Tweedy Browne

Tweedy Browne

13F
Tweedy Browne CO LLC
Last update 2024-11-13 43 Stocks (1 new)
Value $2.10 Bil Turnover 0 %
Countries:
Portfolio Report

Tweedy Browne Profile

Tweedy, Browne's operations are managed by its Management Committee, which consists of Jay Hill, Thomas H. Shrager, John D. Spears and Robert Q. Wyckoff, Jr., who have been with the firm for tenures ranging from 18 to 47 years.
Tweedy, Browne is owned by its Managing Directors and certain other employees and by a wholly-owned subsidiary of Affiliated Managers Group, Inc. ("AMG"), which owns a majority interest in the firm. AMG provides the Firm with operational autonomy and a seamless mechanism for ownership transfer and succession. Benjamin Graham, through his investment firm Graham-Newman Corp., was one of the firm's primary brokerage clients in the 1930s, 1940s, and 1950s.

Tweedy Browne Investing Philosophy

The Tweedy, Browne Value Fund seeks long-term growth of capital by investing primarily in U.S. and foreign equity securities that the Adviser believes are undervalued. Investments are focused in developed markets. The fund seeks to reduce currency risk by hedging its perceived foreign currency exposure back into the U.S. dollar where practicable.

Tweedy Browne's Portfolio

Tweedy Browne Current Holdings

Add To Portfolio
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GL
Globe Life Inc
35,502
3760.02
New Holding
0.18
+0.18%
0.04
+2.10%
-8.68%
9264.596
Insurance
EPD
Enterprise Products Partners LP
136,295
3967.55
0%
0.19
0%
0.01
+8.95%
+28.88%
68386.989
Oil & Gas
EMR
Emerson Electric Co
11,954
1307.41
0%
0.06
0%
0
+18.40%
+31.26%
71487.577
Industrial Products
IONS
Ionis Pharmaceuticals Inc
3,454,676
138394.32
0%
6.6
0%
2.19
-10.95%
-27.83%
5777.462
Biotechnology
BAX
Baxter International Inc
9,861
374.42
0%
0.02
0%
0
-25.08%
-22.68%
14822.355
Medical Devices & Instruments
PSX
Phillips 66
30,228
3973.47
0%
0.19
0%
0.01
-13.00%
-13.39%
46132.963
Oil & Gas
ALV
Autoliv Inc
471,284
44003.79
-0.14%
2.1
0%
0.6
+0.93%
-13.17%
7351.082
Vehicles & Parts
CNH
CNH Industrial NV
15,334,473
170212.65
-0.18%
8.11
-0.01%
1.22
-1.02%
-4.79%
13969.875
Farm & Heavy Construction Machinery
KOF
Coca-Cola Femsa SAB de CV
1,385,475
122919.34
-0.31%
5.86
-0.02%
0.66
-13.25%
-13.88%
16548.002
Beverages - Non-Alcoholic
ATMU
Atmus Filtration Technologies Inc
131,732
4943.9
-0.35%
0.24
0%
0.16
+4.69%
+66.47%
3244.072
Industrial Products
JNJ
Johnson & Johnson
1,126,182
182509.06
-0.38%
8.7
-0.03%
0.05
-10.02%
-4.36%
349683.16
Drug Manufacturers
UHAL.B
U-Haul Holding Co
598,368
43082.5
-0.59%
2.05
-0.01%
0.32
-11.50%
-8.89%
12200.952
Business Services
NVST
Envista Holdings Corp
1,887,420
37295.42
-0.78%
1.78
-0.01%
1.1
-0.13%
-21.80%
3251.768
Medical Devices & Instruments
FMC
FMC Corp
3,125,442
206091.65
-1.06%
9.83
-0.09%
2.5
-22.50%
-18.96%
6221.806
Agriculture
UNP
Union Pacific Corp
42,889
10571.28
-1.11%
0.5
0%
0.01
-7.42%
-4.64%
138784.268
Transportation
COP
ConocoPhillips
26,718
2812.87
-1.18%
0.13
0%
0
-10.47%
-14.24%
125372.038
Oil & Gas
CNXC
Concentrix Corp
164,205
8415.51
-1.27%
0.4
-0.01%
0.25
-33.14%
-55.96%
2773.917
Software
VRTX
Vertex Pharmaceuticals Inc
53,600
24928.29
-1.37%
1.19
-0.02%
0.02
-11.64%
+0.54%
104690.808
Biotechnology
DEO
Diageo PLC
139,325
19552.87
-1.40%
0.93
-0.01%
0.03
-7.63%
-10.95%
69848.598
Beverages - Alcoholic
BAC
Bank of America Corp
506,461
20096.37
-1.59%
0.96
-0.01%
0.01
+12.83%
+34.81%
339870.204
Banks
100/Page
Total 45

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