Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings43 positions
 Berkshire Hathaway Inc. | 564 | $389.8M | 18.6% | — | — | 20 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 1.7M | $282.2M | 13.5% | $66.36 | +148.19% | 20 qtrssince 2019-Q4 | Decreased 0 |
 FMC Corporation | 3.1M | $206.1M | 9.8% | $62.56 | -3.01% | 13 qtrssince 2021-Q3 | Decreased 0 |
 Johnson & Johnson | 1.1M | $182.5M | 8.7% | $121.26 | +26.61% | 20 qtrssince 2019-Q4 | Decreased 0 |
 CNH Industrial N.V. | 15.3M | $170.2M | 8.1% | — | — | 20 qtrssince 2019-Q4 | Decreased 0 |
 Ionis Pharmaceuticals, Inc. | 3.5M | $138.4M | 6.6% | $37.21 | +7.66% | 11 qtrssince 2022-Q1 | Unchanged 0 |
 COCA-COLA FEMSA SAB DE CV | 1.4M | $122.9M | 5.9% | $36.51 | +126.77% | 20 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 140,855 | $64.8M | 3.1% | $218.52 | +110.63% | 20 qtrssince 2019-Q4 | Decreased 0 |
 Wells Fargo & Company | 854,276 | $48.3M | 2.3% | $45.08 | +19.26% | 20 qtrssince 2019-Q4 | Decreased 0 |
 Autoliv, Inc. | 471,284 | $44M | 2.1% | $43.30 | +105.04% | 19 qtrssince 2020-Q1 | Decreased 0 |
 U-Haul Holding Company | 598,368 | $43.1M | 2.1% | $56.21 | +27.15% | 6 qtrssince 2023-Q2 | Decreased 0 |
 FedEx Corporation | 157,226 | $43M | 2.1% | $165.37 | +28.12% | 10 qtrssince 2022-Q2 | Decreased 0 |
 Envista Holdings Corporation | 1.9M | $37.3M | 1.8% | $19.09 | +3.52% | 3 qtrssince 2024-Q1 | Decreased 0 |
 AutoZone, Inc. | 11,024 | $34.7M | 1.7% | $1,191.31 | +164.42% | 20 qtrssince 2019-Q4 | Decreased 0 |
 Truist Financial Corporation | 760,929 | $32.5M | 1.6% | $29.91 | +30.70% | 17 qtrssince 2020-Q3 | Decreased 0 |
 SEALED AIR CORP | 766,121 | $27.8M | 1.3% | — | — | 6 qtrssince 2023-Q2 | Decreased 0 |
 American Express Company | 100,037 | $27.1M | 1.3% | $131.56 | +101.15% | 10 qtrssince 2022-Q2 | Decreased 0 |
 Vertex Pharmaceuticals Incorporated | 53,600 | $24.9M | 1.2% | $347.74 | +33.74% | 5 qtrssince 2023-Q3 | Decreased 0 |
 Bank of America Corporation | 506,461 | $20.1M | 1.0% | $24.95 | +52.13% | 17 qtrssince 2020-Q3 | Decreased 0 |
 Diageo plc | 139,325 | $19.6M | 0.9% | $139.93 | -5.90% | 20 qtrssince 2019-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2024-Q3 | $2,097,563,429 | -3.54749264547% |
Tweedy, Browne Co LLC manages $2.1B across 43 positions as of Q3 2024. Top holdings: BRK/A (18.6%), GOOGL (13.5%), FMC (9.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added GL; exited NWLI and BIDU; trimmed 37, led by GOOGL (−242,933 shares). No standout high-conviction moves this quarter. Portfolio: $2.1B across 43 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