Tweedy Browne CO LLC Buys Autoliv Inc, Coca-Cola Femsa SAB de CV, Delta Air Lines Inc, Sells Carnival Corp, Halliburton Co

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May 13, 2020
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Investment company Tweedy Browne CO LLC (Current Portfolio) buys Autoliv Inc, Coca-Cola Femsa SAB de CV, Delta Air Lines Inc, Fox Corp, Applied Industrial Technologies Inc, sells Carnival Corp, Halliburton Co during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Tweedy Browne CO LLC. As of 2020Q1, Tweedy Browne CO LLC owns 46 stocks with a total value of $2.2 billion. These are the details of the buys and sells.

For the details of Tweedy Browne's stock buys and sells, go to https://www.gurufocus.com/guru/tweedy+browne/current-portfolio/portfolio

These are the top 5 holdings of Tweedy Browne
  1. Berkshire Hathaway Inc (BRK.A) - 1,030 shares, 13.00% of the total portfolio. Shares reduced by 0.96%
  2. Johnson & Johnson (JNJ) - 1,866,770 shares, 11.36% of the total portfolio. Shares reduced by 5.14%
  3. Cisco Systems Inc (CSCO) - 5,503,094 shares, 10.04% of the total portfolio. Shares reduced by 1.1%
  4. Alphabet Inc (GOOGL) - 132,658 shares, 7.15% of the total portfolio. Shares reduced by 0.97%
  5. Alphabet Inc (GOOG) - 120,198 shares, 6.49% of the total portfolio. Shares reduced by 0.45%
New Purchase: Autoliv Inc (ALV)

Tweedy Browne CO LLC initiated holding in Autoliv Inc. The purchase prices were between $40.18 and $85.75, with an estimated average price of $69.23. The stock is now traded at around $55.60. The impact to a portfolio due to this purchase was 2.45%. The holding were 1,146,783 shares as of .

New Purchase: Delta Air Lines Inc (DAL)

Tweedy Browne CO LLC initiated holding in Delta Air Lines Inc. The purchase prices were between $21.35 and $62.03, with an estimated average price of $50.04. The stock is now traded at around $19.41. The impact to a portfolio due to this purchase was 1.23%. The holding were 927,620 shares as of .

New Purchase: Applied Industrial Technologies Inc (AIT)

Tweedy Browne CO LLC initiated holding in Applied Industrial Technologies Inc. The purchase prices were between $32.03 and $70.41, with an estimated average price of $59.55. The stock is now traded at around $48.76. The impact to a portfolio due to this purchase was 0.12%. The holding were 56,686 shares as of .

Added: Coca-Cola Femsa SAB de CV (KOF)

Tweedy Browne CO LLC added to a holding in Coca-Cola Femsa SAB de CV by 83.97%. The purchase prices were between $38.44 and $64.95, with an estimated average price of $56.63. The stock is now traded at around $38.79. The impact to a portfolio due to this purchase was 1.27%. The holding were 1,496,041 shares as of .

Added: Fox Corp (FOX)

Tweedy Browne CO LLC added to a holding in Fox Corp by 72.11%. The purchase prices were between $19.81 and $38.58, with an estimated average price of $32.56. The stock is now traded at around $24.06. The impact to a portfolio due to this purchase was 1.14%. The holding were 2,561,065 shares as of .

Added: CNH Industrial NV (CNHI)

Tweedy Browne CO LLC added to a holding in CNH Industrial NV by 48.28%. The purchase prices were between $5.13 and $11.29, with an estimated average price of $9.03. The stock is now traded at around $5.73. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,396,913 shares as of .

Reduced: Carnival Corp (CCL)

Tweedy Browne CO LLC reduced to a holding in Carnival Corp by 45.86%. The sale prices were between $9.3 and $51.9, with an estimated average price of $36.18. The stock is now traded at around $12.26. The impact to a portfolio due to this sale was -0.12%. Tweedy Browne CO LLC still held 76,025 shares as of .

Reduced: Halliburton Co (HAL)

Tweedy Browne CO LLC reduced to a holding in Halliburton Co by 26.07%. The sale prices were between $4.61 and $25.39, with an estimated average price of $17.69. The stock is now traded at around $9.54. The impact to a portfolio due to this sale was -0.1%. Tweedy Browne CO LLC still held 327,225 shares as of .



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