Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings46 positions
 Berkshire Hathaway Inc. | 886 | $364.5M | 12.2% | — | — | 8 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 127,195 | $340.1M | 11.4% | $66.34 | +99.61% | 8 qtrssince 2019-Q4 | Decreased 0 |
 Johnson & Johnson | 1.7M | $270.5M | 9.0% | $121.26 | +15.83% | 8 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 89,645 | $238.9M | 8.0% | $66.22 | +99.35% | 8 qtrssince 2019-Q4 | Decreased 0 |
 Cisco Systems, Inc. | 3M | $163.7M | 5.5% | $39.28 | +20.02% | 8 qtrssince 2019-Q4 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 2.8M | $157.7M | 5.3% | $36.51 | +26.46% | 8 qtrssince 2019-Q4 | Decreased 0 |
 AutoZone, Inc. | 87,253 | $148.2M | 4.9% | $1,191.31 | +42.53% | 8 qtrssince 2019-Q4 | Decreased 0 |
 Wells Fargo & Company | 2.2M | $101M | 3.4% | $45.08 | -9.40% | 8 qtrssince 2019-Q4 | Decreased 0 |
 BANK NEW YORK MELLON CORP | 1.9M | $96.9M | 3.2% | $41.45 | +8.63% | 8 qtrssince 2019-Q4 | Decreased 0 |
 Autoliv, Inc. | 1.1M | $95.5M | 3.2% | $39.64 | +88.78% | 7 qtrssince 2020-Q1 | Decreased 0 |
 FMC Corporation | 991,210 | $90.8M | 3.0% | $77.76 | 0.00% | 1 qtr | New 84 |
 Fox Corporation | 2.2M | $83.5M | 2.8% | $27.97 | +24.03% | 8 qtrssince 2019-Q4 | Decreased 0 |
 Bank of America Corporation | 1.9M | $81.9M | 2.7% | $24.69 | +52.12% | 5 qtrssince 2020-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 285,756 | $78M | 2.6% | $218.52 | +24.90% | 8 qtrssince 2019-Q4 | Increased 54 |
 U.S. Bancorp | 1.1M | $64.8M | 2.2% | $39.30 | +21.40% | 8 qtrssince 2019-Q4 | Decreased 0 |
 Comcast Corporation | 1.1M | $62.7M | 2.1% | $31.69 | +38.38% | 8 qtrssince 2019-Q4 | Decreased 0 |
 3M Company | 349,172 | $61.3M | 2.0% | $113.99 | +8.00% | 8 qtrssince 2019-Q4 | Decreased 0 |
 Truist Financial Corporation | 845,291 | $49.6M | 1.7% | $32.44 | +42.11% | 5 qtrssince 2020-Q3 | Decreased 0 |
 American Express Company | 270,039 | $45.2M | 1.5% | $110.55 | +42.17% | 8 qtrssince 2019-Q4 | Decreased 0 |
 Carlisle Companies Incorporated | 215,401 | $42.8M | 1.4% | $121.24 | +55.17% | 5 qtrssince 2020-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2020-Q2 | $2,506,086,000 | 16.3040527276% |
| 2020-Q3 | $2,579,542,000 | 2.93110451916% |
| 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% |
Tweedy, Browne Co LLC manages $3B across 46 positions as of Q3 2021. Top holdings: BRK/A (12.2%), GOOGL (11.4%), JNJ (9.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added FMC; exited ABBV; increased 3, led by FMS (+244,758 shares); trimmed 39, led by BABA (−1.5M shares). Top move: FMC (NEW, conviction 84). Portfolio: $3.0B across 46 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR