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Latest Tweedy, Browne Co LLC Stock Portfolio

$2.05Billion

Equity Portfolio Value

Last Reported on: 13 Feb, 2024

About Tweedy, Browne Co LLC and it’s 13F Hedge Fund Stock Holdings

Tweedy, Browne Co LLC is a hedge fund based in Stamford, CT. On 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $8.9 Billions. In it's latest 13F Holdings report, Tweedy, Browne Co LLC reported an equity portfolio of $2 Billions as of 31 Dec, 2023.

The top stock holdings of Tweedy, Browne Co LLC are , GOOG, FMC. The fund has invested 17.5% of it's portfolio in BERKSHIRE HATHAWAY INC and 13.7% of portfolio in ALPHABET INC-CL A.

The fund managers got completely rid off PARAMOUNT GLOBAL - CLASS B (PARA) and INTEL CORP (INTC) stocks. They significantly reduced their stock positions in ALIBABA GROUP HOLDING SP-ADR (BABA), AUTOZONE, INC. (AZO) and PROGRESSIVE CORP (PGR). The fund showed a lot of confidence in some stocks as they added substantially to FMC CORP. (FMC), U-HAUL HOLDING CO - NON VOTING (UHAL) and SEALED AIR CORPORATION (SEE).

New Buys

No new stocks were added by Tweedy, Browne Co LLC

Additions

Ticker	% Inc.
FMC CORP.	105
U-HAUL HOLDING CO - NON VOTING	45.08
SEALED AIR CORPORATION	11.12

Additions to existing portfolio by Tweedy, Browne Co LLC

Reductions

Ticker	% Reduced
ALIBABA GROUP HOLDING SP-ADR	-42.62
AUTOZONE, INC.	-33.2
PROGRESSIVE CORP	-26.28
ALPHABET INC-CL C	-24.71
BANK OF NEW YORK MELLON CORP	-17.44
COMCAST CORPORATION - CLASS A	-15.5
VERTEX PHARMACEUTICALS	-10.99
CISCO SYSTEMS INC	-8.76

Tweedy, Browne Co LLC reduced stake in above stock

Sold off

Ticker	$ Sold
PARAMOUNT GLOBAL - CLASS B	-3,710,920
INTEL CORP	-1,812,840

Tweedy, Browne Co LLC got rid off the above stocks

Current Stock Holdings of Tweedy, Browne Co LLC

Last Reported on: 13 Feb, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
ALV	AUTOLIV INC.	5.45	1,013,020	111,624,000	REDUCED	-0.36
AXP	AMERICAN EXPRESS CO	1.00	109,896	20,587,900	REDUCED	-3.36
AZO	AUTOZONE, INC.	1.54	12,238	31,642,700	REDUCED	-33.2
BABA	ALIBABA GROUP HOLDING SP-ADR	0.07	19,326	1,497,960	REDUCED	-42.62
BAC	BANK OF AMERICA CORP COM	0.85	518,026	17,441,900	REDUCED	-1.58
BAX	BAXTER INTERNATIONAL INC	0.02	10,731	414,860	REDUCED	-2.91
BIDU	BAIDU INC. - SPON ADR	0.12	20,204	2,406,090	REDUCED	-7.13
BK	BANK OF NEW YORK MELLON CORP	0.90	352,923	18,369,600	REDUCED	-17.44
CMCSA	COMCAST CORPORATION - CLASS A	0.09	41,484	1,819,070	REDUCED	-15.5
CNHI	CNH INDUSTRIALS	0.49	819,071	9,976,280	REDUCED	-2.85
CNXC	CONCENTRIX CORP	0.68	142,540	13,998,900	REDUCED	-4.06
COP	CONOCOPHILLIPS	0.16	27,652	3,209,570	REDUCED	-8.46
CSCO	CISCO SYSTEMS INC	0.60	244,414	12,347,800	REDUCED	-8.76
CSL	CARLISLE COS INC	0.04	2,340	731,086	REDUCED	-4.1
DEO	DIAGEO P L C - ADR	1.02	143,060	20,838,100	REDUCED	-1.72
EMR	EMERSON ELECTRIC CO	0.07	14,430	1,404,470	REDUCED	-8.44
EPD	ENTERPRISE PRODUCTS PARTNERS	0.17	136,295	3,591,370	UNCHANGED	0.00
FDX	FEDEX CORP.	2.01	162,632	41,141,000	REDUCED	-0.56
FMC	FMC CORP.	9.12	2,961,860	186,745,000	ADDED	105
GOOG	ALPHABET INC-CL A	13.69	2,007,250	280,393,000	REDUCED	-0.03
GOOG	ALPHABET INC-CL C	3.08	447,711	63,095,900	REDUCED	-24.71
GSK	GSK PLC ADR	0.22	124,400	4,610,260	REDUCED	-4.3
HLN	HALEON PLC ADR	0.05	115,766	952,754	REDUCED	-4.1
INTC	INTEL CORP	0.00	0.00	0.00	SOLD OFF	-100
IONS	IONIS PHARMACEUTICALS INC.	8.53	3,454,680	174,772,000	REDUCED	-1.58
JNJ	JOHNSON & JOHNSON	8.69	1,135,120	177,918,000	REDUCED	-0.46
KOF	COCA COLA FEMSA	7.29	1,577,560	149,300,000	REDUCED	-0.51
NVS	NOVARTIS AG AMERICAN DEPOSITORY SHARES	0.45	90,619	9,149,800	REDUCED	-4.53
NWLI	NATIONAL WESTERN LIFE GROUP	1.03	43,907	21,208,000	REDUCED	-0.65
PARA	PARAMOUNT GLOBAL - CLASS B	0.00	0.00	0.00	SOLD OFF	-100
PGR	PROGRESSIVE CORP	0.20	25,470	4,056,860	REDUCED	-26.28
PSX	PHILLIPS 66	0.20	31,362	4,175,540	REDUCED	-2.01
SEE	SEALED AIR CORPORATION	1.61	905,520	33,069,600	ADDED	11.12
TFC	TRUIST FINANCIAL CORP	1.44	796,209	29,396,000	REDUCED	-1.94
THO	THOR INDUSTRIES INC.	0.56	96,493	11,410,300	REDUCED	-8.31
UHAL	U-HAUL HOLDING CO - NON VOTING	2.09	607,360	42,782,400	ADDED	45.08
UL	UNILEVER PLC SPONSORED ADR	0.29	122,017	5,915,380	REDUCED	-8.44
UNP	UNION PACIFIC CORP	0.53	44,513	10,933,300	REDUCED	-1.13
USB	US BANCORP	0.58	272,343	11,787,000	REDUCED	-4.65
VRTX	VERTEX PHARMACEUTICALS	1.33	66,764	27,165,600	REDUCED	-10.99
VZ	VERIZON COMMUNICATIONS	0.12	62,720	2,364,540	UNCHANGED	0.00
WFC	WELLS FARGO & CO	2.16	900,468	44,321,000	REDUCED	-1.3
	BERKSHIRE HATHAWAY INC	17.54	662	359,218,000	REDUCED	-0.75
	BERKSHIRE HATHAWAY INC DEL CL B	2.83	162,360	57,907,300	REDUCED	-1.59
	KENVUE INC.	0.44	423,799	9,124,390	REDUCED	-5.28
	ATMUS FILTRATION TECHNOLOGIES	0.15	132,195	3,105,260	UNCHANGED	0.00