
	Tweedy Browne 13F
	Tweedy Browne CO LLC

	Last update 2024-02-13	45 Stocks (0 new)
	Value $2.05 Bil	Turnover 5 %
	Countries: Top Holdings: BRK.A(17.53%)GOOGL(13.69%)FMC(9.12%)JNJ(8.68%)IONS(8.53%) 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
FMC
GOOG
AZO
UHAL.B
PARA
BK
SEE
VRTX
BRK.A
IONS
INTC
BABA
CSCO
PGR
BRK.B
JNJ
THO
AXP
KOF
CNXC
KVUE
UL
WFC
SDZNY
ALV
CNHI
CMCSA
COP
DEO
NVS
TTE
TFC
USB
BIDU
BAC
EMR
FDX
GSK
NWLI
UNP
GOOGL
BAX
CSL
HLN
PSX
FMC
CSCO
VRTX
KOF
BK
JNJ
KVUE
SEE
FMS
BRK.B
CNXC
ATMU
BRK.A
AZO
WFC
FDX
PARA
IONS
USB
AXP
UL
TFC
UHAL.B
BAC
EMR
THO
CNHI
DEO
NVS
BABA
CKX
GSK
BAX
BIDU
CMCSA
ALV
COP
CSL
INTC
PSX
UNP
HLN
TTE
VZ
NWLI
UHAL.B
SEE
UL
KOF
INTC
CNXC
AZO
FMC
ALV
BRK.A

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
FMC	FMC Corp	2023-12-31	Add	+4.67%	● 50.01 ($57.98) 67.24	$57.57	-0.71%	Add 105.14%	2,961,857	1,518,053
GOOG	Alphabet Inc	2023-12-31	Reduce	-1.04%	● 123.4 ($135.69) 142.82	$156.51	15.34%	Reduce -24.71%	447,711	-146,950
AZO	AutoZone Inc	2023-12-31	Reduce	-0.83%	● 2416.54 ($2593.5) 2719.78	$2,994.66	15.47%	Reduce -33.2%	12,238	-6,081
UHAL.B	U-Haul Holding Co	2023-12-31	Add	+0.65%	● 46.65 ($54.41) 71.18	$62.25	14.41%	Add 45.08%	607,360	188,725
PARA	Paramount Global	2023-12-31	Sold Out	-0.20%	● 10.7 ($13.39) 16.85	$12.01	-10.32%	Sold Out	0	-287,668
BK	Bank of New York Mellon Corp	2023-12-31	Reduce	-0.17%	● 41.18 ($46.06) 52.22	$56.23	22.09%	Reduce -17.44%	352,923	-74,559
SEE	Sealed Air Corp	2023-12-31	Add	+0.16%	● 28.58 ($32.79) 36.97	$31.36	-4.35%	Add 11.12%	905,520	90,615
VRTX	Vertex Pharmaceuticals Inc	2023-12-31	Reduce	-0.15%	● 343 ($369.42) 410.68	$395.79	7.14%	Reduce -10.99%	66,764	-8,240
BRK.A	Berkshire Hathaway Inc	2023-12-31	Reduce	-0.14%	● 503375 ($533852) 555800	$608,342.49	13.95%	Reduce -0.75%	662	-5
IONS	Ionis Pharmaceuticals Inc	2023-12-31	Reduce	-0.13%	● 43.39 ($47.9) 51.63	$41.01	-14.39%	Reduce -1.58%	3,454,676	-55,497
INTC	Intel Corp	2023-12-31	Sold Out	-0.10%	● 32.52 ($40.62) 50.76	$34.81	-14.29%	Sold Out	0	-50,994
BABA	Alibaba Group Holding Ltd	2023-12-31	Reduce	-0.07%	● 71.37 ($79.68) 87.78	$68.79	-13.67%	Reduce -42.62%	19,326	-14,352
CSCO	Cisco Systems Inc	2023-12-31	Reduce	-0.07%	● 47.7 ($51.09) 54.39	$48.28	-5.49%	Reduce -8.76%	244,414	-23,457
PGR	Progressive Corp	2023-12-31	Reduce	-0.07%	● 138.97 ($156.56) 165.13	$213.69	36.49%	Reduce -26.28%	25,470	-9,080
BRK.B	Berkshire Hathaway Inc	2023-12-31	Reduce	-0.05%	● 331.71 ($350.99) 362.68	$402.96	14.81%	Reduce -1.59%	162,360	-2,630
JNJ	Johnson & Johnson	2023-12-31	Reduce	-0.04%	● 145.6 ($153.34) 158.88	$146.57	-4.42%	Reduce -0.46%	1,135,118	-5,244
THO	Thor Industries Inc	2023-12-31	Reduce	-0.04%	● 84.99 ($99.98) 121.2	$98.71	-1.27%	Reduce -8.31%	96,493	-8,743
AXP	American Express Co	2023-12-31	Reduce	-0.03%	● 141.31 ($160.97) 187.8	$226.58	40.76%	Reduce -3.36%	109,896	-3,823
KOF	Coca-Cola Femsa SAB de CV	2023-12-31	Reduce	-0.03%	● 69.61 ($83.32) 98.51	$93.36	12.05%	Reduce -0.51%	1,577,559	-8,147
CNXC	Concentrix Corp	2023-12-31	Reduce	-0.03%	● 72.59 ($87.1) 100.12	$55.31	-36.50%	Reduce -4.06%	142,540	-6,031
KVUE	Kenvue Inc	2023-12-31	Reduce	-0.03%	● 18.21 ($20.01) 21.55	$19.54	-2.35%	Reduce -5.28%	423,799	-23,627
UL	Unilever PLC	2023-12-31	Reduce	-0.03%	● 46.26 ($47.96) 48.94	$47.15	-1.70%	Reduce -8.44%	122,017	-11,245
WFC	Wells Fargo & Co	2023-12-31	Reduce	-0.03%	● 38.67 ($43.15) 50.51	$60.52	40.25%	Reduce -1.3%	900,468	-11,823
SDZNY	Sandoz Group AG	2023-12-31	Sold Out	-0.03%	● 25.82 ($29.4) 32.55	$32.16	9.39%	Sold Out	0	-18,983
ALV	Autoliv Inc	2023-12-31	Reduce	-0.02%	● 90.17 ($99.55) 111.09	$115.28	15.80%	Reduce -0.36%	1,013,017	-3,710
CNHI	CNH Industrial NV	2023-12-31	Reduce	-0.02%	● 9.8 ($11.16) 12.18	$12.34	10.53%	Reduce -2.85%	819,071	-23,999
CMCSA	Comcast Corp	2023-12-31	Reduce	-0.02%	● 39.15 ($42.86) 44.7	$39.91	-6.88%	Reduce -15.5%	41,484	-7,610
COP	ConocoPhillips	2023-12-31	Reduce	-0.02%	● 110.52 ($116.99) 126.59	$130.33	11.40%	Reduce -8.46%	27,652	-2,555
DEO	Diageo PLC	2023-12-31	Reduce	-0.02%	● 138.93 ($147.65) 159.96	$140.49	-4.85%	Reduce -1.72%	143,060	-2,501
NVS	Novartis AG	2023-12-31	Reduce	-0.02%	● 92.27 ($96.35) 100.97	$93.75	-2.70%	Reduce -4.53%	90,619	-4,297
TTE	TotalEnergies SE	2023-12-31	Reduce	-0.02%	● 62.82 ($66.67) 69.16	$71.95	7.92%	Reduce -3.35%	158,444	-5,492
TFC	Truist Financial Corp	2023-12-31	Reduce	-0.02%	● 27.03 ($31.4) 37.64	$36.45	16.07%	Reduce -1.94%	796,209	-15,772
USB	U.S. Bancorp	2023-12-31	Reduce	-0.02%	● 30.64 ($36.55) 45.33	$39.98	9.37%	Reduce -4.65%	272,343	-13,270
BIDU	Baidu Inc	2023-12-31	Reduce	-0.01%	● 104.97 ($115.54) 134.76	$94.96	-17.81%	Reduce -7.13%	20,204	-1,550
BAC	Bank of America Corp	2023-12-31	Reduce	-0.01%	● 25.17 ($29.12) 33.94	$36.78	26.30%	Reduce -1.58%	518,026	-8,335
EMR	Emerson Electric Co	2023-12-31	Reduce	-0.01%	● 84.75 ($91.56) 97.6	$109.82	19.94%	Reduce -8.44%	14,430	-1,330
FDX	FedEx Corp	2023-12-31	Reduce	-0.01%	● 227.93 ($254.05) 281.92	$268.07	5.52%	Reduce -0.56%	162,632	-922
GSK	GSK PLC	2023-12-31	Reduce	-0.01%	● 34.17 ($35.9) 37.56	$39.73	10.68%	Reduce -4.3%	124,400	-5,594
NWLI	National Western Life Group Inc	2023-12-31	Reduce	-0.01%	● 417.19 ($475.72) 486.79	$488.25	2.63%	Reduce -0.65%	43,907	-287
UNP	Union Pacific Corp	2023-12-31	Reduce	-0.01%	● 200.64 ($219.86) 246.02	$231.44	5.27%	Reduce -1.13%	44,513	-510
GOOGL	Alphabet Inc	2023-12-31	Reduce	0%	● 122.17 ($134.36) 141.52	$154.50	14.99%	Reduce -0.03%	2,007,252	-620
BAX	Baxter International Inc	2023-12-31	Reduce	0%	● 31.71 ($35.38) 38.95	$39.98	13.00%	Reduce -2.91%	10,731	-322
CSL	Carlisle Companies Inc	2023-12-31	Reduce	0%	● 237.15 ($275.41) 314.77	$368.23	33.70%	Reduce -4.1%	2,340	-100
HLN	Haleon PLC	2023-12-31	Reduce	0%	● 7.78 ($8.24) 8.62	$8.19	-0.61%	Reduce -4.1%	115,766	-4,952
PSX	Phillips 66	2023-12-31	Reduce	0%	● 109.19 ($119.52) 135.72	$156.18	30.67%	Reduce -2.01%	31,362	-644
FMC	FMC Corp	2023-09-30	Add	+1.56%	● 65.91 ($86.61) 106.09	$57.57	-33.53%	Add 43.18%	1,443,804	435,404
CSCO	Cisco Systems Inc	2023-09-30	Reduce	-1.55%	● 50.38 ($53.95) 57.84	$48.28	-10.50%	Reduce -68.04%	267,871	-570,169
VRTX	Vertex Pharmaceuticals Inc	2023-09-30	New Buy	+1.40%	● 338.18 ($349.73) 362.46	$395.79	13.17%	New holding	75,004	75,004
KOF	Coca-Cola Femsa SAB de CV	2023-09-30	Reduce	-1.05%	● 75.75 ($82.7) 88.95	$93.36	12.89%	Reduce -13.12%	1,585,706	-239,466
BK	Bank of New York Mellon Corp	2023-09-30	Reduce	-0.64%	● 42.17 ($44.55) 46.33	$56.23	26.23%	Reduce -39.17%	427,482	-275,292
JNJ	Johnson & Johnson	2023-09-30	Reduce	-0.60%	● 155.75 ($165.01) 174.48	$146.57	-11.18%	Reduce -5.71%	1,140,362	-69,034
KVUE	Kenvue Inc	2023-09-30	New Buy	+0.48%	● 20.08 ($23.15) 26.04	$19.54	-15.59%	New holding	447,426	447,426
SEE	Sealed Air Corp	2023-09-30	Add	+0.47%	● 31.41 ($38.65) 46.73	$31.36	-18.85%	Add 49.44%	814,905	269,610
FMS	Fresenius Medical Care AG & Co. KGaA	2023-09-30	Sold Out	-0.43%	● 21.31 ($24.28) 27.56	$19.56	-19.44%	Sold Out	0	-339,637
BRK.B	Berkshire Hathaway Inc	2023-09-30	Reduce	-0.36%	● 340.9 ($354.77) 370.48	$402.96	13.58%	Reduce -10.82%	164,990	-20,022
CNXC	Concentrix Corp	2023-09-30	Reduce	-0.31%	● 71.17 ($78.45) 88.11	$55.31	-29.49%	Reduce -33.3%	148,571	-74,182
ATMU	Atmus Filtration Technologies Inc	2023-09-30	New Buy	+0.15%	● 20.28 ($22.89) 24.67	$31.02	35.52%	New holding	132,195	132,195
BRK.A	Berkshire Hathaway Inc	2023-09-30	Reduce	-0.11%	● 517136 ($538989) 563073	$608,342.49	12.87%	Reduce -0.6%	667	-4
AZO	AutoZone Inc	2023-09-30	Reduce	-0.10%	● 2433.89 ($2509.45) 2619.29	$2,994.66	19.34%	Reduce -3.84%	18,319	-732
WFC	Wells Fargo & Co	2023-09-30	Reduce	-0.10%	● 40.43 ($43.17) 47.13	$60.52	40.19%	Reduce -4.68%	912,291	-44,818
FDX	FedEx Corp	2023-09-30	Reduce	-0.08%	● 247.55 ($259.97) 269.95	$268.07	3.12%	Reduce -3.54%	163,554	-6,005
PARA	Paramount Global	2023-09-30	Reduce	-0.08%	● 12.46 ($14.81) 16.83	$12.01	-18.92%	Reduce -25.14%	287,668	-96,630
IONS	Ionis Pharmaceuticals Inc	2023-09-30	Reduce	-0.07%	● 38.5 ($41.26) 47.13	$41.01	-0.62%	Reduce -0.87%	3,510,173	-30,685
USB	U.S. Bancorp	2023-09-30	Reduce	-0.06%	● 32.47 ($36.43) 40.23	$39.98	9.73%	Reduce -10.25%	285,613	-32,625
AXP	American Express Co	2023-09-30	Reduce	-0.05%	● 149.19 ($163.57) 178.04	$226.58	38.52%	Reduce -4.7%	113,719	-5,610
UL	Unilever PLC	2023-09-30	Reduce	-0.05%	● 48.8 ($51.37) 54.19	$47.15	-8.22%	Reduce -12.17%	133,262	-18,462
TFC	Truist Financial Corp	2023-09-30	Reduce	-0.05%	● 27.97 ($30.75) 35.59	$36.45	18.52%	Reduce -3.55%	811,981	-29,890
UHAL.B	U-Haul Holding Co	2023-09-30	Reduce	-0.04%	● 49.62 ($54.26) 58.83	$62.25	14.73%	Reduce -3.36%	418,635	-14,573
BAC	Bank of America Corp	2023-09-30	Reduce	-0.03%	● 27.17 ($29.59) 32.65	$36.78	24.30%	Reduce -3.66%	526,361	-20,000
EMR	Emerson Electric Co	2023-09-30	Reduce	-0.03%	● 88.24 ($95.24) 100.12	$109.82	15.31%	Reduce -28.47%	15,760	-6,272
THO	Thor Industries Inc	2023-09-30	Reduce	-0.02%	● 92.86 ($104.47) 115.96	$98.71	-5.51%	Reduce -3.78%	105,236	-4,135
CNHI	CNH Industrial NV	2023-09-30	Reduce	-0.01%	● 12.07 ($13.85) 15.69	$12.34	-10.94%	Reduce -1.44%	843,070	-12,280
DEO	Diageo PLC	2023-09-30	Reduce	-0.01%	● 148.63 ($167.43) 179.68	$140.49	-16.09%	Reduce -0.49%	145,561	-714
NVS	Novartis AG	2023-09-30	Reduce	-0.01%	● 89.64 ($96.05) 99.48	$93.75	-2.39%	Reduce -1.19%	94,916	-1,140
BABA	Alibaba Group Holding Ltd	2023-09-30	Reduce	-0.01%	● 83.84 ($91.53) 102.16	$68.79	-24.85%	Reduce -4.83%	33,678	-1,710
CKX	CKX Lands Inc	2023-09-30	Sold Out	-0.01%	● 9.85 ($11.21) 13.15	$13.35	19.09%	Sold Out	0	-10,600
GSK	GSK PLC	2023-09-30	Reduce	-0.01%	● 33.81 ($35.49) 38.07	$39.73	11.96%	Reduce -3.36%	129,994	-4,520
BAX	Baxter International Inc	2023-09-30	Reduce	0%	● 37.32 ($42.6) 49.29	$39.98	-6.15%	Reduce -2.08%	11,053	-235
BIDU	Baidu Inc	2023-09-30	Reduce	0%	● 124.92 ($140.2) 155.99	$94.96	-32.27%	Reduce -2.84%	21,754	-635
CMCSA	Comcast Corp	2023-09-30	Reduce	0%	● 41.21 ($44.65) 47.12	$39.91	-10.62%	Reduce -2.91%	49,094	-1,470
ALV	Autoliv Inc	2023-09-30	Reduce	0%	● 84.89 ($95.78) 102.78	$115.28	20.36%	Reduce -0.04%	1,016,727	-445
COP	ConocoPhillips	2023-09-30	Reduce	0%	● 100.34 ($116.1) 124.5	$130.33	12.26%	Reduce -0.93%	30,207	-285
CSL	Carlisle Companies Inc	2023-09-30	Reduce	0%	● 248.26 ($268.09) 288.37	$368.23	37.35%	Reduce -1.17%	2,440	-29
INTC	Intel Corp	2023-09-30	Reduce	0%	● 31.85 ($34.83) 38.86	$34.81	-0.04%	Reduce -5.01%	50,994	-2,690
PSX	Phillips 66	2023-09-30	Reduce	0%	● 95.4 ($112.24) 124.28	$156.18	39.15%	Reduce -0.82%	32,006	-265
UNP	Union Pacific Corp	2023-09-30	Reduce	0%	● 202.4 ($217.79) 238	$231.44	6.27%	Reduce -0.17%	45,023	-75
HLN	Haleon PLC	2023-09-30	Reduce	0%	● 7.85 ($8.33) 8.94	$8.19	-1.68%	Reduce -1.39%	120,718	-1,700
TTE	TotalEnergies SE	2023-09-30	Reduce	0%	● 55.39 ($61.84) 66.84	$71.95	16.35%	Reduce -0.98%	163,936	-1,620
VZ	Verizon Communications Inc	2023-09-30	Reduce	0%	● 31.46 ($33.79) 37.48	$40.37	19.47%	Reduce -3.84%	62,720	-2,504
NWLI	National Western Life Group Inc	2023-09-30	Reduce	0%	● 404.45 ($439.51) 463.22	$488.25	11.09%	Reduce -0.17%	44,194	-75
UHAL.B	U-Haul Holding Co	2023-06-30	New Buy	+1.15%	● 45.26 ($52.34) 59.05	$62.25	18.93%	New holding	433,208	433,208
SEE	Sealed Air Corp	2023-06-30	New Buy	+1.14%	● 37.85 ($42.58) 47.99	$31.36	-26.34%	New holding	545,295	545,295
UL	Unilever PLC	2023-06-30	Reduce	-0.49%	● 49.84 ($52.77) 55.56	$47.15	-10.66%	Reduce -53.54%	151,724	-174,842
KOF	Coca-Cola Femsa SAB de CV	2023-06-30	Reduce	-0.44%	● 80.47 ($85.58) 90.62	$93.36	9.09%	Reduce -5.2%	1,825,172	-100,175
INTC	Intel Corp	2023-06-30	Reduce	-0.40%	● 27.4 ($31.41) 36.37	$34.81	10.84%	Reduce -80.81%	53,684	-225,993
CNXC	Concentrix Corp	2023-06-30	Reduce	-0.35%	● 80.75 ($93.97) 121.55	$55.31	-41.14%	Reduce -19.33%	222,753	-53,359
AZO	AutoZone Inc	2023-06-30	Reduce	-0.33%	● 2306.65 ($2548.91) 2733.65	$2,994.66	17.49%	Reduce -11.6%	19,051	-2,500
FMC	FMC Corp	2023-06-30	Reduce	-0.28%	● 103.59 ($112.56) 124.69	$57.57	-48.85%	Reduce -3.98%	1,008,400	-41,767
ALV	Autoliv Inc	2023-06-30	Reduce	-0.28%	● 81.01 ($86.76) 93.36	$115.28	32.87%	Reduce -5.09%	1,017,172	-54,537
BRK.A	Berkshire Hathaway Inc	2023-06-30	Reduce	-0.23%	● 465600 ($497298) 517810	$608,342.49	22.33%	Reduce -1.32%	671	-9

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