# Tweedy, Browne: 13F portfolio, Q2 2026

Investment firm, Stamford.

Source: SEC Form 13F filed 2026-08-07 for the quarter ended 2026-06-30: https://www.sec.gov/Archives/edgar/data/732905/000119312526340443/0001193125-26-340443-index.htm
Values are as the manager reported them in the filing, not current market prices.
Page: https://valuepeg.com/managers/tweedy-browne
Updated: 2026-08-07 · Next filing due by 2026-11-14

## Summary
- Reported value: $1.3B (Q1 2026: $1.3B)
- Positions: 91 (Q1 2026: 93)
- Top 10 holdings: 69.2% of the portfolio
- This quarter: 13 new, 41 added to, 34 trimmed, 15 sold out

## What Tweedy, Browne did in Q2 2026
Tweedy, Browne opened 13 new positions, the largest Zoetis, Walt Disney and Bank Of Nova Scotia. It raised its stake in Versant Media Group by 84%, Kenvue by 78% and Western Union by 57%, among 4 it added to by half or more. It sold out of 15 positions, among them Sealed Air, StoneX Group and Noble. It cut Fedex by 85%. CNH Industrial is still the largest holding, at 17.1% of the portfolio.

## Biggest buys
- Zoetis (ZTS): New
- Walt Disney (DIS): New
- Bank Of Nova Scotia (BNS): New
- Evertec (EVTC): New
- lululemon athletica (LULU): New

## Biggest sells
- Sealed Air (SEE): Sold out
- StoneX Group (SNEX): Sold out
- Noble (NE): Sold out
- Torm (TRMD): Sold out
- Bread Financial Holdings (BFH): Sold out

## Top 15 holdings
| # | Company | Ticker | % of portfolio | Reported value | Change vs Q1 2026 | Held since |
|---|---|---|---|---|---|---|
| 1 | CNH Industrial | CNH | 17.1% | $225.9M | −0.2% | Q3 2024 or earlier |
| 2 | Ionis Pharmaceuticals | IONS | 13.7% | $180.8M | +0.2% | Q3 2024 or earlier |
| 3 | Coca Cola Femsa Sab De Cv | KOF | 9.3% | $123.3M | −0.8% | Q3 2024 or earlier |
| 4 | Berkshire Hathaway | BRK-A | 8.2% | $107.8M | No change | Q3 2024 or earlier |
| 5 | Johnson & Johnson | JNJ | 3.9% | $51.2M | −8% | Q3 2024 or earlier |
| 6 | Alphabet | GOOGL | 3.8% | $50.5M | −29% | Q3 2024 or earlier |
| 7 | Berkshire Hathaway | BRK-B | 3.7% | $48.9M | +0.2% | Q3 2024 or earlier |
| 8 | Autoliv | ALV | 3.4% | $44.5M | −0.1% | Q3 2024 or earlier |
| 9 | Wells Fargo & Company | WFC | 3.1% | $41.1M | −4% | Q3 2024 or earlier |
| 10 | Zoetis | ZTS | 3.0% | $40.0M | New | Q2 2026 |
| 11 | Envista Holdings | NVST | 2.9% | $37.8M | −0.1% | Q3 2024 or earlier |
| 12 | Truist Financial | TFC | 2.1% | $27.2M | −2% | Q3 2024 or earlier |
| 13 | Unifirst | UNF | 2.0% | $26.9M | −0.1% | Q4 2025 |
| 14 | U-Haul Holding | UHAL-B | 2.0% | $26.7M | −0.1% | Q3 2024 or earlier |
| 15 | American Express | AXP | 1.6% | $21.2M | −0.4% | Q3 2024 or earlier |

76 more positions and every quarter's holdings are on Valuepeg for members: https://valuepeg.com/managers/tweedy-browne

## Other value investors
- ValueAct: https://valuepeg.com/managers/valueact
- Viking Global Investors: https://valuepeg.com/managers/viking-global
- Wedgewood Partners: https://valuepeg.com/managers/wedgewood-partners
- Weitz Investment Management: https://valuepeg.com/managers/weitz-investment-management
- Yacktman Asset Management: https://valuepeg.com/managers/yacktman-asset-management

## About this data
- **What is a 13F?** A quarterly report to the SEC in which an investment manager with over $100 million in US-listed stocks lists what it holds.
- **How current is it?** Managers file up to 45 days after each quarter ends, so the holdings may have changed since.
- **Whose figures are these?** The values are as the manager reported them in the filing, not today's prices. The SEC lets a manager keep some positions confidential for a time, and those are not in the filing.
- **What does it leave out?** Short positions, cash, bonds and most holdings outside US markets. Options are left out here too.

Not investment advice.