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SEC filer: Tweedy, Browne Co LLC · quarter ending 2026-06-30 · filed 2026-08-07 · $1.32B across 91 reported positions
| ZTS | NEW POSITION | 0 → 556,056 sh | $40.0M |
| FDX | TRIMMED | 74,035 → 10,774 sh | $23.0M |
| SEALED AIR CORPORATION | EXITED | 509,581 → 0 sh | $18.0M |
| ALPHABET INC-CL A | TRIMMED | 198,341 → 141,282 sh | $6.5M |
| SNEX | EXITED | 54,035 → 0 sh | $4.4M |
| DISNEY WALT COMPANY HOLDING CO | NEW POSITION | 0 → 44,975 sh | $4.3M |
| BNS | NEW POSITION | 0 → 42,479 sh | $3.7M |
| NE | EXITED | 54,434 → 0 sh | $2.7M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | CNHCNH INDUSTRIAL NV | 17.1% | $225.9M | 20,115,883 | SHARES |
| 2 | IONSIONIS PHARMACEUTICALS INC. | 13.7% | $180.8M | 2,280,311 | SHARES |
| 3 | COCA COLA FEMSAno ticker match — as filed | 9.3% | $123.3M | 1,160,570 | SHARES |
| 4 | BRK-BBERKSHIRE HATHAWAY INC | 8.2% | $107.8M | 144 | SHARES |
| 5 | JNJJOHNSON & JOHNSON | 3.9% | $51.2M | 201,644 | SHARES |
| 6 | ALPHABET INC-CL Ano ticker match — as filed | 3.8% | $50.5M | 141,282 | SHARES |
| 7 | BERKSHIRE HATHAWAY INC DEL CL Bno ticker match — as filed |
| $48.9M |
| 97,625 |
| SHARES |
| 8 | ALVAUTOLIV INC. | 3.4% | $44.5M | 383,314 | SHARES |
| 9 | WELLS FARGO & COno ticker match — as filed | 3.1% | $41.1M | 497,011 | SHARES |
| 10 | ZTSZOETIS, INC. | 3.0% | $40.0M | 556,056 | SHARES |
| 11 | NVSTENVISTA HOLDINGS CORP | 2.9% | $37.8M | 1,435,248 | SHARES |
| 12 | TFCTRUIST FINANCIAL CORP | 2.1% | $27.2M | 546,256 | SHARES |
| 13 | UNFUNIFIRST CORP | 2.0% | $26.9M | 101,553 | SHARES |
| 14 | U-HAUL HOLDING CO - NON VOTINGno ticker match — as filed | 2.0% | $26.7M | 462,827 | SHARES |
| 15 | AXPAMERICAN EXPRESS CO | 1.6% | $21.2M | 62,719 | SHARES |
| 16 | BANK OF AMERICA CORP COMno ticker match — as filed | 1.6% | $20.8M | 364,776 | SHARES |
| 17 | VERTEX PHARMACEUTICALSno ticker match — as filed | 1.5% | $19.9M | 40,121 | SHARES |
| 18 | AZOAUTOZONE, INC. | 1.3% | $17.7M | 5,530 | SHARES |
| 19 | BNYBANK OF NEW YORK MELLON CORP | 1.1% | $14.8M | 102,246 | SHARES |
| 20 | JAZZJAZZ PHARMACEUTICALS PLC | 1.1% | $14.5M | 60,149 | SHARES |
| 21 | NOVARTIS AG AMERICAN DEPOSITORY SHARESno ticker match — as filed | 0.8% | $11.1M | 71,125 | SHARES |
| 22 | US BANCORPno ticker match — as filed | 0.8% | $11.0M | 181,896 | SHARES |
| 23 | DIAGEO P L C - ADRno ticker match — as filed | 0.8% | $10.1M | 126,176 | SHARES |
| 24 | TOTALENERGIES SE ADRno ticker match — as filed | 0.7% | $9.1M | 117,108 | SHARES |
| 25 | UNPUNION PACIFIC CORP | 0.4% | $5.2M | 19,185 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.