Tweedy, Browne Co Llc (Bill Tweedy & Christopher Browne)
Basic Stats
Market Value
1.13B
Top 10 (%)
74.6%
Portfolio Size (Change from Prev.)
59 (16)
Avg. Holding Period
26 years
Turnover
0.3%
Industry Breakdown
Pharmaceutical Preparations
17.2%
Fire, Marine & Casualty Insurance
16.5%
Bottled & Canned Soft Drinks & Carbonated Waters
10.4%
Services-computer Programming, Data Processing, Etc.
9.6%
National Commercial Banks
8.6%
Motor Vehicle Parts & Accessories
3.7%
Services-auto Rental & Leasing (no Drivers)
2.5%
Air Courier Services
2.5%
Dental Equipment & Supplies
2.3%
Retail-auto & Home Supply Stores
2.1%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 CNH INDUSTRIAL NV | Cnh Industrial Nv | 163.76M | 14.5% | 13.3M | -8.9% | -1.3M | 12.00 | — |
 BRK-A | Berkshire Hathaway Inc | 133.34M | 11.8% | 167.0 | -41.4% | -118.0 | 798.44K | 0.0% |
 KOF | Coca Cola Femsa | 117.33M | 10.4% | 1.3M | -3.4% | -44.7K | 91.00 | 0.1% |
 GOOGL | Alphabet Inc-cl A | 104.06M | 9.2% | 672.9K | -8.7% | -63.9K | 155.00 | 0.0% |
 IONS | Ionis Pharmaceuticals Inc. | 90.01M | 8.0% | 3.0M | -8.2% | -265.3K | 30.00 | 1.9% |
 JNJ | Johnson & Johnson | 72.68M | 6.4% | 438.3K | -59.4% | -642.2K | 166.00 | 0.0% |
 BRK-B | Berkshire Hathaway Inc Del Cl B | 47.92M | 4.2% | 90.0K | -10.4% | -10.4K | 533.00 | 0.0% |
 WFC | Wells Fargo & Co | 46.25M | 4.1% | 644.3K | -4.9% | -33.1K | 72.00 | 0.0% |
 ALV | Autoliv Inc. | 38.36M | 3.4% | 433.7K | -2.4% | -10.5K | 88.00 | 0.6% |
 UHAL-B | U-haul Holding Co - Non Voting | 28.43M | 2.5% | 480.4K | -1.8% | -9.0K | 59.00 | 0.2% |
 FDX | Fedex Corp. | 28.09M | 2.5% | 115.2K | -3.1% | -3.6K | 244.00 | 0.0% |
 NVST | Envista Holdings Corp | 25.84M | 2.3% | 1.5M | -2.1% | -32.0K | 17.00 | 0.9% |
 TFC | Truist Financial Corp | 25.01M | 2.2% | 607.8K | -4.6% | -29.0K | 41.00 | 0.0% |
 AZO | Autozone, Inc. | 23.85M | 2.1% | 6.3K | -18.7% | -1.4K | 3.81K | 0.0% |
 AXP | American Express Co | 19.32M | 1.7% | 71.8K | -19.8% | -17.7K | 269.00 | 0.0% |