TWEEDY BROWNE CO LLC//

Long Only Manager • Value

TWEEDY BROWNE CO LLC// is a Value-focused institution based in Stamford, CT led by Glenn Christopher Finn, reporting $7.3B in AUM as of Q3 2025 with 72% concentrated in top 10 holdings and 16% allocation to IONS.

COOGlenn Christopher Finn

Portfolio Value: $1.2B
Positions: 97
Top Holding: IONS at 16.48%
Last Reported: Q3 2025

AddressOne Station Place, Stamford, CT, 06902, United States

Top Holdings

Largest long holdings in TWEEDY BROWNE CO LLC//'s portfolio (71.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Ionis Pharmaceuticals IONS	Biotechnology Healthcare	$189.8M	16.48%	+$606.3K Bought	1.82% 2.9M shares	Q1 2022 Held for 3y 8m
2 CNH Industrial N.V. CNH	Agricultural - Machinery Industrials	$144.1M	12.52%	-$331.4K Sold	1.06% 13.3M shares	Q2 2024 Held for 1y 5m
3 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$108.6M	9.43%	-$6.8M Sold	0.01% 144.0 shares	Q4 2019 Held for 5y 11m
4 KOF Coca-Cola FEMSA KOF	Unknown Unknown	$100.2M	8.71%	-$961.0K Sold	— 1.2M shares	Q3 2023 Held for 2y 2m
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$56.9M	4.94%	-$21.2M Sold	0.00% 234.0K shares	≤ Q2 2013 Held for 12y 5m+
6 Autoliv ALV	Auto - Parts Consumer Cyclical	$53.4M	4.64%	-$71.9K Sold	0.56% 432.7K shares	Q1 2020 Held for 5y 8m
7 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$49.8M	4.33%	-$1.2M Sold	0.00% 99.1K shares	Q4 2019 Held for 5y 11m
8 Wells Fargo & Company WFC	Banks - Diversified Financial Services	$48.7M	4.23%	-$1.4M Sold	0.02% 581.6K shares	≤ Q2 2013 Held for 12y 5m+
9 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$44.9M	3.90%	-$502.5K Sold	0.01% 242.0K shares	≤ Q2 2013 Held for 12y 5m+
10 Envista Holdings Corporation NVST	Medical - Instruments & Supplies Healthcare	$29.6M	2.57%	-$163.8K Sold	0.87% 1.5M shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in TWEEDY BROWNE CO LLC//'s latest filing

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Market Value

$1.2B

Prior: $1.1B

Q/Q Change

+6.77%

+$73.0M

Net Flows % of MV

-1.1%

Turnover Ratio

3.01%

New Purchases

10 stocks

$8.4M

Added To

47 stocks

+$20.0M

Sold Out Of

4 stocks

$839.3K

Reduced Holdings

37 stocks

-$40.2M

Increased Positions

Position	Shares Δ	Change
1 StoneX Group Inc. SNEX	New	0 → 19.4K +$2.0M
2 PNC Financial Services PNC	New	0 → 5.2K +$1.0M
3 Elevance Health ELV	New	0 → 2.7K +$871.1K
4 G-III Apparel Group GIII	New	0 → 32.4K +$862.0K
5 Weis Markets WMK	New	0 → 11.6K +$834.4K

Decreased Positions

Position	Shares Δ	Change
1 Ligand Pharmaceuticals LGND	Sold	3.1K → 0 −$357.0K
2 HighPeak Energy, Inc. HPK	Sold	24.9K → 0 −$243.7K
3 ProFrac Holding Corp. ACDC	Sold	27.6K → 0 −$214.4K
4 Gores Guggenheim, Inc. PSNY	Sold	22.6K → 0 −$24.2K
5 Alphabet Inc. GOOG	-52.32%	13.2K → 6.3K −$1.7M