 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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