Tweedy Browne Portfolio

Tweedy Browne investment portfolio overview (stocks): Tweedy Browne typically emphasizes long-term value, durable business models, and quality franchises—an approach reflected in its concentrated holdings of stocks with strong fundamentals.
1. Berkshire Hathaway Inc. - Ordinary Shares - Class A
A core investment and a diversified holding company with high-quality operating subsidiaries. Investors often view it as a long-term compounding vehicle due to disciplined capital allocation and resilient cash generation.
2. Johnson & Johnson
A defensive, high-quality healthcare investment with diversified exposure across pharmaceuticals, medical devices, and consumer health. Long-term investors often value its brand strength, product pipeline, and earnings stability.
3. Coca-Cola Femsa S.A.B. DE C.V. - ADR
A Latin American bottler and distributor tied to the Coca-Cola system. This stock can appeal to investors seeking steady demand, strong distribution networks, and cash-flow potential in a branded consumer franchise.
4. CNH Industrial NV
An industrial investment focused on agriculture and construction equipment and related financing. The thesis often centers on cyclical resilience, global scale, and the potential benefits of market normalization over time.
5. Ionis Pharmaceuticals Inc
A growth-leaning biotech investment focused on antisense therapeutics. Investors may be drawn to the platform’s differentiated science and pipeline optionality, balanced against clinical and commercial execution risk.
Overall, Tweedy Browne’s portfolio selections highlight a blend of quality large-cap businesses and selective innovation—supporting an investment approach oriented toward long-duration value creation.