Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings45 positions
 Berkshire Hathaway Inc. | 863 | $352.9M | 14.4% | — | — | 11 qtrssince 2019-Q4 | Unchanged 0 |
 Johnson & Johnson | 1.5M | $264.9M | 10.8% | $121.26 | +29.80% | 11 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 119,490 | $260.4M | 10.6% | $66.34 | +62.71% | 11 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 81,803 | $178.9M | 7.3% | $66.22 | +63.61% | 11 qtrssince 2019-Q4 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 2.4M | $134.6M | 5.5% | $36.51 | +30.31% | 11 qtrssince 2019-Q4 | Decreased 0 |
 FMC Corporation | 1.2M | $127.1M | 5.2% | $80.46 | +14.52% | 4 qtrssince 2021-Q3 | Decreased 0 |
 AutoZone, Inc. | 53,746 | $115.5M | 4.7% | $1,191.31 | +80.40% | 11 qtrssince 2019-Q4 | Decreased 0 |
 Ionis Pharmaceuticals, Inc. | 2.7M | $100.9M | 4.1% | $37.04 | -0.05% | 2 qtrssince 2022-Q1 | Decreased 0 |
 Autoliv, Inc. | 1.1M | $78.4M | 3.2% | $39.96 | +60.02% | 10 qtrssince 2020-Q1 | Decreased 0 |
 Wells Fargo & Company | 1.6M | $63.9M | 2.6% | $45.08 | -22.47% | 11 qtrssince 2019-Q4 | Decreased 0 |
 BANK NEW YORK MELLON CORP | 1.5M | $63.1M | 2.6% | $41.45 | -10.88% | 11 qtrssince 2019-Q4 | Decreased 0 |
 Bank of America Corporation | 1.9M | $58.5M | 2.4% | $24.70 | +13.22% | 8 qtrssince 2020-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 195,475 | $53.4M | 2.2% | $218.52 | +24.94% | 11 qtrssince 2019-Q4 | Decreased 0 |
 Cisco Systems, Inc. | 1.2M | $50.7M | 2.1% | $39.28 | -4.13% | 11 qtrssince 2019-Q4 | Decreased 0 |
 Fox Corporation | 1.7M | $49.6M | 2.0% | $27.97 | -0.14% | 11 qtrssince 2019-Q4 | Decreased 0 |
 Intel Corporation | 1.3M | $47.5M | 1.9% | $46.46 | -24.15% | 8 qtrssince 2020-Q3 | Increased 47 |
 U.S. Bancorp | 935,930 | $43.1M | 1.8% | $39.30 | -3.52% | 11 qtrssince 2019-Q4 | Decreased 0 |
 FedEx Corporation | 183,723 | $41.7M | 1.7% | $167.23 | 0.00% | 1 qtr | New 68 |
 Comcast Corporation | 1M | $41.1M | 1.7% | $31.69 | -1.45% | 11 qtrssince 2019-Q4 | Decreased 0 |
 Truist Financial Corporation | 821,582 | $39M | 1.6% | $32.45 | +17.82% | 8 qtrssince 2020-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2022-Q2 | $2,445,682,000 | -20.9962230897% |
Tweedy, Browne Co LLC manages $2.4B across 45 positions as of Q2 2022. Top holdings: BRK/A (14.4%), JNJ (10.8%), GOOGL (10.6%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added FDX, AXP and PARA; exited MMM and ANAT; increased 1, led by INTC (+9,077 shares); trimmed 37, led by AZO (−19,193 shares). Top move: FDX (NEW, conviction 68). Portfolio: $2.4B across 45 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