- New Purchases: FMC,
- Added Positions: FMS, BRK.B, PGR,
- Reduced Positions: BABA, BIDU, GOOG, CSCO, BRK.A, JNJ, MS, WFC, UNP, DEO, USB, BK, CSL, ALV, CNHI, CNXC, UL, TTE, NVS, HSBC, EMR, AIT, JEF, PSX, GSK, ANAT,
- Sold Out: ABBV,
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- Berkshire Hathaway Inc (BRK.A) - 886 shares, 12.18% of the total portfolio. Shares reduced by 2.85%
- Alphabet Inc (GOOGL) - 127,195 shares, 11.36% of the total portfolio. Shares reduced by 0.29%
- Johnson & Johnson (JNJ) - 1,674,726 shares, 9.04% of the total portfolio. Shares reduced by 3.21%
- Alphabet Inc (GOOG) - 89,645 shares, 7.98% of the total portfolio. Shares reduced by 21.73%
- Cisco Systems Inc (CSCO) - 3,007,873 shares, 5.47% of the total portfolio. Shares reduced by 15.4%
Tweedy Browne CO LLC initiated holding in FMC Corp. The purchase prices were between $87.77 and $108.77, with an estimated average price of $98.79. The stock is now traded at around $106.160000. The impact to a portfolio due to this purchase was 3.03%. The holding were 991,210 shares as of 2021-09-30.
Added: Fresenius Medical Care AG & Co. KGaA (FMS)Tweedy Browne CO LLC added to a holding in Fresenius Medical Care AG & Co. KGaA by 40.46%. The purchase prices were between $34.97 and $41.89, with an estimated average price of $39.09. The stock is now traded at around $33.180000. The impact to a portfolio due to this purchase was 0.29%. The holding were 849,722 shares as of 2021-09-30.
Added: Progressive Corp (PGR)Tweedy Browne CO LLC added to a holding in Progressive Corp by 21.64%. The purchase prices were between $90.35 and $99.88, with an estimated average price of $95.38. The stock is now traded at around $95.505000. The impact to a portfolio due to this purchase was 0.09%. The holding were 164,438 shares as of 2021-09-30.
Sold Out: AbbVie Inc (ABBV)Tweedy Browne CO LLC sold out a holding in AbbVie Inc. The sale prices were between $106.4 and $120.78, with an estimated average price of $114.24.
Here is the complete portfolio of Tweedy Browne. Also check out:
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