Chronology 13F
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Tweedy, Browne

John Spears · CIK 0000732905 · filed 2026-08-07

Equity positions

COCA COLA FEMSA

Equity · Consumer Staples
Value$123.31M
Weight9.34%
Shares1,160,570
ChangeTrim+0.27%

AUTOLIV INC. · ALV

Equity · Consumer Discretionary
Value$44.53M
Weight3.37%
Shares383,314
ChangeTrim+0.17%
Company Type Shares Value ▼Weight Change Sector
CNH INDUSTRIAL NVEquity20,115,883$225.90M17.11%Trim-0.49%Unknown
IONIS PHARMACEUTICALS INC. · IONSEquity2,280,311$180.81M13.70%Add+0.12%Health Care
COCA COLA FEMSAEquity1,160,570$123.31M9.34%Trim+0.27%Consumer Staples
BERKSHIRE HATHAWAY INCEquity144$107.83M8.17%—Financials
JOHNSON & JOHNSON · JNJEquity201,644$51.21M3.88%Trim-0.38%Health Care
ALPHABET INC-CL A · GOOGLEquity141,282$50.49M3.83%Trim-0.71%Communication Services
BERKSHIRE HATHAWAY INC DEL CL BEquity97,625$48.85M3.70%Add-0.01%Financials
AUTOLIV INC. · ALVEquity383,314$44.53M3.37%Trim+0.17%Consumer Discretionary
WELLS FARGO & CO · WFCEquity497,011$41.07M3.11%Trim-0.15%Financials
ZOETIS, INC. · ZTSEquity556,056$39.96M3.03%New+3.03%Health Care
ENVISTA HOLDINGS CORP · NVSTEquity1,435,248$37.82M2.87%Trim-0.03%Health Care
TRUIST FINANCIAL CORP · TFCEquity546,256$27.21M2.06%Trim+0.03%Financials
UNIFIRST CORP · UNFEquity101,553$26.86M2.03%Trim+0.00%Industrials
U-HAUL HOLDING CO - NON VOTINGEquity462,827$26.71M2.02%Trim+0.38%Unknown
AMERICAN EXPRESS CO · AXPEquity62,719$21.21M1.61%Trim+0.09%Financials
BANK OF AMERICA CORP COM · BACEquity364,776$20.78M1.57%Trim+0.16%Financials
VERTEX PHARMACEUTICALS · VRTXEquity40,121$19.93M1.51%Trim+0.08%Health Care
AUTOZONE, INC. · AZOEquity5,530$17.67M1.34%Trim-0.15%Consumer Discretionary
BANK OF NEW YORK MELLON CORP · BNYEquity102,246$14.79M1.12%Trim+0.09%Financials
JAZZ PHARMACEUTICALS PLCEquity60,149$14.49M1.10%Trim+0.19%Unknown

Exited this quarter

15 sold out vs Q1 2026

STONEX GROUP, INC.

Equity · Unknown
Last value$4.36M
Last weight0.35%
Last shares54,035
ChangeExit-0.35%

NOBLE CORP PLC · NE

Equity · Energy
Last value$2.67M
Last weight0.21%
Last shares54,434
ChangeExit-0.21%

TORM PLC-A

Equity · Unknown
Last value$2.59M
Last weight0.21%
Last shares92,911
ChangeExit-0.21%

HCI GROUP INC

Equity · Unknown
Last value$2.09M
Last weight0.17%
Last shares10,906
ChangeExit-0.17%

AGCO CORP. · AGCO

Equity · Industrials
Last value$1.93M
Last weight0.15%
Last shares16,647
ChangeExit-0.15%

TYSON FOODS · TSN

Equity · Consumer Staples
Last value$1.67M
Last weight0.13%
Last shares26,123
ChangeExit-0.13%

CVS CORP. · CVS

Equity · Health Care
Last value$1.37M
Last weight0.11%
Last shares19,132
ChangeExit-0.11%

EMBECTA CORP

Equity · Unknown
Last value$666.1K
Last weight0.05%
Last shares75,356
ChangeExit-0.05%
CompanyTypeLast sharesLast valueLast weightChangeSector
SEALED AIR CORPORATIONEquity509,581$18.01M1.43%Exit-1.43%Unknown
STONEX GROUP, INC.Equity54,035$4.36M0.35%Exit-0.35%Unknown
NOBLE CORP PLC · NEEquity54,434$2.67M0.21%Exit-0.21%Energy
TORM PLC-AEquity92,911$2.59M0.21%Exit-0.21%Unknown
BREAD FINANCIAL HOLDINGS, INC. · BFHEquity31,262$2.34M0.19%Exit-0.19%Financials
ZIONS BANCORPORATION N.A. · ZIONEquity37,877$2.18M0.17%Exit-0.17%Financials
HCI GROUP INCEquity10,906$2.09M0.17%Exit-0.17%Unknown
ENTERPRISE PRODUCTS PARTNERSEquity51,549$1.95M0.15%Exit-0.15%Unknown
AGCO CORP. · AGCOEquity16,647$1.93M0.15%Exit-0.15%Industrials
TYSON FOODS · TSNEquity26,123$1.67M0.13%Exit-0.13%Consumer Staples
FIRST INTERSTATE BANCSYSTEM INC · FIBKEquity49,370$1.65M0.13%Exit-0.13%Financials
SIMMONS FIRS NATIONAL CORP-AEquity77,193$1.50M0.12%Exit-0.12%Unknown
CVS CORP. · CVSEquity19,132$1.37M0.11%Exit-0.11%Health Care
EMBECTA CORPEquity75,356$666.1K0.05%Exit-0.05%Unknown
PROSPECT CAPITAL CORPEquity162,953$422.0K0.03%Exit-0.03%Unknown