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 48.47% of Tweedy, Browne's stock portfolio.
  • Added to shares of these 9 stocks: GS (+$16.71M), BRK.B (+$5.13M), HAL, CCL, Cnh Industrial N.v., BIDU, AGCO, TOT, RDS.A.
  • Started 2 new stock positions in GS, CCL.
  • Reduced shares in these 10 stocks: CSCO (-$20.48M), EMR (-$13.07M), DVN (-$12.45M), UNP (-$8.93M), MMM (-$6.30M), CMCSA, COP, UN, DEO, VZ.
  • Tweedy, Browne was a net seller of stock by $55.45M.
  • Tweedy, Browne has $2.82B in assets under management (AUM), dropping by -14.89%.

Companies in the Tweedy, Browne portfolio as of December 2018 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Cisco Systems (CSCO) 12.64 8.24M -5% 43.33
Berkshire Hathaway (BRK.A) 11.26 1039 306000.00
Johnson & Johnson (JNJ) 9.74 2.13M 129.05
Baidu (BIDU) 7.80 1.39M 158.60
Bank of New York Mellon Corporation (BK) 7.03 4.22M 47.07
AutoZone (AZO) 5.26 177358 838.34
Wells Fargo & Company (WFC) 5.08 3.11M 46.08
Alphabet Inc Class A cs 4.79 129443 1044.96
Alphabet Inc Class C cs 4.48 122225 1035.61
ConocoPhillips (COP) 3.58 1.62M -3% 62.35
3M Company (MMM) 2.40 356101 -8% 190.54
Mrc Global Inc cmn 2.00 4.62M 12.23
Berkshire Hathaway (BRK.B) 1.90 262701 +10% 204.18
Emerson Electric (EMR) 1.59 751736 -22% 59.75
Halliburton Company (HAL) 1.59 1.69M +9% 26.58
MasterCard Incorporated (MA) 1.50 224273 -2% 188.65
Union Pacific Corporation (UNP) 1.29 263817 -19% 138.23
AGCO Corporation (AGCO) 1.28 648154 55.67
Diageo (DEO) 1.19 237500 -8% 141.80
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) 1.12 520112 60.84
Devon Energy Corporation (DVN) 1.12 1.41M -28% 22.54
Phillips 66 1.12 368761 86.15
Unilever N.V. (UN) 1.10 578646 -9% 53.80
American Express Company (AXP) 0.98 289314 -2% 95.32
Verizon Communications (VZ) 0.93 465030 -9% 56.22
U.S. Ban (USB) 0.87 539800 45.70
National Western Life 0.81 76084 300.69
Avnet (AVT) 0.74 581127 36.10
Goldman Sachs (GS) 0.59 100015 NEW 167.05
Comcast Corporation (CMCSA) 0.58 483100 -22% 34.05
Novartis AG (NVS) 0.52 172040 -4% 85.81
TOTAL S.A. (TOT) 0.50 269504 +2% 52.18
Wpp Plc- 0.42 217128 54.80
Cnh Industrial N.v. 0.32 980176 +57% 9.21
Torchmark Corporation (TMK) 0.30 111878 -2% 74.53
GlaxoSmithKline (GSK) 0.26 189261 -2% 38.21
Unilever (UL) 0.24 130720 52.25
HSBC Holdings (HBC) 0.20 137905 41.11
Baxter International (BAX) 0.17 72305 65.82
UniFirst Corporation (UNF) 0.17 33235 -4% 143.07
American National Insurance Company (ANAT) 0.15 33218 127.25
Carnival Corporation (CCL) 0.13 75125 NEW 49.30
Shenandoah Telecommunications Company (SHEN) 0.12 79680 44.25
Royal Dutch Shell (RDS.A) 0.10 48446 +3% 58.27
Connecticut Water Service (CTWS) 0.02 6483 66.94
Merck & Co (MRK) 0.01 3306 76.53
CKX Lands (CKX) 0.00 10600 10.28

Past 13F-HR SEC Filings by Tweedy, Browne

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