Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings44 positions
 Berkshire Hathaway Inc. | 680 | $316,608 | 17.2% | — | — | 14 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 2M | $208,973 | 11.4% | $66.36 | +54.84% | 14 qtrssince 2019-Q4 | Decreased 0 |
 Johnson & Johnson | 1.2M | $190,926 | 10.4% | $121.26 | +15.66% | 14 qtrssince 2019-Q4 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 1.9M | $154,933 | 8.4% | $36.51 | +93.90% | 14 qtrssince 2019-Q4 | Decreased 0 |
 FMC Corporation | 1.1M | $128,257 | 7.0% | $80.91 | +31.85% | 7 qtrssince 2021-Q3 | Decreased 0 |
 Ionis Pharmaceuticals, Inc. | 3.5M | $126,557 | 6.9% | $37.21 | -3.95% | 5 qtrssince 2022-Q1 | Decreased 0 |
 Autoliv, Inc. | 1.1M | $100,055 | 5.4% | $43.30 | +97.12% | 13 qtrssince 2020-Q1 | Increased 46 |
 Alphabet Inc. | 601,351 | $62,541 | 3.4% | $66.22 | +55.57% | 14 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 190,806 | $58,915 | 3.2% | $218.52 | +41.30% | 14 qtrssince 2019-Q4 | Decreased 0 |
 AutoZone, Inc. | 21,551 | $52,976 | 2.9% | $1,191.31 | +106.34% | 14 qtrssince 2019-Q4 | Decreased 0 |
 Cisco Systems, Inc. | 847,508 | $44,303 | 2.4% | $39.28 | +20.66% | 14 qtrssince 2019-Q4 | Decreased 0 |
 FedEx Corporation | 169,662 | $38,766 | 2.1% | $165.37 | +3.74% | 4 qtrssince 2022-Q2 | Decreased 0 |
 Wells Fargo & Company | 958,799 | $35,840 | 2.0% | $45.08 | -24.54% | 14 qtrssince 2019-Q4 | Decreased 0 |
 BANK NEW YORK MELLON CORP | 782,041 | $35,536 | 1.9% | $41.45 | -0.44% | 14 qtrssince 2019-Q4 | Decreased 0 |
 Concentrix Corporation | 276,112 | $33,561 | 1.8% | $100.15 | +9.07% | 10 qtrssince 2020-Q4 | Decreased 0 |
 Truist Financial Corporation | 911,791 | $31,092 | 1.7% | $29.91 | -5.04% | 11 qtrssince 2020-Q3 | Increased 51 |
 Diageo plc | 146,425 | $26,529 | 1.4% | $139.93 | +16.18% | 14 qtrssince 2019-Q4 | Decreased 0 |
 American Express Company | 119,805 | $19,762 | 1.1% | $131.56 | +19.86% | 4 qtrssince 2022-Q2 | Decreased 0 |
 | 326,566 | $16,959 | 0.9% | — | — | 14 qtrssince 2019-Q4 | Decreased 0 |
 Bank of America Corporation | 497,199 | $14,220 | 0.8% | $24.73 | +5.90% | 11 qtrssince 2020-Q3 | Increased 27 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2021-Q4 | $3,151,982,000 | 5.30197819849% |
| 2022-Q1 | $3,095,652,000 | -1.78712949503% |
| 2022-Q2 | $2,445,682,000 | -20.9962230897% |
| 2022-Q3 | $2,271,834,000 | -7.1083648651% |
| 2022-Q4 | $1,878,069 | -99.9173324724% |
| 2023-Q1 | $1,836,855 | -2.19448806194% |
Tweedy, Browne Co LLC manages $1.8M across 44 positions as of Q1 2023. Top holdings: BRK/A (17.2%), GOOGL (11.4%), JNJ (10.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added Totalenergies Se; exited FOX and TTE; increased 5, led by TFC (+572,592 shares); trimmed 35, led by GOOG (−872,869 shares). Top move: TFC (INCREASED, conviction 51). Portfolio: $2M 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