Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings47 positions
 Berkshire Hathaway Inc. | 667 | $354.5M | 19.0% | — | — | 16 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 2M | $262.8M | 14.1% | $66.36 | +95.34% | 16 qtrssince 2019-Q4 | Decreased 0 |
 Johnson & Johnson | 1.1M | $177.6M | 9.5% | $121.26 | +17.95% | 16 qtrssince 2019-Q4 | Decreased 0 |
 Ionis Pharmaceuticals, Inc. | 3.5M | $159.2M | 8.5% | $37.21 | +21.91% | 7 qtrssince 2022-Q1 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 1.6M | $124.4M | 6.7% | $36.51 | +92.68% | 16 qtrssince 2019-Q4 | Decreased 0 |
 Autoliv, Inc. | 1M | $98.1M | 5.2% | $43.30 | +106.70% | 15 qtrssince 2020-Q1 | Decreased 0 |
 FMC Corporation | 1.4M | $96.7M | 5.2% | $74.41 | -20.24% | 9 qtrssince 2021-Q3 | Increased 79 |
 Alphabet Inc. | 594,661 | $78.4M | 4.2% | $66.22 | +97.23% | 16 qtrssince 2019-Q4 | Unchanged 0 |
 Berkshire Hathaway Inc. | 164,990 | $57.8M | 3.1% | $218.52 | +60.31% | 16 qtrssince 2019-Q4 | Decreased 0 |
 AutoZone, Inc. | 18,319 | $46.5M | 2.5% | $1,191.31 | +113.21% | 16 qtrssince 2019-Q4 | Decreased 0 |
 FedEx Corporation | 163,554 | $43.3M | 2.3% | $165.37 | +21.55% | 6 qtrssince 2022-Q2 | Decreased 0 |
 Wells Fargo & Company | 912,291 | $37.3M | 2.0% | $45.08 | -16.22% | 16 qtrssince 2019-Q4 | Decreased 0 |
 SEALED AIR CORP | 814,905 | $26.8M | 1.4% | — | — | 2 qtrssince 2023-Q2 | Increased 63 |
 Vertex Pharmaceuticals Incorporated | 75,004 | $26.1M | 1.4% | $347.74 | 0.00% | 1 qtr | New 66 |
 Truist Financial Corporation | 811,981 | $23.2M | 1.2% | $29.91 | -17.45% | 13 qtrssince 2020-Q3 | Decreased 0 |
 U-Haul Holding Company | 418,635 | $21.9M | 1.2% | $50.10 | +3.47% | 2 qtrssince 2023-Q2 | Decreased 0 |
 Diageo plc | 145,561 | $21.7M | 1.2% | $139.93 | -2.90% | 16 qtrssince 2019-Q4 | Decreased 0 |
NW NATIONAL WESTN LIFE GROUP IN | 44,194 | $19.3M | 1.0% | — | — | 16 qtrssince 2019-Q4 | Decreased 0 |
 BANK NEW YORK MELLON CORP | 427,482 | $18.2M | 1.0% | $41.45 | -4.84% | 16 qtrssince 2019-Q4 | Decreased 0 |
 American Express Company | 113,719 | $17M | 0.9% | $131.56 | +9.19% | 6 qtrssince 2022-Q2 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2023-Q3 | $1,869,036,899 | 98002.1827174% |
Tweedy, Browne Co LLC manages $1.9B across 47 positions as of Q3 2023. Top holdings: BRK/A (19.0%), GOOGL (14.1%), JNJ (9.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added VRTX, KVUE and ATMU; exited FMS and CKX; increased 2, led by FMC (+435,404 shares); trimmed 39, led by PARA (−96,630 shares). Top move: FMC (INCREASED, conviction 79). Portfolio: $1.9B across 47 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