Tweedy, Browne Co LLC
Annual return '25
+30.0%
SPY '25
+17.7%
Alpha
+12.3ptsvs SPY
Invested
$1.3B
Holdings
93
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 80%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CNH
CNH INDUSTRIAL NV
Held since at least Q1 2024
17.6%
02
$IONS
IONIS PHARMACEUTICALS INC.
Held since at least Q1 2024
13.6%
03
$KOF
COCA COLA FEMSA
Held since at least Q1 2024
9.1%
04
$BRK/A
BERKSHIRE HATHAWAY INC
Q4 2025: New position (11 shares)
8.2%
05
$GOOGL
ALPHABET INC-CL A
Q1 2026: Sold 2.9% (87.7k → 85.2k shares)
4.5%
06
$JNJ
JOHNSON & JOHNSON
Q1 2026: Increased +2.3% (88.1k → 90.1k shares)
4.3%
07
$BRK/B
BERKSHIRE HATHAWAY INC DEL CL B
Q1 2026: Increased +13.6% (22.8k → 25.9k shares)
3.7%
08
$WFC
WELLS FARGO & CO
Q1 2026: Sold 39.6% (44.0k → 26.6k shares)
3.3%
09
$ALV
AUTOLIV INC.
Q4 2025: New position (681 shares)
3.2%
10
$NVST
ENVISTA HOLDINGS CORP
Held since at least Q1 2024
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:22 UTC.