13F filing recap · Q2 2014

What did Tweedy, Browne Company buy in Q2 2014?

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

$4.68B

Positions

Estimated turnover

3.7%

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.

New positions

GOOGLAlphabet Inc.$82.47Mreported value+141.1K shares DNOWDnow Inc.$3.12Mreported value+86.3K shares

Increased positions

BSBRBanco Santander (brasil) S.a.$424.68Mreported value+37.9K shares+0.1%UNPUnion Pacific Corp$47.54Mreported value+235.0K shares+97.3%NOVNov Inc.$30.62Mreported value+24.9K shares+7.2%HSBCHSBC Holdings Plc$8.70Mreported value+2.5K shares

Reduced positions

JNJJohnson & Johnson$439.01Mreported value-73.0K shares-1.7%HALHalliburton Company$380.80Mreported value-115.6K shares-2.1%DVNDevon Energy Corp/de$334.26Mreported value-23.1K shares-0.5%WFCWells Fargo & Company/mn$277.37Mreported value-33.0K shares