Tweedy, Browne Co LLC
Top Portfolio Positions
90 positions ·
$1,090,974,224 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CNH |
CNH Industrial N.V.
Industrials
|
20,150,358 | $221,653,938 | 20.32% | |
| IONS |
Ionis Pharmaceuticals Inc
Healthcare
|
2,275,625 | $170,876,681 | 15.66% | |
| KOF |
Coca Cola Femsa Sab De CV
Consumer Defensive
|
1,170,026 | $114,136,036 | 10.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
198,341 | $57,034,937 | 5.23% | |
| JNJ |
Johnson & Johnson
Healthcare
|
219,490 | $53,652,135 | 4.92% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
515,920 | $41,072,391 | 3.76% | |
| ALV |
Autoliv Inc
Consumer Cyclical
|
383,592 | $40,338,534 | 3.70% | |
| NVST |
Envista Holdings Corp
Healthcare
|
1,436,781 | $36,451,133 | 3.34% | |
| FDX |
Fedex Corp
Industrials
|
74,035 | $26,369,786 | 2.42% | |
| TFC |
Truist Financial Corp
Financial Services
|
557,435 | $25,625,286 | 2.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HCI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,686,176 | 10,906 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,090,571 | 10,906 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,802,990 | 9,394 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $724,472 | 4,760 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $295,624 | 1,981 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||