The Capital That Moves Markets
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CNHCNH INDUSTRIAL NV17.11%-0.49%$225.90MTrim-0.17%
IONSIONIS PHARMACEUTICALS INC.13.70%+0.12%$180.81MAdd+0.21%
KOFCOCA COLA FEMSA9.34%+0.27%$123.31MTrim-0.81%
BRK.BBERKSHIRE HATHAWAY INC8.17%$107.83M—
JNJJOHNSON & JOHNSON3.88%-0.38%$51.21MTrim-8.13%
GOOGLALPHABET INC-CL A3.83%-0.71%$50.49MTrim-28.77%BRK.BBERKSHIRE HATHAWAY INC DEL CL B3.70%-0.01%$48.85MAdd+0.22%
ALVAUTOLIV INC.3.37%+0.17%$44.53MTrim-0.07%
WFCWELLS FARGO & CO3.11%-0.15%$41.07MTrim-3.67%
ZTSZOETIS, INC.3.03%$39.96MNew
NVSTENVISTA HOLDINGS CORP2.87%-0.03%$37.82MTrim-0.11%
TFCTRUIST FINANCIAL CORP2.06%+0.03%$27.21MTrim-2.01%
UNFUNIFIRST CORP2.03%+0.00%$26.86MTrim-0.12%
UHAL.BU-HAUL HOLDING CO - NON VOTING2.02%+0.38%$26.71MTrim-0.11%
AXPAMERICAN EXPRESS CO1.61%+0.09%$21.21MTrim-0.42%
BACBANK OF AMERICA CORP COM1.57%+0.16%$20.78MTrim-0.14%
VRTXVERTEX PHARMACEUTICALS1.51%+0.08%$19.93MTrim-0.66%
AZOAUTOZONE, INC.1.34%-0.15%$17.67MTrim-0.09%
BNYBANK OF NEW YORK MELLON CORP1.12%+0.09%$14.79MTrim-6.16%
JAZZJAZZ PHARMACEUTICALS PLC1.10%+0.19%$14.49MTrim-0.10%
Tweedy, Browne
John Spears · CIK 0000732905 · filed 2026-08-07
Equity positions
NameWeightValueChange
CNHCNH INDUSTRIAL NV17.11%-0.49%$225.90MTrim-0.17%IONSIONIS PHARMACEUTICALS INC.13.70%+0.12%$180.81MAdd+0.21%KOFCOCA COLA FEMSA9.34%+0.27%$123.31MTrim-0.81%BRK.BBERKSHIRE HATHAWAY INC8.17%$107.83M—JNJJOHNSON & JOHNSON3.88%-0.38%$51.21MTrim-8.13%GOOGLALPHABET INC-CL A3.83%-0.71%$50.49MTrim-28.77%BRK.BBERKSHIRE HATHAWAY INC DEL CL B3.70%-0.01%$48.85MAdd+0.22%ALVAUTOLIV INC.3.37%+0.17%$44.53MTrim-0.07%WFCWELLS FARGO & CO3.11%-0.15%$41.07MTrim-3.67%ZTSZOETIS, INC.3.03%$39.96MNewNVSTENVISTA HOLDINGS CORP2.87%-0.03%$37.82MTrim-0.11%TFCTRUIST FINANCIAL CORP2.06%+0.03%$27.21MTrim-2.01%UNFUNIFIRST CORP2.03%+0.00%$26.86MTrim-0.12%UHAL.BU-HAUL HOLDING CO - NON VOTING2.02%+0.38%$26.71MTrim-0.11%AXPAMERICAN EXPRESS CO1.61%+0.09%$21.21MTrim-0.42%BACBANK OF AMERICA CORP COM1.57%+0.16%$20.78MTrim-0.14%VRTXVERTEX PHARMACEUTICALS1.51%+0.08%$19.93MTrim-0.66%AZOAUTOZONE, INC.1.34%-0.15%$17.67MTrim-0.09%BNYBANK OF NEW YORK MELLON CORP1.12%+0.09%$14.79MTrim-6.16%JAZZJAZZ PHARMACEUTICALS PLC1.10%+0.19%$14.49MTrim-0.10%| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| CNH INDUSTRIAL NV · CNH | Equity | 20,115,883 | $225.90M | 17.11%-0.49% | Trim-0.17% | Industrials |
| IONIS PHARMACEUTICALS INC. · IONS | Equity | 2,280,311 | $180.81M | 13.70%+0.12% | Add+0.21% | Health Care |
| COCA COLA FEMSA · KOF | Equity | 1,160,570 | $123.31M | 9.34%+0.27% | Trim-0.81% | Consumer Staples |
| BERKSHIRE HATHAWAY INC · BRK.B | Equity | 144 | $107.83M | 8.17% | — | Financials |
| JOHNSON & JOHNSON · JNJ | Equity | 201,644 | $51.21M | 3.88%-0.38% | Trim-8.13% | Health Care |
| ALPHABET INC-CL A · GOOGL | Equity | 141,282 | $50.49M | 3.83%-0.71% | Trim-28.77% | Communication Services |
| BERKSHIRE HATHAWAY INC DEL CL B · BRK.B | Equity | 97,625 | $48.85M | 3.70%-0.01% | Add+0.22% | Financials |
| AUTOLIV INC. · ALV | Equity | 383,314 | $44.53M | 3.37%+0.17% | Trim-0.07% | Consumer Discretionary |
| WELLS FARGO & CO · WFC | Equity | 497,011 | $41.07M | 3.11%-0.15% | Trim-3.67% | Financials |
| ZOETIS, INC. · ZTS | Equity | 556,056 | $39.96M | 3.03% | New | Health Care |
| ENVISTA HOLDINGS CORP · NVST | Equity | 1,435,248 | $37.82M | 2.87%-0.03% | Trim-0.11% | Health Care |
| TRUIST FINANCIAL CORP · TFC | Equity | 546,256 | $27.21M | 2.06%+0.03% | Trim-2.01% | Financials |
| UNIFIRST CORP · UNF | Equity | 101,553 | $26.86M | 2.03%+0.00% | Trim-0.12% | Industrials |
| U-HAUL HOLDING CO - NON VOTING · UHAL.B | Equity | 462,827 | $26.71M | 2.02%+0.38% | Trim-0.11% | Industrials |
| AMERICAN EXPRESS CO · AXP | Equity | 62,719 | $21.21M | 1.61%+0.09% | Trim-0.42% | Financials |
| BANK OF AMERICA CORP COM · BAC | Equity | 364,776 | $20.78M | 1.57%+0.16% | Trim-0.14% | Financials |
| VERTEX PHARMACEUTICALS · VRTX | Equity | 40,121 | $19.93M | 1.51%+0.08% | Trim-0.66% | Health Care |
| AUTOZONE, INC. · AZO | Equity | 5,530 | $17.67M | 1.34%-0.15% | Trim-0.09% | Consumer Discretionary |
| BANK OF NEW YORK MELLON CORP · BNY | Equity | 102,246 | $14.79M | 1.12%+0.09% | Trim-6.16% | Financials |
| JAZZ PHARMACEUTICALS PLC · JAZZ | Equity | 60,149 | $14.49M | 1.10%+0.19% | Trim-0.10% | Health Care |
Exited this quarter
15 sold out vs Q1 2026NameLast wtLast valChange
SEALED AIR CORPORATION1.43%$18.01MExit
SNEXSTONEX GROUP, INC.0.35%$4.36MExit
NENOBLE CORP PLC0.21%$2.67MExit
TRMDTORM PLC-A0.21%$2.59MExit
BFHBREAD FINANCIAL HOLDINGS, INC.0.19%$2.34MExit
ZIONZIONS BANCORPORATION N.A.0.17%$2.18MExit
HCIHCI GROUP INC0.17%$2.09MExit
EPDENTERPRISE PRODUCTS PARTNERS0.15%$1.95MExit
AGCOAGCO CORP.0.15%$1.93MExit
TSNTYSON FOODS0.13%$1.67MExit
FIBKFIRST INTERSTATE BANCSYSTEM INC0.13%$1.65MExit
SFNCSIMMONS FIRS NATIONAL CORP-A0.12%$1.50MExit
CVSCVS CORP.0.11%$1.37MExit
EMBCEMBECTA CORP0.05%$666.1KExit
PSECPROSPECT CAPITAL CORP0.03%$422.0KExit
SNEXSTONEX GROUP, INC.0.35%$4.36MExitNENOBLE CORP PLC0.21%$2.67MExitTRMDTORM PLC-A0.21%$2.59MExitBFHBREAD FINANCIAL HOLDINGS, INC.0.19%$2.34MExitZIONZIONS BANCORPORATION N.A.0.17%$2.18MExitHCIHCI GROUP INC0.17%$2.09MExitEPDENTERPRISE PRODUCTS PARTNERS0.15%$1.95MExitAGCOAGCO CORP.0.15%$1.93MExitTSNTYSON FOODS0.13%$1.67MExitFIBKFIRST INTERSTATE BANCSYSTEM INC0.13%$1.65MExitSFNCSIMMONS FIRS NATIONAL CORP-A0.12%$1.50MExitCVSCVS CORP.0.11%$1.37MExitEMBCEMBECTA CORP0.05%$666.1KExitPSECPROSPECT CAPITAL CORP0.03%$422.0KExit| Company | Type | Last shares | Last value | Last weight | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| SEALED AIR CORPORATION | Equity | 509,581 | $18.01M | 1.43% | Exit | Unknown |
| STONEX GROUP, INC. · SNEX | Equity | 54,035 | $4.36M | 0.35% | Exit | Financials |
| NOBLE CORP PLC · NE | Equity | 54,434 | $2.67M | 0.21% | Exit | Energy |
| TORM PLC-A · TRMD | Equity | 92,911 | $2.59M | 0.21% | Exit | Energy |
| BREAD FINANCIAL HOLDINGS, INC. · BFH | Equity | 31,262 | $2.34M | 0.19% | Exit | Financials |
| ZIONS BANCORPORATION N.A. · ZION | Equity | 37,877 | $2.18M | 0.17% | Exit | Financials |
| HCI GROUP INC · HCI | Equity | 10,906 | $2.09M | 0.17% | Exit | Financials |
| ENTERPRISE PRODUCTS PARTNERS · EPD | Equity | 51,549 | $1.95M | 0.15% | Exit | Energy |
| AGCO CORP. · AGCO | Equity | 16,647 | $1.93M | 0.15% | Exit | Industrials |
| TYSON FOODS · TSN | Equity | 26,123 | $1.67M | 0.13% | Exit | Consumer Staples |
| FIRST INTERSTATE BANCSYSTEM INC · FIBK | Equity | 49,370 | $1.65M | 0.13% | Exit | Financials |
| SIMMONS FIRS NATIONAL CORP-A · SFNC | Equity | 77,193 | $1.50M | 0.12% | Exit | Financials |
| CVS CORP. · CVS | Equity | 19,132 | $1.37M | 0.11% | Exit | Health Care |
| EMBECTA CORP · EMBC | Equity | 75,356 | $666.1K | 0.05% | Exit | Health Care |
| PROSPECT CAPITAL CORP · PSEC | Equity | 162,953 | $422.0K | 0.03% | Exit | Financials |