
	Tweedy Browne 13F
	Tweedy Browne CO LLC

	Last update 2024-08-13	44 Stocks (0 new)
	Value $2.17 Bil	Turnover 9 %
	Countries: Top Holdings: BRK.A(18.36%)GOOGL(16.29%)FMC(8.36%)JNJ(7.60%)IONS(7.57%) 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
CNH
ALV
GOOG
FMC
NVST
GOOGL
KOF
BRK.A
VRTX
BRK.B
BK
WFC
AXP
CSL
CSCO
GSK
TTE
TFC
USB
CNXC
FDX
JNJ
KVUE
PGR
SEE
UHAL.B
UL
AZO
BIDU
BAC
DEO
EMR
HLN
NVS
PSX
UNP
VZ
BABA
BAX
CMCSA
COP
NWLI
FMC
NVST
THO
KOF
ALV
GOOG
CNH
CNXC
BK
VZ
UL
GOOGL
BRK.B
WFC
AXP
BIDU
BAC
CSL
CSCO
EMR
JNJ
KVUE
NVS
PGR
USB
BABA
AZO
CMCSA
COP
DEO
FDX
GSK
HLN
NWLI
PSX
SEE
TTE
TFC
UHAL.B
UNP
VRTX
FMC
GOOG
AZO
UHAL.B
PARA
BK
SEE
VRTX
BRK.A
IONS
INTC
BABA
CSCO
PGR
BRK.B
JNJ
THO

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
CNH	CNH Industrial NV	2024-06-30	Add	+6.66%	● 9.91 ($11.33) 13.13	$10.95	-3.35%	Add 1320.38%	15,362,043	14,280,501
ALV	Autoliv Inc	2024-06-30	Reduce	-2.77%	● 106.29 ($118.93) 129.11	$96.54	-18.83%	Reduce -50.98%	471,959	-490,808
GOOG	Alphabet Inc	2024-06-30	Reduce	-1.90%	● 151.94 ($170.1) 186.86	$163.24	-4.03%	Reduce -64.21%	147,973	-265,503
FMC	FMC Corp	2024-06-30	Add	+1.73%	● 54.38 ($59.78) 67.53	$64.24	7.46%	Add 26%	3,159,056	651,957
NVST	Envista Holdings Corp	2024-06-30	Add	+0.70%	● 16 ($18.89) 21.1	$19.33	2.33%	Add 93.17%	1,902,167	917,448
GOOGL	Alphabet Inc	2024-06-30	Reduce	-0.42%	● 150.53 ($168.57) 185.41	$162.14	-3.81%	Reduce -2.95%	1,944,587	-59,045
KOF	Coca-Cola Femsa SAB de CV	2024-06-30	Reduce	-0.38%	● 83.4 ($93.65) 101.12	$91.70	-2.08%	Reduce -5.63%	1,389,727	-82,937
BRK.A	Berkshire Hathaway Inc	2024-06-30	Reduce	-0.30%	● 598160 ($616494) 634030	$687,840.00	11.57%	Reduce -1.51%	652	-10
VRTX	Vertex Pharmaceuticals Inc	2024-06-30	Reduce	-0.24%	● 392.81 ($434.05) 485.53	$477.90	10.10%	Reduce -18.52%	54,346	-12,353
BRK.B	Berkshire Hathaway Inc	2024-06-30	Reduce	-0.22%	● 396.73 ($408.62) 420.24	$459.71	12.50%	Reduce -7.07%	149,883	-11,395
BK	Bank of New York Mellon Corp	2024-06-30	Reduce	-0.12%	● 54 ($57.86) 60.74	$71.72	23.95%	Reduce -14.08%	280,651	-45,992
WFC	Wells Fargo & Co	2024-06-30	Reduce	-0.06%	● 56.41 ($59.04) 62.34	$55.80	-5.49%	Reduce -2.4%	870,944	-21,390
AXP	American Express Co	2024-06-30	Reduce	-0.05%	● 217.5 ($231.59) 243.08	$268.75	16.05%	Reduce -4.69%	104,088	-5,121
CSL	Carlisle Companies Inc	2024-06-30	Sold Out	-0.04%	● 367.41 ($402.9) 427.92	$438.55	8.85%	Sold Out	0	-1,995
CSCO	Cisco Systems Inc	2024-06-30	Reduce	-0.03%	● 45.52 ($47.48) 50.04	$51.44	8.34%	Reduce -4.7%	230,860	-11,394
GSK	GSK PLC	2024-06-30	Reduce	-0.03%	● 38.5 ($42.07) 45.78	$41.62	-1.07%	Reduce -10.72%	109,855	-13,189
TTE	TotalEnergies SE	2024-06-30	Reduce	-0.03%	● 65.76 ($71.11) 74.56	$69.14	-2.77%	Reduce -5.56%	148,887	-8,770
TFC	Truist Financial Corp	2024-06-30	Reduce	-0.03%	● 35.41 ($37.77) 40.18	$42.93	13.66%	Reduce -2.13%	779,724	-16,955
USB	U.S. Bancorp	2024-06-30	Reduce	-0.03%	● 38.45 ($40.78) 43.95	$46.47	13.95%	Reduce -5.53%	253,807	-14,849
CNXC	Concentrix Corp	2024-06-30	Reduce	-0.02%	● 54.67 ($60.01) 66.07	$64.17	6.93%	Reduce -4.05%	166,323	-7,015
FDX	FedEx Corp	2024-06-30	Reduce	-0.02%	● 245.11 ($261.58) 299.84	$300.39	14.84%	Reduce -0.96%	160,957	-1,560
JNJ	Johnson & Johnson	2024-06-30	Reduce	-0.02%	● 144.38 ($148.72) 157.78	$164.82	10.83%	Reduce -0.29%	1,130,462	-3,263
KVUE	Kenvue Inc	2024-06-30	Reduce	-0.02%	● 17.96 ($19.37) 21.23	$22.90	18.22%	Reduce -4.69%	390,743	-19,210
PGR	Progressive Corp	2024-06-30	Reduce	-0.02%	● 202.26 ($209.31) 215.9	$255.30	21.97%	Reduce -7.9%	22,330	-1,915
SEE	Sealed Air Corp	2024-06-30	Reduce	-0.02%	● 31.13 ($35.67) 40.06	$35.60	-0.20%	Reduce -1.22%	893,380	-11,075
UHAL.B	U-Haul Holding Co	2024-06-30	Reduce	-0.02%	● 59.37 ($62.91) 66.97	$71.44	13.56%	Reduce -0.85%	601,930	-5,150
UL	Unilever PLC	2024-06-30	Reduce	-0.02%	● 46.47 ($52.53) 56.38	$64.32	22.44%	Reduce -7.84%	97,693	-8,309
AZO	AutoZone Inc	2024-06-30	Reduce	-0.01%	● 2739.1 ($2927.39) 3170.04	$3,040.09	3.85%	Reduce -0.81%	12,126	-99
BIDU	Baidu Inc	2024-06-30	Reduce	-0.01%	● 86.48 ($100.48) 113.41	$87.02	-13.40%	Reduce -9.5%	17,454	-1,832
BAC	Bank of America Corp	2024-06-30	Reduce	-0.01%	● 34.68 ($38.32) 40.02	$40.87	6.65%	Reduce -1.24%	514,666	-6,485
DEO	Diageo PLC	2024-06-30	Reduce	-0.01%	● 126.08 ($137.77) 149.08	$135.86	-1.39%	Reduce -1.01%	141,304	-1,439
EMR	Emerson Electric Co	2024-06-30	Reduce	-0.01%	● 105.97 ($110.57) 115.59	$105.91	-4.21%	Reduce -10.3%	11,954	-1,372
HLN	Haleon PLC	2024-06-30	Reduce	-0.01%	● 8.01 ($8.36) 8.64	$10.46	25.12%	Reduce -13.46%	95,609	-14,869
NVS	Novartis AG	2024-06-30	Reduce	-0.01%	● 92.57 ($100.38) 107.37	$115.98	15.54%	Reduce -2.06%	87,606	-1,840
PSX	Phillips 66	2024-06-30	Reduce	-0.01%	● 135.85 ($148.02) 172.71	$132.55	-10.45%	Reduce -3.45%	30,228	-1,081
UNP	Union Pacific Corp	2024-06-30	Reduce	-0.01%	● 221.38 ($234.37) 247.4	$248.44	6.00%	Reduce -2.46%	43,369	-1,094
VZ	Verizon Communications Inc	2024-06-30	Reduce	-0.01%	● 38.6 ($40.3) 42.84	$43.94	9.03%	Reduce -11.58%	28,814	-3,775
BABA	Alibaba Group Holding Ltd	2024-06-30	Reduce	-0.01%	● 68.82 ($76.68) 88.54	$88.49	15.40%	Reduce -20.56%	13,675	-3,540
BAX	Baxter International Inc	2024-06-30	Reduce	0%	● 32.87 ($36.86) 43.55	$38.76	5.15%	Reduce -8.11%	9,861	-870
CMCSA	Comcast Corp	2024-06-30	Reduce	0%	● 36.9 ($39.13) 42.28	$40.27	2.91%	Reduce -5.62%	37,641	-2,240
COP	ConocoPhillips	2024-06-30	Reduce	0%	● 109.39 ($121.45) 133.52	$110.55	-8.97%	Reduce -2.04%	27,038	-563
NWLI	National Western Life Group Inc	2024-06-30	Reduce	0%	● 486.8 ($490.62) 497.93	$499.98	1.91%	Reduce -0.47%	43,677	-205
FMC	FMC Corp	2024-03-31	Reduce	-1.40%	● 50.99 ($58.36) 66.06	$64.24	10.08%	Reduce -15.35%	2,507,099	-454,758
NVST	Envista Holdings Corp	2024-03-31	New Buy	+0.99%	● 20.64 ($22.67) 25.45	$19.33	-14.73%	New holding	984,719	984,719
THO	Thor Industries Inc	2024-03-31	Sold Out	-0.56%	● 100.92 ($114.58) 129.03	$107.35	-6.31%	Sold Out	0	-96,493
KOF	Coca-Cola Femsa SAB de CV	2024-03-31	Reduce	-0.48%	● 89.75 ($95.68) 102.39	$91.70	-4.16%	Reduce -6.65%	1,472,664	-104,895
ALV	Autoliv Inc	2024-03-31	Reduce	-0.27%	● 101.8 ($111.88) 123.51	$96.54	-13.71%	Reduce -4.96%	962,767	-50,250
GOOG	Alphabet Inc	2024-03-31	Reduce	-0.24%	● 132.56 ($144.34) 154.84	$163.24	13.09%	Reduce -7.65%	413,476	-34,235
CNH	CNH Industrial NV	2024-03-31	Add	+0.16%	● 11.42 ($12.1) 12.96	$10.95	-9.50%	Add 32.04%	1,081,542	262,471
CNXC	Concentrix Corp	2024-03-31	Add	+0.10%	● 60.08 ($81.2) 104.44	$64.17	-20.97%	Add 21.61%	173,338	30,798
BK	Bank of New York Mellon Corp	2024-03-31	Reduce	-0.07%	● 51.8 ($55.06) 57.62	$71.72	30.26%	Reduce -7.45%	326,643	-26,280
VZ	Verizon Communications Inc	2024-03-31	Reduce	-0.06%	● 37.9 ($40.34) 42.49	$43.94	8.92%	Reduce -48.04%	32,589	-30,131
UL	Unilever PLC	2024-03-31	Reduce	-0.04%	● 46.99 ($49.24) 51.22	$64.32	30.63%	Reduce -13.13%	106,002	-16,015
GOOGL	Alphabet Inc	2024-03-31	Reduce	-0.02%	● 131.4 ($143.05) 153.51	$162.14	13.34%	Reduce -0.18%	2,003,632	-3,620
BRK.B	Berkshire Hathaway Inc	2024-03-31	Reduce	-0.02%	● 359.29 ($393.34) 420.52	$459.71	16.87%	Reduce -0.67%	161,278	-1,082
WFC	Wells Fargo & Co	2024-03-31	Reduce	-0.02%	● 46.44 ($52.32) 57.96	$55.80	6.65%	Reduce -0.9%	892,334	-8,134
AXP	American Express Co	2024-03-31	Reduce	-0.01%	● 179.79 ($207.36) 229.12	$268.75	29.61%	Reduce -0.63%	109,209	-687
BIDU	Baidu Inc	2024-03-31	Reduce	-0.01%	● 97.81 ($106.48) 118.32	$87.02	-18.28%	Reduce -4.54%	19,286	-918
BAC	Bank of America Corp	2024-03-31	Add	+0.01%	● 31.73 ($34.33) 37.92	$40.87	19.05%	Add 0.6%	521,151	3,125
CSL	Carlisle Companies Inc	2024-03-31	Reduce	-0.01%	● 300.88 ($339.32) 391.85	$438.55	29.24%	Reduce -14.74%	1,995	-345
CSCO	Cisco Systems Inc	2024-03-31	Reduce	-0.01%	● 48.06 ($49.89) 52.33	$51.44	3.11%	Reduce -0.88%	242,254	-2,160
EMR	Emerson Electric Co	2024-03-31	Reduce	-0.01%	● 91.73 ($102.72) 113.45	$105.91	3.11%	Reduce -7.65%	13,326	-1,104
JNJ	Johnson & Johnson	2024-03-31	Reduce	-0.01%	● 155.22 ($159.17) 162.74	$164.82	3.55%	Reduce -0.12%	1,133,725	-1,393
KVUE	Kenvue Inc	2024-03-31	Reduce	-0.01%	● 18.82 ($20.3) 21.93	$22.90	12.81%	Reduce -3.27%	409,953	-13,846
NVS	Novartis AG	2024-03-31	Reduce	-0.01%	● 95.27 ($102.53) 108.47	$115.98	13.12%	Reduce -1.29%	89,446	-1,173
PGR	Progressive Corp	2024-03-31	Reduce	-0.01%	● 161.63 ($185.54) 206.82	$255.30	37.60%	Reduce -4.81%	24,245	-1,225
USB	U.S. Bancorp	2024-03-31	Reduce	-0.01%	● 39.91 ($42.2) 44.7	$46.47	10.12%	Reduce -1.35%	268,656	-3,687
BABA	Alibaba Group Holding Ltd	2024-03-31	Reduce	-0.01%	● 68.05 ($73.26) 78.23	$88.49	20.79%	Reduce -10.92%	17,215	-2,111
AZO	AutoZone Inc	2024-03-31	Reduce	0%	● 2521.28 ($2858.33) 3239.32	$3,040.09	6.36%	Reduce -0.11%	12,225	-13
CMCSA	Comcast Corp	2024-03-31	Reduce	0%	● 41.24 ($43.14) 46.73	$40.27	-6.65%	Reduce -3.86%	39,881	-1,603
COP	ConocoPhillips	2024-03-31	Reduce	0%	● 106.93 ($114.06) 127.28	$110.55	-3.08%	Reduce -0.18%	27,601	-51
DEO	Diageo PLC	2024-03-31	Reduce	0%	● 137.5 ($146.35) 154.69	$135.86	-7.17%	Reduce -0.22%	142,743	-317
FDX	FedEx Corp	2024-03-31	Reduce	0%	● 236.39 ($250.17) 289.74	$300.39	20.07%	Reduce -0.07%	162,517	-115
GSK	GSK PLC	2024-03-31	Reduce	0%	● 37.51 ($41.24) 43.58	$41.62	0.92%	Reduce -1.09%	123,044	-1,356
HLN	Haleon PLC	2024-03-31	Reduce	0%	● 8.02 ($8.36) 8.67	$10.46	25.12%	Reduce -4.57%	110,478	-5,288
NWLI	National Western Life Group Inc	2024-03-31	Reduce	0%	● 482.53 ($484.98) 491.96	$499.98	3.09%	Reduce -0.06%	43,882	-25
PSX	Phillips 66	2024-03-31	Reduce	0%	● 127.67 ($144.11) 163.34	$132.55	-8.02%	Reduce -0.17%	31,309	-53
SEE	Sealed Air Corp	2024-03-31	Reduce	0%	● 34.08 ($35.86) 37.4	$35.60	-0.73%	Reduce -0.12%	904,455	-1,065
TTE	TotalEnergies SE	2024-03-31	Reduce	0%	● 63.05 ($65.59) 69.19	$69.14	5.41%	Reduce -0.5%	157,657	-787
TFC	Truist Financial Corp	2024-03-31	Add	0%	● 34.53 ($36.58) 38.98	$42.93	17.36%	Add 0.06%	796,679	470
UHAL.B	U-Haul Holding Co	2024-03-31	Reduce	0%	● 60.6 ($64.42) 69.46	$71.44	10.90%	Reduce -0.05%	607,080	-280
UNP	Union Pacific Corp	2024-03-31	Reduce	0%	● 235.81 ($246.09) 256.91	$248.44	0.95%	Reduce -0.11%	44,463	-50
VRTX	Vertex Pharmaceuticals Inc	2024-03-31	Reduce	0%	● 407.69 ($422.74) 446.08	$477.90	13.05%	Reduce -0.1%	66,699	-65
FMC	FMC Corp	2023-12-31	Add	+4.67%	● 50.01 ($57.98) 67.24	$64.24	10.80%	Add 105.14%	2,961,857	1,518,053
GOOG	Alphabet Inc	2023-12-31	Reduce	-1.04%	● 123.4 ($135.69) 142.82	$163.24	20.30%	Reduce -24.71%	447,711	-146,950
AZO	AutoZone Inc	2023-12-31	Reduce	-0.83%	● 2416.54 ($2593.5) 2719.78	$3,040.09	17.22%	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	$71.44	31.30%	Add 45.08%	607,360	188,725
PARA	Paramount Global	2023-12-31	Sold Out	-0.20%	● 10.7 ($13.39) 16.85	$10.46	-21.88%	Sold Out	0	-287,668
BK	Bank of New York Mellon Corp	2023-12-31	Reduce	-0.17%	● 41.18 ($46.06) 52.22	$71.72	55.71%	Reduce -17.44%	352,923	-74,559
SEE	Sealed Air Corp	2023-12-31	Add	+0.16%	● 28.58 ($32.79) 36.97	$35.60	8.57%	Add 11.12%	905,520	90,615
VRTX	Vertex Pharmaceuticals Inc	2023-12-31	Reduce	-0.15%	● 343 ($369.42) 410.68	$477.90	29.36%	Reduce -10.99%	66,764	-8,240
BRK.A	Berkshire Hathaway Inc	2023-12-31	Reduce	-0.14%	● 503375 ($533852) 555800	$687,840.00	28.84%	Reduce -0.75%	662	-5
IONS	Ionis Pharmaceuticals Inc	2023-12-31	Reduce	-0.13%	● 43.39 ($47.9) 51.63	$42.74	-10.77%	Reduce -1.58%	3,454,676	-55,497
INTC	Intel Corp	2023-12-31	Sold Out	-0.10%	● 32.52 ($40.62) 50.76	$21.15	-47.94%	Sold Out	0	-50,994
BABA	Alibaba Group Holding Ltd	2023-12-31	Reduce	-0.07%	● 71.37 ($79.68) 87.78	$88.49	11.06%	Reduce -42.62%	19,326	-14,352
CSCO	Cisco Systems Inc	2023-12-31	Reduce	-0.07%	● 47.7 ($51.09) 54.39	$51.44	0.69%	Reduce -8.76%	244,414	-23,457
PGR	Progressive Corp	2023-12-31	Reduce	-0.07%	● 138.97 ($156.56) 165.13	$255.30	63.07%	Reduce -26.28%	25,470	-9,080
BRK.B	Berkshire Hathaway Inc	2023-12-31	Reduce	-0.05%	● 331.71 ($350.99) 362.68	$459.71	30.98%	Reduce -1.59%	162,360	-2,630
JNJ	Johnson & Johnson	2023-12-31	Reduce	-0.04%	● 145.6 ($153.34) 158.88	$164.82	7.49%	Reduce -0.46%	1,135,118	-5,244
THO	Thor Industries Inc	2023-12-31	Reduce	-0.04%	● 84.99 ($99.98) 121.2	$107.35	7.37%	Reduce -8.31%	96,493	-8,743

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