13F filing recap · Q1 2017

What did Tweedy, Browne Company buy in Q1 2017?

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

$3.48B

Positions

Estimated turnover

11.7%

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

BIDUBaidu, Inc.$238.59Mreported value+1.38M shares SIGSignet Jewelers Limited$15.65Mreported value+225.9K shares MRKMerck & Co., Inc.$210.0Kreported value+3.3K shares

Increased positions

CMCSAComcast Corporation$67.78Mreported value+896.7K shares+98.9%

Reduced positions

CSCOCisco Systems, Inc.$376.98Mreported value-337.3K shares-2.9%JNJJohnson & Johnson$294.97Mreported value-18.3K shares-0.8%BNYThe Bank of New York Mellon Corporation$220.88Mreported value-25.3K shares-0.5%WFCWells Fargo & Company/mn$205.13Mreported value-101.8K shares