Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings46 positions
 Berkshire Hathaway Inc. | 863 | $350.8M | 15.4% | — | — | 12 qtrssince 2019-Q4 | Unchanged 0 |
 Johnson & Johnson | 1.5M | $243.2M | 10.7% | $121.26 | +20.26% | 12 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 2.4M | $228.7M | 10.1% | $66.36 | +42.78% | 12 qtrssince 2019-Q4 | Increased 60 |
 Alphabet Inc. | 1.6M | $151.8M | 6.7% | $66.22 | +43.83% | 12 qtrssince 2019-Q4 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 2.3M | $136.6M | 6.0% | $36.51 | +37.64% | 12 qtrssince 2019-Q4 | Decreased 0 |
 FMC Corporation | 1.2M | $130.9M | 5.8% | $80.91 | +13.04% | 5 qtrssince 2021-Q3 | Increased 62 |
 Ionis Pharmaceuticals, Inc. | 2.7M | $120.4M | 5.3% | $37.04 | +19.41% | 3 qtrssince 2022-Q1 | Decreased 0 |
 AutoZone, Inc. | 48,839 | $104.6M | 4.6% | $1,191.31 | +79.80% | 12 qtrssince 2019-Q4 | Decreased 0 |
 Autoliv, Inc. | 1.1M | $74.3M | 3.3% | $40.32 | +48.92% | 11 qtrssince 2020-Q1 | Increased 56 |
 Wells Fargo & Company | 1.6M | $62.5M | 2.8% | $45.08 | -19.84% | 12 qtrssince 2019-Q4 | Decreased 0 |
 BANK NEW YORK MELLON CORP | 1.5M | $57.4M | 2.5% | $41.45 | -16.99% | 12 qtrssince 2019-Q4 | Decreased 0 |
 Concentrix Corporation | 504,353 | $56.3M | 2.5% | $100.15 | -0.25% | 8 qtrssince 2020-Q4 | Increased 82 |
 Bank of America Corporation | 1.7M | $52.7M | 2.3% | $24.70 | +10.56% | 9 qtrssince 2020-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 192,829 | $51.5M | 2.3% | $218.52 | +22.19% | 12 qtrssince 2019-Q4 | Decreased 0 |
 Cisco Systems, Inc. | 1.1M | $42.5M | 1.9% | $39.28 | -9.26% | 12 qtrssince 2019-Q4 | Decreased 0 |
 U.S. Bancorp | 918,298 | $37M | 1.6% | $39.30 | -14.48% | 12 qtrssince 2019-Q4 | Decreased 0 |
 Truist Financial Corporation | 818,904 | $35.7M | 1.6% | $32.45 | +9.28% | 9 qtrssince 2020-Q3 | Decreased 0 |
 Intel Corporation | 1.2M | $31.5M | 1.4% | $46.46 | -47.22% | 9 qtrssince 2020-Q3 | Decreased 0 |
 Fox Corporation | 1.1M | $31.4M | 1.4% | $27.97 | -3.41% | 12 qtrssince 2019-Q4 | Decreased 0 |
 Union Pacific Corporation | 158,458 | $30.9M | 1.4% | $155.60 | +14.25% | 12 qtrssince 2019-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2022-Q3 | $2,271,834,000 | -7.1083648651% |
Tweedy, Browne Co LLC manages $2.3B across 46 positions as of Q3 2022. Top holdings: BRK/A (15.4%), JNJ (10.7%), GOOGL (10.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added HLN; increased 9, led by PARA (+16,955 shares); trimmed 32, led by CMCSA (−659,927 shares). Top move: CNXC (INCREASED, conviction 82). Portfolio: $2.3B 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