Hedge fund
Tweedy Browne Co
Holdings as of Q1 2026
Quarter
Q1-2026
Market value
$1.3B
Positions
93
Concentration
Concentrated
Top holding
18%CNH
Top 5
53%of book
Top 10
70%of book
Top 5
6 – 10
Tail
Top 5
6 – 10
Tail
| Holding | Weightshares held per quarter · hover for change | Q/Q change | Value | |
|---|---|---|---|---|
| 1 | CNH INDL N VCNH | 17.61% | ↘Reduced 0.15% | 20.2M shares · $11.00 $221.7M |
| 2 | IONIS PHARMACEUTICALSIONS | 13.57% | ↘Reduced 7.68% | 2.3M shares · $75.09 $170.9M |
| 3 | COCA-COLA FEMSA SAB DE CVKOF | 9.07% | ↘Reduced 1.57% | 1.2M shares · $97.55 $114.1M |
| 4 | BERKSHIRE HATHAWAYBRK-A | 8.22% | 144 shares · $718140.00 $103.4M | |
| 5 | ALPHABETGOOGL | 4.53% | ↘Reduced 0.61% | 198.3K shares · $287.56 $57.0M |
| 6 | JOHNSON JOHNSON COMJNJ | 4.26% | ↘Reduced 7.03% | 219.5K shares · $244.44 $53.7M |
| 7 | BERKSHIRE HATHAWAYBRK-B | 3.71% | ↗Added 0.33% | 97.4K shares · $479.20 $46.7M |
| 8 | WELLS FARGO NEWWFC | 3.26% | ↘Reduced 7.77% | 515.9K shares · $79.61 $41.1M |
| 9 | Autoliv (ALV)ALV | 3.20% | ↘Reduced 4.32% | 383.6K shares · $105.16 $40.3M |
| 10 | ENVISTA CorpNVST | 2.90% | ↘Reduced 0.45% | 1.4M shares · $25.37 $36.5M |
| 11 | FEDEX CORPFDX | 2.09% | ↘Reduced 34.34% | 74.0K shares · $356.18 $26.4M |
| 12 | TRUIST FINL CORPTFC | 2.04% | ↘Reduced 0.84% | 557.4K shares · $45.97 $25.6M |
| 13 | UNIFIRST CORPUNF | 2.03% | ↘Reduced 0.38% | 101.7K shares · $251.59 $25.6M |
| 14 | U-Haul Holding Class BUHAL-B | 1.64% | ↘Reduced 0.62% | 463.3K shares · $44.67 $20.7M |
| 15 | AMERICAN EXPRESSAXP | 1.51% | ↘Reduced 2.49% | 63.0K shares · $302.48 $19.1M |
| 16 | AUTOZONEAZO | 1.49% | ↘Reduced 1.05% | 5.5K shares · $3377.78 $18.7M |
| 17 | VERTEX PHARMACEUTICALSVRTX | 1.43% | ↗Added 3.16% | 40.4K shares · $446.54 $18.0M |
| 18 | SEALED AIR CORP NEWSEE | 1.43% | 509.6K shares · $35.35 $18.0M | |
| 19 | BANK AMERICA CORPBAC | 1.41% | ↘Reduced 2.45% | 365.3K shares · $48.75 $17.8M |
| 20 | BANK OF NEW YORK MELLON CORPBK | 1.03% | ↘Reduced 14.47% | 109.0K shares · $118.63 $12.9M |
| 21 | JAZZ PHARMACEUTICALSJAZZ | 0.90% | ↗Buy | 60.2K shares · $189.05 $11.4M |
| 22 | NOVARTIS AMERICAN DEPOSITORY SHARESNVS | 0.87% | ↘Reduced 4.81% | 71.3K shares · $152.75 $10.9M |
| 23 | TOTALENERGIESTTE | 0.85% | ↘Reduced 12.94% | 117.6K shares · $90.98 $10.7M |
| 24 | US BANCORPUSB | 0.76% | ↘Reduced 0.82% | 184.2K shares · $52.01 $9.6M |
| 25 | DIAGEO P L C - ADRDEO | 0.75% | ↘Reduced 2.77% | 126.2K shares · $74.45 $9.4M |
| 26 | UNION PAC CORPUNP | 0.37% | ↘Reduced 4.31% | 19.2K shares · $242.62 $4.7M |
| 27 | GSKGSK | 0.36% | ↘Reduced 0.56% | 81.8K shares · $55.19 $4.5M |
| 28 | STONEXSNEX | 0.35% | ↗Added 138.29% | 54.0K shares · $80.65 $4.4M |
| 29 | CISCO SYSTEMSCSCO | 0.34% | ↘Reduced 1.55% | 55.2K shares · $77.59 $4.3M |
| 30 | CONOCOPHILLIPSCOP | 0.32% | ↗Added 18.02% | 30.7K shares · $132.00 $4.1M |
| 31 | GLOBE LIFEGL | 0.31% | 27.8K shares · $139.86 $3.9M | |
| 32 | KT CORP - ADRKT | 0.28% | ↗Added 91.26% | 167.2K shares · $21.45 $3.6M |
| 33 | Unilever ADRUL | 0.23% | ↘Reduced 6.65% | 51.7K shares · $56.97 $2.9M |
| 34 | HAFNIAHAFN | 0.23% | ↗Added 91.92% | 376.9K shares · $7.60 $2.9M |
| 35 | PROGRESSIVE OHIOPGR | 0.22% | 13.7K shares · $198.24 $2.7M | |
| 36 | NOBLE CORPNE | 0.21% | ↗Added 57.16% | 54.4K shares · $49.07 $2.7M |
| 37 | TORM -ATRMD | 0.21% | ↗Added 91.19% | 92.9K shares · $27.90 $2.6M |
| 38 | NUTRIENNTR | 0.20% | ↗Added 92.48% | 34.1K shares · $75.25 $2.6M |
| 39 | RESIDEO TECHNOLOGIESREZI | 0.20% | ↗Added 57.71% | 73.6K shares · $33.71 $2.5M |
| 40 | BREAD FINANCIALBFH | 0.19% | ↗Added 59.02% | 31.3K shares · $74.89 $2.3M |
| 41 | PHILLIPS 66PSX | 0.18% | ↘Reduced 1.08% | 12.4K shares · $182.18 $2.3M |
| 42 | ZIONS BANCORPORATION N AZION | 0.17% | ↗Added 57.15% | 37.9K shares · $57.62 $2.2M |
| 43 | TIDEWATERTDW | 0.17% | ↗Added 56.47% | 25.9K shares · $83.55 $2.2M |
| 44 | HCIHCI | 0.17% | 10.9K shares · $191.69 $2.1M | |
| 45 | ALLIANCE RESOURCE PARTNERS LARLP | 0.16% | ↗Added 55.01% | 72.4K shares · $27.65 $2.0M |
| 46 | PNC FINL SVCSPNC | 0.16% | ↗Added 55.16% | 9.4K shares · $208.09 $2.0M |
| 47 | ENTERPRISE PRODS PARTNERS LEPD | 0.15% | ↘Reduced 52.46% | 51.5K shares · $37.84 $2.0M |
| 48 | AGCO CORPAGCO | 0.15% | ↗Added 52.71% | 16.6K shares · $115.87 $1.9M |
| 49 | HF SINCLAIR CORPDINO | 0.15% | ↗Added 78.10% | 29.7K shares · $62.39 $1.9M |
| 50 | ALLISON TRANSMISSION HLDGS IALSN | 0.15% | ↗Added 56.75% | 15.8K shares · $117.06 $1.8M |
| 51 | MATADOR RESOURCESMTDR | 0.14% | ↗Added 56.44% | 28.3K shares · $63.18 $1.8M |
| 52 | HELMERICH PAYNEHP | 0.14% | ↗Added 57.00% | 48.2K shares · $36.03 $1.7M |
| 53 | G III APPARELGIII | 0.13% | ↗Added 55.63% | 60.5K shares · $27.70 $1.7M |
| 54 | Tyson FoodsTSN | 0.13% | ↗Added 57.70% | 26.1K shares · $64.07 $1.7M |
| 55 | Arrow Electronics (ARW)ARW | 0.13% | ↗Added 54.98% | 11.7K shares · $143.41 $1.7M |
| 56 | FIRST INTST BANCSYSTEMFIBK | 0.13% | ↗Added 55.37% | 49.4K shares · $33.40 $1.6M |
| 57 | BRISTOL-MYERS SQUIBB COMBMY | 0.13% | ↗Added 55.31% | 26.2K shares · $60.65 $1.6M |
| 58 | UNITED PARCEL SERVICEUPS | 0.12% | ↗Added 57.64% | 15.5K shares · $98.38 $1.5M |
| 59 | WESTERN UNWU | 0.12% | ↗Added 60.98% | 173.5K shares · $8.73 $1.5M |
| 60 | SIMMONS FIRS NATIONAL CORP-ASFNC | 0.12% | ↗Added 58.92% | 77.2K shares · $19.45 $1.5M |
| 61 | CIGNA CorpCI | 0.11% | ↗Buy | 5.4K shares · $266.75 $1.4M |
| 62 | ASBURY AUTOMOTIVEABG | 0.11% | ↗Buy | 7.3K shares · $195.41 $1.4M |
| 63 | ELEVANCE HEALTHELV | 0.11% | ↗Added 2.22% | 4.8K shares · $292.75 $1.4M |
| 64 | VERSANT MEDIAVSNT | 0.11% | ↗Buy | 37.7K shares · $37.02 $1.4M |
| 65 | CVS HEALTH CORPCVS | 0.11% | ↗Added 58.31% | 19.1K shares · $71.82 $1.4M |
| 66 | MOLSON COORS BEVERAGETAP | 0.11% | ↗Added 57.44% | 31.8K shares · $43.06 $1.4M |
| 67 | HEARTLAND EXPRESSHTLD | 0.10% | ↗Added 57.93% | 126.7K shares · $10.40 $1.3M |
| 68 | ALLY FINLALLY | 0.10% | ↗Buy | 33.5K shares · $39.23 $1.3M |
| 69 | DEVON ENERGY CORPDVN | 0.10% | ↗Added 54.68% | 25.6K shares · $50.32 $1.3M |
| 70 | ADVANCE AUTO PARTSAAP | 0.10% | ↗Added 59.24% | 24.2K shares · $52.75 $1.3M |
| 71 | LKQ CORPLKQ | 0.10% | ↗Buy | 42.6K shares · $29.37 $1.3M |
| 72 | DORIAN LPGLPG | 0.10% | ↗Added 57.07% | 35.5K shares · $34.20 $1.2M |
| 73 | VERIZON COMMUNICATIONSVZ | 0.10% | 24.0K shares · $50.20 $1.2M | |
| 74 | EMERSON ELECEMR | 0.09% | 8.9K shares · $131.02 $1.2M | |
| 75 | BLACKSTONE MINEBSM | 0.09% | ↗Added 55.26% | 77.4K shares · $15.12 $1.2M |
| 76 | CROCSCROX | 0.09% | ↗Added 55.05% | 14.0K shares · $83.02 $1.2M |
| 77 | LAMB WESTON HLDGSLW | 0.09% | ↗Added 56.72% | 26.0K shares · $42.26 $1.1M |
| 78 | SIRIUS XMSIRI | 0.09% | ↗Added 55.65% | 46.9K shares · $23.08 $1.1M |
| 79 | UNITEDHEALTHUNH | 0.08% | ↘Reduced 0.57% | 3.7K shares · $270.59 $992,254 |
| 80 | BEAZER HOMES USABZH | 0.08% | ↗Added 58.52% | 50.5K shares · $19.24 $972,063 |
| 81 | COMCAST CORP NEWCMCSA | 0.07% | 31.5K shares · $28.71 $904,250 | |
| 82 | HaleonHLN | 0.06% | ↘Reduced 4.94% | 72.8K shares · $10.01 $728,228 |
| 83 | KENVUEKVUE | 0.06% | 40.9K shares · $17.24 $705,219 | |
| 84 | Embecta CorpEMBC | 0.05% | ↗Added 4.25% | 75.4K shares · $8.84 $666,147 |
| 85 | CENTENE CORPCNC | 0.05% | ↗Added 4.89% | 19.0K shares · $32.74 $620,587 |
| 86 | FMC CORPFMC | 0.04% | ↗Added 53.22% | 30.9K shares · $17.22 $531,702 |
| 87 | AMN HEALTHCARE SVCSAMN | 0.04% | ↗Added 54.73% | 28.0K shares · $18.34 $512,841 |
| 88 | ALIBABA HLDGBABA | 0.04% | 4.1K shares · $125.46 $509,368 | |
| 89 | PROSPECT CAPITAL CORPPSEC | 0.03% | 163.0K shares · $2.59 $422,048 | |
| 90 | ORION ENGINEERED CARBONSOEC | 0.03% | ↗Added 56.09% | 61.1K shares · $6.50 $397,280 |
| 91 | CONCENTRIX CORPCNXC | 0.03% | ↘Reduced 2.50% | 13.6K shares · $27.36 $372,725 |
| 92 | BAXTER INTLBAX | 0.02% | 9.7K shares · $22.77 $221,757 | |
| 93 | MAGNUM ICE CREAM ADRMICC | 0.01% | ↘Reduced 3.14% | 12.0K shares · $14.95 $180,103 |
| 93 positions | 100.00% | $1.3B |