Tweedy, Browne Company 13F, Q4 2024
Tweedy Browne · quarter ending 31 December 2024 · filed 12 February 2025 · SEC CIK 732905
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2024
The 25 largest of 43 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | BRK/A | $194.06M | 13.1% | -50% shares |
| CNH INDUSTRIAL NV | $165.81M | 11.2% | -5% shares | |
| JOHNSON & JOHNSON | JNJ | $156.26M | 10.5% | -4% shares |
| ALPHABET INC-CL A | GOOGL | $139.48M | 9.4% | -57% shares |
| FMC CORP. | FMC | $139.12M | 9.4% | -8% shares |
| IONIS PHARMACEUTICALS INC. | IONS | $113.58M | 7.7% | -6% shares |
| COCA COLA FEMSA | KOF | $103.59M | 7.0% | -4% shares |
| WELLS FARGO & CO | WFC | $47.58M | 3.2% | -21% shares |
| BERKSHIRE HATHAWAY INC DEL CL B | BRK/B | $45.52M | 3.1% | -29% shares |
| AUTOLIV INC. | ALV | $41.66M | 2.8% | -6% shares |
| FEDEX CORP. | FDX | $33.44M | 2.3% | -24% shares |
| U-HAUL HOLDING CO - NON VOTING | UHAL/B | $31.35M | 2.1% | -18% shares |
| ENVISTA HOLDINGS CORP | NVST | $29.49M | 2.0% | -19% shares |
| TRUIST FINANCIAL CORP | TFC | $27.63M | 1.9% | -16% shares |
| AMERICAN EXPRESS CO | AXP | $26.58M | 1.8% | -11% shares |
| AUTOZONE, INC. | AZO | $24.64M | 1.7% | -30% shares |
| SEALED AIR CORPORATION | SDA | $19.10M | 1.3% | -26% shares |
| BANK OF AMERICA CORP COM | BAC | $18.89M | 1.3% | -15% shares |
| DIAGEO P L C - ADR | $17.60M | 1.2% | unchanged | |
| VERTEX PHARMACEUTICALS | VRTX | $16.36M | 1.1% | -24% shares |
| BANK OF NEW YORK MELLON CORP | BNY | $12.05M | 0.8% | -41% shares |
| US BANCORP | USB | $11.06M | 0.8% | -7% shares |
| NOVARTIS AG AMERICAN DEPOSITORY SHARES | $8.09M | 0.6% | -3% shares | |
| TOTALENERGIES SE ADR | $7.75M | 0.5% | unchanged | |
| KENVUE INC. | KVUE | $7.62M | 0.5% | -7% shares |
What changed since Q3 2024
Against the Q3 2024 filing, Tweedy, Browne Company opened 0 new positions, added to 0, trimmed 38, left 5 unchanged and exited 0. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
No new positions this quarter.
Exited
Nothing from the previous filing was sold outright.
Added to
No position was increased by more than 2%.
Other quarters
Source: SEC Form 13F-HR, accession 0000950123-25-001787, filed by Tweedy, Browne Co LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.