Tweedy Browne's top holdings (September 2025) include CNH Industrial NV (CNHI), a global leader in agricultural and construction equipment.

Tweedy Browne Company LLC is an independent investment advisory firm based in Stamford, Connecticut, known for its value investing approach. The firm focuses on identifying undervalued companies globally, often looking for businesses with strong fundamentals trading below their intrinsic value.

CNH Industrial NV (CNHI)

CNH Industrial is a global capital goods company that designs, manufactures, and sells agricultural and construction equipment. Its brands include Case IH, New Holland Agriculture, and Steyr. The company serves various markets worldwide, providing vehicles and powertrains.
CNH Industrial has a market capitalization of $14.4 billion. The current value of Tweedy Browne's position in CNH Industrial is $152.42 million. A discounted cash flow analysis for the company 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 is a biotechnology company focused on discovering, developing, and commercializing RNA-targeted therapeutics. They specialize in treatments for severe and rare diseases, with a pipeline addressing neurological, cardiovascular, and other conditions. Their innovative approach aims to target the root cause of diseases.
The company's market cap stands at $6.8 billion, and this holding in Tweedy Browne's portfolio is currently worth $123.3 million. Analysts have set a price target of $63.33 for Ionis Pharmaceuticals. Its discounted cash flow valuation is estimated at -$22.58.

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 is the largest public bottler of Coca-Cola products in the world by sales volume. It operates in multiple countries across Latin America, including Mexico, Brazil, Colombia, and Argentina, distributing a wide range of beverages. The company manages production, distribution, and commercialization for the Coca-Cola system.
With a market capitalization of $17.85 billion, Coca-Cola Femsa is a significant player in the beverage industry. The position in Tweedy Browne's portfolio is currently valued at $103.51 million. An analyst price target for KOF is $100.0, and its discounted cash flow analysis suggests a value of $276.06 per share.

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 is a multinational conglomerate holding company headquartered in Omaha, Nebraska. It wholly owns diverse businesses across various sectors, including insurance, manufacturing, utilities, and retail. The company also holds significant minority stakes in publicly traded companies.
The current value of Tweedy Browne's position in Berkshire Hathaway's Class A shares is $93.54 million. A discounted cash flow analysis for Berkshire Hathaway indicates a value of $686.56 thousand.

Here's an overview of Tweedy Browne's trades in Berkshire Hathaway Inc.:
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Alphabet Inc (GOOGL)

Alphabet Inc. is a global technology conglomerate known for its Google search engine, Android operating system, YouTube, and various other internet-related services and products. The company invests in numerous other ventures, including autonomous driving, artificial intelligence, and life sciences. It maintains a dominant presence in online advertising and cloud computing.
Alphabet Inc. holds a market capitalization of $2.58 trillion, making it one of the largest companies globally. Tweedy Browne's holding in Alphabet's Class A shares is currently valued at $68.41 million. Analysts project a price target of $190.0 for the company, while its discounted cash flow suggests a value of $276.45.

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