Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings46 positions
 Berkshire Hathaway Inc. | 671 | $347,451 | 18.2% | — | — | 15 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 2M | $240,352 | 12.6% | $66.36 | +78.68% | 15 qtrssince 2019-Q4 | Decreased 0 |
 Johnson & Johnson | 1.2M | $200,179 | 10.5% | $121.26 | +24.45% | 15 qtrssince 2019-Q4 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 1.8M | $152,055 | 8.0% | $36.51 | +104.64% | 15 qtrssince 2019-Q4 | Decreased 0 |
 Ionis Pharmaceuticals, Inc. | 3.5M | $145,281 | 7.6% | $37.21 | +10.27% | 6 qtrssince 2022-Q1 | Decreased 0 |
 FMC Corporation | 1M | $105,216 | 5.5% | $80.91 | +13.28% | 8 qtrssince 2021-Q3 | Decreased 0 |
 Autoliv, Inc. | 1M | $86,500 | 4.5% | $43.30 | +80.97% | 14 qtrssince 2020-Q1 | Decreased 0 |
 Alphabet Inc. | 594,661 | $71,936 | 3.8% | $66.22 | +80.95% | 15 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 185,012 | $63,089 | 3.3% | $218.52 | +56.05% | 15 qtrssince 2019-Q4 | Decreased 0 |
 AutoZone, Inc. | 19,051 | $47,501 | 2.5% | $1,191.31 | +109.30% | 15 qtrssince 2019-Q4 | Decreased 0 |
 Cisco Systems, Inc. | 838,040 | $43,360 | 2.3% | $39.28 | +20.31% | 15 qtrssince 2019-Q4 | Decreased 0 |
 FedEx Corporation | 169,559 | $42,034 | 2.2% | $165.37 | +13.18% | 5 qtrssince 2022-Q2 | Decreased 0 |
 Wells Fargo & Company | 957,109 | $40,849 | 2.1% | $45.08 | -13.17% | 15 qtrssince 2019-Q4 | Decreased 0 |
 BANK NEW YORK MELLON CORP | 702,774 | $31,287 | 1.6% | $41.45 | -1.58% | 15 qtrssince 2019-Q4 | Decreased 0 |
 Truist Financial Corporation | 841,871 | $25,551 | 1.3% | $29.91 | -13.88% | 12 qtrssince 2020-Q3 | Decreased 0 |
 Diageo plc | 146,275 | $25,376 | 1.3% | $139.93 | +11.24% | 15 qtrssince 2019-Q4 | Decreased 0 |
 U-Haul Holding Company | 433,208 | $21,951 | 1.2% | $50.10 | 0.00% | 1 qtr | New 44 |
 SEALED AIR CORP | 545,295 | $21,812 | 1.1% | — | — | 1 qtr | New 44 |
 American Express Company | 119,329 | $20,787 | 1.1% | $131.56 | +27.05% | 5 qtrssince 2022-Q2 | Decreased 0 |
NW NATIONAL WESTN LIFE GROUP IN | 44,269 | $18,396 | 1.0% | — | — | 15 qtrssince 2019-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2023-Q2 | $1,905,194 | 3.72043520038% |
Tweedy, Browne Co LLC manages $1.9M across 46 positions as of Q2 2023. Top holdings: BRK/A (18.2%), GOOGL (12.6%), JNJ (10.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added UHAL/B and SEE; increased 2, led by PARA (+1,340 shares); trimmed 35, led by KOF (−100,175 shares). Top move: UHAL/B (NEW, conviction 44). Portfolio: $2M 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