Tweedy Browne's top holdings (July 2026) include CNH Industrial NV (CNHI), a global manufacturer specializing in agricultural and construction machinery.

Tweedy Browne Company LLC is a veteran investment management firm established in 1920, historically known for its relationship with value investing pioneers like Benjamin Graham. The firm operates as a registered investment advisor that employs a research-driven strategy to identify undervalued securities based on fundamental intrinsic value.

CNH Industrial NV (CNHI)

CNH Industrial NV serves the global industrial sector by designing and producing machinery for agricultural and construction applications. Its operations include the manufacturing of tractors, combines, and heavy equipment sold under various international brand names. The company's market cap stands at $14.4B, while the current value of Tweedy Browne's holding is $230.72M. The discounted cash flow analysis for this stock indicates a value of -6.1.

Here's an overview of Tweedy Browne's trades in CNH Industrial NV:

Ionis Pharmaceuticals Inc (IONS)

Ionis Pharmaceuticals Inc is a biotechnology entity that specializes in the development of RNA-targeted therapeutics. The firm utilizes its proprietary antisense technology to discover and commercialize treatments for patients facing severe diseases, including cardiovascular and neurological conditions. Ionis Pharmaceuticals Inc has a market capitalization of $13.42B, with Tweedy Browne’s position currently valued at $180.43M. Analysts have set a price target of $112.5 for the stock, and its discounted cash flow is calculated at -57.64.

Here's an overview of Tweedy Browne's trades in Ionis Pharmaceuticals Inc:

Coca-Cola Femsa S.A.B. DE C.V. (KOF)

Coca-Cola Femsa S.A.B. DE C.V. operates as the world's largest franchise bottler for Coca-Cola by volume, managing a massive distribution network across Latin America. The company produces, markets, and distributes a diverse range of beverages, including sparkling drinks, water, and juices. This holding in Tweedy Browne’s portfolio is currently worth $124.32M, while the firm maintains a market cap of $22.5B. Its discounted cash flow value is $140.32, and the analyst price target for the company is $115.0.

Here's an overview of Tweedy Browne's trades in Coca-Cola Femsa S.A.B. DE C.V.:

Berkshire Hathaway Inc. (BRK.A)

Berkshire Hathaway Inc. is a multinational conglomerate with operations in insurance, freight rail transportation, and utility services. The company oversees a vast array of subsidiaries and holds significant equity stakes in numerous global enterprises across diverse economic sectors. The current value of Tweedy Browne's position in the company is $88.04M. A discounted cash flow analysis for the Class A shares suggests a value of $686.56K.

Here's an overview of Tweedy Browne's trades in Berkshire Hathaway Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_BRK.A]

Alphabet Inc (GOOGL)

Alphabet Inc is the parent company of Google and is a leader in global search, digital advertising, and cloud computing technologies. The corporation also manages a wide portfolio of hardware products and software services, alongside various initiatives in emerging technology sectors. With a market cap of $4.08T, Alphabet Inc represents a holding in Tweedy Browne's portfolio currently worth $70.88M. The company has an analyst price target of $421.23 and a discounted cash flow of $174.6.

Here's an overview of Tweedy Browne's trades in Alphabet Inc: