Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings46 positions
 Berkshire Hathaway Inc. | 996 | $384.2M | 11.2% | — | — | 6 qtrssince 2019-Q4 | Decreased 0 |
 Johnson & Johnson | 1.8M | $289.7M | 8.4% | $121.26 | +16.45% | 6 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 128,497 | $265M | 7.7% | $66.34 | +53.99% | 6 qtrssince 2019-Q4 | Decreased 0 |
 Alibaba Group Holding Limited | 1.1M | $251.4M | 7.3% | $216.73 | -1.55% | 2 qtrssince 2020-Q4 | Increased 89 |
 Alphabet Inc. | 116,668 | $241.3M | 7.0% | $66.22 | +54.72% | 6 qtrssince 2019-Q4 | Decreased 0 |
 Baidu, Inc. | 978,153 | $212.8M | 6.2% | $126.87 | +71.48% | 6 qtrssince 2019-Q4 | Decreased 0 |
 Cisco Systems, Inc. | 4M | $206.3M | 6.0% | $39.28 | +12.43% | 6 qtrssince 2019-Q4 | Decreased 0 |
 BANK NEW YORK MELLON CORP | 2.9M | $139.1M | 4.0% | $41.45 | -2.21% | 6 qtrssince 2019-Q4 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 2.8M | $131.1M | 3.8% | $36.51 | +1.13% | 6 qtrssince 2019-Q4 | Decreased 0 |
 AutoZone, Inc. | 89,851 | $126.2M | 3.7% | $1,191.31 | +17.88% | 6 qtrssince 2019-Q4 | Decreased 0 |
 Autoliv, Inc. | 1.1M | $105M | 3.1% | $39.64 | +101.70% | 5 qtrssince 2020-Q1 | Decreased 0 |
 Wells Fargo & Company | 2.4M | $92.5M | 2.7% | $45.08 | -24.22% | 6 qtrssince 2019-Q4 | Decreased 0 |
 Fox Corporation | 2.5M | $87.9M | 2.6% | $27.97 | +15.89% | 6 qtrssince 2019-Q4 | Decreased 0 |
 Bank of America Corporation | 2M | $75.7M | 2.2% | $24.69 | +37.36% | 3 qtrssince 2020-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 295,259 | $75.4M | 2.2% | $216.09 | +18.22% | 6 qtrssince 2019-Q4 | Decreased 0 |
 3M Company | 368,335 | $71M | 2.1% | $113.99 | +16.86% | 6 qtrssince 2019-Q4 | Decreased 0 |
 U.S. Bancorp | 1.2M | $65.4M | 1.9% | $39.30 | +11.29% | 6 qtrssince 2019-Q4 | Decreased 0 |
 Comcast Corporation | 1.1M | $62M | 1.8% | $31.69 | +32.69% | 6 qtrssince 2019-Q4 | Decreased 0 |
 Truist Financial Corporation | 864,344 | $50.4M | 1.5% | $32.44 | +39.10% | 3 qtrssince 2020-Q3 | Decreased 0 |
 Emerson Electric Company | 527,861 | $47.6M | 1.4% | $65.95 | +22.65% | 6 qtrssince 2019-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2020-Q1 | $2,154,771,000 | -22.1126944859% |
| 2020-Q2 | $2,506,086,000 | 16.3040527276% |
| 2020-Q3 | $2,579,542,000 | 2.93110451916% |
| 2020-Q4 | $3,218,233,000 | 24.7598604714% |
| 2021-Q1 | $3,436,634,000 | 6.78636382139% |
Tweedy, Browne Co LLC manages $3.4B across 46 positions as of Q1 2021. Top holdings: BRK/A (11.2%), JNJ (8.4%), GOOGL (7.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added FMS and PGR; exited GS, UNF, SHEN and 1 more; increased 3, led by BABA (+447,895 shares); trimmed 39, led by BIDU (−432,579 shares). Top move: BABA (INCREASED, conviction 89). Portfolio: $3.4B across 46 positions.
Top holdings by portfolio weight
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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