1y return+24.9%S&P 500 +20.9%
3y return+53.1%S&P 500 +68.5%
5y return+50.7%S&P 500 +74.5%
10y return+143.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $244 against $357 in the S&P 500.2
Tweedy, Browne Co LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Cnh Industrial NvCUSIP N20944109 | $225.9M | 17.1% | |
| IONSIonis Pharmaceuticals Inc. | $180.8M | 13.7% | |
| KOFCoca Cola Femsa | $123.3M | 9.3% | |
| BRK/ABerkshire Hathaway Inc | $107.8M | 8.2% | |
| JNJJohnson & Johnson | $51.2M | 3.9% | −8.1% |
| GOOGLAlphabet Inc-cl A | $50.5M | 3.8% | −28.8% |
| BRK/BBerkshire Hathaway Inc Del Cl B | $48.9M | 3.7% | |
| ALVAutoliv Inc. | $44.5M | 3.4% | |
| WFCWells Fargo & Co | $41.1M | 3.1% | −3.7% |
| ZTSZoetis, Inc. | $40.0M | 3.0% | New |
| NVSTEnvista Holdings Corp | $37.8M | 2.9% | |
| TFCTruist Financial Corp | $27.2M | 2.1% | −2.0% |
| UNFUnifirst Corp | $26.9M | 2.0% | |
| UHAL/BU-haul Holding Co - Non Voting | $26.7M | 2.0% | |
| AXPAmerican Express Co | $21.2M | 1.6% | |
| BACBank Of America Corp Com | $20.8M | 1.6% | |
| VRTXVertex Pharmaceuticals | $19.9M | 1.5% | |
| AZOAutozone, Inc. | $17.7M | 1.3% | |
| BNYBank Of New York Mellon Corp | $14.8M | 1.1% | −6.2% |
| Jazz Pharmaceuticals PLCCUSIP G50871105 | $14.5M | 1.1% | |
| NVSNovartis Ag American Depository Shares | $11.1M | 0.8% | |
| USBUs Bancorp | $11.0M | 0.8% | −1.3% |
| DEODiageo P L C - Adr | $10.1M | 0.8% | |
| Totalenergies Se AdrCUSIP F92124100 | $9.1M | 0.7% | |
| UNPUnion Pacific Corp | $5.2M | 0.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc-cl A | June 30, 2020 | +404.0% | $50.5M |
| BNYBank Of New York Mellon Corp | June 30, 2020 | +274.1% | $14.8M |
| WFCWells Fargo & Co | June 30, 2020 | +222.8% | $41.1M |
| AZOAutozone, Inc. | June 30, 2020 | +183.3% | $17.7M |
| BRK/BBerkshire Hathaway Inc Del Cl B | June 30, 2020 | +180.3% | $48.9M |
| BRK/ABerkshire Hathaway Inc | June 30, 2020 | +180.2% | $107.8M |
| CSCOCisco Systems Inc | June 30, 2020 | +151.8% | $3.5M |
| COPConocophillips | June 30, 2020 | +147.4% | $3.3M |
| AXPAmerican Express Co | June 30, 2022 | +144.0% | $21.2M |
| KOFCoca Cola Femsa | June 30, 2020 | +142.3% | $123.3M |
Sold off last quarter
- Sealed Air CorporationCUSIP 81211K100 was $18.0M
- SNEXStonex Group, Inc. was $4.4M
- Noble Corp PLCCUSIP G65431127 was $2.7M
- Torm Plc-aCUSIP G89479102 was $2.6M
- BFHBread Financial Holdings, Inc. was $2.3M
- ZIONZions Bancorporation N.A. was $2.2M
- HCIHci Group Inc was $2.1M
- EPDEnterprise Products Partners was $2.0M
- AGCOAgco Corp. was $1.9M
- TSNTyson Foods was $1.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.5% | +14.8% |
| March 31, 2026 | +2.5% | −4.6% |
| December 31, 2025 | +6.0% | +2.4% |
| September 30, 2025 | +7.9% | +7.8% |
| June 30, 2025 | +5.2% | +10.5% |
| March 31, 2025 | +1.9% | −4.6% |
| December 31, 2024 | −3.2% | +2.1% |
| September 30, 2024 | +4.0% | +5.4% |
| June 30, 2024 | −0.1% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +7.5% | +11.2% |
| September 30, 2023 | −0.2% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
| December 31, 2022 | +8.0% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −14.5% | −16.5% |
| March 31, 2022 | +0.1% | −4.9% |
| December 31, 2021 | +7.8% | +10.7% |
| September 30, 2021 | −3.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Tweedy, Browne Co LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=732905&type=13F-HR&dateb=&owner=include&count=40CIK 732905
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/732905/000119312526340443/Filed August 7, 2026 · accession 0001193125-26-340443