Institutional filer · SEC 13F · Q3 2025
Tweedy, Browne Co LLC
The reported 13F portfolio of Tweedy, Browne Co LLC (CIK 732905) - top holdings, how concentrated the book is, and what changed last quarter.
- $1.2B
- Reported book
- 97
- Positions
- #63
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Tweedy, Browne Co LLC ranks #63 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2025 the reported book is $1.2B across 97 positions, a concentrated portfolio led by a few core positions.
- $1.2B
- reported 13F value
- 97
- disclosed positions
- 16.5%
- in IONIS PHARMACEUTICALS
- #63
- of 360 filers
Top-5 share 52.1% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Tweedy, Browne Co LLC ranks #63 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Tweedy, Browne Co LLC sits by disclosed position count
Tweedy, Browne Co LLC reports 97 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Tweedy, Browne Co LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
97 190th of 360 higher than 170 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Tweedy, Browne Co LLC reports $1.15B across 97 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 732905 · Q3 2025 $1.2B book
BOOK-HEAVY · POS-FOCUS · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-HEAVY #63/360
- POS-FOCUS 97 names
- CONC-DOM 52% top-5
- LEAD-DOM 16.5% IONIS PHARMACEUTICAL…
- PHOTO-FINISH Provident Investment…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2025
Photo-finish peer on reported book: Provident Investment Management, Inc.
Read with: Ownership concentration guide - Tweedy, Browne Co LLC's top-five positions weigh 52% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Tweedy, Browne Co LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$1.2B decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | IONIS PHARMACEUTICALS INC. | $189.8M | 16.5% |
| 2 | CNH INDUSTRIAL NV | $144.1M | 12.5% |
| 3 | BERKSHIRE HATHAWAY INC | $108.6M | 9.4% |
| 4 | COCA COLA FEMSA | $100.2M | 8.7% |
| 5 | ALPHABET INC-CL A | $56.9M | 4.9% |
| 6 | AUTOLIV INC. | $53.4M | 4.6% |
| 7 | BERKSHIRE HATHAWAY INC DEL CL B | $49.8M | 4.3% |
| 8 | WELLS FARGO & CO | $48.7M | 4.2% |
| 9 | JOHNSON & JOHNSON | $44.9M | 3.9% |
| 10 | ENVISTA HOLDINGS CORP | $29.6M | 2.6% |
| 11 | FEDEX CORP. | $26.7M | 2.3% |
| 12 | TRUIST FINANCIAL CORP | $26.3M | 2.3% |
| 13 | AUTOZONE, INC. | $25.0M | 2.2% |
| 14 | U-HAUL HOLDING CO - NON VOTING | $23.6M | 2.0% |
| 15 | AMERICAN EXPRESS CO | $22.0M | 1.9% |
| 16 | BANK OF AMERICA CORP COM | $19.7M | 1.7% |
| 17 | SEALED AIR CORPORATION | $18.0M | 1.6% |
| 18 | VERTEX PHARMACEUTICALS | $15.3M | 1.3% |
| 19 | BANK OF NEW YORK MELLON CORP | $15.1M | 1.3% |
| 20 | DIAGEO P L C - ADR | $12.1M | 1.1% |
| 21 | NOVARTIS AG AMERICAN DEPOSITORY SHARES | $9.8M | 0.8% |
| 22 | US BANCORP | $9.5M | 0.8% |
| 23 | TOTALENERGIES SE ADR | $7.9M | 0.7% |
| 24 | FMC CORP. | $7.5M | 0.7% |
| 25 | UNION PACIFIC CORP | $4.8M | 0.4% |
Latest Quarter Trades · Q3 2025
New positions (97)
Frequently Asked Questions
- How big is Tweedy, Browne Co LLC's 13F portfolio?
- Tweedy, Browne Co LLC reports $1.2B of long US-equity positions across 97 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Tweedy, Browne Co LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Tweedy, Browne Co LLC ranks #63 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Tweedy, Browne Co LLC's largest position?
- Tweedy, Browne Co LLC's largest reported position is IONIS PHARMACEUTICALS INC. at $189.8M, about 16.5% of its reported book as of Q3 2025.
- What did Tweedy, Browne Co LLC trade last quarter?
- In its Q3 2025 filing, Tweedy, Browne Co LLC opened 97 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Tweedy, Browne Co LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($1.2B here).
Similar holding count
Nearest filers by number of disclosed positions (97 here).
Using this filing
- The rankings sort every tracked filer the same way Tweedy, Browne Co LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Provident Investment Management, Inc. reported the nearest book value ($1.2B) this quarter, a useful scale comparison for Tweedy, Browne Co LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.