
	Tweedy Browne 13F
	Tweedy Browne CO LLC

	Last update 2024-11-13	43 Stocks (1 new)
	Value $2.10 Bil	Turnover 0 %
	Countries: Top Holdings: BRK.A(18.58%)GOOGL(13.45%)FMC(9.83%)JNJ(8.70%)CNH(8.11%) 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 Portfolio and Latest Trades

Ticker
Ticker
CNH
FMC
GOOG
BRK.A
ALV
AZO
BRK.A
GOOGL
GOOG
JNJ
FMC
BAC
IONS
GOOGL
FMC
CSCO
FMC
VRTX
BK
UHAL.B
SEE
CNXC
TFC
KOF
KOF
GOOG
WFC
NWLI
NVST
UNP
USB
TFC
FMC
INTC
AZO
GOOG
FOX
FOX
NVST
PGR
UHAL.B
BK
JNJ
THO
UL
KOF
KVUE
SEE
GOOG
KOF
FMS
GOOGL
FMS
INTC
KOF
CSL
CSCO
MS
ALV
BRK.B
CNXC
ALV
AZO
CNXC
BRK.A
FMC
ALV
UL
INTC
ALV
THO
GOOG
VRTX
PARA
BRK.A
CMCSA
BRK.B
CMCSA
PARA
SEE
BK
JNJ
GL
BK
BRK.B
CNH
SEE
AZO
ATMU
VRTX
CMCSA
BRK.A
FDX
IONS
TFC
BK
USB
BRK.A
CNXC
AZO

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
CNH	CNH Industrial NV	2024-06-30	Add	+6.66%	● 9.91 ($11.33) 13.13	$11.19	-1.28%	Add 1320.38%	15,362,043	14,280,501
FMC	FMC Corp	2023-12-31	Add	+4.67%	● 50.01 ($57.98) 67.24	$49.75	-14.19%	Add 105.14%	2,961,857	1,518,053
GOOG	Alphabet Inc	2023-03-31	Reduce	-4.13%	● 86.77 ($96.56) 108.8	$197.05	104.07%	Reduce -59.21%	601,351	-872,869
BRK.A	Berkshire Hathaway Inc	2022-12-31	Reduce	-3.22%	● 399251 ($448762) 480280	$687,691.26	53.24%	Reduce -20.86%	683	-180
ALV	Autoliv Inc	2024-06-30	Reduce	-2.77%	● 106.29 ($118.93) 129.11	$93.34	-21.51%	Reduce -50.98%	471,959	-490,808
AZO	AutoZone Inc	2022-12-31	Reduce	-2.52%	● 2174 ($2416.82) 2579	$3,272.01	35.39%	Reduce -54.71%	22,117	-26,722
BRK.A	Berkshire Hathaway Inc	2024-09-30	Reduce	-2.48%	● 610460 ($663906) 715910	$687,691.26	3.58%	Reduce -13.5%	564	-88
GOOGL	Alphabet Inc	2024-09-30	Reduce	-2.04%	● 148.66 ($167.74) 191.18	$195.61	16.61%	Reduce -12.49%	1,701,654	-242,933
GOOG	Alphabet Inc	2024-06-30	Reduce	-1.90%	● 151.94 ($170.1) 186.86	$197.05	15.84%	Reduce -64.21%	147,973	-265,503
JNJ	Johnson & Johnson	2022-12-31	Reduce	-1.84%	● 160.2 ($172.66) 179.76	$145.67	-15.63%	Reduce -17.14%	1,233,596	-255,224
FMC	FMC Corp	2024-06-30	Add	+1.73%	● 54.38 ($59.78) 67.53	$49.75	-16.78%	Add 26%	3,159,056	651,957
BAC	Bank of America Corp	2022-12-31	Reduce	-1.67%	● 29.77 ($34.44) 38.41	$44.38	28.86%	Reduce -71.94%	489,593	-1,255,310
IONS	Ionis Pharmaceuticals Inc	2022-12-31	Add	+1.65%	● 37.12 ($42.06) 46.52	$36.59	-13.01%	Add 30.05%	3,541,136	818,148
GOOGL	Alphabet Inc	2022-12-31	Reduce	-1.57%	● 83.43 ($95.03) 104.48	$195.61	105.84%	Reduce -15.63%	2,017,730	-373,750
FMC	FMC Corp	2023-09-30	Add	+1.56%	● 65.91 ($86.61) 106.09	$49.75	-42.56%	Add 43.18%	1,443,804	435,404
CSCO	Cisco Systems Inc	2023-09-30	Reduce	-1.55%	● 50.38 ($53.95) 57.84	$59.77	10.79%	Reduce -68.04%	267,871	-570,169
FMC	FMC Corp	2024-03-31	Reduce	-1.40%	● 50.99 ($58.36) 66.06	$49.75	-14.75%	Reduce -15.35%	2,507,099	-454,758
VRTX	Vertex Pharmaceuticals Inc	2023-09-30	New Buy	+1.40%	● 338.18 ($349.73) 362.46	$407.55	16.53%	New holding	75,004	75,004
BK	Bank of New York Mellon Corp	2022-12-31	Reduce	-1.17%	● 37.29 ($42.89) 45.9	$78.17	82.26%	Reduce -46.19%	802,210	-688,617
UHAL.B	U-Haul Holding Co	2023-06-30	New Buy	+1.15%	● 45.26 ($52.34) 59.05	$64.19	22.65%	New holding	433,208	433,208
SEE	Sealed Air Corp	2023-06-30	New Buy	+1.14%	● 37.85 ($42.58) 47.99	$34.07	-19.99%	New holding	545,295	545,295
CNXC	Concentrix Corp	2022-12-31	Reduce	-1.11%	● 115.19 ($121.53) 134.16	$42.80	-64.79%	Reduce -44.92%	277,811	-226,542
TFC	Truist Financial Corp	2023-03-31	Add	+1.06%	● 30.56 ($43.65) 50.39	$43.92	0.62%	Add 168.81%	911,791	572,592
KOF	Coca-Cola Femsa SAB de CV	2023-09-30	Reduce	-1.05%	● 75.75 ($82.7) 88.95	$78.77	-4.75%	Reduce -13.12%	1,585,706	-239,466
KOF	Coca-Cola Femsa SAB de CV	2022-12-31	Reduce	-1.05%	● 58.73 ($65.1) 70.16	$78.77	21.00%	Reduce -17.45%	1,931,256	-408,285
GOOG	Alphabet Inc	2023-12-31	Reduce	-1.04%	● 123.4 ($135.69) 142.82	$197.05	45.22%	Reduce -24.71%	447,711	-146,950
WFC	Wells Fargo & Co	2022-12-31	Reduce	-1.03%	● 40.23 ($44.26) 47.95	$71.44	61.40%	Reduce -37.56%	971,027	-584,063
NWLI	National Western Life Group Inc	2024-09-30	Sold Out	-1.00%	● 496.86 ($498.55) 499.98	$499.98	0.29%	Sold Out	0	-43,677
NVST	Envista Holdings Corp	2024-03-31	New Buy	+0.99%	● 20.64 ($22.67) 25.45	$18.89	-16.65%	New holding	984,719	984,719
UNP	Union Pacific Corp	2022-12-31	Reduce	-0.97%	● 186.45 ($205.11) 218.02	$229.97	12.12%	Reduce -71.32%	45,453	-113,005
USB	U.S. Bancorp	2022-12-31	Reduce	-0.96%	● 38.79 ($42.8) 45.64	$48.74	13.89%	Reduce -58.69%	379,343	-538,955
TFC	Truist Financial Corp	2022-12-31	Reduce	-0.92%	● 40.42 ($43.87) 47.26	$43.92	0.11%	Reduce -58.58%	339,199	-479,705
FMC	FMC Corp	2022-12-31	Reduce	-0.86%	● 109.11 ($122.62) 134.36	$49.75	-59.43%	Reduce -15%	1,052,597	-185,685
INTC	Intel Corp	2022-12-31	Reduce	-0.86%	● 25.04 ($27.77) 30.71	$20.32	-26.83%	Reduce -61.75%	468,096	-755,754
AZO	AutoZone Inc	2023-12-31	Reduce	-0.83%	● 2416.54 ($2593.5) 2719.78	$3,272.01	26.16%	Reduce -33.2%	12,238	-6,081
GOOG	Alphabet Inc	2024-09-30	Reduce	-0.79%	● 149.54 ($169.25) 192.66	$197.05	16.43%	Reduce -63.12%	54,575	-93,398
FOX	Fox Corp	2023-03-31	Sold Out	-0.79%	● 28.34 ($31.34) 34.36	$47.15	50.45%	Sold Out	0	-522,860
FOX	Fox Corp	2022-12-31	Reduce	-0.72%	● 26.57 ($28.63) 30.61	$47.15	64.69%	Reduce -52.48%	522,860	-577,410
NVST	Envista Holdings Corp	2024-06-30	Add	+0.70%	● 16 ($18.89) 21.1	$18.89	0.03%	Add 93.17%	1,902,167	917,448
PGR	Progressive Corp	2022-12-31	Reduce	-0.65%	● 115.89 ($126.72) 132.51	$242.69	91.52%	Reduce -78.27%	35,190	-126,718
UHAL.B	U-Haul Holding Co	2023-12-31	Add	+0.65%	● 46.65 ($54.41) 71.18	$64.19	17.98%	Add 45.08%	607,360	188,725
BK	Bank of New York Mellon Corp	2023-09-30	Reduce	-0.64%	● 42.17 ($44.55) 46.33	$78.17	75.47%	Reduce -39.17%	427,482	-275,292
JNJ	Johnson & Johnson	2023-09-30	Reduce	-0.60%	● 155.75 ($165.01) 174.48	$145.67	-11.72%	Reduce -5.71%	1,140,362	-69,034
THO	Thor Industries Inc	2024-03-31	Sold Out	-0.56%	● 100.92 ($114.58) 129.03	$95.95	-16.26%	Sold Out	0	-96,493
UL	Unilever PLC	2023-06-30	Reduce	-0.49%	● 49.84 ($52.77) 55.56	$57.17	8.34%	Reduce -53.54%	151,724	-174,842
KOF	Coca-Cola Femsa SAB de CV	2024-03-31	Reduce	-0.48%	● 89.75 ($95.68) 102.39	$78.77	-17.67%	Reduce -6.65%	1,472,664	-104,895
KVUE	Kenvue Inc	2023-09-30	New Buy	+0.48%	● 20.08 ($23.15) 26.04	$21.55	-6.89%	New holding	447,426	447,426
SEE	Sealed Air Corp	2023-09-30	Add	+0.47%	● 31.41 ($38.65) 46.73	$34.07	-11.85%	Add 49.44%	814,905	269,610
GOOG	Alphabet Inc	2022-12-31	Reduce	-0.44%	● 83.49 ($95.44) 104.93	$197.05	106.46%	Reduce -6.62%	1,474,220	-104,545
KOF	Coca-Cola Femsa SAB de CV	2023-06-30	Reduce	-0.44%	● 80.47 ($85.58) 90.62	$78.77	-7.96%	Reduce -5.2%	1,825,172	-100,175
FMS	Fresenius Medical Care AG & Co. KGaA	2023-09-30	Sold Out	-0.43%	● 21.31 ($24.28) 27.56	$22.70	-6.51%	Sold Out	0	-339,637
GOOGL	Alphabet Inc	2024-06-30	Reduce	-0.42%	● 150.53 ($168.57) 185.41	$195.61	16.04%	Reduce -2.95%	1,944,587	-59,045
FMS	Fresenius Medical Care AG & Co. KGaA	2022-12-31	Reduce	-0.41%	● 12.81 ($14.82) 16.38	$22.70	53.17%	Reduce -66.21%	338,912	-664,124
INTC	Intel Corp	2023-06-30	Reduce	-0.40%	● 27.4 ($31.41) 36.37	$20.32	-35.31%	Reduce -80.81%	53,684	-225,993
KOF	Coca-Cola Femsa SAB de CV	2024-06-30	Reduce	-0.38%	● 83.4 ($93.65) 101.12	$78.77	-15.89%	Reduce -5.63%	1,389,727	-82,937
CSL	Carlisle Companies Inc	2022-12-31	Reduce	-0.38%	● 225.57 ($257.3) 298.43	$376.75	46.42%	Reduce -92.17%	2,614	-30,790
CSCO	Cisco Systems Inc	2022-12-31	Reduce	-0.38%	● 39.27 ($45.52) 49.97	$59.77	31.30%	Reduce -20.07%	850,018	-213,465
MS	Morgan Stanley	2022-12-31	Sold Out	-0.37%	● 75.3 ($85.23) 93.07	$127.15	49.18%	Sold Out	0	-105,055
ALV	Autoliv Inc	2023-03-31	Add	+0.36%	● 77.55 ($88.26) 96.14	$93.34	5.76%	Add 7.09%	1,071,709	70,957
BRK.B	Berkshire Hathaway Inc	2023-09-30	Reduce	-0.36%	● 340.9 ($354.77) 370.48	$458.43	29.22%	Reduce -10.82%	164,990	-20,022
CNXC	Concentrix Corp	2023-06-30	Reduce	-0.35%	● 80.75 ($93.97) 121.55	$42.80	-54.46%	Reduce -19.33%	222,753	-53,359
ALV	Autoliv Inc	2022-12-31	Reduce	-0.34%	● 70.5 ($79.96) 88.57	$93.34	16.74%	Reduce -10.27%	1,000,752	-114,565
AZO	AutoZone Inc	2023-06-30	Reduce	-0.33%	● 2306.65 ($2548.91) 2733.65	$3,272.01	28.37%	Reduce -11.6%	19,051	-2,500
CNXC	Concentrix Corp	2023-09-30	Reduce	-0.31%	● 71.17 ($78.45) 88.11	$42.80	-45.45%	Reduce -33.3%	148,571	-74,182
BRK.A	Berkshire Hathaway Inc	2024-06-30	Reduce	-0.30%	● 598160 ($616494) 634030	$687,691.26	11.55%	Reduce -1.51%	652	-10
FMC	FMC Corp	2023-06-30	Reduce	-0.28%	● 103.59 ($112.56) 124.69	$49.75	-55.80%	Reduce -3.98%	1,008,400	-41,767
ALV	Autoliv Inc	2023-06-30	Reduce	-0.28%	● 81.01 ($86.76) 93.36	$93.34	7.59%	Reduce -5.09%	1,017,172	-54,537
UL	Unilever PLC	2023-03-31	Reduce	-0.28%	● 48.68 ($50.5) 51.98	$57.17	13.21%	Reduce -24.32%	326,566	-104,969
INTC	Intel Corp	2023-03-31	Reduce	-0.27%	● 24.9 ($28.33) 32.67	$20.32	-28.27%	Reduce -40.25%	279,677	-188,419
ALV	Autoliv Inc	2024-03-31	Reduce	-0.27%	● 101.8 ($111.88) 123.51	$93.34	-16.57%	Reduce -4.96%	962,767	-50,250
THO	Thor Industries Inc	2022-12-31	Reduce	-0.26%	● 69.72 ($80.38) 90.66	$95.95	19.37%	Reduce -43.65%	110,214	-85,370
GOOG	Alphabet Inc	2024-03-31	Reduce	-0.24%	● 132.56 ($144.34) 154.84	$197.05	36.52%	Reduce -7.65%	413,476	-34,235
VRTX	Vertex Pharmaceuticals Inc	2024-06-30	Reduce	-0.24%	● 392.81 ($434.05) 485.53	$407.55	-6.11%	Reduce -18.52%	54,346	-12,353
PARA	Paramount Global	2022-12-31	Reduce	-0.24%	● 15.53 ($18.4) 20.38	$10.41	-43.42%	Reduce -42.44%	382,040	-281,725
BRK.A	Berkshire Hathaway Inc	2023-06-30	Reduce	-0.23%	● 465600 ($497298) 517810	$687,691.26	38.29%	Reduce -1.32%	671	-9
CMCSA	Comcast Corp	2023-03-31	Reduce	-0.23%	● 35.28 ($37.81) 41.11	$38.30	1.30%	Reduce -43.97%	157,963	-123,965
BRK.B	Berkshire Hathaway Inc	2024-06-30	Reduce	-0.22%	● 396.73 ($408.62) 420.24	$458.43	12.19%	Reduce -7.07%	149,883	-11,395
CMCSA	Comcast Corp	2023-06-30	Reduce	-0.22%	● 36.52 ($39.69) 41.67	$38.30	-3.50%	Reduce -67.99%	50,564	-107,399
PARA	Paramount Global	2023-12-31	Sold Out	-0.20%	● 10.7 ($13.39) 16.85	$10.41	-22.25%	Sold Out	0	-287,668
SEE	Sealed Air Corp	2024-09-30	Reduce	-0.20%	● 32.27 ($34.92) 38.05	$34.07	-2.43%	Reduce -14.24%	766,121	-127,259
BK	Bank of New York Mellon Corp	2023-06-30	Reduce	-0.20%	● 39.67 ($42.95) 46.36	$78.17	82.00%	Reduce -10.14%	702,774	-79,267
JNJ	Johnson & Johnson	2023-06-30	Reduce	-0.19%	● 154.35 ($161.3) 166.11	$145.67	-9.69%	Reduce -1.82%	1,209,396	-22,387
GL	Globe Life Inc	2024-09-30	New Buy	+0.18%	● 80.92 ($95.89) 109.6	$110.59	15.33%	New holding	35,502	35,502
BK	Bank of New York Mellon Corp	2023-12-31	Reduce	-0.17%	● 41.18 ($46.06) 52.22	$78.17	69.71%	Reduce -17.44%	352,923	-74,559
BRK.B	Berkshire Hathaway Inc	2024-09-30	Reduce	-0.17%	● 405.19 ($442.18) 478.57	$458.43	3.67%	Reduce -6.02%	140,855	-9,028
CNH	CNH Industrial NV	2024-03-31	Add	+0.16%	● 11.42 ($12.1) 12.96	$11.19	-7.56%	Add 32.04%	1,081,542	262,471
SEE	Sealed Air Corp	2023-12-31	Add	+0.16%	● 28.58 ($32.79) 36.97	$34.07	3.90%	Add 11.12%	905,520	90,615
AZO	AutoZone Inc	2024-09-30	Reduce	-0.15%	● 2815 ($3070.23) 3212.87	$3,272.01	6.57%	Reduce -9.09%	11,024	-1,102
ATMU	Atmus Filtration Technologies Inc	2023-09-30	New Buy	+0.15%	● 20.28 ($22.89) 24.67	$39.09	70.76%	New holding	132,195	132,195
VRTX	Vertex Pharmaceuticals Inc	2023-12-31	Reduce	-0.15%	● 343 ($369.42) 410.68	$407.55	10.32%	Reduce -10.99%	66,764	-8,240
CMCSA	Comcast Corp	2022-12-31	Reduce	-0.14%	● 28.68 ($33.08) 36.71	$38.30	15.78%	Reduce -27.29%	281,928	-105,828
BRK.A	Berkshire Hathaway Inc	2023-12-31	Reduce	-0.14%	● 503375 ($533852) 555800	$687,691.26	28.82%	Reduce -0.75%	662	-5
FDX	FedEx Corp	2022-12-31	Reduce	-0.13%	● 150.14 ($166.18) 182.22	$272.37	63.90%	Reduce -10.16%	170,602	-19,285
IONS	Ionis Pharmaceuticals Inc	2023-12-31	Reduce	-0.13%	● 43.39 ($47.9) 51.63	$36.59	-23.61%	Reduce -1.58%	3,454,676	-55,497
TFC	Truist Financial Corp	2023-06-30	Reduce	-0.13%	● 26.21 ($31.11) 34.79	$43.92	41.18%	Reduce -7.67%	841,871	-69,920
BK	Bank of New York Mellon Corp	2024-06-30	Reduce	-0.12%	● 54 ($57.86) 60.74	$78.17	35.10%	Reduce -14.08%	280,651	-45,992
USB	U.S. Bancorp	2023-06-30	Reduce	-0.11%	● 28.68 ($32.38) 36.05	$48.74	50.54%	Reduce -14.98%	318,238	-56,059
BRK.A	Berkshire Hathaway Inc	2023-09-30	Reduce	-0.11%	● 517136 ($538989) 563073	$687,691.26	27.59%	Reduce -0.6%	667	-4
CNXC	Concentrix Corp	2024-03-31	Add	+0.10%	● 60.08 ($81.2) 104.44	$42.80	-47.30%	Add 21.61%	173,338	30,798
AZO	AutoZone Inc	2023-09-30	Reduce	-0.10%	● 2433.89 ($2509.45) 2619.29	$3,272.01	30.39%	Reduce -3.84%	18,319	-732

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