Tweedy Browne
Tweedy Browne runs TWEEDY, BROWNE CO LLC and currently holds 93 stock positions, which is fewer than the average of 234 among the investors we track. The portfolio is valued at approximately $1.26B. Their top holdings are IONS, KOF, BRK-A, GOOGL, JNJ. The top five represent 39.6% of reported portfolio weight. Tweedy Browne ranks #760 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Tweedy Browne initiated 6 new positions. They added to 46 existing positions. They trimmed 29 positions. Their current best-performing preview position is NE with returns of +73.76%.
93 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
IONS IONIS PHARMACEUTICALS INC. | 13.57% | $37.30 | $55.30 | +48.26% | Trimmed -7.68% |
KOF COCA COLA FEMSA | 9.07% | $40.88 | $108.73 | +165.97% | Trimmed -1.57% |
BRK-A BERKSHIRE HATHAWAY INC | 8.21% | $120,128.27 | $768,256.01 | +539.53% | Held |
GOOGL ALPHABET INC-CL A | 4.53% | $39.85 | $333.71 | +737.42% | Trimmed -0.61% |
JNJ JOHNSON & JOHNSON | 4.26% | $63.51 | $266.73 | +319.98% | Trimmed -7.03% |
BRK-B BERKSHIRE HATHAWAY INC DEL CL B | 3.71% | $178.73 | $512.37 | +186.67% | Added +0.33% |
WFC WELLS FARGO & CO | 3.26% | $31.11 | $86.87 | +179.23% | Trimmed -7.77% |
ALV AUTOLIV INC. | 3.20% | $49.82 | $124.11 | +149.12% | Trimmed -4.32% |
NVST ENVISTA HOLDINGS CORP | 2.90% | $18.54 | $26.96 | +45.42% | Trimmed -0.45% |
FDX FEDEX CORP. | 2.09% | $224.17 | $312.64 | +39.47% | Trimmed -34.34% |
Showing 1-10 of 93