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CIK: 0000732905
Total reported value
$1.3B
$1.3B
44 檔
95.8%
During the Q2 2024 filing period, Tweedy, Browne Co LLC (CIK: 0000732905) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 44 reported positions.
During Q2 2024, Tweedy, Browne Co LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 18.36% | -0.05% | -1.51% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 16.29% | -0.70% | -2.95% | |
| 3 | FMC | Fmc CORP | Stock-Materials | 8.36% | — | +26.00% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 7.60% | -0.38% | -0.29% | |
| 5 | IONS | Ionis Pharmaceuticals Inc | Stock-Healthcare | 7.57% | +0.13% | — | |
| 6 | CNH | CNH Industrial N.V. | Stock-Industrials | 7.16% | -0.50% | +1320.38% | |
| 7 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 5.49% | +0.27% | -5.63% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.80% | -0.01% | -7.07% | |
| 9 | WFC | Wells Fargo & Co | Stock-Financials | 2.38% | -0.15% | -2.40% | |
| 10 | ALV | Autoliv Inc | Stock-Consumer Disc | 2.32% | +0.17% | -50.98% | |
| 11 | FDX | Fedex CORP | Stock-Industrials | 2.22% | -1.83% | -0.96% | |
| 12 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 1.66% | +0.38% | -0.85% | |
| 13 | AZO | Autozone Inc | Stock-Consumer Disc | 1.65% | -0.15% | -0.81% | |
| 14 | NVST | Envista Holdings CORP | Stock-Healthcare | 1.45% | -0.03% | +93.17% | |
| 15 | SDA | Sealed Air CORP | Stock-Consumer Disc | 1.43% | -1.43% | EXIT | |
| 16 | TFC | Truist Financial CORP | Stock-Financials | 1.39% | +0.02% | -2.13% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | — | -64.21% | |
| 18 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.17% | +0.08% | -18.52% | |
| 19 | AXP | American Express Co | Stock-Financials | 1.11% | +0.10% | -4.69% | |
| 20 | NWLIEUR | National Western Life Grou-a | Stock-Other | 1.00% | — | -0.47% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 0.94% | +0.16% | -1.24% | |
| 22 | ✓ | Stock-Other | 0.82% | — | -1.01% | ||
| 23 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.77% | +0.09% | -14.08% | |
| 24 | ✓ | Stock-Other | 0.50% | — | -4.70% | ||
| 25 | CNXC | Concentrix CORP | Stock-Tech | 0.48% | -0.01% | -4.05% | |
| 26 | USB | US Bancorp | Stock-Financials | 0.46% | +0.07% | -5.53% | |
| 27 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.46% | — | -5.56% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.45% | +0.03% | -2.46% | |
| 29 | ✓ | Stock-Other | 0.43% | — | -2.06% | ||
| 30 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.33% | +0.05% | -4.69% | |
| 31 | UL | Unilever PLC | Stock-Consumer Staples | 0.25% | — | -7.84% | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.21% | +0.01% | -7.90% | |
| 33 | PSX | Phillips 66 | Stock-Energy | 0.20% | -0.02% | -3.45% | |
| 34 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.19% | -0.04% | -10.72% | |
| 35 | EPD | Enterprise Products Partners | Stock-Energy | 0.18% | -0.16% | EXIT | |
| 36 | ATMU | Atmus Filtration Technologie | Stock-Consumer Disc | 0.17% | — | — | |
| 37 | COP | Conocophillips | Stock-Energy | 0.14% | -0.07% | -2.04% | |
| 38 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 0.07% | — | -9.50% | |
| 39 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.07% | -0.01% | -5.62% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.06% | — | -10.30% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.05% | -0.02% | -11.58% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.05% | -0.01% | -20.56% | |
| 43 | HLN | Haleon Plc-adr | Stock-Healthcare | 0.04% | -0.01% | -13.46% | |
| 44 | BAX | Baxter International Inc | Stock-Healthcare | 0.02% | — | -8.11% |
According to official SEC Form 13F filings, Tweedy, Browne Co LLC reported a total U.S. public equity portfolio value of $1.3B across 44 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, GOOGL, FMC) accounted for 95.8% of total reported equity market value during Q2 2024.
During Q2 2024, Tweedy, Browne Co LLC's top holdings by market value included BRK-A (18.4%)、GOOGL (16.3%)、FMC (8.4%). The largest single position, BRK-A, represented 18.4% of total portfolio value.
In Q2 2024, Tweedy, Browne Co LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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