← Super Investor Tracker
Tweedy, Browne
Tweedy, Browne Company — The value house Benjamin Graham traded through.
$1.3B
Reported value
91
Positions
29%
Halal by value
57%
Of value screened
The book, drawn from the filing
- 19 halal
- 28 not halal
- 1 questionable
- 9 not screened
One arc per holding, largest first, clockwise from the top. Its length is that position’s share of the value this filing reports; its colour is its verdict, and the key above says which is which — the same four states the Screen column shows below. Arcs sit at their true angular size, so a book whose reported weights do not account for the whole leaves the track showing rather than being stretched to close the circle. Nothing here is estimated: a position the filing gives no weight for is left out, and the count of what was left out is in the image’s own description rather than guessed at.
Holdings
| Symbol | Name | Weight | Value | Screen |
|---|---|---|---|---|
| CNH | CNH INDUSTRIAL NV | 17.11% | $225,901,366 | Not screened |
| IONS | IONIS PHARMACEUTICALS INC. | 13.70% | $180,805,859 | Not halal |
| KOF | COCA COLA FEMSA | 9.34% | $123,310,563 | Not screened |
| BRK/A | BERKSHIRE HATHAWAY INC | 8.17% | $107,834,400 | Not screened |
| JNJ | JOHNSON & JOHNSON | 3.88% | $51,211,527 | Halal |
| GOOGL | ALPHABET INC-CL A | 3.83% | $50,489,948 | Questionable |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B | 3.70% | $48,850,574 | Not screened |
| ALV | AUTOLIV INC. | 3.37% | $44,529,587 | Halal |
| WFC | WELLS FARGO & CO | 3.11% | $41,072,989 | Not halal |
| ZTS | ZOETIS, INC. | 3.03% | $39,958,184 | Not halal |
| NVST | ENVISTA HOLDINGS CORP | 2.87% | $37,818,785 | Not halal |
| TFC | TRUIST FINANCIAL CORP | 2.06% | $27,214,474 | Not halal |
| UNF | UNIFIRST CORP | 2.03% | $26,856,706 | Halal |
| UHAL/B | U-HAUL HOLDING CO - NON VOTING | 2.02% | $26,705,118 | Not screened |
| AXP | AMERICAN EXPRESS CO | 1.61% | $21,214,702 | Not halal |
| BAC | BANK OF AMERICA CORP COM | 1.57% | $20,784,936 | Not halal |
| VRTX | VERTEX PHARMACEUTICALS | 1.51% | $19,929,304 | Halal |
| AZO | AUTOZONE, INC. | 1.34% | $17,673,548 | Halal |
| BNY | BANK OF NEW YORK MELLON CORP | 1.12% | $14,785,794 | Not halal |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 1.10% | $14,494,105 | Not screened |
| NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.84% | $11,146,710 | Halal |
| USB | US BANCORP | 0.83% | $10,986,518 | Not halal |
| DEO | DIAGEO P L C - ADR | 0.77% | $10,142,027 | Not halal |
| TTE | TOTALENERGIES SE ADR | 0.69% | $9,106,318 | Not screened |
| UNP | UNION PACIFIC CORP | 0.40% | $5,218,320 | Halal |
| DIS | DISNEY WALT COMPANY HOLDING CO | 0.33% | $4,328,844 | Not halal |
| GSK | GSK PLC ADR | 0.32% | $4,273,645 | Halal |
| GL | GLOBE LIFE INC. | 0.30% | $3,996,000 | Not halal |
| KT | KT CORP - ADR | 0.29% | $3,851,574 | Not screened |
| BNS | BANK OF NOVA SCOTIA | 0.28% | $3,690,845 | Not halal |
| CSCO | CISCO SYSTEMS INC | 0.26% | $3,452,972 | Halal |
| FDX | FEDEX CORP. | 0.26% | $3,373,663 | Not halal |
| COP | CONOCOPHILLIPS | 0.25% | $3,340,963 | Halal |
| PNC | PNC FINANCIAL SERVICES GROUP INC. | 0.25% | $3,253,551 | Not halal |
| PGR | PROGRESSIVE CORP | 0.23% | $2,995,168 | Not halal |
| UL | UNILEVER PLC SPONSORED ADR | 0.22% | $2,950,930 | Halal |
| GIII | G III APPAREL | 0.22% | $2,885,576 | Halal |
| HAFN | HAFNIA LTD | 0.21% | $2,751,503 | Not screened |
| ARW | ARROW ELECTRIC | 0.21% | $2,739,971 | Halal |
| DINO | HF SINCLAIR CORP | 0.21% | $2,710,917 | Halal |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | 0.20% | $2,677,559 | Halal |
| REZI | RESIDEO TECHNOLOGIES | 0.20% | $2,635,663 | Not halal |
| VSNT | VERSANT MEDIA GROUP INC | 0.19% | $2,497,041 | Not halal |
| ELV | ELEVANCE HEALTH | 0.19% | $2,481,646 | Not halal |
| EVTC | EVERTEC INC | 0.19% | $2,458,169 | Not halal |
| ALSN | ALLISON TRANSMISSION HLD | 0.19% | $2,456,717 | Not halal |
| NTR | NUTRIEN LTD | 0.18% | $2,350,779 | Halal |
| CROX | CROCS INC | 0.18% | $2,313,996 | Not halal |
| ALLY | ALLY FINANCIAL | 0.16% | $2,172,884 | Not halal |
| BMY | BRISTOL-MYERS SQUIBB CO | 0.16% | $2,164,783 | Not halal |
| CI | CIGNA CORP. | 0.16% | $2,107,298 | Not halal |
| HTLD | HEARTLAND EXPRESS INC. | 0.16% | $2,102,171 | Halal |
| WU | WESTERN UNION | 0.16% | $2,098,065 | Not halal |
| PSX | PHILLIPS 66 | 0.16% | $2,076,272 | Not halal |
| ABG | ASBURY AUTO GROUP | 0.16% | $2,072,129 | Not halal |
| LULU | LULULEMON ATHLETICA INC | 0.16% | $2,051,015 | Halal |
| THO | THOR INDUSTRIES INC. | 0.15% | $1,993,694 | Halal |
| TDW | TIDEWATER INC | 0.15% | $1,969,250 | Halal |
| CAG | CONAGRA BRANDS INC | 0.15% | $1,967,798 | Not halal |
| SIRI | SIRIUS XM HOLDINGS INC | 0.15% | $1,964,174 | Not halal |
| MTDR | MATADOR RESOURCES CO. | 0.14% | $1,886,712 | Not halal |
| UPS | UNITED PARCEL SERVICE | 0.14% | $1,787,725 | Not halal |
| GLOB | GLOBANT SA | 0.13% | $1,774,196 | Not screened |
| BLDR | BUILDERS FIRSTSOURCE INC | 0.13% | $1,753,629 | Not halal |
| TAP | MOLSON COORS BREWING COMPANY | 0.13% | $1,741,590 | Not halal |
| SHOE | SHOE STATION GROUP INC | 0.13% | $1,731,595 | Not halal |
| HP | HELMERICH & PAYNE | 0.13% | $1,710,207 | Not halal |
| UNH | UNITEDHEALTH GROUP | 0.13% | $1,699,511 | Not halal |
| AAP | ADVANCE AUTO PARTS INC. | 0.13% | $1,687,282 | Not halal |
| LKQ | LKQ CORP | 0.12% | $1,634,198 | Halal |
| CNC | CENTENE CORP | 0.12% | $1,612,517 | Not halal |
| LW | LAMB WESTON HOLDINGS INC | 0.12% | $1,609,535 | Not halal |
| EFOR | EVERFORTH INC | 0.12% | $1,565,001 | Not halal |
| BZH | BEAZER HOMES USA | 0.12% | $1,526,902 | Not screened |
| DVN | DEVON ENERGY CORP | 0.11% | $1,410,954 | Halal |
| KVUE | KENVUE INC. | 0.11% | $1,394,055 | Halal |
| LPG | DORIAN LPG LIMITED | 0.11% | $1,387,792 | Not screened |
| EMR | EMERSON ELECTRIC CO | 0.09% | $1,251,560 | Halal |
| AMN | AMN HEALTHCARE SERVICES INC | 0.09% | $1,207,369 | Not halal |
| BSM | BLACKSTONE MINE | 0.09% | $1,166,914 | Halal |
| VZ | VERIZON COMMUNICATIONS | 0.08% | $1,010,995 | Not halal |
| CMCSA | COMCAST CORPORATION - CLASS A | 0.06% | $769,152 | Not halal |
| HLN | HALEON PLC ADR | 0.05% | $672,087 | Halal |
| — | ORION SA | 0.05% | $600,148 | Not screened |
| FMC | FMC CORP. | 0.04% | $505,253 | Not halal |
| BABA | ALIBABA GROUP HOLDING SP-ADR | 0.03% | $380,081 | Halal |
| FDXF | FEDEX HOLDINGS CO INC | 0.03% | $333,031 | Halal |
| CNXC | CONCENTRIX CORP | 0.02% | $300,922 | Not halal |
| INTC | INTEL CORP | 0.02% | $209,445 | Halal |
| MICC | MAGNUM ICE CREAM CO NV ADR | 0.02% | $202,896 | Not screened |
| BAX | BAXTER INTERNATIONAL INC | 0.02% | $202,092 | Not halal |
Holdings from SEC Form 13F, which is public record. A 13F covers US-listed equity positions only — not cash, bonds, foreign listings or short positions — and is filed up to 45 days after the quarter it describes, so this is a snapshot of 2026-06-30 rather than of today. Verdicts are this platform’s own and are not Tweedy, Browne’s view.