
	Tweedy Browne 13F
	Tweedy Browne CO LLC

	Last update 2023-02-09	45 Stocks (0 new)
	Value $1.88 Bil	Turnover 2 %
	Top Holdings: BRK.A(17.05%) JNJ(11.60%) GOOGL(9.48%) IONS(7.12%) FMC(6.99%) 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
BRK.A
AZO
JNJ
BAC
IONS
GOOGL
BK
CNXC
KOF
WFC
UNP
USB
TFC
INTC
FMC
FOX
PGR
GOOG
FMS
CSCO
CSL
MS
ALV
THO
PARA
CMCSA
FDX
EMR
UL
CNHI
BRK.B
VZ
BIDU
NVS
GSK
BABA
HLN
AXP
DEO
NWLI
TTE
BAX
PSX
COP
CNXC
CMCSA
FOX
AZO
GOOG
FMC
KOF
CSCO
BAC
VZ
WFC
INTC
ALV
EMR
MS
FDX
BK
BRK.B
USB
JNJ
DEO
COP
PGR
PARA
FMS
TFC
GOOGL
IONS
NVS
GSK
AXP
BIDU
BABA
BAX
TTE
CSL
CNHI
UNP
THO
HLN
NWLI
FDX
MMM
AZO
BRK.B
CSCO
AXP
GOOGL
PARA
WFC
FOX
KOF
CSL
JNJ
BK
MS

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
BRK.A	Berkshire Hathaway Inc	2022-12-31	Reduce	-3.22%	● 399251 ($448762) 480280	$453,066.11	0.96%	Reduce -20.86%	683	-180
AZO	AutoZone Inc	2022-12-31	Reduce	-2.52%	● 2174 ($2416.82) 2579	$2,329.40	-3.62%	Reduce -54.71%	22,117	-26,722
JNJ	Johnson & Johnson	2022-12-31	Reduce	-1.84%	● 160.2 ($172.66) 179.76	$152.65	-11.59%	Reduce -17.14%	1,233,596	-255,224
BAC	Bank of America Corp	2022-12-31	Reduce	-1.67%	● 29.77 ($34.44) 38.41	$27.14	-21.20%	Reduce -71.94%	489,593	-1,255,310
IONS	Ionis Pharmaceuticals Inc	2022-12-31	Add	+1.65%	● 37.12 ($42.06) 46.52	$33.95	-19.28%	Add 30.05%	3,541,136	818,148
GOOGL	Alphabet Inc	2022-12-31	Reduce	-1.57%	● 83.43 ($95.03) 104.48	$105.44	10.95%	Reduce -15.63%	2,017,730	-373,750
BK	Bank of New York Mellon Corp	2022-12-31	Reduce	-1.17%	● 37.29 ($42.89) 45.9	$42.75	-0.33%	Reduce -46.19%	802,210	-688,617
CNXC	Concentrix Corp	2022-12-31	Reduce	-1.11%	● 115.19 ($121.53) 134.16	$117.63	-3.21%	Reduce -44.92%	277,811	-226,542
KOF	Coca-Cola Femsa SAB de CV	2022-12-31	Reduce	-1.05%	● 58.73 ($65.1) 70.16	$78.66	20.83%	Reduce -17.45%	1,931,256	-408,285
WFC	Wells Fargo & Co	2022-12-31	Reduce	-1.03%	● 40.23 ($44.26) 47.95	$36.23	-18.14%	Reduce -37.56%	971,027	-584,063
UNP	Union Pacific Corp	2022-12-31	Reduce	-0.97%	● 186.45 ($205.11) 218.02	$188.51	-8.09%	Reduce -71.32%	45,453	-113,005
USB	U.S. Bancorp	2022-12-31	Reduce	-0.96%	● 38.79 ($42.8) 45.64	$34.90	-18.46%	Reduce -58.69%	379,343	-538,955
TFC	Truist Financial Corp	2022-12-31	Reduce	-0.92%	● 40.42 ($43.87) 47.26	$32.89	-25.03%	Reduce -58.58%	339,199	-479,705
INTC	Intel Corp	2022-12-31	Reduce	-0.86%	● 25.04 ($27.77) 30.71	$29.36	5.73%	Reduce -61.75%	468,096	-755,754
FMC	FMC Corp	2022-12-31	Reduce	-0.86%	● 109.11 ($122.62) 134.36	$117.69	-4.02%	Reduce -15%	1,052,597	-185,685
FOX	Fox Corp	2022-12-31	Reduce	-0.72%	● 26.57 ($28.63) 30.61	$30.38	6.11%	Reduce -52.48%	522,860	-577,410
PGR	Progressive Corp	2022-12-31	Reduce	-0.65%	● 115.89 ($126.72) 132.51	$140.43	10.82%	Reduce -78.27%	35,190	-126,718
GOOG	Alphabet Inc	2022-12-31	Reduce	-0.44%	● 83.49 ($95.44) 104.93	$106.06	11.13%	Reduce -6.62%	1,474,220	-104,545
FMS	Fresenius Medical Care AG & Co. KGaA	2022-12-31	Reduce	-0.41%	● 12.81 ($14.82) 16.38	$20.06	35.36%	Reduce -66.21%	338,912	-664,124
CSCO	Cisco Systems Inc	2022-12-31	Reduce	-0.38%	● 39.27 ($45.52) 49.97	$50.51	10.96%	Reduce -20.07%	850,018	-213,465
CSL	Carlisle Companies Inc	2022-12-31	Reduce	-0.38%	● 225.57 ($257.3) 298.43	$212.05	-17.59%	Reduce -92.17%	2,614	-30,790
MS	Morgan Stanley	2022-12-31	Sold Out	-0.37%	● 75.3 ($85.23) 93.07	$83.95	-1.50%	Sold Out	0	-105,055
ALV	Autoliv Inc	2022-12-31	Reduce	-0.34%	● 70.5 ($79.96) 88.57	$89.24	11.61%	Reduce -10.27%	1,000,752	-114,565
THO	Thor Industries Inc	2022-12-31	Reduce	-0.26%	● 69.72 ($80.38) 90.66	$76.01	-5.44%	Reduce -43.65%	110,214	-85,370
PARA	Paramount Global	2022-12-31	Reduce	-0.24%	● 15.53 ($18.4) 20.38	$20.23	9.95%	Reduce -42.44%	382,040	-281,725
CMCSA	Comcast Corp	2022-12-31	Reduce	-0.14%	● 28.68 ($33.08) 36.71	$35.92	8.59%	Reduce -27.29%	281,928	-105,828
FDX	FedEx Corp	2022-12-31	Reduce	-0.13%	● 150.14 ($166.18) 182.22	$217.60	30.94%	Reduce -10.16%	170,602	-19,285
EMR	Emerson Electric Co	2022-12-31	Reduce	-0.07%	● 75.54 ($89.89) 98.07	$82.89	-7.79%	Reduce -44.76%	26,210	-21,241
UL	Unilever PLC	2022-12-31	Reduce	-0.05%	● 43.24 ($47.57) 51.5	$51.39	8.03%	Reduce -5.89%	431,535	-27,008
CNHI	CNH Industrial NV	2022-12-31	Reduce	-0.03%	● 11.52 ($14.4) 16.68	$14.59	1.32%	Reduce -6.29%	906,941	-60,862
BRK.B	Berkshire Hathaway Inc	2022-12-31	Reduce	-0.02%	● 264 ($296.98) 318.6	$298.92	0.65%	Reduce -1.03%	190,841	-1,988
VZ	Verizon Communications Inc	2022-12-31	Add	+0.01%	● 35.35 ($37.68) 39.81	$37.66	-0.05%	Add 6.52%	65,224	3,995
BIDU	Baidu Inc	2022-12-31	Reduce	-0.01%	● 76.57 ($102.04) 123.3	$156.27	53.15%	Reduce -5.61%	23,004	-1,367
NVS	Novartis AG	2022-12-31	Reduce	-0.01%	● 75.31 ($84.23) 92.53	$83.59	-0.76%	Reduce -1.79%	98,906	-1,803
GSK	GSK PLC	2022-12-31	Reduce	-0.01%	● 30 ($33.31) 37.92	$34.38	3.21%	Reduce -4.35%	139,327	-6,336
BABA	Alibaba Group Holding Ltd	2022-12-31	Reduce	-0.01%	● 63.15 ($78.85) 94.17	$86.90	10.21%	Reduce -9.88%	37,165	-4,075
HLN	Haleon PLC	2022-12-31	Reduce	-0.01%	● 5.96 ($6.8) 8.06	$8.17	20.15%	Reduce -23.3%	137,913	-41,898
AXP	American Express Co	2022-12-31	Reduce	-0.01%	● 136.74 ($148.17) 157.59	$159.78	7.84%	Reduce -1.2%	122,303	-1,491
DEO	Diageo PLC	2022-12-31	Reduce	-0.01%	● 162.98 ($175.42) 191.39	$179.15	2.13%	Reduce -0.65%	146,624	-959
NWLI	National Western Life Group Inc	2022-12-31	Reduce	0%	● 170.25 ($213.26) 292.09	$232.02	8.80%	Reduce -0.04%	44,418	-16
TTE	TotalEnergies SE	2022-12-31	Reduce	0%	● 48.32 ($57.08) 63.38	$55.70	-2.42%	Reduce -1.25%	169,733	-2,154
BAX	Baxter International Inc	2022-12-31	Reduce	0%	● 49.71 ($53.71) 57.71	$39.23	-26.96%	Reduce -2.05%	38,190	-801
PSX	Phillips 66	2022-12-31	Reduce	0%	● 84.58 ($102.29) 112.29	$93.73	-8.37%	Reduce -0.28%	32,401	-92
COP	ConocoPhillips	2022-12-31	Reduce	0%	● 109.97 ($121.55) 134.94	$95.43	-21.49%	Reduce -0.74%	31,022	-230
CNXC	Concentrix Corp	2022-09-30	Add	+2.02%	● 109.76 ($127.94) 137.14	$117.63	-8.06%	Add 444.3%	504,353	411,693
CMCSA	Comcast Corp	2022-09-30	Reduce	-1.06%	● 29.33 ($37.39) 43.37	$35.92	-3.93%	Reduce -62.99%	387,756	-659,927
FOX	Fox Corp	2022-09-30	Reduce	-0.69%	● 28.37 ($31.35) 33.75	$30.38	-3.09%	Reduce -34.11%	1,100,270	-569,598
AZO	AutoZone Inc	2022-09-30	Reduce	-0.43%	● 2082.64 ($2178.52) 2332.09	$2,329.40	6.93%	Reduce -9.13%	48,839	-4,907
GOOG	Alphabet Inc	2022-09-30	Reduce	-0.26%	● 96.15 ($111.66) 122.88	$106.06	-5.02%	Reduce -3.5%	1,578,765	-57,295
FMC	FMC Corp	2022-09-30	Add	+0.24%	● 100.04 ($107.95) 117.59	$117.69	9.02%	Add 4.29%	1,238,282	50,915
KOF	Coca-Cola Femsa SAB de CV	2022-09-30	Reduce	-0.22%	● 52.72 ($59.62) 64.52	$78.66	31.94%	Reduce -3.92%	2,339,541	-95,433
CSCO	Cisco Systems Inc	2022-09-30	Reduce	-0.22%	● 40 ($44.37) 49.37	$50.51	13.84%	Reduce -10.58%	1,063,483	-125,871
BAC	Bank of America Corp	2022-09-30	Reduce	-0.17%	● 30.13 ($33.43) 36.64	$27.14	-18.82%	Reduce -7.11%	1,744,903	-133,620
VZ	Verizon Communications Inc	2022-09-30	Reduce	-0.15%	● 37.97 ($44.54) 51.64	$37.66	-15.45%	Reduce -55.2%	61,229	-75,452
WFC	Wells Fargo & Co	2022-09-30	Reduce	-0.12%	● 38.74 ($42.96) 46.14	$36.23	-15.67%	Reduce -4.73%	1,555,090	-77,283
INTC	Intel Corp	2022-09-30	Reduce	-0.07%	● 25.77 ($34.09) 40.61	$29.36	-13.88%	Reduce -3.53%	1,223,850	-44,840
ALV	Autoliv Inc	2022-09-30	Add	+0.06%	● 66.63 ($77.51) 86.47	$89.24	15.13%	Add 1.81%	1,115,317	19,807
EMR	Emerson Electric Co	2022-09-30	Reduce	-0.05%	● 73.06 ($83.05) 90.39	$82.89	-0.19%	Reduce -24.04%	47,451	-15,014
MS	Morgan Stanley	2022-09-30	Reduce	-0.05%	● 74.69 ($84.29) 92.02	$83.95	-0.40%	Reduce -14.36%	105,055	-17,615
FDX	FedEx Corp	2022-09-30	Add	+0.04%	● 142.9 ($211.05) 238.22	$217.60	3.10%	Add 3.36%	189,887	6,164
BK	Bank of New York Mellon Corp	2022-09-30	Reduce	-0.04%	● 38.52 ($42.63) 45.03	$42.75	0.28%	Reduce -1.42%	1,490,827	-21,549
BRK.B	Berkshire Hathaway Inc	2022-09-30	Reduce	-0.03%	● 264.32 ($284.56) 306.65	$298.92	5.05%	Reduce -1.35%	192,829	-2,646
USB	U.S. Bancorp	2022-09-30	Reduce	-0.03%	● 40.32 ($46.27) 49.3	$34.90	-24.57%	Reduce -1.88%	918,298	-17,632
JNJ	Johnson & Johnson	2022-09-30	Reduce	-0.02%	● 161.33 ($169.22) 179.52	$152.65	-9.79%	Reduce -0.22%	1,488,820	-3,326
DEO	Diageo PLC	2022-09-30	Reduce	-0.01%	● 166.89 ($179.21) 192.22	$179.15	-0.03%	Reduce -0.57%	147,583	-840
COP	ConocoPhillips	2022-09-30	Reduce	-0.01%	● 81.61 ($99.75) 117.71	$95.43	-4.33%	Reduce -5.86%	31,252	-1,945
PGR	Progressive Corp	2022-09-30	Reduce	-0.01%	● 110.29 ($120.41) 129.22	$140.43	16.63%	Reduce -0.98%	161,908	-1,610
PARA	Paramount Global	2022-09-30	Add	+0.01%	● 18.95 ($24.01) 27.2	$20.23	-15.74%	Add 2.62%	663,765	16,955
FMS	Fresenius Medical Care AG & Co. KGaA	2022-09-30	Reduce	-0.01%	● 13.76 ($18.9) 25.11	$20.06	6.14%	Reduce -1.32%	1,003,036	-13,404
TFC	Truist Financial Corp	2022-09-30	Reduce	-0.01%	● 43.04 ($48.11) 52.01	$32.89	-31.64%	Reduce -0.33%	818,904	-2,678
GOOGL	Alphabet Inc	2022-09-30	Add	+0.01%	● 95.65 ($110.89) 122.08	$105.44	-4.91%	Add 0.07%	2,391,480	1,680
IONS	Ionis Pharmaceuticals Inc	2022-09-30	Reduce	-0.01%	● 36.54 ($42.14) 48.66	$33.95	-19.44%	Reduce -0.14%	2,722,988	-3,790
NVS	Novartis AG	2022-09-30	Add	+0.01%	● 74.61 ($82.89) 87.43	$83.59	0.84%	Add 2.32%	100,709	2,279
GSK	GSK PLC	2022-09-30	Reduce	-0.01%	● 28.66 ($36.57) 45.15	$34.38	-5.99%	Reduce -4.38%	145,663	-6,674
AXP	American Express Co	2022-09-30	Reduce	0%	● 134.91 ($151.36) 165.84	$159.78	5.56%	Reduce -0.16%	123,794	-195
BIDU	Baidu Inc	2022-09-30	Reduce	0%	● 117.49 ($136.56) 154.69	$156.27	14.43%	Reduce -0.51%	24,371	-125
BABA	Alibaba Group Holding Ltd	2022-09-30	Reduce	0%	● 77.87 ($95.27) 122.39	$86.90	-8.79%	Reduce -1.43%	41,240	-600
BAX	Baxter International Inc	2022-09-30	Reduce	0%	● 53.86 ($60.17) 66.8	$39.23	-34.80%	Reduce -0.59%	38,991	-231
TTE	TotalEnergies SE	2022-09-30	Add	0%	● 44.86 ($50.24) 54.73	$55.70	10.87%	Add 0.42%	171,887	725
CSL	Carlisle Companies Inc	2022-09-30	Add	0%	● 241.2 ($286.61) 316.14	$212.05	-26.01%	Add 0.06%	33,404	20
CNHI	CNH Industrial NV	2022-09-30	Reduce	0%	● 10.77 ($12.04) 13.13	$14.59	21.18%	Reduce -0.24%	967,803	-2,330
UNP	Union Pacific Corp	2022-09-30	Reduce	0%	● 194.82 ($221.28) 241.91	$188.51	-14.81%	Reduce -0.13%	158,458	-200
THO	Thor Industries Inc	2022-09-30	Reduce	0%	● 68.88 ($81.71) 94.97	$76.01	-6.98%	Reduce -0.05%	195,584	-95
HLN	Haleon PLC	2022-09-30	Reduce	0%	● 5.63 ($6.47) 7.5	$8.17	26.28%	Reduce -5.57%	179,811	-10,610
NWLI	National Western Life Group Inc	2022-09-30	Reduce	0%	● 167.66 ($194.67) 207.1	$232.02	19.19%	Reduce -1.19%	44,434	-535
FDX	FedEx Corp	2022-06-30	New Buy	+1.70%	● 197.01 ($213.68) 243.24	$217.60	1.83%	New holding	183,723	183,723
MMM	3M Co	2022-06-30	Sold Out	-1.66%	● 129.41 ($144.62) 154.23	$101.14	-30.06%	Sold Out	0	-344,800
AZO	AutoZone Inc	2022-06-30	Reduce	-1.27%	● 1771.68 ($2056.43) 2254.03	$2,329.40	13.27%	Reduce -26.31%	53,746	-19,193
BRK.B	Berkshire Hathaway Inc	2022-06-30	Reduce	-0.95%	● 267.52 ($314.34) 353.1	$298.92	-4.91%	Reduce -29.85%	195,475	-83,184
CSCO	Cisco Systems Inc	2022-06-30	Reduce	-0.83%	● 41.72 ($47.99) 55.87	$50.51	5.25%	Reduce -27.78%	1,189,354	-457,584
AXP	American Express Co	2022-06-30	New Buy	+0.70%	● 137.5 ($165.52) 188.46	$159.78	-3.47%	New holding	123,989	123,989
GOOGL	Alphabet Inc	2022-06-30	Reduce	-0.67%	● 105.81 ($118.07) 142.97	$105.44	-10.70%	Reduce -5.86%	2,389,800	-7,435
PARA	Paramount Global	2022-06-30	New Buy	+0.65%	● 24.25 ($30.59) 37.81	$20.23	-33.87%	New holding	646,810	646,810
WFC	Wells Fargo & Co	2022-06-30	Reduce	-0.63%	● 37.43 ($43.96) 49.33	$36.23	-17.58%	Reduce -19.9%	1,632,373	-405,420
FOX	Fox Corp	2022-06-30	Reduce	-0.61%	● 29.21 ($32.56) 36.48	$30.38	-6.70%	Reduce -23.85%	1,669,868	-523,090
KOF	Coca-Cola Femsa SAB de CV	2022-06-30	Reduce	-0.44%	● 53.1 ($56.03) 59.65	$78.66	40.39%	Reduce -9.27%	2,434,974	-248,822
CSL	Carlisle Companies Inc	2022-06-30	Reduce	-0.41%	● 231.39 ($249.02) 272.84	$212.05	-14.85%	Reduce -60.74%	33,384	-51,642
JNJ	Johnson & Johnson	2022-06-30	Reduce	-0.41%	● 168.19 ($178.16) 186.01	$152.65	-14.32%	Reduce -4.58%	1,492,146	-71,690
BK	Bank of New York Mellon Corp	2022-06-30	Reduce	-0.39%	● 40.6 ($44.63) 49.63	$42.75	-4.21%	Reduce -13.77%	1,512,376	-241,455
MS	Morgan Stanley	2022-06-30	Reduce	-0.29%	● 72.9 ($82) 90.61	$83.95	2.38%	Reduce -45.81%	122,670	-103,720

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