Tweedy Browne runs Tweedy Browne Company LLC. One of the oldest value firms, direct descendants of the Graham tradition. Boring, concentrated, forever holders. As of the Q1 2026 13F filing, the disclosed long-equity portfolio is valued at $1.3B across 93 positions. The largest holdings are CNH INDUSTRIAL NV, IONIS PHARMACEUTICALS INC., and COCA COLA FEMSA (CNH INDUSTRIAL NV alone is 17.6% of the book).

New positions opened in the latest quarter include ALLY FINANCIAL, ASBURY AUTO GROUP, and CIGNA CORP.. Recently exited names: ALBEMARLE CORP, ATMUS FILTRATION TECHNOLOGIES, and AUTONATION, INC..

Tweedy Browne runs Tweedy Browne Company LLC. One of the oldest value firms, direct descendants of the Graham tradition. Boring, concentrated, forever holders. As of the Q1 2026 13F filing, the disclosed long-equity portfolio is valued at $1.3B across 93 positions. The largest holdings are CNH INDUSTRIAL NV, IONIS PHARMACEUTICALS INC., and COCA COLA FEMSA (CNH INDUSTRIAL NV alone is 17.6% of the book).

New positions opened in the latest quarter include ALLY FINANCIAL, ASBURY AUTO GROUP, and CIGNA CORP.. Recently exited names: ALBEMARLE CORP, ATMUS FILTRATION TECHNOLOGIES, and AUTONATION, INC..