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Size ($ in 1000's)
At 12/31/2023: $2,048,596 At 09/30/2023: $1,869,037
Tweedy Browne Co LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tweedy Browne Co LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Tweedy Browne Co LLC top holdings by largest position size, as per the latest 13f filing made by Tweedy Browne Co LLC.
In the Tweedy Browne Co LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Tweedy Browne Co LLC in that top holding, then the share count change between reporting periods, and finally the Tweedy Browne Co LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
BERKSHIRE HATHAWAY INC |
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$417,125 | BRK.A | 662 | -5 | $359,218 | BRK.B | 162,360 | -2,630 | $57,907 | ALPHABET INC CL A |
2,007,252 |
-620 |
$280,393 | GOOGL | 2,007,252 | -620 | $280,393 | FMC CORP. |
2,961,857 |
+1,518,053 |
$186,745 | FMC | 2,961,857 | +1,518,053 | $186,745 | JOHNSON & JOHNSON |
1,135,118 |
-5,244 |
$177,918 | JNJ | 1,135,118 | -5,244 | $177,918 | IONIS PHARMACEUTICALS INC. |
3,454,676 |
-55,497 |
$174,772 | IONS | 3,454,676 | -55,497 | $174,772 | COCA COLA FEMSA |
1,577,559 |
-8,147 |
$149,300 | KOF | 1,577,559 | -8,147 | $149,300 | AUTOLIV INC. |
1,013,017 |
-3,710 |
$111,624 | ALV | 1,013,017 | -3,710 | $111,624 | ALPHABET INC CL C |
447,711 |
-146,950 |
$63,096 | GOOG | 447,711 | -146,950 | $63,096 | WELLS FARGO & CO |
900,468 |
-11,823 |
$44,321 | WFC | 900,468 | -11,823 | $44,321 | U HAUL HOLDING CO NON VOTING |
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$42,782 | UHAL.B | 607,360 | +188,725 | $42,782 | FEDEX CORP. |
162,632 |
-922 |
$41,141 | FDX | 162,632 | -922 | $41,141 | SEALED AIR CORPORATION |
905,520 |
+90,615 |
$33,070 | SEE | 905,520 | +90,615 | $33,070 | AUTOZONE INC. |
12,238 |
-6,081 |
$31,643 | AZO | 12,238 | -6,081 | $31,643 | TRUIST FINANCIAL CORP |
796,209 |
-15,772 |
$29,396 | TFC | 796,209 | -15,772 | $29,396 | VERTEX PHARMACEUTICALS |
66,764 |
-8,240 |
$27,166 | VRTX | 66,764 | -8,240 | $27,166 | NATIONAL WESTERN LIFE GROUP |
43,907 |
-287 |
$21,208 | NWLI | 43,907 | -287 | $21,208 | DIAGEO P L C ADR |
143,060 |
-2,501 |
$20,838 | DEO | 143,060 | -2,501 | $20,838 | AMERICAN EXPRESS CO |
109,896 |
-3,823 |
$20,588 | AXP | 109,896 | -3,823 | $20,588 | BANK OF NEW YORK MELLON CORP |
352,923 |
-74,559 |
$18,370 | BK | 352,923 | -74,559 | $18,370 | BANK OF AMERICA CORP COM |
518,026 |
-8,335 |
$17,442 | BAC | 518,026 | -8,335 | $17,442 | CONCENTRIX CORP |
142,540 |
-6,031 |
$13,999 | CNXC | 142,540 | -6,031 | $13,999 | CISCO SYSTEMS INC |
244,414 |
-23,457 |
$12,348 | CSCO | 244,414 | -23,457 | $12,348 | US BANCORP |
272,343 |
-13,270 |
$11,787 | USB | 272,343 | -13,270 | $11,787 | THOR INDUSTRIES INC. |
96,493 |
-8,743 |
$11,410 | THO | 96,493 | -8,743 | $11,410 | UNION PACIFIC CORP |
44,513 |
-510 |
$10,933 | UNP | 44,513 | -510 | $10,933 | TOTALENERGIES SE ADR |
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$10,676 | ADR | 158,444 | -5,492 | $10,676 | CNH INDUSTRIALS |
819,071 |
-23,999 |
$9,976 | CNHI | 819,071 | -23,999 | $9,976 | NOVARTIS AG AMERICAN DEPOSITORY SHARES (NVS) |
90,619 |
-4,297 |
$9,150 | NVS | 90,619 | -4,297 | $9,150 | KENVUE INC. |
423,799 |
-23,627 |
$9,124 | KVUE | 423,799 | -23,627 | $9,124 | UNILEVER PLC SPONSORED ADR |
122,017 |
-11,245 |
$5,915 | UL | 122,017 | -11,245 | $5,915 | GSK PLC ADR |
124,400 |
-5,594 |
$4,610 | GSK | 124,400 | -5,594 | $4,610 | PHILLIPS 66 |
31,362 |
-644 |
$4,176 | PSX | 31,362 | -644 | $4,176 | PROGRESSIVE CORP |
25,470 |
-9,080 |
$4,057 | PGR | 25,470 | -9,080 | $4,057 | ENTERPRISE PRODUCTS PARTNERS |
136,295 |
UNCH |
$3,591 | EPD | 136,295 | UNCH | $3,591 | CONOCOPHILLIPS |
27,652 |
-2,555 |
$3,210 | COP | 27,652 | -2,555 | $3,210 | ATMUS FILTRATION TECHNOLOGIES |
132,195 |
UNCH |
$3,105 | ATMU | 132,195 | UNCH | $3,105 | BAIDU INC. SPON ADR |
20,204 |
-1,550 |
$2,406 | BIDU | 20,204 | -1,550 | $2,406 | VERIZON COMMUNICATIONS |
62,720 |
UNCH |
$2,365 | VZ | 62,720 | UNCH | $2,365 | COMCAST CORPORATION CLASS A |
41,484 |
-7,610 |
$1,819 | CMCSA | 41,484 | -7,610 | $1,819 | ALIBABA GROUP HOLDING SP ADR |
19,326 |
-14,352 |
$1,498 | BABA | 19,326 | -14,352 | $1,498 | EMERSON ELECTRIC CO |
14,430 |
-1,330 |
$1,404 | EMR | 14,430 | -1,330 | $1,404 | HALEON PLC ADR |
115,766 |
-4,952 |
$953 | HLN | 115,766 | -4,952 | $953 | CARLISLE COS INC |
2,340 |
-100 |
$731 | CSL | 2,340 | -100 | $731 |
See Full List: All Stocks Held By Tweedy Browne Co LLC
Including: Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Tweedy Browne Co LLC
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