13F filing recap · Q1 2023

What did Tweedy, Browne Company buy in Q1 2023?

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

$1.84B

Positions

Estimated turnover

8.5%

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

ALVAutoliv, Inc.$100.06Mreported value+71.0K shares+7.1%TFCTruist Financial Corp$31.09Mreported value+572.6K shares+168.8%BACBank of America Corp$14.22Mreported value+7.6K shares+1.6%PARAParamount Global$8.54Mreported value+918 shares+0.2%FMSFresenius Medical Care AG$7.30Mreported value+4.6K shares+1.4%

Reduced positions

BRK.ABerkshire Hathaway Inc$316.61Mreported value-3 shares-0.4%GOOGLAlphabet Inc.$208.97Mreported value-3.1K shares-0.2%JNJJohnson & Johnson$190.93Mreported value-1.8K shares-0.1%KOFCoca Cola Femsa Sab De Cv$154.93Mreported value-5.9K shares

Exited positions

FOXFox Corporation$14.88Mprior reported value-522.9K shares-100.0%