Tweedy Browne 13F Portfolio
Tweedy Browne runs TWEEDY, BROWNE CO LLC and currently holds 91 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.32B. Their top holdings are IONS, KOF, BRK-A, JNJ, GOOGL. The top five represent 38.9% of reported portfolio weight. Tweedy Browne ranks #687 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Tweedy Browne initiated 12 new positions. They added to 40 existing positions. They trimmed 33 positions. Their current best-performing preview position is CNC with returns of +96.06%.
Portfolio Value
$1.32B
Alpha Score
42.4
#687 of 1000
Holdings
91
Tweedy Browne Current 13F Holdings
Reported holdings from TWEEDY, BROWNE CO LLC's latest SEC 13F filing, ranked by portfolio weight.
91 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IONS IONIS PHARMACEUTICALS INC. | 13.70% | $37.39 | $54.21 | +44.99% | Added +0.21% |
 KOF COCA COLA FEMSA | 9.34% | $40.88 | $110.93 | +171.36% | Trimmed -0.81% |
 BRK-A BERKSHIRE HATHAWAY INC | 8.17% | $120,128.27 | $765,267.98 | +537.04% | Held |
 JNJ JOHNSON & JOHNSON | 3.88% | $62.11 | $265.57 | +327.58% | Trimmed -8.13% |
 GOOGL ALPHABET INC-CL A | 3.83% | $39.85 | $338.50 | +749.44% | Trimmed -28.77% |
 BRK-B BERKSHIRE HATHAWAY INC DEL CL B | 3.70% | $179.45 | $510.36 | +184.40% | Added +0.22% |
 ALV AUTOLIV INC. | 3.37% | $49.82 | $121.17 | +143.21% | Trimmed -0.07% |
 WFC WELLS FARGO & CO | 3.11% | $31.11 | $90.26 | +190.12% | Trimmed -3.67% |
 ZTS ZOETIS, INC. | 3.03% | $71.86 | $72.98 | +1.55% | New Buy |
 NVST ENVISTA HOLDINGS CORP | 2.87% | $18.54 | $25.55 | +37.80% | Trimmed -0.11% |
Showing 1-10 of 91