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David Goodloe
David Goodloe
Articles (769) 

Tweedy Browne Global Value Makes Most New Buys In Three Years

Tweedy Browne (Trades, Portfolio) Global Value added six new stakes to its portfolio in the second quarter, the most new buys the firm has made in a single quarter in three years. Tweedy Browne (Trades, Portfolio)’s return was 1.51% in 2014, 19.62% in 2013 and 18.39% in 2012.

The acquisition that had the greatest impact on the firm’s portfolio was its purchase of 823,176 shares of Hyundai Motor Co (XKRX:005380), an automotive manufacturer based in Seoul, South Korea, for an average price of ₩155927 (about $136.95 in American currency) per share. The purchase had a 1.46% impact on Tweedy Browne (Trades, Portfolio)’s portfolio.

Hyundai has a market cap of $35.4 trillion and an enterprise value of $10 trillion. It has a P/E of 4.0, a Price/Book of 0.5 and a Price/Sales of 0.3. Causeway International Value (Trades, Portfolio) and Signature Select Canadian Fund (Trades, Portfolio) have shares of Hyundai in their portfolios.


Hyundai, the leading auto manufacturer in South Korea, issued a recall last week for more than 140,000 2015 Sonata sedans because of issues with seat belt buckles on passenger seats.

Tweedy Browne (Trades, Portfolio) bought a 1,568,700-share stake in Kia Motors Corp (XKRX:000270), South Korea's second-largest automobile manufacturer, for an average price of ₩47073.8 (roughly $41.35 in U.S. dollars) per share. The transaction had a 0.92% impact on Tweedy Browne (Trades, Portfolio)’s portfolio.

Kia Motors has a market cap of $16.36 trillion and an enterprise value of $10 trillion. It has a P/E of 6.7, a Price/Book of 0.8 and a Price/Sales of 0.6.


Tweedy Browne acquired a 900,000-share stake in Schibsted ASA (OSL:SCHB), a Norwegian media group, for an average price of Kr244.05 (about $30.36 in U.S. currency) per share. The purchase had a 0.39% impact on Tweedy Browne (Trades, Portfolio)’s portfolio.

Schibsted has a market cap of $26.59 billion. It has a P/E of 53.5, a Price/Book of 4.0 and a Price/Sales of 1.9.


Tweedy Browne (Trades, Portfolio) also purchased stakes in Embotelladora Andina SA (XSGO:ANDINA-A), Hengdeli Holdings Ltd (HKSE:03389) and Logan International Inc (TSX:LII).

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About the author:

David Goodloe
I'm a journalist by training. I grew up in Arkansas and earned my B.A. at the University of Arkansas. I earned my master's degree at the University of North Texas. My background includes stints at newspapers in Arkansas and Texas and teaching news writing and news editing to students at the University of Oklahoma and Richland College here in Dallas. I'm a writer/editor at GuruFocus.

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