13F filing recap · Q3 2019

What did Tweedy, Browne Company buy in Q3 2019?

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

$2.83B

Positions

Estimated turnover

16.8%

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

BRK.ABerkshire Hathaway Inc$326.18Mreported value+19 shares+1.9%UNUnilever Plc$214.93Mreported value+3.02M shares+538.7%FOXAFox Corporation$40.98Mreported value+1.24M shares+2130.9%UNFUnifirst Corporation$33.30Mreported value+522.3K shares+1610.2%TMKTorchmark Corp$12.72Mreported value+139.3K shares+132.2%

Reduced positions

CSCOCisco Systems, Inc.$283.81Mreported value-8.6K shares-0.2%JNJJohnson & Johnson$264.42Mreported value-3.3K shares-0.2%BNYThe Bank of New York Mellon Corporation$187.50Mreported value-23.1K shares-0.6%GOOGLAlphabet Inc.$164.25Mreported value-110 shares

Exited positions

MAMastercard Inc$46.03Mprior reported value-174.0K shares-100.0%AGCOAgco Corp /de$4.74Mprior reported value-61.1K shares-100.0%