Tweedy, Browne Co LLC 13F 持仓 · 2026年Q2
Tweedy, Browne Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 91 只证券，申报市值合计 13.20 亿美元。前几大持仓：CNH（17.11%）、IONS（13.70%）、KOF（9.34%）。本季前 25 大持仓中：新建仓 1 只、增持 2 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CNH | CNH INDUSTRIAL NV | $225.9M | 17.11% | 20.1M | 减持 |
| 2 | IONS | IONIS PHARMACEUTICALS INC. | $180.8M | 13.70% | 2.3M | 增持 |
| 3 | KOF | COCA COLA FEMSA | $123.3M | 9.34% | 1.2M | 减持 |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC | $107.8M | 8.17% | 144 | 持平 |
| 5 | JNJ | JOHNSON & JOHNSON | $51.2M | 3.88% | 201,644 | 减持 |
| 6 | GOOGL | ALPHABET INC-CL A | $50.5M | 3.83% | 141,282 | 减持 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B | $48.9M | 3.70% | 97,625 | 增持 |
| 8 | ALV | AUTOLIV INC. | $44.5M | 3.37% | 383,314 | 减持 |
| 9 | WFC | WELLS FARGO & CO | $41.1M | 3.11% | 497,011 | 减持 |
| 10 | ZTS | ZOETIS, INC. | $40.0M | 3.03% | 556,056 | 新建仓 |
| 11 | NVST | ENVISTA HOLDINGS CORP | $37.8M | 2.87% | 1.4M | 减持 |
| 12 | TFC | TRUIST FINANCIAL CORP | $27.2M | 2.06% | 546,256 | 减持 |
| 13 | UNF | UNIFIRST CORP | $26.9M | 2.03% | 101,553 | 减持 |
| 14 | UHALB | U-HAUL HOLDING CO - NON VOTING | $26.7M | 2.02% | 462,827 | 减持 |
| 15 | AXP | AMERICAN EXPRESS CO | $21.2M | 1.61% | 62,719 | 减持 |
| 16 | BAC | BANK OF AMERICA CORP COM | $20.8M | 1.57% | 364,776 | 减持 |
| 17 | VRTX | VERTEX PHARMACEUTICALS | $19.9M | 1.51% | 40,121 | 减持 |
| 18 | AZO | AUTOZONE, INC. | $17.7M | 1.34% | 5,530 | 减持 |
| 19 | BNY | BANK OF NEW YORK MELLON CORP | $14.8M | 1.12% | 102,246 | 减持 |
| 20 | JAZZ | JAZZ PHARMACEUTICALS PLC | $14.5M | 1.10% | 60,149 | 减持 |
| 21 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | $11.1M | 0.84% | 71,125 | 减持 |
| 22 | USB | US BANCORP | $11.0M | 0.83% | 181,896 | 减持 |
| 23 | DEO | DIAGEO P L C - ADR | $10.1M | 0.77% | 126,176 | 减持 |
| 24 | TTE | TOTALENERGIES SE ADR | $9.1M | 0.69% | 117,108 | 减持 |
| 25 | UNP | UNION PACIFIC CORP | $5.2M | 0.40% | 19,185 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR