Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings44 positions
 Berkshire Hathaway Inc. | 652 | $399.2M | 18.4% | — | — | 19 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 1.9M | $354.2M | 16.3% | $66.36 | +172.22% | 19 qtrssince 2019-Q4 | Decreased 0 |
 FMC Corporation | 3.2M | $181.8M | 8.4% | $62.56 | -16.10% | 12 qtrssince 2021-Q3 | Increased 74 |
 Johnson & Johnson | 1.1M | $165.2M | 7.6% | $121.26 | +13.33% | 19 qtrssince 2019-Q4 | Decreased 0 |
 Ionis Pharmaceuticals, Inc. | 3.5M | $164.6M | 7.6% | $37.21 | +28.09% | 10 qtrssince 2022-Q1 | Unchanged 0 |
 CNH Industrial N.V. | 15.4M | $155.6M | 7.2% | — | — | 19 qtrssince 2019-Q4 | Increased 96 |
 COCA-COLA FEMSA SAB DE CV | 1.4M | $119.3M | 5.5% | $36.51 | +117.30% | 19 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 149,883 | $61M | 2.8% | $218.52 | +86.16% | 19 qtrssince 2019-Q4 | Decreased 0 |
 Wells Fargo & Company | 870,944 | $51.7M | 2.4% | $45.08 | +24.43% | 19 qtrssince 2019-Q4 | Decreased 0 |
 Autoliv, Inc. | 471,959 | $50.5M | 2.3% | $43.30 | +133.35% | 18 qtrssince 2020-Q1 | Decreased 0 |
 FedEx Corporation | 160,957 | $48.3M | 2.2% | $165.37 | +39.69% | 9 qtrssince 2022-Q2 | Decreased 0 |
 U-Haul Holding Company | 601,930 | $36.1M | 1.7% | $56.21 | +5.91% | 5 qtrssince 2023-Q2 | Decreased 0 |
 AutoZone, Inc. | 12,126 | $35.9M | 1.7% | $1,191.31 | +148.81% | 19 qtrssince 2019-Q4 | Decreased 0 |
 Envista Holdings Corporation | 1.9M | $31.6M | 1.5% | $19.09 | -12.88% | 2 qtrssince 2024-Q1 | Increased 73 |
 SEALED AIR CORP | 893,380 | $31.1M | 1.4% | — | — | 5 qtrssince 2023-Q2 | Decreased 0 |
 Truist Financial Corporation | 779,724 | $30.3M | 1.4% | $29.91 | +17.26% | 16 qtrssince 2020-Q3 | Decreased 0 |
 Alphabet Inc. | 147,973 | $27.1M | 1.2% | $66.22 | +174.68% | 19 qtrssince 2019-Q4 | Decreased 0 |
 Vertex Pharmaceuticals Incorporated | 54,346 | $25.5M | 1.2% | $347.74 | +34.79% | 4 qtrssince 2023-Q3 | Decreased 0 |
 American Express Company | 104,088 | $24.1M | 1.1% | $131.56 | +71.24% | 9 qtrssince 2022-Q2 | Decreased 0 |
NW NATIONAL WESTN LIFE GROUP IN | 43,677 | $21.7M | 1.0% | — | — | 19 qtrssince 2019-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2023-Q1 | $1,836,855 | -2.19448806194% |
| 2023-Q2 | $1,905,194 | 3.72043520038% |
| 2023-Q3 | $1,869,036,899 | 98002.1827174% |
| 2023-Q4 | $2,048,596,841 | 9.60708384602% |
| 2024-Q1 | $2,130,169,015 | 3.98185589119% |
| 2024-Q2 | $2,174,711,147 | 2.09101398463% |
Tweedy, Browne Co LLC manages $2.2B across 44 positions as of Q2 2024. Top holdings: BRK/A (18.4%), GOOGL (16.3%), FMC (8.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Exited CSL; increased 3, led by CNH (+14.3M shares); trimmed 38, led by ALV (−490,808 shares). Top move: CNH (INCREASED, conviction 96). Portfolio: $2.2B 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