Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings45 positions
 Berkshire Hathaway Inc. | 662 | $359.2M | 17.5% | — | — | 17 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 2M | $280.4M | 13.7% | $66.36 | +108.52% | 17 qtrssince 2019-Q4 | Decreased 0 |
 FMC Corporation | 3M | $186.7M | 9.1% | $65.18 | -13.48% | 10 qtrssince 2021-Q3 | Increased 97 |
 Johnson & Johnson | 1.1M | $177.9M | 8.7% | $121.26 | +19.65% | 17 qtrssince 2019-Q4 | Decreased 0 |
 Ionis Pharmaceuticals, Inc. | 3.5M | $174.8M | 8.5% | $37.21 | +35.96% | 8 qtrssince 2022-Q1 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 1.6M | $149.3M | 7.3% | $36.51 | +137.33% | 17 qtrssince 2019-Q4 | Decreased 0 |
 Autoliv, Inc. | 1M | $111.6M | 5.4% | $43.30 | +137.65% | 16 qtrssince 2020-Q1 | Decreased 0 |
 Alphabet Inc. | 447,711 | $63.1M | 3.1% | $66.22 | +110.81% | 17 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 162,360 | $57.9M | 2.8% | $218.52 | +63.22% | 17 qtrssince 2019-Q4 | Decreased 0 |
 Wells Fargo & Company | 900,468 | $44.3M | 2.2% | $45.08 | +1.82% | 17 qtrssince 2019-Q4 | Decreased 0 |
 U-Haul Holding Company | 607,360 | $42.8M | 2.1% | $56.21 | +24.10% | 3 qtrssince 2023-Q2 | Increased 69 |
 FedEx Corporation | 162,632 | $41.1M | 2.0% | $165.37 | +16.62% | 7 qtrssince 2022-Q2 | Decreased 0 |
 SEALED AIR CORP | 905,520 | $33.1M | 1.6% | — | — | 3 qtrssince 2023-Q2 | Increased 52 |
 AutoZone, Inc. | 12,238 | $31.6M | 1.5% | $1,191.31 | +117.04% | 17 qtrssince 2019-Q4 | Decreased 0 |
 Truist Financial Corporation | 796,209 | $29.4M | 1.4% | $29.91 | +8.38% | 14 qtrssince 2020-Q3 | Decreased 0 |
 Vertex Pharmaceuticals Incorporated | 66,764 | $27.2M | 1.3% | $347.74 | +17.01% | 2 qtrssince 2023-Q3 | Decreased 0 |
NW NATIONAL WESTN LIFE GROUP IN | 43,907 | $21.2M | 1.0% | — | — | 17 qtrssince 2019-Q4 | Decreased 0 |
 Diageo plc | 143,060 | $20.8M | 1.0% | $139.93 | -5.19% | 17 qtrssince 2019-Q4 | Decreased 0 |
 American Express Company | 109,896 | $20.6M | 1.0% | $131.56 | +37.67% | 7 qtrssince 2022-Q2 | Decreased 0 |
 BANK NEW YORK MELLON CORP | 352,923 | $18.4M | 0.9% | $41.45 | +17.31% | 17 qtrssince 2019-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2023-Q4 | $2,048,596,841 | 9.60708384602% |
Tweedy, Browne Co LLC manages $2B across 45 positions as of Q4 2023. Top holdings: BRK/A (17.5%), GOOGL (13.7%), FMC (9.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Exited PARA and INTC; increased 3, led by FMC (+1.5M shares); trimmed 39, led by GOOG (−146,950 shares). Top move: FMC (INCREASED, conviction 97). Portfolio: $2.0B across 45 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