Tweedy Browne Co. Portfolio Holdings by Sector

Tweedy, Browne CO LLC

$1.11 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Biotechnology \| Healthcare IONS VRTX 2 stocks	$205,096 18.43% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$158,432 14.24% of portfolio	-	2	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CNHI AGCO 2 stocks	$139,396 12.53% of portfolio	1	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KOF 1 stocks	$100,245 9.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC BAC 2 stocks	$68,408 6.15% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$58,404 5.25% of portfolio	-	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ NVS BMY 3 stocks	$55,277 4.97% of portfolio	1	2	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical ALV ALSN 2 stocks	$54,179 4.87% of portfolio	1	1	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC USB WTFC ZION PNC FIBK SFNC 7 stocks	$40,877 3.67% of portfolio	5	2	1	-	0 Calls 0 Puts

Medical Instruments & Supplies \| Healthcare NVST BAX 2 stocks	$29,805 2.68% of portfolio	-	2	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX UPS 2 stocks	$27,429 2.47% of portfolio	1	1	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO AAP 2 stocks	$25,751 2.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP BFH ORCC WU 4 stocks	$24,489 2.2% of portfolio	3	1	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical SEE 1 stocks	$18,013 1.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BK PSEC 2 stocks	$15,532 1.4% of portfolio	1	1	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$12,119 1.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy TTE CVE 2 stocks	$9,866 0.89% of portfolio	1	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials FMC NTR 2 stocks	$8,387 0.75% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR HCI 2 stocks	$5,187 0.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD TRMD LPG 3 stocks	$4,790 0.43% of portfolio	2	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$4,758 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services GL 1 stocks	$4,166 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts

Oil & Gas E&P \| Energy COP MTDR BSM DVN 4 stocks	$4,091 0.37% of portfolio	4	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$3,840 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL 1 stocks	$3,711 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services KT VZ CMCSA 3 stocks	$3,418 0.31% of portfolio	1	2	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV CVS UNH CNC 4 stocks	$2,756 0.25% of portfolio	4	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX DINO 2 stocks	$2,448 0.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SNEX 1 stocks	$1,961 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Security & Protection Services \| Industrials REZI 1 stocks	$1,726 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical GM 1 stocks	$1,342 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare HLN EMBC 2 stocks	$1,269 0.11% of portfolio	1	1	-	-	0 Calls 0 Puts

Specialty Industrial Machinery \| Industrials EMR 1 stocks	$1,205 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive LW HLF 2 stocks	$1,196 0.11% of portfolio	2	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical AN 1 stocks	$1,133 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Thermal Coal \| Energy ARLP 1 stocks	$1,011 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIII 1 stocks	$861 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive WMK 1 stocks	$834 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services EIG 1 stocks	$822 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW 1 stocks	$780 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive TSN 1 stocks	$770 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy TDW 1 stocks	$756 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA 1 stocks	$725 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CCSI 1 stocks	$683 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical BZH 1 stocks	$671 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology CNXC 1 stocks	$653 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical CROX 1 stocks	$646 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials CLF 1 stocks	$634 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy HP 1 stocks	$582 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Trucking \| Industrials HTLD 1 stocks	$576 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ALB OEC 2 stocks	$567 0.05% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare AMN 1 stocks	$299 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts

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Tweedy Browne Co. Portfolio Holdings by Sector

Tweedy, Browne CO LLC

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