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Tweedy, Browne Co. LLC

CIK:0000732905
Investment Adviser
$7B AUM
91 holdings
Stamford, CT, United States
Founded:1920
49 employees
Latest filing:Jun 30, 2025

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.

Latest 13F Filing Activity

Tweedy, Browne Co. LLC filed their most recent 13F report on Jun 30, 2025 disclosing 90 equity positions with a total 13F market value of $1B. The fund increased holdings in Ionis Pharmaceuticals Inc., Autoliv Inc., Envista Holdings Corp. among other positions. Tweedy, Browne Co. LLC reduced exposure to Alphabet Inc-cl A, Johnson & Johnson, Berkshire Hathaway Inc. among others.

Top Buys
I
IONSIONIS PHARMACEUTICALS INC.
+$24.2M
A
ALVAUTOLIV INC.
+$10.1M
N
NVSTENVISTA HOLDINGS CORP
+$2.7M
A
AXPAMERICAN EXPRESS CO
+$2.4M
B
BACBANK OF AMERICA CORP COM
+$1.8M
Top Sells
G
GOOGLALPHABET INC-CL A
-$47.4M
J
JNJJOHNSON & JOHNSON
-$35.3M
B
BRK-ABERKSHIRE HATHAWAY INC
-$21.8M
U
UHAL-BU-HAUL HOLDING CO - NON VOTING
-$2.6M
F
FMCFMC CORP.
-$2.2M

Top Holdings

K
KOFCOCA COLA FEMSA
+10.9%$117.8M
I
IONSIONIS PHARMACEUTICALS INC.
+10.6%$114.3M
B
BRK-ABERKSHIRE HATHAWAY INC
+10.3%$111.5M
G
GOOGLALPHABET INC-CL A
+5.3%$56.6M
B
BRK-BBERKSHIRE HATHAWAY INC DEL CL B
+4.6%$49.3M

Equity Positions (90)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
COCA COLA FEMSA10.92%$117.8M1,217,892$40.88$96.73+$475.6K
IONIS PHARMACEUTICALS INC.10.60%$114.3M2,891,948$37.21$39.51+$24.2M
BERKSHIRE HATHAWAY INC10.34%$111.5M153$120128.27$728800.00-$21.8M
ALPHABET INC-CL A5.25%$56.6M321,299$39.85$176.23-$47.4M
BERKSHIRE HATHAWAY INC DEL CL B4.57%$49.3M101,499$177.72$485.77+$1.4M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+22.9%
FIRE, MARINE & CASUALTY INSURANCE
+14.3%
NATIONAL COMMERCIAL BANKS
+9.3%
BOTTLED & CANNED SOFT DRINKS & CARBONATED WATERS
+8.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.2%

Investment Team (6)

NameRoleLocationLinkedIn
A
Amelia Koh
AnalystNew York, NY , United States
Annmarie Maguire
Annmarie Maguire
designated supervisor of tradingTrumbull, CT , United States
Dave Krasne
Dave Krasne
AnalystNew York, NY , United States
E
Elliot Larner
Portfolio ManagerNew York, NY , United States
F
Frank Hawrylak
Security AnalystNew York, NY , United States
Jay Hill
Jay Hill
AnalystNew York, NY , United States