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 Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $1.3B across 91 positions. The largest holdings are CNH INDUSTRIAL NV, IONIS PHARMACEUTICALS INC., and COCA COLA FEMSA (CNH INDUSTRIAL NV alone is 17.1% of the book).

New positions opened in the latest quarter include BANK OF NOVA SCOTIA, BUILDERS FIRSTSOURCE INC, and CISCO SYSTEMS INC. Recently exited names: AGCO CORP., BREAD FINANCIAL HOLDINGS, INC., and CISCO SYSTEMS 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 Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $1.3B across 91 positions. The largest holdings are CNH INDUSTRIAL NV, IONIS PHARMACEUTICALS INC., and COCA COLA FEMSA (CNH INDUSTRIAL NV alone is 17.1% of the book).

New positions opened in the latest quarter include BANK OF NOVA SCOTIA, BUILDERS FIRSTSOURCE INC, and CISCO SYSTEMS INC. Recently exited names: AGCO CORP., BREAD FINANCIAL HOLDINGS, INC., and CISCO SYSTEMS INC.