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Tweedy, Browne Co LLC
hedge fundUpdated 73 days agoManaged by Tweedy Browne Co • Latest filing Q2 2026
Portfolio value
$1.3B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-9.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $1.8B |
| Q2 2023 | $1.9B |
| Q3 2023 | $1.9B |
| Q4 2023 | $2B |
| Q1 2024 | $2.1B |
| Q2 2024 | $2.2B |
| Q3 2024 | $2.1B |
| Q4 2024 | $1.5B |
| Q1 2025 | $1.1B |
| Q2 2025 | $1.1B |
| Q3 2025 | $1.2B |
| Q4 2025 | $1.2B |
| Q1 2026 | $1.3B |
| Q2 2026 | $1.3B |
Top holdings
91 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $225.9M | 20.12M | 17.11% | Trimmed(-0.2%) | |
| 2 | $180.8M | 2.28M | 13.70% | Added(+0.2%) | |
| 3 | $123.3M | 1.16M | 9.34% | Trimmed(-0.8%) | |
| 4 | $107.8M | 144 | 8.17% | Unchanged | |
| 5 | $51.2M | 201.6K | 3.88% | Trimmed(-8.1%) | |
| 6 | $50.5M | 141.3K | 3.83% | Trimmed(-28.8%) | |
| 7 | $48.9M | 97.6K | 3.70% | Added(+0.2%) | |
| 8 | $44.5M | 383.3K | 3.37% | Trimmed(-0.1%) | |
| 9 | $41.1M | 497.0K | 3.11% | Trimmed(-3.7%) | |
| 10 | $40M | 556.1K | 3.03% | — | |
| 11 | $37.8M | 1.44M | 2.87% | Trimmed(-0.1%) | |
| 12 | $27.2M | 546.3K | 2.06% | Trimmed(-2.0%) | |
| 13 | $26.9M | 101.6K | 2.03% | Trimmed(-0.1%) | |
| 14 | $26.7M | 462.8K | 2.02% | Trimmed(-0.1%) | |
| 15 | $21.2M | 62.7K | 1.61% | Trimmed(-0.4%) | |
| 16 | $20.8M | 364.8K | 1.57% | Trimmed(-0.1%) | |
| 17 | $19.9M | 40.1K | 1.51% | Trimmed(-0.7%) | |
| 18 | $17.7M | 5.5K | 1.34% | Trimmed(-0.1%) | |
| 19 | $14.8M | 102.2K | 1.12% | Trimmed(-6.2%) | |
| 20 | $14.5M | 60.1K | 1.10% | Trimmed(-0.1%) |