13F filing recap · Q4 2024
What did Tweedy, Browne Company buy in Q4 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
$1.48B
Positions
43
Estimated turnover
30.5%
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.
Quarter in review
Tweedy, Browne Company substantially trimmed Berkshire Hathaway and Alphabet, and also reduced Cisco Systems, Union Pacific, and The Bank of New York Mellon significantly. It made smaller cuts across a wide range of holdings, including CNH Industrial, Johnson & Johnson, FMC Corporation, and Wells Fargo.