Tweedy Browne

Tweedy Browne

Last Update: 02-12-2015
Related: Tweedy Browne Global Value

Number of Stocks: 49
Number of New Stocks: 1

Total Value: $3,906 Mil
Q/Q Turnover: 1%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Tweedy Browne Bought these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
VZ Verizon Communications Inc 2014-12-31 Add0.46%$45.42 - $51.5
($48.93)
$ 50.032%Add 37.62%1,400,454
BSBR Banco Santander Brasil SA/Brazil 2014-03-31 Add1.56%$4.49 - $6.1
($5.11)
$ 5.232%Add 24.65%61,332,358
PM Philip Morris International Inc 2014-03-31 Add0.01%$75.39 - $86.02
($80.8)
$ 82.752%Add 0.32%1,922,821
DVN Devon Energy Corp 2013-12-31 Add0.01%$57.97 - $65.52
($61.35)
$ 66.508%Add 0.15%4,235,655
BSBR Banco Santander Brasil SA/Brazil 2013-09-30 Add1.42%$5.57 - $7.01
($6.08)
$ 5.23-16%Add 21.26%48,487,074
NOV National Oilwell Varco Inc 2013-09-30 Add0.25%$62.52 - $71.92
($66.86)
$ 54.20-23%Add 68.31%331,370
JOY Joy Global Inc 2013-06-30 Add2.49%$48.53 - $61.48
($55.05)
$ 40.55-36%Add 154.27%3,346,754
DVN Devon Energy Corp 2013-06-30 Add0.64%$51.44 - $60.17
($55.7)
$ 66.5016%Add 13.23%4,236,700
CSCO Cisco Systems Inc 2013-06-30 Add0.54%$20.38 - $24.82
($22.5)
$ 28.8222%Add 8.73%11,069,499
MMM 3M Co 2013-03-31 Add2.61%$92.85 - $106.42
($101.75)
$ 158.9936%Add 902.16%1,067,870
WFC Wells Fargo & Co 2013-03-31 Add1.15%$34.18 - $38.2
($35.63)
$ 54.7035%Add 29.12%5,350,596
JOY Joy Global Inc 2013-03-31 Add1.09%$57.81 - $69.01
($63.23)
$ 40.55-56%Add 119.23%1,316,205
HAL Halliburton Co 2013-03-31 Add0.94%$34.69 - $43.32
($39.71)
$ 48.0017%Add 19.41%5,541,477
LUK Leucadia National Corp 2013-03-31 Add0.22%$23.145 - $27.43
($25.46)
$ 23.05-10%Add 44.66%1,007,168
CSCO Cisco Systems Inc 2013-03-31 Add0.06%$20.29 - $21.925
($21)
$ 28.8227%Add 1.17%10,180,574
BRK.A Berkshire Hathaway Inc 2013-03-31 Add0.01%$139610 - $156280
($148744)
$ 214490.0031%Add 0.25%1,195
WMT Wal-Mart Stores Inc 2013-03-31 Add0.01%$68.3 - $74.85
($71.03)
$ 79.8411%Add 0.45%1,265,323
GOOGL Google Inc 2013-03-31 Add0.01%$351.776 - $419.708
($389.63)
$ 573.6632%Add 0.21%165,995
CMCSK Comcast Corp 2013-03-31 Add$36.45 - $39.61
($38.1)
$ 59.2036%Add 0.33%1,438,383
BRK.B Berkshire Hathaway Inc 2013-03-31 Add$93.2 - $104.2
($99)
$ 142.0930%Add 0.21%417,789
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Tweedy Browne's Profile:

Tweedy, Browne is an investment partnership owned by its four Managing Directors, William H. Browne, John D. Spears, Thomas H. Shrager, and Robert Q. Wyckoff, Jr. The operations of Tweedy, Browne are managed by its Management Committee consisting of Christopher H. Browne, William H. Browne and John D. Spears. This investment partnership has been recognized by Warren Buffett as Graham-Doddsville Superinvestors. The Firm has been in the investment business for close to 90 years. Benjamin Graham, through his investment in Graham-Newman Corp., was one of Tweedy's brokerage clients in the 1930s and 1940s.



Tweedy Browne's Performance:

Average Annual Return of Tweedy Browne Value Fund
5 Yrs 10 Yrs Since Inception
9.9% 5.9% 5.3%
» More Profile & Performance

Tweedy Browne's Current Portfolio:

Ticker Shares Value ($1000)
JNJ4,142,445433,175
CSCO10,655,032296,370
WFC5,160,107282,877
BRK.A1,177266,002
DVN4,181,163255,929
HAL5,350,020210,416
COP2,832,147195,588
BAX2,572,339188,527
MMM1,046,520171,964
BK4,120,768167,180
» More Current Portfolio

Tweedy Browne's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 26.1% 26.1%
Healthcare 16.7% 16.7%
Technology 13.1% 13.1%
Energy 12.3% 12.3%
Consumer Defensive 9.5% 9.5%
Industrials 6.8% 6.8%
Communication Services 3.5% 3.5%
Consumer Cyclical 0.6% 0.6%
Utilities 0% 0%
» More Sector Weightings


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