Tweedy Browne Portfolio Snapshot: March 2026

Tweedy, Browne Co All Funds (US) held a total portfolio value of $1.23 billion as of March 31, 2026. The fund's top holdings reflect a strategic focus on large-cap stocks across various sectors, with the largest position being in CNH Industrial NV, representing 17.61% of the portfolio.

Key holdings and their changes include:

• CNH Industrial NV: The fund's largest holding saw a slight decrease in shares (-0.15%) and value, maintaining its 17.61% allocation.
• Ionis Pharmaceuticals: Shares decreased by 7.68%, reducing its allocation to 13.57%.
• Coca-Cola Femsa: The position decreased by 1.57% in shares, maintaining a 9.07% allocation.
• Alphabet (GOOGL): Shares decreased by 0.61%, maintaining a 4.53% allocation.
• Johnson & Johnson: Shares decreased by 7.03%, reducing its allocation to 4.26%.
• Berkshire Hathaway (BRK-B): Notably, shares increased by 0.33%, slightly boosting its allocation to 3.71%.
• Wells Fargo: Shares decreased by 7.77%, reducing its allocation to 3.26%.
• Autoliv: Shares decreased by 4.32%, reducing its allocation to 3.2%.
• Envista Holdings: Shares decreased by 0.45%, reducing its allocation to 2.9%.
• FedEx: Shares decreased significantly by 34.34%, reducing its allocation to 2.09%.

For detailed analysis of Tweedy Browne's holdings, visit their investor profile. For specific stock information, use the stock symbol to access detailed company profiles at insiderset.com.