HedgeMountain

Tweedy, Browne Company LLC

Stamford, CT · CRD 6857
Hedge fund manager

Tweedy, Browne Company LLC is an SEC-registered investment adviser based in Stamford, CT that reports managing 4 hedge funds on Form ADV. It reports $7.1 billion in regulatory assets under management. Its private funds, of all types, hold $971.8 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +9.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +34.8% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.

Regulatory assets under management
$7.1 billionForm ADV Item 5.F
Gross assets of private funds
$971.8 millionAll private fund types, Form ADV
Hedge funds managed
47 private funds in total
Employees
39Form ADV Item 5.A
Registration
SEC-registered adviserCRD 6857
Latest Form ADV
06/29/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD+9.2%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+34.8%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$1.3 billion91 positions, 2026-06-30
$100$119$137Q3 2024Q1 2025Q3 2025Q1 202613F est. $135S&P 500 $137
QuarterEst. 13F returnS&P 500
Q2 2026+6.5%+14.8%
Q1 2026+2.5%-4.6%
Q4 2025+6.0%+2.4%
Q3 2025+7.9%+7.8%
Q2 2025+5.2%+10.4%
Q1 2025+2.0%-4.5%
Q4 2024-3.3%+2.1%
Q3 2024+4.0%+5.4%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • CNH Industrial NV$225.9 million
  • Ionis Pharmaceuticals Inc Com$180.8 million
  • Coca-cola Femsa Sab De CV$123.3 million
  • Berkshire Hathaway Inc Del$107.8 million
  • Johnson & Johnson Com$51.2 million
  • Alphabet, Inc Voting Class$50.5 million
  • Berkshire Hathaway Inc Del CL B New$48.9 million
  • Autoliv Inc$44.5 million
  • Wells Fargo Co New Com$41.1 million
  • Zoetis Inc$40.0 million

As of 2026-06-30, from 13F filing by Tweedy, Browne Co LLC.

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures