One name, CNH Industrial N.V (CNH), is 17.11% of what Tweedy, Browne Co All Funds (US) reports for 2026 Q2, according to the 13F-HR filed with the SEC on August 7, 2026. The stake is 20.1M shares worth about $225.9M, the largest of 91 stock positions. Tweedy, Browne Co All Funds (US) trimmed the share count by 0% in 2026 Q2.
What did the 2026 Q2 filing report for CNH?
As of June 30, 2026, from the 13F-HR filed August 7, 2026.
| Value | |
|---|---|
| Portfolio weight | 17.11% |
| Shares | 20.1M |
| Reported value | $225.9M |
| Rank in portfolio | 1st of 91 |
| Next largest holding | IONS at 13.7% |
| Top three holdings | 40.15% of the book |
| Change this quarter | -0% shares |
How concentrated is Tweedy, Browne Co All Funds (US) in CNH?
CNH at 17.11% is 16 times the average stock position in the Tweedy, Browne Co All Funds (US) portfolio, which is 1%. The next largest holding is IONS at 13.7%. The three largest stocks together are 40.15% of the reported book. A quarter earlier CNH was 17.61% of the book.
Where does CNH sit in the Tweedy, Browne Co All Funds (US) portfolio?
CNH is the largest of 91 stock positions in the Tweedy, Browne Co All Funds (US) portfolio at 17.11%, above the fund's average stock position of 1%. The CNH cut was the 56th largest of the quarter's 103 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Tweedy, Browne Co All Funds (US) reported 91 stock positions, with 13 opened and 15 closed. The total portfolio value is about $1.3B, up 5% from the prior quarter.
How long has Tweedy, Browne Co All Funds (US) held CNH?
Tweedy, Browne Co All Funds (US) first reported CNH in the quarter ended September 30, 2018. The weight peaked at 17.61% in 2026 Q1. The share count was unchanged the quarter before. Every reported trade is on the Tweedy, Browne Co All Funds (US) CNH trade history page.
Did other funds buy or sell CNH in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 7, 2026, 2 hold CNH. Every tracked holder of CNH is on the CNH ownership page.
FAQ
What share of the Tweedy, Browne Co All Funds (US) portfolio is CNH?
CNH is 17.11% of the Tweedy, Browne Co All Funds (US) portfolio as of 2026 Q2, the largest of 91 stock positions.
What is the CNH stake of Tweedy, Browne Co All Funds (US) worth?
Tweedy, Browne Co All Funds (US) holds 20.1M shares of CNH, worth about $225.9M at June 30, 2026 prices, 17.11% of the reported portfolio.
What are the largest holdings of Tweedy, Browne Co All Funds (US)?
The largest stock positions of Tweedy, Browne Co All Funds (US) as of 2026 Q2 are CNH (17.11%), IONS (13.7%) and KOF (9.34%), together 40.15% of the book.
Did Tweedy, Browne Co All Funds (US) change its CNH position in 2026 Q2?
Tweedy, Browne Co All Funds (US) trimmed the share count by 0% in 2026 Q2.