
	Tweedy Browne 13F
	Tweedy Browne CO LLC

	Last update 2023-11-13	48 Stocks (3 new)
	Value $1.87 Bil	Turnover 4 %
	Countries: Top Holdings: BRK.A(18.97%) GOOGL(14.06%) JNJ(9.50%) IONS(8.52%) KOF(6.65%) Portfolio Report

Tweedy Browne Profile

Tweedy, Browne's operations are managed by its Management Committee, which consists of Jay Hill, Thomas H. Shrager, John D. Spears and Robert Q. Wyckoff, Jr., who have been with the firm for tenures ranging from 18 to 47 years.
Tweedy, Browne is owned by its Managing Directors and certain other employees and by a wholly-owned subsidiary of Affiliated Managers Group, Inc. ("AMG"), which owns a majority interest in the firm. AMG provides the Firm with operational autonomy and a seamless mechanism for ownership transfer and succession. Benjamin Graham, through his investment firm Graham-Newman Corp., was one of the firm's primary brokerage clients in the 1930s, 1940s, and 1950s.

Tweedy Browne Investing Philosophy

The Tweedy, Browne Value Fund seeks long-term growth of capital by investing primarily in U.S. and foreign equity securities that the Adviser believes are undervalued. Investments are focused in developed markets. The fund seeks to reduce currency risk by hedging its perceived foreign currency exposure back into the U.S. dollar where practicable.

Tweedy Browne Portfolio and Latest Trades

Ticker
Ticker
FMC
CSCO
VRTX
KOF
BK
JNJ
KVUE
SEE
FMS
BRK.B
CNXC
ATMU
BRK.A
AZO
WFC
FDX
PARA
IONS
USB
AXP
TFC
UL
UHAL.B
BAC
EMR
THO
CNHI
DEO
GSK
NVS
CKX
BABA
ALV
BIDU
BAX
CSL
CMCSA
COP
HLN
INTC
NWLI
PSX
TTE
UNP
VZ
UHAL.B
SEE
UL
KOF
INTC
CNXC
AZO
ALV
FMC
BRK.A
CMCSA
BK
JNJ
TFC
USB
BRK.B
BAC
BAX
GOOGL
GOOG
CSCO
BABA
EMR
NVS
AXP
BIDU
CNHI
COP
DEO
FDX
FMS
GSK
HLN
IONS
NWLI
PARA
THO
TTE
WFC
GOOG
TFC
FOX
ALV
UL
INTC
CMCSA
AZO
BRK.A
BK
CNHI
WFC
AXP
KOF
FMC
JNJ

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
FMC	FMC Corp	2023-09-30	Add	+1.56%	● 65.91 ($86.61) 106.09	$52.37	-39.53%	Add 43.18%	1,443,804	435,404
CSCO	Cisco Systems Inc	2023-09-30	Reduce	-1.55%	● 50.38 ($53.95) 57.84	$47.85	-11.31%	Reduce -68.04%	267,871	-570,169
VRTX	Vertex Pharmaceuticals Inc	2023-09-30	New Buy	+1.40%	● 338.18 ($349.73) 362.46	$347.04	-0.77%	New holding	75,004	75,004
KOF	Coca-Cola Femsa SAB de CV	2023-09-30	Reduce	-1.05%	● 75.75 ($82.7) 88.95	$85.13	2.94%	Reduce -13.12%	1,585,706	-239,466
BK	Bank of New York Mellon Corp	2023-09-30	Reduce	-0.64%	● 42.17 ($44.55) 46.33	$47.10	5.72%	Reduce -39.17%	427,482	-275,292
JNJ	Johnson & Johnson	2023-09-30	Reduce	-0.60%	● 155.75 ($165.01) 174.48	$151.63	-8.11%	Reduce -5.71%	1,140,362	-69,034
KVUE	Kenvue Inc	2023-09-30	New Buy	+0.48%	● 20.08 ($23.15) 26.04	$20.16	-12.92%	New holding	447,426	447,426
SEE	Sealed Air Corp	2023-09-30	Add	+0.47%	● 31.41 ($38.65) 46.73	$32.81	-15.11%	Add 49.44%	814,905	269,610
FMS	Fresenius Medical Care AG & Co. KGaA	2023-09-30	Sold Out	-0.43%	● 21.31 ($24.28) 27.56	$20.41	-15.94%	Sold Out	0	-339,637
BRK.B	Berkshire Hathaway Inc	2023-09-30	Reduce	-0.36%	● 340.9 ($354.77) 370.48	$360.05	1.49%	Reduce -10.82%	164,990	-20,022
CNXC	Concentrix Corp	2023-09-30	Reduce	-0.31%	● 71.17 ($78.45) 88.11	$93.10	18.67%	Reduce -33.3%	148,571	-74,182
ATMU	Atmus Filtration Technologies Inc	2023-09-30	New Buy	+0.15%	● 20.28 ($22.89) 24.67	$21.88	-4.41%	New holding	132,195	132,195
BRK.A	Berkshire Hathaway Inc	2023-09-30	Reduce	-0.11%	● 517136 ($538989) 563073	$546,868.99	1.46%	Reduce -0.6%	667	-4
AZO	AutoZone Inc	2023-09-30	Reduce	-0.10%	● 2433.89 ($2509.45) 2619.29	$2,602.18	3.70%	Reduce -3.84%	18,319	-732
WFC	Wells Fargo & Co	2023-09-30	Reduce	-0.10%	● 40.43 ($43.17) 47.13	$43.37	0.46%	Reduce -4.68%	912,291	-44,818
FDX	FedEx Corp	2023-09-30	Reduce	-0.08%	● 247.55 ($259.97) 269.95	$253.41	-2.52%	Reduce -3.54%	163,554	-6,005
PARA	Paramount Global	2023-09-30	Reduce	-0.08%	● 12.46 ($14.81) 16.83	$13.91	-6.08%	Reduce -25.14%	287,668	-96,630
IONS	Ionis Pharmaceuticals Inc	2023-09-30	Reduce	-0.07%	● 38.5 ($41.26) 47.13	$48.34	17.16%	Reduce -0.87%	3,510,173	-30,685
USB	U.S. Bancorp	2023-09-30	Reduce	-0.06%	● 32.47 ($36.43) 40.23	$37.04	1.67%	Reduce -10.25%	285,613	-32,625
AXP	American Express Co	2023-09-30	Reduce	-0.05%	● 149.19 ($163.57) 178.04	$165.66	1.28%	Reduce -4.7%	113,719	-5,610
TFC	Truist Financial Corp	2023-09-30	Reduce	-0.05%	● 27.97 ($30.75) 35.59	$31.56	2.63%	Reduce -3.55%	811,981	-29,890
UL	Unilever PLC	2023-09-30	Reduce	-0.05%	● 48.8 ($51.37) 54.19	$47.90	-6.75%	Reduce -12.17%	133,262	-18,462
UHAL.B	U-Haul Holding Co	2023-09-30	Reduce	-0.04%	● 49.62 ($54.26) 58.83	$53.47	-1.46%	Reduce -3.36%	418,635	-14,573
BAC	Bank of America Corp	2023-09-30	Reduce	-0.03%	● 27.17 ($29.59) 32.65	$29.53	-0.20%	Reduce -3.66%	526,361	-20,000
EMR	Emerson Electric Co	2023-09-30	Reduce	-0.03%	● 88.24 ($95.24) 100.12	$87.90	-7.71%	Reduce -28.47%	15,760	-6,272
THO	Thor Industries Inc	2023-09-30	Reduce	-0.02%	● 92.86 ($104.47) 115.96	$99.89	-4.38%	Reduce -3.78%	105,236	-4,135
CNHI	CNH Industrial NV	2023-09-30	Reduce	-0.01%	● 12.07 ($13.85) 15.69	$10.52	-24.04%	Reduce -1.44%	843,070	-12,280
DEO	Diageo PLC	2023-09-30	Reduce	-0.01%	● 148.63 ($167.43) 179.68	$140.70	-15.96%	Reduce -0.49%	145,561	-714
GSK	GSK PLC	2023-09-30	Reduce	-0.01%	● 33.81 ($35.49) 38.07	$35.64	0.42%	Reduce -3.36%	129,994	-4,520
NVS	Novartis AG	2023-09-30	Reduce	-0.01%	● 89.64 ($96.05) 99.48	$97.00	0.99%	Reduce -1.19%	94,916	-1,140
CKX	CKX Lands Inc	2023-09-30	Sold Out	-0.01%	● 9.85 ($11.21) 13.15	$12.60	12.40%	Sold Out	0	-10,600
BABA	Alibaba Group Holding Ltd	2023-09-30	Reduce	-0.01%	● 83.84 ($91.53) 102.16	$76.74	-16.16%	Reduce -4.83%	33,678	-1,710
ALV	Autoliv Inc	2023-09-30	Reduce	0%	● 84.89 ($95.78) 102.78	$100.92	5.37%	Reduce -0.04%	1,016,727	-445
BIDU	Baidu Inc	2023-09-30	Reduce	0%	● 124.92 ($140.2) 155.99	$119.63	-14.67%	Reduce -2.84%	21,754	-635
BAX	Baxter International Inc	2023-09-30	Reduce	0%	● 37.32 ($42.6) 49.29	$36.34	-14.69%	Reduce -2.08%	11,053	-235
CSL	Carlisle Companies Inc	2023-09-30	Reduce	0%	● 248.26 ($268.09) 288.37	$273.25	1.92%	Reduce -1.17%	2,440	-29
CMCSA	Comcast Corp	2023-09-30	Reduce	0%	● 41.21 ($44.65) 47.12	$41.87	-6.23%	Reduce -2.91%	49,094	-1,470
COP	ConocoPhillips	2023-09-30	Reduce	0%	● 100.34 ($116.1) 124.5	$114.98	-0.96%	Reduce -0.93%	30,207	-285
HLN	Haleon PLC	2023-09-30	Reduce	0%	● 7.85 ($8.33) 8.94	$8.62	3.48%	Reduce -1.39%	120,718	-1,700
INTC	Intel Corp	2023-09-30	Reduce	0%	● 31.85 ($34.83) 38.86	$44.23	26.99%	Reduce -5.01%	50,994	-2,690
NWLI	National Western Life Group Inc	2023-09-30	Reduce	0%	● 404.45 ($439.51) 463.22	$479.54	9.11%	Reduce -0.17%	44,194	-75
PSX	Phillips 66	2023-09-30	Reduce	0%	● 95.4 ($112.24) 124.28	$118.00	5.13%	Reduce -0.82%	32,006	-265
TTE	TotalEnergies SE	2023-09-30	Reduce	0%	● 55.39 ($61.84) 66.84	$68.97	11.53%	Reduce -0.98%	163,936	-1,620
UNP	Union Pacific Corp	2023-09-30	Reduce	0%	● 202.4 ($217.79) 238	$221.23	1.58%	Reduce -0.17%	45,023	-75
VZ	Verizon Communications Inc	2023-09-30	Reduce	0%	● 31.46 ($33.79) 37.48	$37.47	10.89%	Reduce -3.84%	62,720	-2,504
UHAL.B	U-Haul Holding Co	2023-06-30	New Buy	+1.15%	● 45.26 ($52.34) 59.05	$53.47	2.16%	New holding	433,208	433,208
SEE	Sealed Air Corp	2023-06-30	New Buy	+1.14%	● 37.85 ($42.58) 47.99	$32.81	-22.95%	New holding	545,295	545,295
UL	Unilever PLC	2023-06-30	Reduce	-0.49%	● 49.84 ($52.77) 55.56	$47.90	-9.23%	Reduce -53.54%	151,724	-174,842
KOF	Coca-Cola Femsa SAB de CV	2023-06-30	Reduce	-0.44%	● 80.47 ($85.58) 90.62	$85.13	-0.53%	Reduce -5.2%	1,825,172	-100,175
INTC	Intel Corp	2023-06-30	Reduce	-0.40%	● 27.4 ($31.41) 36.37	$44.23	40.82%	Reduce -80.81%	53,684	-225,993
CNXC	Concentrix Corp	2023-06-30	Reduce	-0.35%	● 80.75 ($93.97) 121.55	$93.10	-0.93%	Reduce -19.33%	222,753	-53,359
AZO	AutoZone Inc	2023-06-30	Reduce	-0.33%	● 2306.65 ($2548.91) 2733.65	$2,602.18	2.09%	Reduce -11.6%	19,051	-2,500
ALV	Autoliv Inc	2023-06-30	Reduce	-0.28%	● 81.01 ($86.76) 93.36	$100.92	16.32%	Reduce -5.09%	1,017,172	-54,537
FMC	FMC Corp	2023-06-30	Reduce	-0.28%	● 103.59 ($112.56) 124.69	$52.37	-53.47%	Reduce -3.98%	1,008,400	-41,767
BRK.A	Berkshire Hathaway Inc	2023-06-30	Reduce	-0.23%	● 465600 ($497298) 517810	$546,868.99	9.97%	Reduce -1.32%	671	-9
CMCSA	Comcast Corp	2023-06-30	Reduce	-0.22%	● 36.52 ($39.69) 41.67	$41.87	5.49%	Reduce -67.99%	50,564	-107,399
BK	Bank of New York Mellon Corp	2023-06-30	Reduce	-0.20%	● 39.67 ($42.95) 46.36	$47.10	9.66%	Reduce -10.14%	702,774	-79,267
JNJ	Johnson & Johnson	2023-06-30	Reduce	-0.19%	● 154.35 ($161.3) 166.11	$151.63	-6.00%	Reduce -1.82%	1,209,396	-22,387
TFC	Truist Financial Corp	2023-06-30	Reduce	-0.13%	● 26.21 ($31.11) 34.79	$31.56	1.45%	Reduce -7.67%	841,871	-69,920
USB	U.S. Bancorp	2023-06-30	Reduce	-0.11%	● 28.68 ($32.38) 36.05	$37.04	14.39%	Reduce -14.98%	318,238	-56,059
BRK.B	Berkshire Hathaway Inc	2023-06-30	Reduce	-0.10%	● 308.77 ($326.09) 341	$360.05	10.41%	Reduce -3.04%	185,012	-5,794
BAC	Bank of America Corp	2023-06-30	Add	+0.07%	● 26.99 ($28.54) 30.56	$29.53	3.47%	Add 9.89%	546,361	49,162
BAX	Baxter International Inc	2023-06-30	Reduce	-0.06%	● 39.98 ($43.5) 47.68	$36.34	-16.46%	Reduce -70.26%	11,288	-26,672
GOOGL	Alphabet Inc	2023-06-30	Reduce	-0.04%	● 103.71 ($114.92) 127.31	$137.20	19.39%	Reduce -0.33%	2,007,952	-6,633
GOOG	Alphabet Inc	2023-06-30	Reduce	-0.04%	● 104 ($115.57) 127.91	$138.62	19.94%	Reduce -1.11%	594,661	-6,690
CSCO	Cisco Systems Inc	2023-06-30	Reduce	-0.03%	● 45.7 ($49.24) 52.31	$47.85	-2.82%	Reduce -1.12%	838,040	-9,468
BABA	Alibaba Group Holding Ltd	2023-06-30	Reduce	-0.01%	● 78.67 ($87.76) 102.74	$76.74	-12.56%	Reduce -2.96%	35,388	-1,079
EMR	Emerson Electric Co	2023-06-30	Reduce	-0.01%	● 77.68 ($84.21) 90.39	$87.90	4.38%	Reduce -5.25%	22,032	-1,221
NVS	Novartis AG	2023-06-30	Reduce	-0.01%	● 92 ($99.89) 104.91	$97.00	-2.89%	Reduce -1.81%	96,056	-1,772
AXP	American Express Co	2023-06-30	Reduce	0%	● 147.93 ($161.4) 175.14	$165.66	2.64%	Reduce -0.4%	119,329	-476
BIDU	Baidu Inc	2023-06-30	Reduce	0%	● 116.69 ($131.26) 150.92	$119.63	-8.86%	Reduce -0.81%	22,389	-182
CNHI	CNH Industrial NV	2023-06-30	Reduce	0%	● 12.83 ($14.06) 15.27	$10.52	-25.18%	Reduce -0.58%	855,350	-4,985
COP	ConocoPhillips	2023-06-30	Reduce	0%	● 96.09 ($102.69) 109.04	$114.98	11.97%	Reduce -0.46%	30,492	-142
DEO	Diageo PLC	2023-06-30	Reduce	0%	● 167.1 ($178.57) 189.25	$140.70	-21.21%	Reduce -0.1%	146,275	-150
FDX	FedEx Corp	2023-06-30	Reduce	0%	● 217.29 ($228.84) 249.98	$253.41	10.74%	Reduce -0.06%	169,559	-103
FMS	Fresenius Medical Care AG & Co. KGaA	2023-06-30	Reduce	0%	● 21.26 ($22.91) 24.54	$20.41	-10.91%	Reduce -1.14%	339,637	-3,922
GSK	GSK PLC	2023-06-30	Reduce	0%	● 33.6 ($35.86) 38.32	$35.64	-0.61%	Reduce -0.64%	134,514	-861
HLN	Haleon PLC	2023-06-30	Reduce	0%	● 8.04 ($8.53) 9	$8.62	1.06%	Reduce -7.81%	122,418	-10,365
IONS	Ionis Pharmaceuticals Inc	2023-06-30	Reduce	0%	● 34.73 ($38.38) 43.33	$48.34	25.95%	Reduce -0.01%	3,540,858	-188
NWLI	National Western Life Group Inc	2023-06-30	Reduce	0%	● 230 ($317.42) 415.56	$479.54	51.07%	Reduce -0.11%	44,269	-49
PARA	Paramount Global	2023-06-30	Add	0%	● 14.08 ($18.13) 23.44	$13.91	-23.28%	Add 0.35%	384,298	1,340
THO	Thor Industries Inc	2023-06-30	Reduce	0%	● 75 ($84.39) 103.5	$99.89	18.37%	Reduce -0.19%	109,371	-209
TTE	TotalEnergies SE	2023-06-30	Reduce	0%	● 56.3 ($60.49) 64.95	$68.97	14.02%	Reduce -0.38%	165,556	-625
WFC	Wells Fargo & Co	2023-06-30	Reduce	0%	● 36.72 ($40.21) 42.68	$43.37	7.86%	Reduce -0.18%	957,109	-1,690
GOOG	Alphabet Inc	2023-03-31	Reduce	-4.13%	● 86.77 ($96.56) 108.8	$138.62	43.56%	Reduce -59.21%	601,351	-872,869
TFC	Truist Financial Corp	2023-03-31	Add	+1.06%	● 30.56 ($43.65) 50.39	$31.56	-27.70%	Add 168.81%	911,791	572,592
FOX	Fox Corp	2023-03-31	Sold Out	-0.79%	● 28.34 ($31.34) 34.36	$27.88	-11.04%	Sold Out	0	-522,860
ALV	Autoliv Inc	2023-03-31	Add	+0.36%	● 77.55 ($88.26) 96.14	$100.92	14.34%	Add 7.09%	1,071,709	70,957
UL	Unilever PLC	2023-03-31	Reduce	-0.28%	● 48.68 ($50.5) 51.98	$47.90	-5.15%	Reduce -24.32%	326,566	-104,969
INTC	Intel Corp	2023-03-31	Reduce	-0.27%	● 24.9 ($28.33) 32.67	$44.23	56.12%	Reduce -40.25%	279,677	-188,419
CMCSA	Comcast Corp	2023-03-31	Reduce	-0.23%	● 35.28 ($37.81) 41.11	$41.87	10.74%	Reduce -43.97%	157,963	-123,965
AZO	AutoZone Inc	2023-03-31	Reduce	-0.07%	● 2307.82 ($2438.91) 2605.62	$2,602.18	6.69%	Reduce -2.56%	21,551	-566
BRK.A	Berkshire Hathaway Inc	2023-03-31	Reduce	-0.07%	● 442765 ($466851) 483990	$546,868.99	17.14%	Reduce -0.44%	680	-3
BK	Bank of New York Mellon Corp	2023-03-31	Reduce	-0.05%	● 42.58 ($48.49) 51.92	$47.10	-2.87%	Reduce -2.51%	782,041	-20,169
CNHI	CNH Industrial NV	2023-03-31	Reduce	-0.04%	● 13.73 ($16.19) 17.9	$10.52	-35.02%	Reduce -5.14%	860,335	-46,606
WFC	Wells Fargo & Co	2023-03-31	Reduce	-0.03%	● 36.23 ($43.59) 48.5	$43.37	-0.50%	Reduce -1.26%	958,799	-12,228
AXP	American Express Co	2023-03-31	Reduce	-0.02%	● 146.43 ($165.89) 181.33	$165.66	-0.14%	Reduce -2.04%	119,805	-2,498
KOF	Coca-Cola Femsa SAB de CV	2023-03-31	Reduce	-0.02%	● 65.31 ($73.46) 80.47	$85.13	15.89%	Reduce -0.31%	1,925,347	-5,909
FMC	FMC Corp	2023-03-31	Reduce	-0.02%	● 116.05 ($125.85) 133.13	$52.37	-58.39%	Reduce -0.23%	1,050,167	-2,430
JNJ	Johnson & Johnson	2023-03-31	Reduce	-0.02%	● 151.05 ($161.47) 180.25	$151.63	-6.09%	Reduce -0.15%	1,231,783	-1,813

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