Tweedy, Browne Company

Latest statistics and disclosures from Tweedy, Browne's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CSCO, BRK.A, JNJ, BIDU, BK, and represent 48.21% of Tweedy, Browne's stock portfolio.
  • Added to shares of these 6 stocks: USB (+$13.99M), BIDU (+$7.97M), Alphabet Inc Class A cs (+$6.64M), CCL, RDS.A, AVT.
  • Reduced shares in these 10 stocks: AZO (-$57.41M), CSCO (-$28.59M), WFC (-$22.23M), UNP (-$11.39M), JNJ (-$10.53M), BRK.A, MA, NVS, VZ, DVN.
  • Tweedy, Browne was a net seller of stock by $115.09M.
  • Tweedy, Browne has $3.03B in assets under management (AUM), growing by 7.41%.

Companies in the Tweedy, Browne portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Cisco Systems (CSCO) 13.73 7.71M -6% 53.99
Berkshire Hathaway (BRK.A) 10.22 1029 301214.77
Johnson & Johnson (JNJ) 9.48 2.06M -3% 139.79
Baidu (BIDU) 7.81 1.44M +3% 164.85
Bank of New York Mellon Corporation (BK) 6.98 4.20M 50.43
Alphabet Inc Class A cs 5.24 135081 +4% 1176.89
Alphabet Inc Class C cs 4.72 122074 1173.31
Wells Fargo & Company (WFC) 4.23 2.65M -14% 48.32
AutoZone (AZO) 4.10 121297 -31% 1024.12
ConocoPhillips (COP) 3.55 1.62M 66.74
Mrc Global Inc cmn 2.65 4.60M 17.48
3M Company (MMM) 2.43 355209 207.78
Berkshire Hathaway (BRK.B) 1.73 260879 200.89
Emerson Electric (EMR) 1.69 749276 68.47
MasterCard Incorporated (MA) 1.66 213574 -4% 235.45
Halliburton Company (HAL) 1.63 1.69M 29.30
AGCO Corporation (AGCO) 1.49 647934 69.55
Devon Energy Corporation (DVN) 1.44 1.38M 31.56
U.S. Ban (USB) 1.32 830055 +53% 48.19
Diageo (DEO) 1.27 235052 163.61
Phillips 66 1.15 367198 95.17
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) 1.13 520112 66.00
Unilever N.V. (UN) 1.09 564708 -2% 58.29
Union Pacific Corporation (UNP) 1.08 195683 -25% 167.20
American Express Company (AXP) 1.03 286069 109.30
Verizon Communications (VZ) 0.88 450989 -3% 59.13
Avnet (AVT) 0.83 582517 43.37
National Western Life 0.65 75630 262.48
Comcast Corporation (CMCSA) 0.63 474530 39.98
Goldman Sachs (GS) 0.63 99805 191.99
Novartis AG (NVS) 0.52 163404 -5% 96.14
TOTAL S.A. (TOT) 0.49 264856 55.65
Wpp Plc- 0.38 216866 52.80
Cnh Industrial N.v. 0.33 974119 10.20
Torchmark Corporation (TMK) 0.30 111067 81.95
GlaxoSmithKline (GSK) 0.26 188459 41.79
Unilever (UL) 0.25 130369 57.72
Baxter International (BAX) 0.19 72305 81.31
UniFirst Corporation (UNF) 0.17 33235 153.51
HSBC Holdings (HBC) 0.16 121786 -11% 40.58
Carnival Corporation (CCL) 0.13 77930 +3% 50.73
American National Insurance Company (ANAT) 0.13 32278 -2% 120.83
Shenandoah Telecommunications Company (SHEN) 0.12 79680 44.36
Royal Dutch Shell (RDS.A) 0.10 50172 +3% 62.58
Merck & Co (MRK) 0.01 3306 83.18
Connecticut Water Service (CTWS) 0.01 6483 68.64
CKX Lands (CKX) 0.00 10600 10.00
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Past 13F-HR SEC Filings by Tweedy, Browne

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