13F filing recap · Q4 2019

What did Tweedy, Browne Company buy in Q4 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

$2.77B

Positions

Estimated turnover

19.6%

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

FOXFox Corporation$54.16Mreported value+1.49M shares

Increased positions

BIDUBaidu, Inc.$204.97Mreported value+209.2K shares+14.8%KOFCoca Cola Femsa Sab De Cv$49.30Mreported value+293.1K shares+56.4%

Reduced positions

BRK.ABerkshire Hathaway Inc$353.17Mreported value-6 shares-0.6%JNJJohnson & Johnson$287.06Mreported value-75.8K shares-3.7%CSCOCisco Systems, Inc.$266.87Mreported value-179.5K shares-3.1%BNYThe Bank of New York Mellon Corporation$198.94Mreported value-194.6K shares

Exited positions

FOXAFox Corporation$40.98Mprior reported value-1.30M shares-100.0%DVNDevon Energy Corp/de$28.38Mprior reported value-1.18M shares-100.0%AVTAvnet, Inc.$25.81Mprior reported value-580.1K shares-100.0%TTETotalenergies SE$6.28Mprior reported value-32.2K shares