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This is the sector weightings of his portfolio:
| Consumer Goods | 28.7% |
| Industrials | 23.2% |
| Financials | 14.6% |
| Consumer Services | 11.9% |
| Health Care | 7.8% |
| Oil & Gas | 7.4% |
| Telecommunications | 5% |
These are the top 5 holdings of Tweedy Browne
- PHILIP MORRIS INTERNATIONAL INC (PM) - 3,503,653 shares, 8.68% of the total portfolio
- CocaCola FEMSA S.A.B. De C.V. (KOF) - 2,327,985 shares, 7.87% of the total portfolio
- Burlington Northern Santa Fe Corp. (BNI) - 1,299,969 shares, 6.59% of the total portfolio
- Honda Motor Co. Ltd. (HMC) - 2,958,855 shares, 5.08% of the total portfolio
- SK Telecom Co. Ltd. (SKM) - 5,837,652 shares, 4.88% of the total portfolio
Added: Honda Motor Co. Ltd. (HMC)
Tweedy Browne added to their holdings in Honda Motor Co. Ltd. by 6.86%. Their purchase prices were between $29.11 and $34.35, with an estimated average price of $32.08. The impact to their portfolio due to this purchase was 0.33%. Their holdings were 2,958,855 shares as of 12/31/2009.Honda manufactures a wide range of products, including motorcycles, ATVs, generators, marine engines, lawn and garden equipment and automobiles. Honda Motor Co. Ltd. has a market cap of $61.26 billion; its shares were traded at around $33.76 with and P/S ratio of 0.6. The dividend yield of Honda Motor Co. Ltd. stocks is 0.7%.
Added: The Home Depot Inc. (HD)
Tweedy Browne added to their holdings in The Home Depot Inc. by 6.49%. Their purchase prices were between $24.96 and $29.29, with an estimated average price of $27.33. The impact to their portfolio due to this purchase was 0.22%. Their holdings were 2,429,049 shares as of 12/31/2009.Home Depot is the one of world's largest home improvement retailer. The Home Depot Inc. has a market cap of $48.72 billion; its shares were traded at around $28.65 with a P/E ratio of 17.7 and P/S ratio of 0.7. The dividend yield of The Home Depot Inc. stocks is 3.2%. The Home Depot Inc. had an annual average earning growth of 19.5% over the past 10 years. GuruFocus rated The Home Depot Inc. the business predictability rank of 3.5-star.
Reduced: Avatar Holdings Inc. (AVTR)
Tweedy Browne reduced to their holdings in Avatar Holdings Inc. by 26%. Their sale prices were between $15.09 and $18.9, with an estimated average price of $16.62. The impact to their portfolio due to this sale was -0.09%. Tweedy Browne still held 400,333 shares as of 12/31/2009.Avatar Holdings Inc. and its subsidiaries are engaged in two principal business activities: real estate and water and wastewater utilities operations. Avatar Holdings Inc. has a market cap of $193.7 million; its shares were traded at around $17.06 with and P/S ratio of 1.7. Avatar Holdings Inc. had an annual average earning growth of 49% over the past 5 years.
Reduced: American Express Company (AXP)
Tweedy Browne reduced to their holdings in American Express Company by 37.85%. Their sale prices were between $32.49 and $41.83, with an estimated average price of $38.68. The impact to their portfolio due to this sale was -0.31%. Tweedy Browne still held 392,744 shares as of 12/31/2009.American Express Company is primarily engaged in the business of providing travel related services, financial advisory services and international banking services throughout the world. American Express Company has a market cap of $44.89 billion; its shares were traded at around $37.75 with a P/E ratio of 26.1 and P/S ratio of 1.8. The dividend yield of American Express Company stocks is 2%. American Express Company had an annual average earning growth of 1.3% over the past 10 years.
Reduced: Emerson Electric Co. (EMR)
Tweedy Browne reduced to their holdings in Emerson Electric Co. by 20.15%. Their sale prices were between $37.75 and $43.37, with an estimated average price of $41.06. The impact to their portfolio due to this sale was -0.96%. Tweedy Browne still held 2,165,448 shares as of 12/31/2009.Emerson is engaged principally in the worldwide design, manufactureand sale of a broad range of electrical, electromechanical and electronicproducts and systems. Emerson Electric Co. has a market cap of $34.21 billion; its shares were traded at around $45.47 with a P/E ratio of 19.7 and P/S ratio of 1.6. The dividend yield of Emerson Electric Co. stocks is 2.9%. Emerson Electric Co. had an annual average earning growth of 5% over the past 10 years.
Reduced: Cocacola Femsa S.a.b. De C.v. (KOF)
Tweedy Browne reduced to their holdings in Cocacola Femsa S.a.b. De C.v. by 23.75%. Their sale prices were between $50.18 and $66.87, with an estimated average price of $56.95. The impact to their portfolio due to this sale was -1.87%. Tweedy Browne still held 2,327,985 shares as of 12/31/2009.Coca-Cola Femsa S.A., through its subsidiaries, produces, markets and distributes soft drinks throughout the metropolitan area of Mexico City, in Southeastern Mexico and in metropolitan Buenos Aires, Argentina. with a P/E ratio of 14.5. The dividend yield of Cocacola Femsa S.a.b. De C.v. stocks is 0.9%. Cocacola Femsa S.a.b. De C.v. had an annual average earning growth of 17.6% over the past 10 years. GuruFocus rated Cocacola Femsa S.a.b. De C.v. the business predictability rank of 3.5-star.
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