Tweedy, Browne Co LLC Top Holdings and 13F Report (2024) → Man who Predicted Trump 2016 Win: “Prepare for Election Meltdown” (From Paradigm Press) (Ad) About Tweedy, Browne Co LLCInvestment ActivityTweedy, Browne Co LLC has $2.13 billion in total holdings as of March 31, 2024.Tweedy, Browne Co LLC owns shares of 45 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 1.76% of the portfolio was purchased this quarter.About 3.75% of the portfolio was sold this quarter.This quarter, Tweedy, Browne Co LLC has purchased 45 new stocks and bought additional shares in 4 stocks.Tweedy, Browne Co LLC sold shares of 34 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $419,999,280Alphabet $302,408,178Johnson & Johnson $179,343,958FMC $159,702,206Ionis Pharmaceuticals $149,760,205 Largest New Holdings this Quarter Envista $21,053,292 HoldingTotalEnergies $10,851,531 Holding Largest Purchases this Quarter Envista 984,719 shares (about $21.05M)TotalEnergies 157,657 shares (about $10.85M)CNH Industrial 262,471 shares (about $3.40M)Concentrix 30,798 shares (about $2.04M)Bank of America 3,125 shares (about $118.50K) Largest Sales this Quarter FMC 454,758 shares (about $28.97M)Coca-Cola FEMSA 104,895 shares (about $10.20M)Autoliv 50,250 shares (about $6.05M)Alphabet 34,235 shares (about $5.21M)Bank of New York Mellon 26,280 shares (about $1.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTweedy, Browne Co LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$419,999,2800.0%66219.7%FinanceGOOGLAlphabet$302,408,178$546,367 ▼-0.2%2,003,63214.2%Computer and TechnologyJNJJohnson & Johnson$179,343,958$220,359 ▼-0.1%1,133,7258.4%MedicalFMCFMC$159,702,206$28,968,085 ▼-15.4%2,507,0997.5%Basic MaterialsIONSIonis Pharmaceuticals$149,760,2050.0%3,454,6767.0%MedicalKOFCoca-Cola FEMSA$143,142,941$10,195,794 ▼-6.6%1,472,6646.7%Consumer StaplesALVAutoliv$115,946,030$6,051,608 ▼-5.0%962,7675.4%Auto/Tires/TrucksBRK.BBerkshire Hathaway$67,820,625$455,003 ▼-0.7%161,2783.2%FinanceGOOGAlphabet$62,955,856$5,212,621 ▼-7.6%413,4763.0%Computer and TechnologyWFCWells Fargo & Company$51,719,679$471,447 ▼-0.9%892,3342.4%FinanceFDXFedEx$47,087,676$33,320 ▼-0.1%162,5172.2%TransportationU-HAUL HOLDING CO - NON VOTING$40,480,094$18,670 ▼0.0%607,0801.9%COMAZOAutoZone$38,528,921$40,971 ▼-0.1%12,2251.8%Retail/WholesaleSEESealed Air$33,645,726$39,618 ▼-0.1%904,4551.6%Industrial ProductsTFCTruist Financial$31,054,547$18,321 ▲0.1%796,6791.5%FinanceVRTXVertex Pharmaceuticals$27,880,849$27,171 ▼-0.1%66,6991.3%MedicalAXPAmerican Express$24,865,797$156,423 ▼-0.6%109,2091.2%FinanceNWLINational Western Life Group$21,588,189$12,299 ▼-0.1%43,8821.0%FinanceDEODiageo$21,231,594$47,151 ▼-0.2%142,7431.0%Consumer StaplesNVSTEnvista$21,053,292$21,053,292 ▲New Holding984,7191.0%MedicalBACBank of America$19,762,046$118,500 ▲0.6%521,1510.9%FinanceBKBank of New York Mellon$18,821,170$1,514,254 ▼-7.4%326,6430.9%FinanceCNHICNH Industrial$14,016,784$3,401,624 ▲32.0%1,081,5420.7%IndustrialsCSCOCisco Systems$12,090,897$107,806 ▼-0.9%242,2540.6%Computer and TechnologyUSBU.S. Bancorp$12,008,923$164,809 ▼-1.4%268,6560.6%FinanceCNXCConcentrix$11,478,442$2,039,443 ▲21.6%173,3380.5%Business ServicesUNPUnion Pacific$10,934,786$12,297 ▼-0.1%44,4630.5%TransportationTTETotalEnergies$10,851,531$10,851,531 ▲New Holding157,6570.5%Oils/EnergyKVUEKenvue$8,797,591$297,135 ▼-3.3%409,9530.4%Consumer StaplesNVSNovartis$8,652,112$113,464 ▼-1.3%89,4460.4%MedicalULUnilever$5,320,240$803,793 ▼-13.1%106,0020.2%Consumer StaplesGSKGSK$5,274,896$58,132 ▼-1.1%123,0440.2%MedicalPSXPhillips 66$5,114,012$8,657 ▼-0.2%31,3090.2%Oils/EnergyPGRProgressive$5,014,351$253,355 ▼-4.8%24,2450.2%FinanceATMUAtmus Filtration Technologies$4,263,2890.0%132,1950.2%Industrial ProductsEPDEnterprise Products Partners$3,977,0880.0%136,2950.2%Oils/EnergyCOPConocoPhillips$3,513,055$6,491 ▼-0.2%27,6010.2%Oils/EnergyBIDUBaidu$2,030,430$96,647 ▼-4.5%19,2860.1%Computer and TechnologyCMCSAComcast$1,728,841$69,490 ▼-3.9%39,8810.1%Consumer DiscretionaryEMREmerson Electric$1,511,435$125,216 ▼-7.7%13,3260.1%Industrial ProductsVZVerizon Communications$1,367,434$1,264,296 ▼-48.0%32,5890.1%Computer and TechnologyBABAAlibaba Group$1,245,677$152,752 ▼-10.9%17,2150.1%Retail/WholesaleHLNHaleon$937,958$44,895 ▼-4.6%110,4780.0%MedicalCSLCarlisle Companies$781,741$135,188 ▼-14.7%1,9950.0%Multi-Sector ConglomeratesBAXBaxter International$458,6430.0%10,7310.0%MedicalTHOTHOR Industries$0$11,410,297 ▼-100.0%00.0%ConstructionTOTALENERGIES SE ADR$0$10,675,957 ▼-100.0%00.0%ADR More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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