Tweedy, Browne Company

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

  • Top 5 stock holdings are BRK.A, JNJ, GOOGL, BABA, GOOG, and represent 41.66% of Tweedy, Browne's stock portfolio.
  • Added to shares of these 5 stocks: BABA (+$102M), FMS (+$20M), PGR (+$13M), CNXC, GSK.
  • Started 2 new stock positions in PGR, FMS.
  • Reduced shares in these 10 stocks: BIDU (-$94M), CSCO (-$48M), , COP (-$30M), UNF (-$6.5M), BK (-$6.2M), MS, JNJ, NWLI, EMR.
  • Sold out of its positions in GS, SHEN, UNF, ALC.
  • Tweedy, Browne was a net seller of stock by $-116M.
  • Tweedy, Browne has $3.4B in assets under management (AUM), dropping by 6.79%.
  • Central Index Key (CIK): 0000732905

Tip: Access up to 7 years of quarterly data

Positions held by Tweedy, Browne Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Tweedy, Browne

Companies in the Tweedy, Browne portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.A) 11.2 $384M 996.00 385701.81
Johnson & Johnson (JNJ) 8.4 $290M 1.8M 164.35
Alphabet Inc Class A cs (GOOGL) 7.7 $265M 129k 2062.52
Alibaba Group Holding Sp- Adr (BABA) 7.3 $251M +67% 1.1M 226.73
Alphabet Inc Class C cs (GOOG) 7.0 $241M 117k 2068.63
Baidu Inc. - Adr (BIDU) 6.2 $213M -30% 978k 217.55
Cisco Systems (CSCO) 6.0 $206M -18% 4.0M 51.71
Bank of New York Mellon Corporation (BK) 4.0 $139M -4% 2.9M 47.29
Coca Cola Femsa Adr (KOF) 3.8 $131M 2.8M 46.20
AutoZone (AZO) 3.7 $126M 90k 1404.30
Autoliv (ALV) 3.1 $105M 1.1M 92.80
Wells Fargo & Company (WFC) 2.7 $93M 2.4M 39.07
Fox Corporation (FOX) 2.6 $88M 2.5M 34.93
Bank of America Corporation (BAC) 2.2 $76M 2.0M 38.69

Setup an alert

Tweedy, Browne Company will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Berkshire Hathaway (BRK.B) 2.2 $75M -3% 295k 255.47
3M Company (MMM) 2.1 $71M 368k 192.68
U.S. Bancorp (USB) 1.9 $65M 1.2M 55.31
Comcast Corporation (CMCSA) 1.8 $62M 1.1M 54.11
Truist Financial Corp equities (TFC) 1.5 $50M 864k 58.32
Emerson Electric (EMR) 1.4 $48M -7% 528k 90.22
Abbvie (ABBV) 1.2 $42M 392k 108.22
American Express Company (AXP) 1.2 $41M 292k 141.44
Intel Corporation (INTC) 1.2 $41M 642k 64.00
Union Pacific Corporation (UNP) 1.2 $40M 180k 220.41
Carlisle Companies (CSL) 1.1 $38M 228k 164.58
Morgan Stanley (MS) 0.9 $31M -12% 404k 77.66
Unilever Adr (UL) 0.9 $31M 560k 55.83
Diageo P L C - Adr (DEO) 0.9 $30M -9% 183k 164.21
Fresenius Medical Care- Adr (FMS) 0.6 $20M NEW 530k 36.88
Cnh Industrial (CNHI) 0.6 $19M 1.2M 15.64
Verizon Communications (VZ) 0.5 $18M -4% 316k 58.15
Concentrix Corp (CNXC) 0.4 $15M +42% 102k 149.72
ConocoPhillips (COP) 0.4 $13M -69% 252k 52.97
Progressive Corporation (PGR) 0.4 $13M NEW 136k 95.61
National Western Life (NWLI) 0.4 $12M -26% 49k 249.00
Novartis Ag American Depository Shares Adr (NVS) 0.3 $11M 128k 85.48
Total Sa - Adr (TOT) 0.3 $10M 220k 46.54
Glaxo Smithkline Adr (GSK) 0.2 $6.9M +26% 193k 35.69
Phillips 66 (PSX) 0.1 $5.1M 63k 81.54
Applied Industrial Technologies (AIT) 0.1 $4.6M -2% 50k 91.18
Baxter International (BAX) 0.1 $3.5M -22% 42k 84.35
Jefferies Finl Group (JEF) 0.1 $3.0M -2% 100k 30.10
Enterprise Products Partners (EPD) 0.1 $3.0M 136k 22.02
American National Group (ANAT) 0.0 $1.6M 15k 107.85
Hsbc Holdings Adr (HSBC) 0.0 $1.6M -2% 54k 29.14
CKX Lands (CKX) 0.0 $137k 11k 12.92

Past Filings by Tweedy, Browne

SEC 13F filings are viewable for Tweedy, Browne going back to 1999

View all past filings