Canonical: https://ownershiptrace.com/13f/investors/78

# Tweedy Browne portfolio — 13F holdings Q2 2026

Tweedy Browne (Thomas Shrager) reported 90 long positions worth $1.3 billion as of 2026-06-30. Top holdings: CNH Industrial N.V., IONIS PHARMACEUTICALS INC, BERKSHIRE HATHAWAY INC, COCA COLA FEMSA SAB DE CV, JOHNSON & JOHNSON. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.

## Reported share positions (up to 20)

| Company | Report period | Value | Portfolio weight | Change | Source |
|  --- | --- | --- | --- | --- | --- |
| [CNH Industrial N.V.](https://ownershiptrace.com/13f/companies/469) | 2026-06-30 | 225901366.00 USD | 17.11% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [IONIS PHARMACEUTICALS INC](https://ownershiptrace.com/13f/companies/1538) | 2026-06-30 | 180805859.00 USD | 13.70% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [BERKSHIRE HATHAWAY INC](https://ownershiptrace.com/13f/companies/152) | 2026-06-30 | 156684974.00 USD | 11.87% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [COCA COLA FEMSA SAB DE CV](https://ownershiptrace.com/13f/companies/771) | 2026-06-30 | 123310563.00 USD | 9.34% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [JOHNSON & JOHNSON](https://ownershiptrace.com/13f/companies/742) | 2026-06-30 | 51211527.00 USD | 3.88% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [Alphabet Inc.](https://ownershiptrace.com/13f/companies/37) | 2026-06-30 | 50489948.00 USD | 3.83% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [AUTOLIV INC](https://ownershiptrace.com/13f/companies/1464) | 2026-06-30 | 44529587.00 USD | 3.37% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [WELLS FARGO & COMPANY/MN](https://ownershiptrace.com/13f/companies/72) | 2026-06-30 | 41072989.00 USD | 3.11% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [Zoetis Inc.](https://ownershiptrace.com/13f/companies/109) | 2026-06-30 | 39958184.00 USD | 3.03% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [Envista Holdings Corp](https://ownershiptrace.com/13f/companies/1011) | 2026-06-30 | 37818785.00 USD | 2.87% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [TRUIST FINANCIAL CORP](https://ownershiptrace.com/13f/companies/307) | 2026-06-30 | 27214474.00 USD | 2.06% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [UNIFIRST CORP](https://ownershiptrace.com/13f/companies/1712) | 2026-06-30 | 26856706.00 USD | 2.03% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [U-Haul Holding Co /NV/](https://ownershiptrace.com/13f/companies/45) | 2026-06-30 | 26705118.00 USD | 2.02% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [AMERICAN EXPRESS CO](https://ownershiptrace.com/13f/companies/140) | 2026-06-30 | 21214702.00 USD | 1.61% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [BANK OF AMERICA CORP /DE/](https://ownershiptrace.com/13f/companies/388) | 2026-06-30 | 20784936.00 USD | 1.57% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [VERTEX PHARMACEUTICALS INC / MA](https://ownershiptrace.com/13f/companies/1414) | 2026-06-30 | 19929304.00 USD | 1.51% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [AUTOZONE INC](https://ownershiptrace.com/13f/companies/552) | 2026-06-30 | 17673548.00 USD | 1.34% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [Bank of New York Mellon Corp](https://ownershiptrace.com/13f/companies/745) | 2026-06-30 | 14785794.00 USD | 1.12% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [Jazz Pharmaceuticals plc](https://ownershiptrace.com/13f/companies/650) | 2026-06-30 | 14494105.00 USD | 1.10% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| [NOVARTIS AG](https://ownershiptrace.com/13f/companies/2189) | 2026-06-30 | 11146710.00 USD | 0.84% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-07 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-340443-index.html) |
| 2026-03-31 | 2026-05-06 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-208439-index.html) |
| 2025-12-31 | 2026-02-03 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-26-033986-index.html) |
| 2025-09-30 | 2025-11-20 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0001193125-25-288943-index.html) |
| 2025-06-30 | 2025-07-29 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-25-006713-index.html) |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-25-005518-index.html) |
| 2024-12-31 | 2025-02-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-25-001787-index.html) |
| 2024-09-30 | 2024-11-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-24-011077-index.html) |
| 2024-06-30 | 2024-08-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-24-007937-index.html) |
| 2024-03-31 | 2024-05-06 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-24-003875-index.html) |
| 2023-12-31 | 2024-02-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-24-001705-index.html) |
| 2023-09-30 | 2023-11-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-23-009957-index.html) |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-23-007916-index.html) |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-23-004966-index.html) |
| 2022-12-31 | 2023-02-09 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-23-001270-index.html) |
| 2022-09-30 | 2022-11-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-22-012472-index.html) |
| 2022-06-30 | 2022-08-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-22-008573-index.html) |
| 2022-03-31 | 2022-05-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-22-005683-index.html) |
| 2021-12-31 | 2022-02-10 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-22-001689-index.html) |
| 2021-09-30 | 2021-11-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/732905/0000950123-21-014853-index.html) |

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

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