Historical Stock Holdings
Tweedy Browne
| Period | Portfolio Value | Top 20 holdings history (left to right) | |||||||||||||||||||
| 2025 Q4 | $1.24 B |
IONS
Ionis Pharmaceuticals Inc.
15.74% of portfolio |
CNH
CNH Industrial NV
15.02% of portfolio |
KOF
Coca-Cola FEMSA S A CV
9.09% of portfolio |
BRK.A
Berkshire Hathaway CL A
8.78% of portfolio |
GOOGL
Alphabet Inc.
5.04% of portfolio |
WFC
Wells Fargo
4.21% of portfolio |
JNJ
Johnson & Johnson
3.94% of portfolio |
BRK.B
Berkshire Hathaway CL B
3.94% of portfolio |
ALV
Autoliv Inc.
3.84% of portfolio |
FDX
FedEx Corp.
2.63% of portfolio |
NVST
Envista Holdings Corp.
2.53% of portfolio |
TFC
Truist Financial Corp.
2.23% of portfolio |
AXP
American Express
1.93% of portfolio |
UHAL.B
U Haul Holding Co Non Voting
1.76% of portfolio |
BAC
Bank of America Corp.
1.66% of portfolio |
UNF
UniFirst Corp.
1.59% of portfolio |
AZO
AutoZone Inc.
1.53% of portfolio |
SEE-OLD
Sealed Air Corp.
1.45% of portfolio |
VRTX
Vertex Pharmaceuticals
1.43% of portfolio |
BK
Bank of New York Mellon Corp.
1.19% of portfolio |
| 2025 Q3 | $1.15 B |
IONS
Ionis Pharmaceuticals Inc.
16.48% of portfolio |
CNH
CNH Industrial NV
12.52% of portfolio |
BRK.A
Berkshire Hathaway CL A
9.43% of portfolio |
KOF
Coca-Cola FEMSA S A CV
8.71% of portfolio |
GOOGL
Alphabet Inc.
4.94% of portfolio |
ALV
Autoliv Inc.
4.64% of portfolio |
BRK.B
Berkshire Hathaway CL B
4.33% of portfolio |
WFC
Wells Fargo
4.23% of portfolio |
JNJ
Johnson & Johnson
3.90% of portfolio |
NVST
Envista Holdings Corp.
2.57% of portfolio |
FDX
FedEx Corp.
2.32% of portfolio |
TFC
Truist Financial Corp.
2.29% of portfolio |
AZO
AutoZone Inc.
2.17% of portfolio |
UHAL.B
U Haul Holding Co Non Voting
2.05% of portfolio |
AXP
American Express
1.91% of portfolio |
BAC
Bank of America Corp.
1.71% of portfolio |
SEE-OLD
Sealed Air Corp.
1.56% of portfolio |
VRTX
Vertex Pharmaceuticals
1.33% of portfolio |
BK
Bank of New York Mellon Corp.
1.32% of portfolio |
DEO
Diageo ADR
1.05% of portfolio |
| 2025 Q2 | $1.08 B |
CNH
CNH Industrial NV
16.00% of portfolio |
KOF
Coca-Cola FEMSA S A CV
10.92% of portfolio |
IONS
Ionis Pharmaceuticals Inc.
10.60% of portfolio |
BRK.A
Berkshire Hathaway CL A
10.34% of portfolio |
GOOGL
Alphabet Inc.
5.25% of portfolio |
BRK.B
Berkshire Hathaway CL B
4.57% of portfolio |
ALV
Autoliv Inc.
4.50% of portfolio |
WFC
Wells Fargo
4.45% of portfolio |
JNJ
Johnson & Johnson
3.47% of portfolio |
NVST
Envista Holdings Corp.
2.65% of portfolio |
UHAL.B
U Haul Holding Co Non Voting
2.40% of portfolio |
FDX
FedEx Corp.
2.40% of portfolio |
TFC
Truist Financial Corp.
2.31% of portfolio |
AZO
AutoZone Inc.
2.08% of portfolio |
AXP
American Express
2.01% of portfolio |
BAC
Bank of America Corp.
1.69% of portfolio |
VRTX
Vertex Pharmaceuticals
1.54% of portfolio |
SEE-OLD
Sealed Air Corp.
1.49% of portfolio |
DEO
Diageo ADR
1.22% of portfolio |
BK
Bank of New York Mellon Corp.
1.21% of portfolio |
| 2025 Q1 | $1.13 B |
CNH
CNH Industrial NV
14.51% of portfolio |
BRK.A
Berkshire Hathaway CL A
11.82% of portfolio |
KOF
Coca-Cola FEMSA S A CV
10.40% of portfolio |
GOOGL
Alphabet Inc.
9.22% of portfolio |
IONS
Ionis Pharmaceuticals Inc.
7.98% of portfolio |
JNJ
Johnson & Johnson
6.44% of portfolio |
BRK.B
Berkshire Hathaway CL B
4.25% of portfolio |
WFC
Wells Fargo
4.10% of portfolio |
ALV
Autoliv Inc.
3.40% of portfolio |
UHAL.B
U Haul Holding Co Non Voting
2.52% of portfolio |
FDX
FedEx Corp.
2.49% of portfolio |
NVST
Envista Holdings Corp.
2.29% of portfolio |
TFC
Truist Financial Corp.
2.22% of portfolio |
AZO
AutoZone Inc.
2.11% of portfolio |
AXP
American Express
1.71% of portfolio |
VRTX
Vertex Pharmaceuticals
1.65% of portfolio |
BAC
Bank of America Corp.
1.45% of portfolio |
SEE-OLD
Sealed Air Corp.
1.40% of portfolio |
DEO
Diageo ADR
1.26% of portfolio |
BK
Bank of New York Mellon Corp.
1.10% of portfolio |
| 2024 Q4 | $1.48 B |
BRK.A
Berkshire Hathaway CL A
13.08% of portfolio |
CNH
CNH Industrial NV
11.18% of portfolio |
JNJ
Johnson & Johnson
10.53% of portfolio |
GOOGL
Alphabet Inc.
9.40% of portfolio |
FMC
FMC Corp.
9.38% of portfolio |
IONS
Ionis Pharmaceuticals Inc.
7.66% of portfolio |
KOF
Coca-Cola FEMSA S A CV
6.98% of portfolio |
WFC
Wells Fargo
3.21% of portfolio |
BRK.B
Berkshire Hathaway CL B
3.07% of portfolio |
ALV
Autoliv Inc.
2.81% of portfolio |
FDX
FedEx Corp.
2.25% of portfolio |
UHAL.B
U Haul Holding Co Non Voting
2.11% of portfolio |
NVST
Envista Holdings Corp.
1.99% of portfolio |
TFC
Truist Financial Corp.
1.86% of portfolio |
AXP
American Express
1.79% of portfolio |
AZO
AutoZone Inc.
1.66% of portfolio |
SEE-OLD
Sealed Air Corp.
1.29% of portfolio |
BAC
Bank of America Corp.
1.27% of portfolio |
DEO
Diageo ADR
1.19% of portfolio |
VRTX
Vertex Pharmaceuticals
1.10% of portfolio |
| 2024 Q3 | $2.1 B |
BRK.A
Berkshire Hathaway CL A
18.58% of portfolio |
GOOGL
Alphabet Inc.
13.45% of portfolio |
FMC
FMC Corp.
9.83% of portfolio |
JNJ
Johnson & Johnson
8.70% of portfolio |
CNH
CNH Industrial NV
8.11% of portfolio |
IONS
Ionis Pharmaceuticals Inc.
6.60% of portfolio |
KOF
Coca-Cola FEMSA S A CV
5.86% of portfolio |
BRK.B
Berkshire Hathaway CL B
3.09% of portfolio |
WFC
Wells Fargo
2.30% of portfolio |
ALV
Autoliv Inc.
2.10% of portfolio |
UHAL.B
U Haul Holding Co Non Voting
2.05% of portfolio |
FDX
FedEx Corp.
2.05% of portfolio |
NVST
Envista Holdings Corp.
1.78% of portfolio |
AZO
AutoZone Inc.
1.66% of portfolio |
TFC
Truist Financial Corp.
1.55% of portfolio |
SEE-OLD
Sealed Air Corp.
1.33% of portfolio |
AXP
American Express
1.29% of portfolio |
VRTX
Vertex Pharmaceuticals
1.19% of portfolio |
BAC
Bank of America Corp.
0.96% of portfolio |
DEO
Diageo ADR
0.93% of portfolio |
| 2024 Q2 | $2.18 B |
BRK.A
Berkshire Hathaway CL A
18.36% of portfolio |
GOOGL
Alphabet Inc.
16.29% of portfolio |
FMC
FMC Corp.
8.36% of portfolio |
JNJ
Johnson & Johnson
7.60% of portfolio |
IONS
Ionis Pharmaceuticals Inc.
7.57% of portfolio |
CNH
CNH Industrial NV
7.16% of portfolio |
KOF
Coca-Cola FEMSA S A CV
5.49% of portfolio |
BRK.B
Berkshire Hathaway CL B
2.80% of portfolio |
WFC
Wells Fargo
2.38% of portfolio |
ALV
Autoliv Inc.
2.32% of portfolio |
FDX
FedEx Corp.
2.22% of portfolio |
UHAL.B
U Haul Holding Co Non Voting
1.66% of portfolio |
AZO
AutoZone Inc.
1.65% of portfolio |
NVST
Envista Holdings Corp.
1.45% of portfolio |
SEE-OLD
Sealed Air Corp.
1.43% of portfolio |
TFC
Truist Financial Corp.
1.39% of portfolio |
GOOG
Alphabet Inc. CL C
1.25% of portfolio |
VRTX
Vertex Pharmaceuticals
1.17% of portfolio |
AXP
American Express
1.11% of portfolio |
NWLI
National Western Life Group Inc.
1.00% of portfolio |
| 2024 Q1 | $2.13 B |
BRK.A
Berkshire Hathaway CL A
19.72% of portfolio |
GOOGL
Alphabet Inc.
14.20% of portfolio |
JNJ
Johnson & Johnson
8.42% of portfolio |
FMC
FMC Corp.
7.50% of portfolio |
IONS
Ionis Pharmaceuticals Inc.
7.03% of portfolio |
KOF
Coca-Cola FEMSA S A CV
6.72% of portfolio |
ALV
Autoliv Inc.
5.44% of portfolio |
BRK.B
Berkshire Hathaway CL B
3.18% of portfolio |
GOOG
Alphabet Inc. CL C
2.96% of portfolio |
WFC
Wells Fargo
2.43% of portfolio |
FDX
FedEx Corp.
2.21% of portfolio |
UHAL.B
U Haul Holding Co Non Voting
1.90% of portfolio |
AZO
AutoZone Inc.
1.81% of portfolio |
SEE-OLD
Sealed Air Corp.
1.58% of portfolio |
TFC
Truist Financial Corp.
1.46% of portfolio |
VRTX
Vertex Pharmaceuticals
1.31% of portfolio |
AXP
American Express
1.17% of portfolio |
NWLI
National Western Life Group Inc.
1.01% of portfolio |
DEO
Diageo ADR
1.00% of portfolio |
NVST
Envista Holdings Corp.
0.99% of portfolio |