Tweedy, Browne Co
Tweedy, Browne Co reported 91 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are CNH (17.1%), IONS (13.7%) and KOF (9.3%). Compared with Q1 2026, the fund opened new positions in ZTS, DIS and BNS, added to IONS, BRK.B and KT, trimmed CNH, KOF and JNJ and sold out of SNEX, NE and TRMD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CNH Cnh Indl N V | $226M | 17.1% | 20.1M | −34K (−0%) | 8 of 8 | |
| 2 |  IONS Ionis Pharmaceuticals Inc | $181M | 13.7% | 2.3M | +4,686 (+0%) | 8 of 8 | |
| 3 |  KOF Coca-Cola Femsa Sab DE CV | $123M | 9.3% | 1.2M | −9,456 (−1%) | 8 of 8 | |
| 4 |  BRK.A Berkshire Hathaway Inc Dclass A | $108M | 8.2% | 144 | No change | 8 of 8 | |
| 5 |  JNJ Johnson & Johnson | $51.2M | 3.9% | 202K | −18K (−8%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $50.5M | 3.8% | 141K | −57K (−29%) | 8 of 8 | |
| 7 |  BRK.B Berkshire Hathaway Inc Del | $48.9M | 3.7% | 98K | +219 (+0%) | 8 of 8 | |
| 8 |  ALV Autoliv Inc | $44.5M | 3.4% | 383K | No change | 8 of 8 | |
| 9 |  WFC Wells Fargo Co New | $41.1M | 3.1% | 497K | −19K (−4%) | 8 of 8 | |
| 10 |  ZTS Zoetis Inc | $40M | 3.0% | 556K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
SEALED AIR CORP NEW | $18M | 510K |
 SNEX Stonex Group Inc | $4.4M | 54K |
 NE Noble Corp PLC | $2.7M | 54K |
 TRMD Torm PLC | $2.6M | 93K |
 BFH Bread Financial Holdings Inc | $2.3M | 31K |
🔒 Free account: see all 15.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tweedy, Browne Co 13F FAQ
What does Tweedy, Browne Co own?
Tweedy, Browne Co reported 91 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are CNH (17.1%), IONS (13.7%) and KOF (9.3%). The table above lists every position in the filing (the top 10 without an account).
What did Tweedy, Browne Co buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 41 added to, 30 trimmed and 15 sold out. New positions include ZTS, DIS and BNS. It sold all of SNEX, NE and TRMD.
When will Tweedy, Browne Co file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Tweedy, Browne Co's portfolio worth?
The Q2 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.