Value managerStamford13F filer since 1999

Tweedy, Browne

13F portfolio value$1.2BQ3 2026 · down 7% vs Q2

Positions9812 new · 5 sold out

Top 10 weight67%of portfolio value

Turnover6%vs Q2

Largest holdingCNH Industrial20.2% of portfolio

Last filingNov 4for Q3 2026

What changed in Q3 2026

Automated summary of the 13F · filed Nov 4, 2026

Added to ZTS (+17% shares) and DIS (+10% shares); new positions in Aptiv, WF and ADBE.

Biggest cut: IONS (−21% of shares). Sold out of KT, PNC and FDXF.

Since the quarter ended, the top 10 holdings on Markets are up about 4% on average, led by BRK.B and WFC.

Holdings · Q3 2026

1CNH IndustrialCNH Industrial20.2%$248M19.3MTrimmed −4%——

2KOFCoca Cola Femsa9.9%$121M1.1MTrimmed −3%——

3BRK.ABerkshire Hathaway8.8%$108M144No change——

4IONSIonis Pharmaceuticals6.5%$80M1.8MTrimmed −21%——

5JNJJohnson & Johnson4.1%$51M191KTrimmed −5%+5.8%—

6GOOGLAlphabet Inc.3.9%$48M139KTrimmed −2%−14.7%—

7BRK.BBerkshire Hathaway3.9%$47M95KTrimmed −3%+18.0%—

8ZTSZoetis3.7%$46M653KAdded +17%——

9WFCWells Fargo3.2%$39M487KTrimmed −2%+7.1%—

10ALVAutoliv3.0%$37M334KTrimmed −13%——

Sector allocation

Financials9%+0.2 ptCommunication4%+0.2 ptHealthcare4%+0.2 ptTechnology0%+0.2 ptEnergy0%+0.1 ptOther82%−0.9 pt

Change shown in percentage points vs Q2. Holdings outside Markets’ coverage count as Other.

Reported portfolio value

$1.5B

$1.1B

$1.2B

$1.3B

$1.2B

Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26

13F market value at each quarter end, US long positions only.

Not investment advice. From SEC Form 13F filings (SEC EDGAR 13F). Following an investor alerts you when their next filing lands; it does not copy trades.