Tweedy, Browne Co LLC

Q4 2025 13F-HR Holdings

Location
Stamford, CT
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
96
Total value ($000)
$1,238,551
Net value change ($000)
+87,148 (7.6%)
New positions
6
Sold out positions
7
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/20/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CNH INDL N V 41,965 29.1%
UNF 19,687 NEW
KOF 12,340 12.3%
TOTALENERGIES SE 8,838 NEW
FDX 5,852 21.9%
GOOGL 5,586 9.8%
IONS 5,203 2.7%
JNJ 3,984 8.9%
UL 3,621 NEW
WFC 3,384 6.9%
Top Reduces (Value $000, Stocks/ETFs)
TTE -7,890 -100.0%
FMC -7,250 -96.3%
AZO -5,980 -24.0%
ALV -5,844 -10.9%
Unilever PLC -3,712 -100.0%
ATMU -1,915 -47.6%
UHAL -1,855 -7.8%
GOOGL -1,528 -100.0%
WTFC -1,199 -100.0%
BRK-B -1,030 -2.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type