Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings46 positions
 Berkshire Hathaway Inc. | 1,030 | $280.2M | 13.0% | — | — | 2 qtrssince 2019-Q4 | Decreased 0 |
 Johnson & Johnson | 1.9M | $244.8M | 11.4% | $121.26 | -9.53% | 2 qtrssince 2019-Q4 | Decreased 0 |
 Cisco Systems, Inc. | 5.5M | $216.3M | 10.0% | $39.28 | -17.43% | 2 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 132,658 | $154.1M | 7.2% | $66.34 | -13.25% | 2 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 120,198 | $139.8M | 6.5% | $66.22 | -13.03% | 2 qtrssince 2019-Q4 | Decreased 0 |
 Baidu, Inc. | 1.4M | $136.2M | 6.3% | $126.40 | -20.26% | 2 qtrssince 2019-Q4 | Decreased 0 |
 BANK NEW YORK MELLON CORP | 3.9M | $130.4M | 6.0% | $41.45 | -32.64% | 2 qtrssince 2019-Q4 | Decreased 0 |
 AutoZone, Inc. | 102,444 | $86.7M | 4.0% | $1,191.31 | -28.99% | 2 qtrssince 2019-Q4 | Decreased 0 |
 Wells Fargo & Company | 2.5M | $72.1M | 3.3% | $45.08 | -46.09% | 2 qtrssince 2019-Q4 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 1.5M | $60.2M | 2.8% | $38.85 | -21.60% | 2 qtrssince 2019-Q4 | Increased 79 |
 Fox Corporation | 2.6M | $58.6M | 2.7% | $27.98 | -25.19% | 2 qtrssince 2019-Q4 | Increased 77 |
 3M Company | 391,362 | $53.4M | 2.5% | $113.99 | -20.11% | 2 qtrssince 2019-Q4 | Increased 57 |
 Autoliv, Inc. | 1.1M | $52.8M | 2.4% | $39.64 | 0.00% | 1 qtr | New 77 |
 Berkshire Hathaway Inc. | 282,732 | $51.7M | 2.4% | $220.52 | -17.09% | 2 qtrssince 2019-Q4 | Increased 59 |
 ConocoPhillips | 1.6M | $49.2M | 2.3% | $51.09 | -52.30% | 2 qtrssince 2019-Q4 | Decreased 0 |
 U.S. Bancorp | 945,691 | $32.6M | 1.5% | $42.29 | -38.12% | 2 qtrssince 2019-Q4 | Increased 53 |
 Emerson Electric Company | 618,562 | $29.5M | 1.4% | $65.95 | -37.10% | 2 qtrssince 2019-Q4 | Decreased 0 |
 Diageo plc | 225,097 | $28.6M | 1.3% | $139.93 | -23.79% | 2 qtrssince 2019-Q4 | Decreased 0 |
 Union Pacific Corporation | 190,106 | $26.8M | 1.2% | $155.60 | -21.37% | 2 qtrssince 2019-Q4 | Increased 46 |
 UNILEVER N V -NY SHARES | 545,536 | $26.6M | 1.2% | — | — | 2 qtrssince 2019-Q4 | Increased 46 |
Tweedy, Browne Co LLC manages $2.2B across 46 positions as of Q1 2020. Top holdings: BRK/A (13.0%), JNJ (11.4%), CSCO (10.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added ALV, DAL and AIT; increased 11, led by FOX (+1.1M shares); trimmed 29, led by BIDU (−270,044 shares). Top move: KOF (INCREASED, conviction 79). Portfolio: $2.2B across 46 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR