13F filing recap · Q4 2013

What did Tweedy, Browne Company buy in Q4 2013?

Reported stock-position changes between this filing and the previous one. US-listed stocks across every Tweedy, Browne account, including accounts that belong to no fund below.

Stock value

$4.30B

Positions

Estimated turnover

2.9%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Increased positions

BSBRBanco Santander (brasil) S.a.$300.14Mreported value+716.5K shares+1.5%DVNDevon Energy Corp/de$262.06Mreported value+6.5K shares+0.2%CSCOCisco Systems, Inc.$248.37Mreported value+42.9K shares+0.4%PMPhilip Morris International Inc.$167.00Mreported value+5.5K shares+0.3%HSBCHSBC Holdings Plc$9.74Mreported value+8.9K shares+5.3%

Reduced positions

JNJJohnson & Johnson$394.38Mreported value-18.2K shares-0.4%HALHalliburton Company$280.36Mreported value-3.1K shares-0.1%WFCWells Fargo & Company/mn$241.12Mreported value-12.4K shares-0.2%COPConocophillips$209.80Mreported value-4.3K shares