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Tweedy, Browne

by John Spears, portfolio manager since 1993 asset manager

Legal name
Tweedy, Browne Co LLC
On record since?
Q2 2013
Filings read
52
Style
Value
Website
tweedy.com
View more
CIK
0000732905
Read since
Aug 22, 2026

Q2 2026 · filed Aug 7, 2026 · $1.3B US stock · 91 positions · Concentrated · Low turnover · Top: CNH 17.1% · IONS 13.7% · KOF 9.3%

Read the filing →

Streakslongest held · 52 quarters on record

  1. CNH Cnh Industrial N.v. 17.1%22 quarters
  2. KOF Coca-Cola FEMSA, S.A.B DE C.V 9.3%22 quarters
  3. BRK.A Berkshire Hathaway Inc. 8.2%22 quarters
  4. JNJ Johnson & Johnson 3.9%22 quarters
  5. GOOGL Alphabet Inc. Class A 3.8%22 quarters

New in this book this quarter: ZTS, DIS, BNS, EVTC, LULU and 8 more.

Over time52 quarters, Q2 2013 to Q2 2026

US stock$1.3B Q2 2026

Positions91 Q2 2026

Picture100.0% Q2 2026

Turnover25%/yr Q2 2026

Filings52

  1. Q2 2026 filed Aug 7, 26 $1.3B · 91 positions  · 13 new · 15 exited full · Concentrated 13 new · 15 exited
  2. Q1 2026 filed May 5, 26 $1.3B · 93 positions  · 6 new · 9 exited full · Concentrated 6 new · 9 exited
  3. Q4 2025 filed Feb 2, 26 $1.2B · 96 positions  · 6 new · 7 exited full · Concentrated 6 new · 7 exited
  4. Q3 2025 filed Oct 28, 25 $1.2B · 97 positions  · 10 new · 4 exited full · Concentrated 10 new · 4 exited
  5. Q2 2025 filed Jul 28, 25 $1.1B · 91 positions  · 33 new · 1 exited full · Concentrated 33 new · 1 exited
  6. Q1 2025 filed May 14, 25 $1.1B · 59 positions  · 16 new · 0 exited full · Concentrated 16 new · 0 exited
  7. Q4 2024 filed Feb 12, 25 $1.5B · 43 positions  · 0 new · 0 exited full · Concentrated 0 new · 0 exited
  8. Q3 2024 filed Nov 12, 24 $2.1B · 43 positions  · 1 new · 2 exited full · Concentrated 1 new · 2 exited
  9. Q2 2024 filed Aug 12, 24 $2.2B · 44 positions  · 0 new · 1 exited full · Concentrated 0 new · 1 exited
  10. Q1 2024 filed May 6, 24 $2.1B · 45 positions  · 2 new · 2 exited full · Concentrated 2 new · 2 exited
  11. Q4 2023 filed Feb 12, 24 $2.0B · 45 positions  · 0 new · 2 exited full · Concentrated 0 new · 2 exited
  12. Q3 2023 filed Nov 9, 23 $1.9B · 47 positions  · 3 new · 2 exited full · Concentrated 3 new · 2 exited
  13. Q2 2023 filed Aug 14, 23 $1.9B · 46 positions  · 2 new · 0 exited full · Concentrated 2 new · 0 exited
  14. Q1 2023 filed May 12, 23 $1.8B · 44 positions  · 1 new · 2 exited full · Concentrated 1 new · 2 exited
  15. Q4 2022 filed Feb 9, 23 $1.9B · 45 positions  · 2 new · 3 exited full · Concentrated 2 new · 3 exited
  16. Q3 2022 filed Nov 15, 22 $2.3B · 46 positions  · 1 new · 0 exited full · Concentrated 1 new · 0 exited
  17. Q2 2022 filed Aug 10, 22 $2.4B · 45 positions  · 3 new · 2 exited full · Concentrated 3 new · 2 exited
  18. Q1 2022 filed May 13, 22 $3.1B · 44 positions  · 2 new · 0 exited full · Concentrated 2 new · 0 exited
  19. Q4 2021 filed Feb 10, 22 $3.2B · 42 positions  · 0 new · 4 exited full · Concentrated 0 new · 4 exited
  20. Q3 2021 filed Nov 11, 21 $3.0B · 46 positions  · 1 new · 1 exited full · Concentrated 1 new · 1 exited
  21. Q2 2021 filed Aug 12, 21 $3.6B · 46 positions  · 0 new · 0 exited full · Concentrated 0 new · 0 exited
  22. Q1 2021 filed May 7, 21 $3.4B · 46 positions  · 6 new · 7 exited full · Concentrated 6 new · 7 exited
  23. Q3 2020 filed Nov 12, 20 $2.6B · 47 positions  · 4 new · 0 exited full · Concentrated 4 new · 0 exited
  24. Q2 2020 filed Aug 10, 20 $2.5B · 43 positions  · 4 new · 7 exited full · Concentrated 4 new · 7 exited
  25. Q1 2020 filed May 12, 20 $2.2B · 46 positions  · 3 new · 0 exited full · Concentrated 3 new · 0 exited
  26. Q4 2019 filed Feb 12, 19 $2.8B · 43 positions  · 1 new · 5 exited full · Concentrated 1 new · 5 exited
  27. Q3 2019 filed Oct 25, 19 $2.8B · 47 positions  · 0 new · 2 exited full · Concentrated 0 new · 2 exited
  28. Q2 2019 filed Aug 2, 19 $2.8B · 49 positions  · 2 new · 0 exited full · Concentrated 2 new · 0 exited
  29. Q1 2019 filed May 14, 19 $3.0B · 47 positions  · 0 new · 0 exited full · Concentrated 0 new · 0 exited
  30. Q4 2018 filed Feb 8, 19 $2.8B · 47 positions  · 2 new · 0 exited full · Concentrated 2 new · 0 exited
  31. Q3 2018 filed Nov 13, 18 $3.3B · 45 positions  · 1 new · 0 exited full · Concentrated 1 new · 0 exited
  32. Q2 2018 filed Aug 2, 18 $3.2B · 44 positions  · 1 new · 3 exited full · Concentrated 1 new · 3 exited
  33. Q1 2018 filed May 11, 18 $3.3B · 46 positions  · 1 new · 5 exited full · Concentrated 1 new · 5 exited
  34. Q4 2017 filed Feb 14, 18 $3.6B · 50 positions  · 2 new · 5 exited full · Concentrated 2 new · 5 exited
  35. Q3 2017 filed Nov 14, 17 $3.7B · 53 positions  · 4 new · 2 exited full · Concentrated 4 new · 2 exited
  36. Q2 2017 filed Aug 11, 17 $3.4B · 51 positions  · 0 new · 1 exited full · Concentrated 0 new · 1 exited
  37. Q1 2017 filed May 15, 17 $3.5B · 52 positions  · 3 new · 0 exited full · Concentrated 3 new · 0 exited
  38. Q4 2016 filed Feb 6, 17 $3.2B · 49 positions  · 2 new · 3 exited full · Concentrated 2 new · 3 exited
  39. Q3 2016 filed Nov 14, 16 $3.3B · 50 positions  · 1 new · 1 exited full · Concentrated 1 new · 1 exited
  40. Q2 2016 filed Jul 29, 16 $3.6B · 50 positions  · 2 new · 2 exited full · Concentrated 2 new · 2 exited
  41. Q1 2016 filed May 12, 16 $3.6B · 50 positions  · 2 new · 1 exited full · Focused 2 new · 1 exited
  42. Q4 2015 filed Feb 10, 16 $3.4B · 49 positions  · 2 new · 2 exited full · Focused 2 new · 2 exited
  43. Q3 2015 filed Nov 13, 15 $3.4B · 49 positions  · 5 new · 3 exited full · Focused 5 new · 3 exited
  44. Q2 2015 filed Aug 5, 15 $3.6B · 47 positions  · 0 new · 0 exited full · Concentrated 0 new · 0 exited
  45. Q1 2015 filed May 4, 15 $3.7B · 47 positions  · 0 new · 2 exited full · Concentrated 0 new · 2 exited
  46. Q4 2014 filed Feb 10, 15 $3.9B · 49 positions  · 1 new · 1 exited full · Concentrated 1 new · 1 exited
  47. Q3 2014 filed Nov 12, 14 $4.3B · 49 positions  · 1 new · 1 exited full · Focused 1 new · 1 exited
  48. Q2 2014 filed Aug 12, 14 $4.7B · 49 positions  · 2 new · 0 exited full · Concentrated 2 new · 0 exited
  49. Q1 2014 filed May 12, 14 $4.3B · 47 positions  · 1 new · 3 exited full · Focused 1 new · 3 exited
  50. Q4 2013 filed Feb 12, 13 $4.3B · 49 positions  · 0 new · 0 exited full · Focused 0 new · 0 exited
  51. Q3 2013 filed Nov 8, 13 $4.2B · 49 positions  · 1 new · 2 exited full · Focused 1 new · 2 exited
  52. Q2 2013 filed Aug 9, 13 $4.0B · 50 positions  · 0 new · 0 exited full · Focused 0 new · 0 exited

People7

  • John Spears · portfolio manager · 1993–Investment committee since the funds' inception; joined the firm in 1974. Source: 485BPOS 2022
  • Thomas Shrager · portfolio manager · 2003–Investment committee; joined 1989. Source: 485BPOS 2022
  • Robert Wyckoff · portfolio manager · 2007–Investment committee; joined 1991. Source: 485BPOS 2022
  • Jay Hill · portfolio manager · 2013–Investment committee; joined 2003. Source: 485BPOS 2022
  • Roger de Bree · portfolio manager · 2013–Investment committee; joined 2000. Source: 485BPOS 2022
  • Frank Hawrylak · portfolio manager · 2014–Investment committee; joined 1986. Source: 485BPOS 2022
  • Will Browne · portfolio manager · 1978–2020Left the management and investment committees at the end of 2020; senior advisor since. Source: 485BPOS 2022