Tweedy, Browne Company Portfolio in 2026: Top Holdings & Recent Changes
Welcome to the Value Sense Blog, your resource for insights on the stock market! At Value Sense, we focus on intrinsic value tools and offer stock ideas with undervalued companies. Dive into our research products and learn more about our unique approach at valuesense.io
Explore diverse stock ideas covering technology, healthcare, and commodities sectors. Our insights are crafted to help investors spot opportunities in undervalued growth stocks, enhancing potential returns. Visit us to see evaluations and in-depth market research.
Tweedy, Browne Company, the venerable value investing firm with decades of disciplined performance, showcases its signature approach in the latest 13F filing. Their $1.24B Q4 2025 portfolio reflects measured adjustments, including a significant 51.95% addition to CNH Industrial (noting the ticker as CNHI for standard reference) and trims across several core positions, all while maintaining a highly concentrated top 10 that commands over 72% of assets.
Portfolio Overview: Classic Value with Disciplined Concentration
Portfolio Highlights (Q4 2025): - Market Value: $1,238.6M - Top 10 Holdings: 72.2% - Portfolio Size: 96 -1 - Average Holding Period: 18 quarters - Turnover: 13.5%
Tweedy, Browne Company's portfolio exemplifies timeless value investing principles, with a top 10 concentration of 72.2% signaling high conviction in a select group of undervalued businesses. The slight reduction to 96 positions -1 and moderate 13.5% turnover indicate a patient strategy, trimming positions that may have reached fair value while holding through an impressive average of 18 quarters per holding. This approach prioritizes long-term intrinsic value over short-term market noise.
The firm's 18-quarter average holding period underscores a buy-and-hold ethos rooted in deep fundamental analysis, allowing compound growth in quality names. With $1.24 billion under management in disclosed equities, the Q4 2025 portfolio balances healthcare leaders, industrial plays, and blue-chip staples, reflecting adaptability to global economic shifts without chasing momentum. Low turnover at 13.5% further highlights risk management through selective pruning rather than wholesale overhauls.
This structure positions Tweedy, Browne to weather volatility, focusing capital on high-conviction ideas while the broad 96-position base provides diversification. Investors tracking via ValueSense can replicate this discipline using intrinsic value tools to identify similar opportunities.
Top Holdings: Healthcare Anchor, Industrial Surge, and Blue-Chip Pruning
The portfolio leads with Ionis Pharmaceuticals (IONS) at 15.7%, though trimmed by 15.04%, signaling profit-taking in biotech after gains. A standout move is the 51.95% addition to CNH Industrial (CNHI), now 15.0% of the portfolio at $186.1M, suggesting strong belief in industrial recovery and undervaluation. Coca-Cola FEMSA (KOF) holds at 9.1% with a minor 1.46% reduction, maintaining exposure to emerging market consumer staples.
Berkshire Hathaway Class A (BRK-A) remains unchanged at 8.8% $108.7M, a nod to unwavering trust in Warren Buffett's conglomerate model. Trims continue with Alphabet (GOOGL) reduced 14.71% to 5.0%, alongside Wells Fargo (WFC) down 3.82% to 4.2% and Johnson & Johnson (JNJ) cut 2.45% to 3.9%. Berkshire Hathaway Class B (BRK-B) saw a 2.05% reduction to 3.9%, while Autoliv (ALV) dropped 7.34% to 3.8% and FedEx (FDX) a slight 0.48% trim to 2.6%.
Beyond the top ranks, Envista Holdings (NVST) was reduced 0.62% to 2.5% $31.3M, rounding out active changes in healthcare and industrials. These moves blend defensive quality with opportunistic bets, prioritizing margins of safety in a high-valuation market.
Most investors waste time on the wrong metrics. We've spent 10,000+ hours perfecting our value investing engine to find what actually matters.
Want to see what we'll uncover next - before everyone else does?
Find Hidden Gems First!
What the Portfolio Reveals About Value Strategy in 2025
Tweedy, Browne's Q4 actions reveal a classic value tilt toward quality businesses trading below intrinsic worth, with healthcare (IONS leading) and industrials (CNHI surge) as focal points. Geographic diversification shines through international picks like KOF in Latin America and global industrials, hedging U.S.-centric risks.
- Quality over growth: Emphasis on proven earners like JNJ, BRK, and WFC prioritizes durable moats and dividends.
- Sector focus: Healthcare and industrials dominate changes, betting on biotech innovation and manufacturing rebound.
- Risk management: Broad 96 holdings with top-10 concentration balances conviction and prudence; trims lock in gains.
- Long-term dividend strategy: Staples like KOF and pharma names support income amid volatility.
This portfolio signals caution on Big Tech (GOOGL trim) while doubling down on undervalued cyclicals, aligning with value tenets in an AI-driven market.
Portfolio Concentration Analysis
| Position | Value | % of Portfolio | Recent Change |
|---|---|---|---|
| Ionis Pharmaceuticals, Inc. | $195.0M | 15.7% | Reduce 15.04% |
| CNH INDUSTRIAL NV | $186.1M | 15.0% | Add 51.95% |
| Coca-Cola FEMSA, S.A.B. de C.V. | $112.6M | 9.1% | Reduce 1.46% |
| Berkshire Hathaway Inc. (BRK-A) | $108.7M | 8.8% | No change |
| Alphabet Inc. | $62.5M | 5.0% | Reduce 14.71% |
| Wells Fargo & Company | $52.1M | 4.2% | Reduce 3.82% |
| Johnson & Johnson | $48.9M | 3.9% | Reduce 2.45% |
| Berkshire Hathaway Inc. (BRK-B) | $48.8M | 3.9% | Reduce 2.05% |
| Autoliv, Inc. | $47.6M | 3.8% | Reduce 7.34% |
| FedEx Corporation | $32.6M | 2.6% | Reduce 0.48% |
This table underscores Tweedy, Browne's concentrated firepower, with the top two holdings alone comprising over 30% and the full top 10 at 72.2%. The aggressive CNHI build amid widespread reduces (e.g., IONS, GOOGL, ALV) highlights selective conviction, trimming winners to fund undervalued bets. BRK-A's stability anchors the core, providing ballast.
Such concentration demands deep research but has powered the firm's long-term outperformance, as 13.5% turnover keeps the portfolio fresh without excessive trading.
Investment Lessons from Tweedy, Browne's Value Discipline
Tweedy, Browne's playbook offers timeless wisdom for patient investors:
- Trim winners selectively: Reducing top positions like IONS 15.04% and GOOGL 14.71% locks in gains when valuations stretch.
- Double down on deep value: The 51.95% CNHI add shows boldness in overlooked industrials with strong fundamentals.
- Favor quality moats: Unchanged BRK-A and staples like KOF prioritize enduring businesses over hype.
- Long holding periods pay: 18 quarters average reflects conviction in intrinsic value over market timing.
- Balance breadth and focus: 96 holdings with 72% in top 10 manages risk while amplifying winners.
These principles, honed over decades, emphasize margins of safety and behavioral discipline.
Looking Ahead: What Comes Next?
With portfolio size down to 96 -1 and moderate turnover, Tweedy, Browne holds dry powder for deeper value amid 2026 uncertainties like interest rates and geopolitics. The CNHI bet positions for industrial capex cycles, while healthcare trims free capital for biotech dips or consumer recoveries.
Expect continued focus on global undervalued names, potentially in energy or financials if valuations correct. Current setup—defensive quality plus cyclicals—preps for volatility, with ValueSense tools helping track similar setups via intrinsic value screeners.
FAQ about Tweedy, Browne Company Portfolio
Q: What are the biggest changes in Tweedy, Browne's Q4 2025 13F filing?
A: Key moves include a massive 51.95% addition to CNH Industrial (to 15.0%) and significant reduces in IONS 15.04% and GOOGL 14.71%, reflecting profit-taking and opportunistic bets.
Q: Why is Tweedy, Browne's portfolio so concentrated in the top 10 holdings?
A: At 72.2%, this concentration drives returns through high-conviction value picks like IONS and CNHI, balanced by 96 total positions for diversification—classic risk-adjusted value investing.
Q: What sectors does Tweedy, Browne favor, and why?
A: Healthcare (IONS, JNJ), industrials (CNHI, ALV), and financials (BRK-A, WFC) dominate, targeting undervalued quality with global moats.
Q: How can I track Tweedy, Browne's portfolio and similar superinvestors?
A: Use ValueSense's superinvestor tracker at https://valuesense.io/superinvestors/tweedy-browne for real-time 13F updates (note the 45-day filing lag). Screen for like-minded value stocks with intrinsic tools.
Explore More Investment Opportunities
For investors seeking undervalued companies with high fundamental quality, our analytics team provides curated stock lists:
📌 50 Undervalued Stocks (Best overall value plays for 2026)
📌 50 Undervalued Dividend Stocks (For income-focused investors)
📌 50 Undervalued Growth Stocks (High-growth potential with strong fundamentals)
🔍 Check out these stocks on the Value Sense platform for free!