B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 07, 2026, the Tweedy, Browne Co All Funds (US) portfolio balances reported a total equity value of $1.32B across 91 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight CNH INDUSTRIAL NV (CNH) as the single largest position, accounting for 17.1% of total equity value, followed by IONIS PHARMACEUTICALS INC. (IONS), COCA COLA FEMSA (KOF), BERKSHIRE HATHAWAY INC (BRK-A), and others. Collectively, the top five holdings represent 52.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.