Tweedy, Browne Co LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings43 positions
 Berkshire Hathaway Inc. | 285 | $194.1M | 13.1% | — | — | 21 qtrssince 2019-Q4 | Decreased 0 |
 CNH Industrial N.V. | 14.6M | $165.8M | 11.2% | — | — | 21 qtrssince 2019-Q4 | Decreased 0 |
 Johnson & Johnson | 1.1M | $156.3M | 10.5% | $121.26 | +13.89% | 21 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 736,815 | $139.5M | 9.4% | $66.36 | +183.61% | 21 qtrssince 2019-Q4 | Decreased 0 |
 FMC Corporation | 2.9M | $139.1M | 9.4% | $62.56 | -27.64% | 14 qtrssince 2021-Q3 | Decreased 0 |
 Ionis Pharmaceuticals, Inc. | 3.2M | $113.6M | 7.7% | $37.21 | -6.04% | 12 qtrssince 2022-Q1 | Decreased 0 |
 COCA-COLA FEMSA SAB DE CV | 1.3M | $103.6M | 7.0% | $36.51 | +102.65% | 21 qtrssince 2019-Q4 | Decreased 0 |
 Wells Fargo & Company | 677,364 | $47.6M | 3.2% | $45.08 | +49.14% | 21 qtrssince 2019-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 100,415 | $45.5M | 3.1% | $218.52 | +107.43% | 21 qtrssince 2019-Q4 | Decreased 0 |
 Autoliv, Inc. | 444,159 | $41.7M | 2.8% | $43.30 | +107.42% | 20 qtrssince 2020-Q1 | Decreased 0 |
 FedEx Corporation | 118,859 | $33.4M | 2.3% | $165.37 | +32.36% | 11 qtrssince 2022-Q2 | Decreased 0 |
 U-Haul Holding Company | 489,431 | $31.3M | 2.1% | $56.21 | +13.19% | 7 qtrssince 2023-Q2 | Decreased 0 |
 Envista Holdings Corporation | 1.5M | $29.5M | 2.0% | $19.09 | +1.05% | 4 qtrssince 2024-Q1 | Decreased 0 |
 Truist Financial Corporation | 636,823 | $27.6M | 1.9% | $29.91 | +34.08% | 18 qtrssince 2020-Q3 | Decreased 0 |
 American Express Company | 89,548 | $26.6M | 1.8% | $131.56 | +120.71% | 11 qtrssince 2022-Q2 | Decreased 0 |
 AutoZone, Inc. | 7,696 | $24.6M | 1.7% | $1,191.31 | +168.78% | 21 qtrssince 2019-Q4 | Decreased 0 |
 SEALED AIR CORP | 564,481 | $19.1M | 1.3% | — | — | 7 qtrssince 2023-Q2 | Decreased 0 |
 Bank of America Corporation | 429,853 | $18.9M | 1.3% | $24.95 | +69.44% | 18 qtrssince 2020-Q3 | Decreased 0 |
 Diageo plc | 138,420 | $17.6M | 1.2% | $139.93 | -14.76% | 21 qtrssince 2019-Q4 | Decreased 0 |
 Vertex Pharmaceuticals Incorporated | 40,631 | $16.4M | 1.1% | $347.74 | +15.80% | 6 qtrssince 2023-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2024-Q4 | $1,483,566,868 | -29.2718948334% |
Tweedy, Browne Co LLC manages $1.5B across 43 positions as of Q4 2024. Top holdings: BRK/A (13.1%), CNH (11.2%), JNJ (10.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Trimmed 40, led by GOOGL (−964,839 shares). No standout high-conviction moves this quarter. Portfolio: $1.5B 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