
	Tweedy Browne 13F
	Tweedy Browne CO LLC

	Last update 2023-08-14	46 Stocks (2 new)
	Value $1.91 Bil	Turnover 2 %
	Countries: Top Holdings: BRK.A(18.24%) GOOGL(12.62%) JNJ(10.51%) KOF(7.98%) IONS(7.63%) 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
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
GOOGL
BAC
CSCO
CNXC
EMR
FDX
FMS
GSK
NVS
TTE
USB
BABA
BIDU
BAX
BRK.B
CSL
COP
DEO
HLN
NWLI
PARA
PSX
PGR
THO
UNP
BRK.A
AZO
JNJ
BAC
IONS
GOOGL
BK
CNXC
KOF
WFC
UNP
USB
TFC
INTC
FMC
FOX
PGR
GOOG
FMS
CSCO

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
UHAL.B	U-Haul Holding Co	2023-06-30	New Buy	+1.15%	● 45.26 ($52.34) 59.05	$52.39	0.10%	New holding	433,208	433,208
SEE	Sealed Air Corp	2023-06-30	New Buy	+1.14%	● 37.85 ($42.58) 47.99	$32.86	-22.83%	New holding	545,295	545,295
UL	Unilever PLC	2023-06-30	Reduce	-0.49%	● 49.84 ($52.77) 55.56	$49.40	-6.39%	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	$78.44	-8.34%	Reduce -5.2%	1,825,172	-100,175
INTC	Intel Corp	2023-06-30	Reduce	-0.40%	● 27.4 ($31.41) 36.37	$35.53	13.12%	Reduce -80.81%	53,684	-225,993
CNXC	Concentrix Corp	2023-06-30	Reduce	-0.35%	● 80.75 ($93.97) 121.55	$80.14	-14.72%	Reduce -19.33%	222,753	-53,359
AZO	AutoZone Inc	2023-06-30	Reduce	-0.33%	● 2306.65 ($2548.91) 2733.65	$2,539.99	-0.35%	Reduce -11.6%	19,051	-2,500
ALV	Autoliv Inc	2023-06-30	Reduce	-0.28%	● 81.01 ($86.76) 93.36	$96.48	11.20%	Reduce -5.09%	1,017,172	-54,537
FMC	FMC Corp	2023-06-30	Reduce	-0.28%	● 103.59 ($112.56) 124.69	$66.97	-40.50%	Reduce -3.98%	1,008,400	-41,767
BRK.A	Berkshire Hathaway Inc	2023-06-30	Reduce	-0.23%	● 465600 ($497298) 517810	$531,477.00	6.87%	Reduce -1.32%	671	-9
CMCSA	Comcast Corp	2023-06-30	Reduce	-0.22%	● 36.52 ($39.69) 41.67	$44.35	11.74%	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	$42.65	-0.70%	Reduce -10.14%	702,774	-79,267
JNJ	Johnson & Johnson	2023-06-30	Reduce	-0.19%	● 154.35 ($161.3) 166.11	$155.75	-3.44%	Reduce -1.82%	1,209,396	-22,387
TFC	Truist Financial Corp	2023-06-30	Reduce	-0.13%	● 26.21 ($31.11) 34.79	$28.61	-8.04%	Reduce -7.67%	841,871	-69,920
USB	U.S. Bancorp	2023-06-30	Reduce	-0.11%	● 28.68 ($32.38) 36.05	$33.06	2.10%	Reduce -14.98%	318,238	-56,059
BRK.B	Berkshire Hathaway Inc	2023-06-30	Reduce	-0.10%	● 308.77 ($326.09) 341	$350.30	7.42%	Reduce -3.04%	185,012	-5,794
BAC	Bank of America Corp	2023-06-30	Add	+0.07%	● 26.99 ($28.54) 30.56	$27.38	-4.06%	Add 9.89%	546,361	49,162
BAX	Baxter International Inc	2023-06-30	Reduce	-0.06%	● 39.98 ($43.5) 47.68	$37.74	-13.24%	Reduce -70.26%	11,288	-26,672
GOOGL	Alphabet Inc	2023-06-30	Reduce	-0.04%	● 103.71 ($114.92) 127.31	$130.81	13.83%	Reduce -0.33%	2,007,952	-6,633
GOOG	Alphabet Inc	2023-06-30	Reduce	-0.04%	● 104 ($115.57) 127.91	$131.85	14.09%	Reduce -1.11%	594,661	-6,690
CSCO	Cisco Systems Inc	2023-06-30	Reduce	-0.03%	● 45.7 ($49.24) 52.31	$53.76	9.17%	Reduce -1.12%	838,040	-9,468
BABA	Alibaba Group Holding Ltd	2023-06-30	Reduce	-0.01%	● 78.67 ($87.76) 102.74	$86.74	-1.16%	Reduce -2.96%	35,388	-1,079
EMR	Emerson Electric Co	2023-06-30	Reduce	-0.01%	● 77.68 ($84.21) 90.39	$96.57	14.68%	Reduce -5.25%	22,032	-1,221
NVS	Novartis AG	2023-06-30	Reduce	-0.01%	● 92 ($99.89) 104.91	$101.86	1.97%	Reduce -1.81%	96,056	-1,772
AXP	American Express Co	2023-06-30	Reduce	0%	● 147.93 ($161.4) 175.14	$149.19	-7.57%	Reduce -0.4%	119,329	-476
BIDU	Baidu Inc	2023-06-30	Reduce	0%	● 116.69 ($131.26) 150.92	$134.36	2.36%	Reduce -0.81%	22,389	-182
CNHI	CNH Industrial NV	2023-06-30	Reduce	0%	● 12.83 ($14.06) 15.27	$12.10	-13.94%	Reduce -0.58%	855,350	-4,985
COP	ConocoPhillips	2023-06-30	Reduce	0%	● 96.09 ($102.69) 109.04	$119.80	16.66%	Reduce -0.46%	30,492	-142
DEO	Diageo PLC	2023-06-30	Reduce	0%	● 167.1 ($178.57) 189.25	$149.18	-16.46%	Reduce -0.1%	146,275	-150
FDX	FedEx Corp	2023-06-30	Reduce	0%	● 217.29 ($228.84) 249.98	$264.92	15.77%	Reduce -0.06%	169,559	-103
FMS	Fresenius Medical Care AG & Co. KGaA	2023-06-30	Reduce	0%	● 21.26 ($22.91) 24.54	$21.54	-5.98%	Reduce -1.14%	339,637	-3,922
GSK	GSK PLC	2023-06-30	Reduce	0%	● 33.6 ($35.86) 38.32	$36.25	1.09%	Reduce -0.64%	134,514	-861
HLN	Haleon PLC	2023-06-30	Reduce	0%	● 8.04 ($8.53) 9	$8.33	-2.34%	Reduce -7.81%	122,418	-10,365
IONS	Ionis Pharmaceuticals Inc	2023-06-30	Reduce	0%	● 34.73 ($38.38) 43.33	$45.36	18.19%	Reduce -0.01%	3,540,858	-188
NWLI	National Western Life Group Inc	2023-06-30	Reduce	0%	● 230 ($317.42) 415.56	$437.51	37.83%	Reduce -0.11%	44,269	-49
PARA	Paramount Global	2023-06-30	Add	0%	● 14.08 ($18.13) 23.44	$12.90	-28.85%	Add 0.35%	384,298	1,340
THO	Thor Industries Inc	2023-06-30	Reduce	0%	● 75 ($84.39) 103.5	$95.13	12.73%	Reduce -0.19%	109,371	-209
TTE	TotalEnergies SE	2023-06-30	Reduce	0%	● 56.3 ($60.49) 64.95	$65.76	8.71%	Reduce -0.38%	165,556	-625
WFC	Wells Fargo & Co	2023-06-30	Reduce	0%	● 36.72 ($40.21) 42.68	$40.86	1.62%	Reduce -0.18%	957,109	-1,690
GOOG	Alphabet Inc	2023-03-31	Reduce	-4.13%	● 86.77 ($96.56) 108.8	$131.85	36.55%	Reduce -59.21%	601,351	-872,869
TFC	Truist Financial Corp	2023-03-31	Add	+1.06%	● 30.56 ($43.65) 50.39	$28.61	-34.46%	Add 168.81%	911,791	572,592
FOX	Fox Corp	2023-03-31	Sold Out	-0.79%	● 28.34 ($31.34) 34.36	$28.88	-7.85%	Sold Out	0	-522,860
ALV	Autoliv Inc	2023-03-31	Add	+0.36%	● 77.55 ($88.26) 96.14	$96.48	9.31%	Add 7.09%	1,071,709	70,957
UL	Unilever PLC	2023-03-31	Reduce	-0.28%	● 48.68 ($50.5) 51.98	$49.40	-2.18%	Reduce -24.32%	326,566	-104,969
INTC	Intel Corp	2023-03-31	Reduce	-0.27%	● 24.9 ($28.33) 32.67	$35.53	25.41%	Reduce -40.25%	279,677	-188,419
CMCSA	Comcast Corp	2023-03-31	Reduce	-0.23%	● 35.28 ($37.81) 41.11	$44.35	17.30%	Reduce -43.97%	157,963	-123,965
AZO	AutoZone Inc	2023-03-31	Reduce	-0.07%	● 2307.82 ($2438.91) 2605.62	$2,539.99	4.14%	Reduce -2.56%	21,551	-566
BRK.A	Berkshire Hathaway Inc	2023-03-31	Reduce	-0.07%	● 442765 ($466851) 483990	$531,477.00	13.84%	Reduce -0.44%	680	-3
BK	Bank of New York Mellon Corp	2023-03-31	Reduce	-0.05%	● 42.58 ($48.49) 51.92	$42.65	-12.04%	Reduce -2.51%	782,041	-20,169
CNHI	CNH Industrial NV	2023-03-31	Reduce	-0.04%	● 13.73 ($16.19) 17.9	$12.10	-25.26%	Reduce -5.14%	860,335	-46,606
WFC	Wells Fargo & Co	2023-03-31	Reduce	-0.03%	● 36.23 ($43.59) 48.5	$40.86	-6.26%	Reduce -1.26%	958,799	-12,228
AXP	American Express Co	2023-03-31	Reduce	-0.02%	● 146.43 ($165.89) 181.33	$149.19	-10.07%	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	$78.44	6.78%	Reduce -0.31%	1,925,347	-5,909
FMC	FMC Corp	2023-03-31	Reduce	-0.02%	● 116.05 ($125.85) 133.13	$66.97	-46.79%	Reduce -0.23%	1,050,167	-2,430
JNJ	Johnson & Johnson	2023-03-31	Reduce	-0.02%	● 151.05 ($161.47) 180.25	$155.75	-3.54%	Reduce -0.15%	1,231,783	-1,813
GOOGL	Alphabet Inc	2023-03-31	Reduce	-0.01%	● 86.2 ($95.94) 107.74	$130.81	36.35%	Reduce -0.16%	2,014,585	-3,145
BAC	Bank of America Corp	2023-03-31	Add	+0.01%	● 26.97 ($33.01) 36.77	$27.38	-17.06%	Add 1.55%	497,199	7,606
CSCO	Cisco Systems Inc	2023-03-31	Reduce	-0.01%	● 46.46 ($48.84) 52.28	$53.76	10.06%	Reduce -0.3%	847,508	-2,510
CNXC	Concentrix Corp	2023-03-31	Reduce	-0.01%	● 117.63 ($135.8) 151.4	$80.14	-40.99%	Reduce -0.61%	276,112	-1,699
EMR	Emerson Electric Co	2023-03-31	Reduce	-0.01%	● 80.53 ($87.39) 98.2	$96.57	10.50%	Reduce -11.28%	23,253	-2,957
FDX	FedEx Corp	2023-03-31	Reduce	-0.01%	● 177.27 ($203.04) 228.49	$264.92	30.48%	Reduce -0.55%	169,662	-940
FMS	Fresenius Medical Care AG & Co. KGaA	2023-03-31	Add	+0.01%	● 16.11 ($19.15) 21.26	$21.54	12.48%	Add 1.37%	343,559	4,647
GSK	GSK PLC	2023-03-31	Reduce	-0.01%	● 33.5 ($34.99) 36.43	$36.25	3.60%	Reduce -2.84%	135,375	-3,952
NVS	Novartis AG	2023-03-31	Reduce	-0.01%	● 80.03 ($87.33) 92.81	$101.86	16.64%	Reduce -1.09%	97,828	-1,078
TTE	TotalEnergies SE	2023-03-31	Reduce	-0.01%	● 55.7 ($61.5) 64.88	$65.76	6.93%	Reduce -2.09%	166,181	-3,552
USB	U.S. Bancorp	2023-03-31	Reduce	-0.01%	● 32.95 ($44.54) 49.8	$33.06	-25.77%	Reduce -1.33%	374,297	-5,046
BABA	Alibaba Group Holding Ltd	2023-03-31	Reduce	0%	● 81 ($100.17) 120.57	$86.74	-13.41%	Reduce -1.88%	36,467	-698
BIDU	Baidu Inc	2023-03-31	Reduce	0%	● 119.13 ($141.83) 160.22	$134.36	-5.27%	Reduce -1.88%	22,571	-433
BAX	Baxter International Inc	2023-03-31	Reduce	0%	● 37.58 ($42.39) 52.57	$37.74	-10.97%	Reduce -0.6%	37,960	-230
BRK.B	Berkshire Hathaway Inc	2023-03-31	Reduce	0%	● 293.51 ($308.18) 320.37	$350.30	13.67%	Reduce -0.02%	190,806	-35
CSL	Carlisle Companies Inc	2023-03-31	Reduce	0%	● 212.05 ($243.16) 266.19	$259.26	6.62%	Reduce -5.55%	2,469	-145
COP	ConocoPhillips	2023-03-31	Reduce	0%	● 94.39 ($109.42) 124.65	$119.80	9.49%	Reduce -1.25%	30,634	-388
DEO	Diageo PLC	2023-03-31	Reduce	0%	● 169.46 ($176.49) 187.74	$149.18	-15.47%	Reduce -0.14%	146,425	-199
HLN	Haleon PLC	2023-03-31	Reduce	0%	● 7.57 ($7.97) 8.37	$8.33	4.52%	Reduce -3.72%	132,783	-5,130
NWLI	National Western Life Group Inc	2023-03-31	Reduce	0%	● 226 ($260.62) 287.99	$437.51	67.87%	Reduce -0.23%	44,318	-100
PARA	Paramount Global	2023-03-31	Add	0%	● 17.07 ($21.45) 25.25	$12.90	-39.86%	Add 0.24%	382,958	918
PSX	Phillips 66	2023-03-31	Reduce	0%	● 93.54 ($101.68) 111.49	$120.15	18.16%	Reduce -0.4%	32,271	-130
PGR	Progressive Corp	2023-03-31	Reduce	0%	● 125.92 ($137.89) 145.64	$139.30	1.02%	Reduce -1.82%	34,550	-640
THO	Thor Industries Inc	2023-03-31	Reduce	0%	● 75.45 ($88.21) 102.87	$95.13	7.84%	Reduce -0.58%	109,580	-634
UNP	Union Pacific Corp	2023-03-31	Reduce	0%	● 185.72 ($202.67) 214.69	$203.63	0.47%	Reduce -0.78%	45,098	-355
BRK.A	Berkshire Hathaway Inc	2022-12-31	Reduce	-3.22%	● 399251 ($448762) 480280	$531,477.00	18.43%	Reduce -20.86%	683	-180
AZO	AutoZone Inc	2022-12-31	Reduce	-2.52%	● 2174 ($2416.82) 2579	$2,539.99	5.10%	Reduce -54.71%	22,117	-26,722
JNJ	Johnson & Johnson	2022-12-31	Reduce	-1.84%	● 160.2 ($172.66) 179.76	$155.75	-9.79%	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	$27.38	-20.50%	Reduce -71.94%	489,593	-1,255,310
IONS	Ionis Pharmaceuticals Inc	2022-12-31	Add	+1.65%	● 37.12 ($42.06) 46.52	$45.36	7.85%	Add 30.05%	3,541,136	818,148
GOOGL	Alphabet Inc	2022-12-31	Reduce	-1.57%	● 83.43 ($95.03) 104.48	$130.81	37.65%	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	$42.65	-0.56%	Reduce -46.19%	802,210	-688,617
CNXC	Concentrix Corp	2022-12-31	Reduce	-1.11%	● 115.19 ($121.53) 134.16	$80.14	-34.06%	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	$78.44	20.49%	Reduce -17.45%	1,931,256	-408,285
WFC	Wells Fargo & Co	2022-12-31	Reduce	-1.03%	● 40.23 ($44.26) 47.95	$40.86	-7.68%	Reduce -37.56%	971,027	-584,063
UNP	Union Pacific Corp	2022-12-31	Reduce	-0.97%	● 186.45 ($205.11) 218.02	$203.63	-0.72%	Reduce -71.32%	45,453	-113,005
USB	U.S. Bancorp	2022-12-31	Reduce	-0.96%	● 38.79 ($42.8) 45.64	$33.06	-22.76%	Reduce -58.69%	379,343	-538,955
TFC	Truist Financial Corp	2022-12-31	Reduce	-0.92%	● 40.42 ($43.87) 47.26	$28.61	-34.78%	Reduce -58.58%	339,199	-479,705
INTC	Intel Corp	2022-12-31	Reduce	-0.86%	● 25.04 ($27.77) 30.71	$35.53	27.94%	Reduce -61.75%	468,096	-755,754
FMC	FMC Corp	2022-12-31	Reduce	-0.86%	● 109.11 ($122.62) 134.36	$66.97	-45.38%	Reduce -15%	1,052,597	-185,685
FOX	Fox Corp	2022-12-31	Reduce	-0.72%	● 26.57 ($28.63) 30.61	$28.88	0.87%	Reduce -52.48%	522,860	-577,410
PGR	Progressive Corp	2022-12-31	Reduce	-0.65%	● 115.89 ($126.72) 132.51	$139.30	9.93%	Reduce -78.27%	35,190	-126,718
GOOG	Alphabet Inc	2022-12-31	Reduce	-0.44%	● 83.49 ($95.44) 104.93	$131.85	38.15%	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	$21.54	45.34%	Reduce -66.21%	338,912	-664,124
CSCO	Cisco Systems Inc	2022-12-31	Reduce	-0.38%	● 39.27 ($45.52) 49.97	$53.76	18.09%	Reduce -20.07%	850,018	-213,465

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