Tweedy Browne's top holdings (May 2026) include CNH Industrial NV (CNHI), a global manufacturer of agricultural and construction equipment.

Tweedy Browne is a venerable investment management firm recognized for its diligent application of value investing principles. The firm focuses on identifying undervalued companies globally, often looking for businesses with strong fundamentals trading below their intrinsic value. Their approach emphasizes thorough research and a long-term perspective on investment opportunities.

CNH Industrial NV (CNHI)

CNH Industrial NV specializes in the design, manufacturing, distribution, service, and financing of agricultural and construction equipment. The company's diverse portfolio includes tractors, combines, excavators, and commercial vehicles, serving a global customer base. CNH Industrial has a market capitalization of $14.4B, and Tweedy Browne's position in the company is currently valued at $231.07M. Its discounted cash flow value is reported at -$6.1.
Here's an overview of Tweedy Browne's trades in CNH Industrial NV:

Ionis Pharmaceuticals Inc (IONS)

Ionis Pharmaceuticals Inc. is a biopharmaceutical company dedicated to the discovery and development of innovative RNA-targeted therapies. Through its pioneering work in antisense technology, Ionis aims to address a wide range of diseases with significant unmet medical needs. The company's market cap stands at $12.1B, while the current value of Tweedy Browne's holding is $184.28M. Analysts have set a price target of $104.14 for Ionis Pharmaceuticals, and the discounted cash flow analysis suggests a value of -$57.64 per share.
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. is the world's largest franchised bottler of Coca-Cola products by sales volume. The company produces, markets, and distributes a wide portfolio of beverages, serving a vast consumer base across Mexico, Central and South America, and the Philippines. With a market capitalization of $21.49B, this holding in Tweedy Browne's portfolio is currently worth $120.75M. The analyst price target for KOF is $117.5, and the company's discounted cash flow value is $140.32.
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 holding company. It owns a diverse range of businesses, including insurance, freight rail transportation, utilities, manufacturing, services, and retail operations globally. The position is currently valued at $88.04M in Tweedy Browne's portfolio, and its discounted cash flow value is $686.56K.
Here's an overview of Tweedy Browne's trades in Berkshire Hathaway Inc.:
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Alphabet Inc (GOOGL)

Alphabet Inc. is a leading global technology conglomerate, best known for its Google segment, which includes the ubiquitous search engine, Android operating system, YouTube, and various advertising products. The company also invests in other ventures through its "Other Bets" segment, focusing on areas like life sciences and autonomous driving. Alphabet has a market capitalization of $4.17T, with Tweedy Browne's position in the company currently valued at $76.79M. Analysts have provided a price target of $379.58, and the discounted cash flow analysis suggests a value of $199.52 per share for the company.
Here's an overview of Tweedy Browne's trades in Alphabet Inc: