13F filing recap · Q1 2020

What did Tweedy, Browne Company buy in Q1 2020?

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

$2.15B

Positions

Estimated turnover

8.9%

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.

New positions

ALVAutoliv, Inc.$52.76Mreported value+1.15M shares DALDelta Air Lines, Inc.$26.46Mreported value+927.6K shares AITApplied Industrial Technologies, Inc.$2.59Mreported value+56.7K shares

Increased positions

KOFCoca Cola Femsa Sab De Cv$60.19Mreported value+682.8K shares+84.0%FOXFox Corporation$58.60Mreported value+1.07M shares+72.1%MMM3m Company$53.42Mreported value+40.5K shares+11.5%BRK.BBerkshire Hathaway Inc$51.69Mreported value+38.7K shares

Reduced positions

BRK.ABerkshire Hathaway Inc$280.16Mreported value-10 shares-1.0%JNJJohnson & Johnson$244.79Mreported value-101.1K shares-5.1%CSCOCisco Systems, Inc.$216.33Mreported value-61.3K shares-1.1%GOOGLAlphabet Inc.$154.14Mreported value-1.3K shares