Fund · Tweedy, Browne
Tweedy, Browne
Graham-style value since 1920.
Copying every 13F the day after it was filed returned 9.6% a year, against 14.1% for SPY over the same 13.2 years and 53 quarters, since Aug 2013. Clone score 30 of 100: Don't copy.
| Manager | Tweedy, Browne |
| Clone score | 30 / 100 |
| Verdict | Don't copy |
| Copy, a year | 9.6% |
| SPY, a year | 14.1% |
| Edge, a year | −4.5% |
| Latest quarter | Q2 2026 |
| Filed | 7 Aug 2026 |
| 13F value | $1.3B |
| Positions | 91 |
Largest holdings
| Ticker | Name | Weight | Value | Change |
|---|---|---|---|---|
| CNH | CNH INDUSTRIAL NV | 17.1% | $226M | HOLD |
| IONS | IONIS PHARMACEUTICALS INC. | 13.7% | $181M | HOLD |
| KOF | COCA COLA FEMSA | 9.3% | $123M | HOLD |
| BRK.A | BERKSHIRE HATHAWAY INC | 8.2% | $108M | HOLD |
| JNJ | JOHNSON & JOHNSON | 3.9% | $51.2M | TRIM |
| GOOGL | ALPHABET INC-CL A | 3.8% | $50.5M | TRIM |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B | 3.7% | $48.9M | HOLD |
| ALV | AUTOLIV INC. | 3.4% | $44.5M | HOLD |
| WFC | WELLS FARGO & CO | 3.1% | $41.1M | TRIM |
| ZTS | ZOETIS, INC. | 3.0% | $40.0M | NEW |
| NVST | ENVISTA HOLDINGS CORP | 2.9% | $37.8M | HOLD |
| TFC | TRUIST FINANCIAL CORP | 2.1% | $27.2M | TRIM |
| UNF | UNIFIRST CORP | 2.0% | $26.9M | HOLD |
| UHAL.B | U-HAUL HOLDING CO - NON VOTING | 2.0% | $26.7M | HOLD |
| AXP | AMERICAN EXPRESS CO | 1.6% | $21.2M | HOLD |