Tweedy, Browne Co LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 59Value: $1.1BLatest: 2025Q1

Tweedy, Browne Co LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 59 holdings worth $1.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OBDC",
  "BABA",
  "GOOGL",
  "AXP",
  "ATMU",
  "PSEC",
  "FITB",
  "UNP",
  "HAFN",
  "HTLD",
  "HPK",
  "EMR",
  "IONS",
  "NVS",
  "FMC",
  "PGR",
  "HLN",
  "VZ",
  "KVUE",
  "TFC",
  "UL",
  "UHAL-B",
  "EIG",
  "ACDC",
  "PSNY",
  "TTE",
  "GL",
  "GSK",
  "VRTX",
  "GM",
  "DEO",
  "NVST",
  "KT",
  "CLF",
  "USB",
  "WFC",
  "WTFC",
  "PSX",
  "SEE",
  "HCI",
  "ZION",
  "ARLP",
  "FDX",
  "ALV",
  "AZO",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "CSCO",
  "KOF",
  null,
  "CMCSA",
  "COP",
  "CNXC",
  "EPD",
  "GOOG",
  "JNJ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 59
Total Value: 1128325013
Accession Number: 0000950123-25-005518
Form Type: 13F-HR
CIK: tweedy-browne-co
Manager Name: Tweedy-Browne-Co

Data Enrichment

98% identified

58 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

59 positions • $1,128,325.013K total value

59 positions

Manager:

SEC FilingSEC DataHachi Filing

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N20944109

Shares:13.3M

Value:$163.8M

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:167

Value:$133.3M

COCA COLA FEMSA SAB DE CV

KOF|191241108

Shares:1.3M

Value:$117.3M

Alphabet Inc.

GOOGL|02079K305

Shares:672.9K

Value:$104.1M

IONIS PHARMACEUTICALS INC

IONS|462222100

Shares:3.0M

Value:$90.0M

JOHNSON & JOHNSON

JNJ|478160104

Shares:438.3K

Value:$72.7M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:90.0K

Value:$47.9M

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:644.3K

Value:$46.3M

AUTOLIV INC

ALV|052800109

Shares:433.7K

Value:$38.4M

U-Haul Holding Co /NV/

UHAL-B|023586506

Shares:480.4K

Value:$28.4M

FEDEX CORP

FDX|31428X106

Shares:115.2K

Value:$28.1M

Envista Holdings Corp

NVST|29415F104

Shares:1.5M

Value:$25.8M

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:607.8K

Value:$25.0M

AUTOZONE INC

AZO|053332102

Shares:6.3K

Value:$23.9M

AMERICAN EXPRESS CO

AXP|025816109

Shares:71.8K

Value:$19.3M

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:38.3K

Value:$18.6M

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:393.1K

Value:$16.4M

SEALED AIR CORP/DE

SEE|81211K100

Shares:546.5K

Value:$15.8M

DIAGEO PLC

DEO|25243Q205

Shares:136.2K

Value:$14.3M

Bank of New York Mellon Corp

BK|064058100

Shares:148.5K

Value:$12.5M

Instrument	Shares		Other Manager	Value
(cusipN20944109)✕	13.3M	QoQ -8.88% (-1.3M) YoY +1132.99% (+12.3M)	All Managers (Combined)	$163.8M	QoQ -1.24% (-$2.1M) YoY +1068.29% (+$149.7M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	167	QoQ -41.40% (-118) YoY -74.77% (-495)	All Managers (Combined)	$133.3M	QoQ -31.29% (-$60.7M) YoY -68.25% (-$286.7M)
COCA COLA FEMSA SAB DE CV(KOFcusip191241108)	1.3M	QoQ -3.35% (-44.7K) YoY -12.72% (-187.4K)	All Managers (Combined)	$117.3M	QoQ +13.26% (-$13.7M) YoY -18.03% (-$25.8M)
Alphabet Inc.(GOOGLcusip02079K305)	672.9K	QoQ -8.66% (-63.9K) YoY -66.41% (-1.3M)	All Managers (Combined)	$104.1M	QoQ -25.39% (-$35.4M) YoY -65.58% (-$198.3M)
IONIS PHARMACEUTICALS INC(IONScusip462222100)	3.0M	QoQ -8.16% (-265.3K) YoY -13.63% (-471.2K)	All Managers (Combined)	$90.0M	QoQ -20.74% (-$23.6M) YoY -39.89% (-$59.7M)
JOHNSON & JOHNSON(JNJcusip478160104)	438.3K	QoQ -59.43% (-642.2K) YoY -61.34% (-695.5K)	All Managers (Combined)	$72.7M	QoQ -53.48% (-$83.6M) YoY -59.47% (-$106.7M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	90.0K	QoQ -10.40% (-10.4K) YoY -44.21% (-71.3K)	All Managers (Combined)	$47.9M	QoQ +5.27% (-$2.4M) YoY -29.34% (-$19.9M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	644.3K	QoQ -4.88% (-33.1K) YoY -27.79% (-248.1K)	All Managers (Combined)	$46.3M	QoQ -2.78% (-$1.3M) YoY -10.57% (-$5.5M)
AUTOLIV INC(ALVcusip052800109)	433.7K	QoQ -2.35% (-10.5K) YoY -54.95% (-529.1K)	All Managers (Combined)	$38.4M	QoQ -7.91% (-$3.3M) YoY -66.91% (-$77.6M)
U-Haul Holding Co /NV/(UHAL-Bcusip023586506)	480.4K	QoQ -1.84% (-9.0K) YoY -20.86% (-126.7K)	All Managers (Combined)	$28.4M	QoQ -9.30% (-$2.9M) YoY -29.76% (-$12.0M)
FEDEX CORP(FDXcusip31428X106)	115.2K	QoQ -3.06% (-3.6K) YoY -29.10% (-47.3K)	All Managers (Combined)	$28.1M	QoQ -16.00% (-$5.4M) YoY -40.35% (-$19.0M)
Envista Holdings Corp(NVSTcusip29415F104)	1.5M	QoQ -2.09% (-32.0K) YoY +52.00% (+512.1K)	All Managers (Combined)	$25.8M	QoQ -12.39% (-$3.7M) YoY +22.71% (+$4.8M)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	607.8K	QoQ -4.55% (-29.0K) YoY -23.70% (-188.8K)	All Managers (Combined)	$25.0M	QoQ -9.45% (-$2.6M) YoY -19.45% (-$6.0M)
AUTOZONE INC(AZOcusip053332102)	6.3K	QoQ -18.71% (-1.4K) YoY -48.82% (-6.0K)	All Managers (Combined)	$23.9M	QoQ -3.20% (-$789.8K) YoY -38.09% (-$14.7M)
AMERICAN EXPRESS CO(AXPcusip025816109)	71.8K	QoQ -19.79% (-17.7K) YoY -34.23% (-37.4K)	All Managers (Combined)	$19.3M	QoQ -27.29% (-$7.3M) YoY -22.29% (-$5.5M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	38.3K	QoQ -5.69% (-2.3K) YoY -42.55% (-28.4K)	All Managers (Combined)	$18.6M	QoQ +13.53% (-$2.2M) YoY -33.37% (-$9.3M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	393.1K	QoQ -8.55% (-36.8K) YoY -24.57% (-128.1K)	All Managers (Combined)	$16.4M	QoQ -13.17% (-$2.5M) YoY -16.99% (-$3.4M)
SEALED AIR CORP/DE(SEEcusip81211K100)	546.5K	QoQ -3.18% (-18.0K) YoY -39.57% (-358.0K)	All Managers (Combined)	$15.8M	QoQ -17.29% (-$3.3M) YoY -53.06% (-$17.9M)
DIAGEO PLC(DEOcusip25243Q205)	136.2K	QoQ -1.60% (-2.2K) YoY -4.58% (-6.5K)	All Managers (Combined)	$14.3M	QoQ -18.89% (-$3.3M) YoY -32.78% (-$7.0M)
Bank of New York Mellon Corp(BKcusip064058100)	148.5K	QoQ -5.34% (-8.4K) YoY -54.53% (-178.1K)	All Managers (Combined)	$12.5M	QoQ +3.33% (-$401.5K) YoY -33.82% (-$6.4M)