What Tweedy Browne Bought in Q4 2024
Tweedy Browne Company · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$1.48B
Total Value
43
Holdings
0
New Buys
33
Reduced
In Q4 2024, Tweedy Browne reported 43 long equity positions worth $1.48B in their Tweedy Browne Company 13F filing and 7 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 285 | $194.1M | 13.08% | -49.5% |
| 2 | CNH | CNH INDUSTRIAL NV | 14634939 | $165.8M | 11.18% | -4.6% |
| 3 | JNJ | JOHNSON & JOHNSON | 1080471 | $156.3M | 10.53% | -4.1% |
| 4 | GOOGL | ALPHABET INC-CL A | 736815 | $139.5M | 9.40% | +-56.7% |
| 5 | FMC | FMC CORP. | 2862055 | $139.1M | 9.38% | -8.4% |
| 6 | IONS | IONIS PHARMACEUTICALS INC. | 3248863 | $113.6M | 7.66% | -6.0% |
| 7 | KOF | Coca-Cola FEMSA | 1329940 | $103.6M | 6.98% | -4.0% |
| 8 | WFC | WELLS FARGO & CO | 677364 | $47.6M | 3.21% | -20.7% |
| 9 | BRK.B | Berkshire Hathaway Inc. Class B | 100415 | $45.5M | 3.07% | -28.7% |
| 10 | ALV | AUTOLIV INC. | 444159 | $41.7M | 2.81% | -5.8% |
| 11 | FDX | FEDEX CORP. | 118859 | $33.4M | 2.25% | -24.4% |
| 12 | UHAL-B | U-HAUL HOLDING CO - NON VOTING | 489431 | $31.3M | 2.11% | -18.2% |
| 13 | NVST | ENVISTA HOLDINGS CORP | 1528831 | $29.5M | 1.99% | -19.0% |
| 14 | TFC-PR | TRUIST FINANCIAL CORP | 636823 | $27.6M | 1.86% | -16.3% |
| 15 | AXP | AMERICAN EXPRESS CO | 89548 | $26.6M | 1.79% | +-10.5% |
| 16 | AZO | AUTOZONE, INC. | 7696 | $24.6M | 1.66% | +-30.2% |
| 17 | SEE | SEALED AIR CORPORATION | 564481 | $19.1M | 1.29% | -26.3% |
| 18 | BAC | BANK OF AMERICA CORP COM | 429853 | $18.9M | 1.27% | -15.1% |
| 19 | DEO | DIAGEO P L C - ADR | 138420 | $17.6M | 1.19% | -0.6% |
| 20 | VRTX | VERTEX PHARMACEUTICALS | 40631 | $16.4M | 1.10% | -24.2% |
| 21 | BNY | BANK OF NEW YORK MELLON CORP | 156883 | $12.1M | 0.81% | -40.5% |
| 22 | USB | US BANCORP | 231179 | $11.1M | 0.75% | -6.6% |
| 23 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 83141 | $8.1M | 0.55% | -2.6% |
| 24 | TTE | TOTALENERGIES SE ADR | 142229 | $7.8M | 0.52% | -1.8% |
| 25 | KVUE | KENVUE INC. | 356796 | $7.6M | 0.51% | -6.9% |
| 26 | ATMU | ATMUS FILTRATION TECHNOLOGIES | 131732 | $5.2M | 0.35% | — |
| 27 | UNP | UNION PACIFIC CORP | 21965 | $5.0M | 0.34% | -48.8% |
| 28 | EPD | ENTERPRISE PRODUCTS PARTNERS | 136295 | $4.3M | 0.29% | — |
| 29 | UNLYF | UNILEVER PLC SPONSORED ADR | 68803 | $3.9M | 0.26% | -2.1% |
| 30 | GL-PD | GLOBE LIFE INC. | 33234 | $3.7M | 0.25% | -6.4% |
| 31 | CSCO | CISCO SYSTEMS INC | 59943 | $3.5M | 0.24% | +-71.5% |
| 32 | PGR | PROGRESSIVE CORP | 14586 | $3.5M | 0.24% | -30.2% |
| 33 | GSK | GSK plc | 93816 | $3.2M | 0.21% | +-13.2% |
| 34 | GOOG | ALPHABET INC-CL C | 14665 | $2.8M | 0.19% | -73.1% |
| 35 | COP | CONOCOPHILLIPS | 24007 | $2.4M | 0.16% | -10.1% |
| 36 | PSX | PHILLIPS 66 | 13471 | $1.5M | 0.10% | -55.4% |
| 37 | EMR | EMERSON ELECTRIC CO | 10608 | $1.3M | 0.09% | -11.3% |
| 38 | CMCSA | Comcast Corporation | 34578 | $1.3M | 0.09% | -2.5% |
| 39 | CNXC | CONCENTRIX CORP | 28207 | $1.2M | 0.08% | +-82.8% |
| 40 | VZ | VERIZON COMMUNICATIONS | 24034 | $961K | 0.06% | -11.0% |
| 41 | HLNCF | HALEON PLC ADR | 85509 | $816K | 0.06% | -8.6% |
| 42 | BABA | ALIBABA GROUP HOLDING SP-ADR | 4645 | $394K | 0.03% | +-64.1% |
| 43 | BAX | BAXTER INTERNATIONAL INC | 9861 | $288K | 0.02% | — |