Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings44 positions
 Berkshire Hathaway Inc. | 863 | $456.5M | 14.7% | — | — | 10 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 126,925 | $353M | 11.4% | $66.34 | +107.66% | 10 qtrssince 2019-Q4 | Decreased 0 |
 Johnson & Johnson | 1.6M | $277.2M | 9.0% | $121.26 | +28.77% | 10 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 82,230 | $229.7M | 7.4% | $66.22 | +108.90% | 10 qtrssince 2019-Q4 | Decreased 0 |
 FMC Corporation | 1.2M | $156.8M | 5.1% | $80.46 | +40.11% | 3 qtrssince 2021-Q3 | Decreased 0 |
 AutoZone, Inc. | 72,939 | $149.1M | 4.8% | $1,191.31 | +71.62% | 10 qtrssince 2019-Q4 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 2.7M | $147.5M | 4.8% | $36.51 | +26.35% | 10 qtrssince 2019-Q4 | Decreased 0 |
 Ionis Pharmaceuticals, Inc. | 2.9M | $108.3M | 3.5% | $37.04 | 0.00% | 1 qtr | New 84 |
 Wells Fargo & Company | 2M | $98.8M | 3.2% | $45.08 | -4.60% | 10 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 278,659 | $98.3M | 3.2% | $218.52 | +61.50% | 10 qtrssince 2019-Q4 | Decreased 0 |
 Cisco Systems, Inc. | 1.6M | $91.8M | 3.0% | $39.28 | +24.51% | 10 qtrssince 2019-Q4 | Decreased 0 |
 BANK NEW YORK MELLON CORP | 1.8M | $87M | 2.8% | $41.45 | +5.21% | 10 qtrssince 2019-Q4 | Decreased 0 |
 Autoliv, Inc. | 1.1M | $85.6M | 2.8% | $39.96 | +69.48% | 9 qtrssince 2020-Q1 | Decreased 0 |
 Fox Corporation | 2.2M | $79.6M | 2.6% | $27.97 | +21.99% | 10 qtrssince 2019-Q4 | Decreased 0 |
 Bank of America Corporation | 1.9M | $79.4M | 2.6% | $24.70 | +49.06% | 7 qtrssince 2020-Q3 | Increased 52 |
 Intel Corporation | 1.3M | $62.4M | 2.0% | $46.54 | -0.48% | 7 qtrssince 2020-Q3 | Increased 64 |
 U.S. Bancorp | 1.1M | $57.1M | 1.8% | $39.30 | +10.34% | 10 qtrssince 2019-Q4 | Decreased 0 |
 3M Company | 344,800 | $51.3M | 1.7% | $113.99 | -18.08% | 10 qtrssince 2019-Q4 | Decreased 0 |
 Comcast Corporation | 1.1M | $49.3M | 1.6% | $31.69 | +16.93% | 10 qtrssince 2019-Q4 | Decreased 0 |
 Truist Financial Corporation | 843,161 | $47.8M | 1.5% | $32.45 | +39.41% | 7 qtrssince 2020-Q3 | Increased 47 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2020-Q4 | $3,218,233,000 | 24.7598604714% |
| 2021-Q1 | $3,436,634,000 | 6.78636382139% |
| 2021-Q2 | $3,560,381,000 | 3.600819872% |
| 2021-Q3 | $2,993,279,000 | -15.9281267932% |
| 2021-Q4 | $3,151,982,000 | 5.30197819849% |
| 2022-Q1 | $3,095,652,000 | -1.78712949503% |
Tweedy, Browne Co LLC manages $3.1B across 44 positions as of Q1 2022. Top holdings: BRK/A (14.7%), GOOGL (11.4%), JNJ (9.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added IONS and THO; increased 7, led by INTC (+265,540 shares); trimmed 33, led by CSCO (−1.1M shares). Top move: IONS (NEW, conviction 84). Portfolio: $3.1B across 44 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