13F filing recap · Q3 2024

What did Tweedy, Browne Company buy in Q3 2024?

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

$2.10B

Positions

Estimated turnover

8.0%

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.

Quarter in review

Tweedy, Browne Company opened a new position in Globe Life Inc. and exited Baidu and National Western Life Group entirely. The firm trimmed Berkshire Hathaway, Alphabet, Sealed Air, and Unilever, while also reducing a long list of other holdings including Fmc Corporation, Johnson & Johnson, and Wells Fargo.

New positions

GLGlobe Life Inc.$3.76Mreported value+35.5K shares

Reduced positions

BRK.ABerkshire Hathaway Inc$389.83Mreported value-88 shares-13.5%GOOGLAlphabet Inc.$282.22Mreported value-242.9K shares-12.5%FMCFmc Corporation$206.09Mreported value-33.6K shares-1.1%JNJJohnson & Johnson$182.51Mreported value-4.3K shares

Exited positions

NWLINational Western Life Group, Inc.$21.70Mprior reported value-43.7K shares-100.0%BIDUBaidu, Inc.$1.51Mprior reported value-17.5K shares-100.0%