Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings42 positions
 Berkshire Hathaway Inc. | 886 | $399.3M | 12.7% | — | — | 9 qtrssince 2019-Q4 | Unchanged 0 |
 Alphabet Inc. | 127,070 | $368.1M | 11.7% | $66.34 | +116.30% | 9 qtrssince 2019-Q4 | Decreased 0 |
 Johnson & Johnson | 1.7M | $285.2M | 9.0% | $121.26 | +23.50% | 9 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 86,110 | $249.2M | 7.9% | $66.22 | +116.42% | 9 qtrssince 2019-Q4 | Decreased 0 |
 Cisco Systems, Inc. | 2.8M | $177M | 5.6% | $39.28 | +40.68% | 9 qtrssince 2019-Q4 | Decreased 0 |
 AutoZone, Inc. | 83,739 | $175.6M | 5.6% | $1,191.31 | +75.97% | 9 qtrssince 2019-Q4 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 2.8M | $152.1M | 4.8% | $36.51 | +25.99% | 9 qtrssince 2019-Q4 | Decreased 0 |
 FMC Corporation | 1.2M | $131M | 4.2% | $80.46 | +16.55% | 2 qtrssince 2021-Q3 | Increased 67 |
 Autoliv, Inc. | 1.1M | $115.9M | 3.7% | $39.96 | +127.36% | 8 qtrssince 2020-Q1 | Increased 56 |
 BANK NEW YORK MELLON CORP | 1.8M | $104.6M | 3.3% | $41.45 | +22.41% | 9 qtrssince 2019-Q4 | Decreased 0 |
 Wells Fargo & Company | 2.2M | $103.5M | 3.3% | $45.08 | -5.97% | 9 qtrssince 2019-Q4 | Decreased 0 |
 Bank of America Corporation | 1.9M | $85.6M | 2.7% | $24.69 | +60.19% | 6 qtrssince 2020-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 281,043 | $84M | 2.7% | $218.52 | +36.83% | 9 qtrssince 2019-Q4 | Decreased 0 |
 Fox Corporation | 2.2M | $76.3M | 2.4% | $27.97 | +14.51% | 9 qtrssince 2019-Q4 | Decreased 0 |
 3M Company | 346,800 | $61.6M | 2.0% | $113.99 | +10.25% | 9 qtrssince 2019-Q4 | Decreased 0 |
 U.S. Bancorp | 1.1M | $60.7M | 1.9% | $39.30 | +15.66% | 9 qtrssince 2019-Q4 | Decreased 0 |
 Comcast Corporation | 1.1M | $53.3M | 1.7% | $31.69 | +25.07% | 9 qtrssince 2019-Q4 | Decreased 0 |
 Carlisle Companies Incorporated | 210,551 | $52.2M | 1.7% | $121.24 | +94.12% | 6 qtrssince 2020-Q3 | Decreased 0 |
 Intel Corporation | 994,073 | $51.2M | 1.6% | $46.60 | +2.51% | 6 qtrssince 2020-Q3 | Increased 67 |
 Truist Financial Corporation | 842,806 | $49.3M | 1.6% | $32.44 | +42.93% | 6 qtrssince 2020-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2021-Q4 | $3,151,982,000 | 5.30197819849% |
Tweedy, Browne Co LLC manages $3.2B across 42 positions as of Q4 2021. Top holdings: BRK/A (12.7%), GOOGL (11.7%), JNJ (9.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Exited AXP, JEF, AIT and 1 more; increased 5, led by FMC (+201,290 shares); trimmed 33, led by EMR (−153,776 shares). Top move: FMC (INCREASED, conviction 67). Portfolio: $3.2B across 42 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