Tweedy, Browne Q1 2026 Portfolio Update: Slight BRK-B Increase, Sharp FDX Decline, Minor Adjustments Elsewhere
Tweedy, Browne's portfolio saw a slight increase in Berkshire Hathaway shares and a significant decrease in FedEx holdings during the quarter, alongside minor adjustments in other positions.
Tweedy, Browne Co All Funds (US) saw notable changes in its top holdings as of March 31, 2026. The portfolio experienced a mix of slight increases, decreases, and minor adjustments across its largest positions.
Notably, the position in BERKSHIRE HATHAWAY INC DEL CL B (BRK-B) increased slightly by 0.33% in shares during the quarter.
Conversely, the position in FEDEX CORP. (FDX) saw a significant reduction, with shares decreasing by 34.34%.
Other major holdings showed decreases, including CNH INDUSTRIAL NV (-0.15%), IONIS PHARMACEUTICALS INC. (-7.68%), COCA COLA FEMSA (-1.57%), ALPHABET INC-CL A (-0.61%), JOHNSON & JOHNSON (-7.03%), AUTOLIV INC. (-4.32%), ENVISTA HOLDINGS CORP (-0.45%), and WELLS FARGO & CO (-7.77%).
For more detailed portfolio information, visit Tweedy, Browne Co All Funds (US).