Tweedy, Browne Co LLC

Q1 2026 13F-HR Holdings

Location
Stamford, CT
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$1,258,817
Net value change ($000)
+20,266 (1.6%)
New positions
6
Sold out positions
9
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 35,586 19.1%
JAZZ 11,383 NEW
UNF 5,892 29.9%
NVST 5,116 16.3%
JNJ 4,796 9.8%
SNEX 2,201 102.0%
KT 1,928 116.3%
TOTALENERGIES SE 1,862 21.1%
HAFN 1,817 173.5%
NE 1,693 173.1%
Top Reduces (Value $000, Stocks/ETFs)
IONS -24,124 -12.4%
WFC -11,061 -21.2%
ALV -7,251 -15.2%
FDX -6,198 -19.0%
GOOGL -5,428 -8.7%
BRK-B -5,279 -4.9%
AXP -4,844 -20.3%
BAC -2,788 -13.5%
BRK-B -2,121 -4.3%
ATMU -2,105 -100.0%
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