Tweedy, Browne Co. LLC
Tweedy, Browne Company LLC is a leading value-oriented investment firm headquartered in Stamford, Connecticut. Founded in 1920, it stands as one of the oldest value investing firms on Wall Street and is known for its adherence to the investment principles of Benjamin Graham. The firm manages global and U.S. equity portfolios for both institutional and individual clients and offers separate accounts, pooled funds, mutual funds, and Luxembourg-based UCITS. As of 2025, it is majority-owned by Affiliated Managers Group and employs a committee-based management structure for both business and investment decisions. The firm serves high-net-worth individuals and institutional investors, with a historic focus on fundamental analysis and a long-term orientation.
Investment Strategy
Tweedy, Browne employs a disciplined, value-oriented investment approach, seeking to invest in companies trading at significant discounts to their intrinsic values. The firm’s investment discipline prioritizes preservation of capital and a satisfactory long-term rate of return, using fundamental analysis to screen for companies exhibiting low price-to-earnings and low price-to-book ratios, insider purchases, and market price drops. Investments are typically made in global equities across market capitalizations. The team focuses on thorough due diligence, margin of safety, and a long-term, low-turnover style rooted in the methodologies pioneered by Benjamin Graham.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
K KOF | COCA COLA FEMSA | 10.92% | $117.8M | 1,217,892 | $40.88 | $96.73 | +$475.6K |
I IONS | IONIS PHARMACEUTICALS INC. | 10.60% | $114.3M | 2,891,948 | $37.21 | $39.51 | +$24.2M |
B BRK-A | BERKSHIRE HATHAWAY INC | 10.34% | $111.5M | 153 | $120128.27 | $728800.00 | -$21.8M |
G GOOGL | ALPHABET INC-CL A | 5.25% | $56.6M | 321,299 | $39.85 | $176.23 | -$47.4M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL CL B | 4.57% | $49.3M | 101,499 | $177.72 | $485.77 | +$1.4M |