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Livermore
Livermore
ZHEN

Tweedy, Browne Co LLC

SEC CIK
0000732905
Latest filing
Aug 7, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
44
−1 vs. Q1 2024
Portfolio value
$2.17B
+$44.5M (+2.1%) vs. Q1 2024
Filed
Aug 13, 2024
SEC
Holdings of Tweedy, Browne Co LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.ABerkshire Hathaway IncCL A652$399.2M18.4%−10−1.5%ReducedHistory
GOOGLAlphabet Inc.Stock1,944,587$354.2M16.3%−59,045−2.9%ReducedHistory
FMCFMC CorpCOM NEW3,159,056$181.8M8.4%+651,957+26.0%AddedHistory
JNJJohnson & JohnsonStock1,130,462$165.2M7.6%−3,263−0.3%ReducedHistory
IONSIonis Pharmaceuticals IncCOM3,454,676$164.6M7.6%00.0%UnchangedHistory
CNHCNH Industrial N.V.SHS15,362,043$155.6M7.2%+14,280,501+1,320.4%AddedHistory
KOFCoca Cola Femsa SAB de CVSPONS ADS REP1,389,727$119.3M5.5%−82,937−5.6%ReducedHistory
BRK.BBerkshire Hathaway IncStock149,883$61.0M2.8%−11,395−7.1%ReducedHistory
WFCWells Fargo & CompanyStock870,944$51.7M2.4%−21,390−2.4%ReducedHistory
ALVAutoliv IncCOM471,959$50.5M2.3%−490,808−51.0%ReducedHistory
FDXFedEx CorpStock160,957$48.3M2.2%−1,560−1.0%ReducedHistory
UHAL.BU-Haul Holding CoCOM SER N601,930$36.1M1.7%−5,150−0.8%ReducedHistory
AZOAutoZone IncCOM12,126$35.9M1.7%−99−0.8%ReducedHistory
NVSTEnvista Holdings CorpCOM1,902,167$31.6M1.5%+917,448+93.2%AddedHistory
SEESealed Air CorpCOM893,380$31.1M1.4%−11,075−1.2%ReducedHistory
TFCTruist Financial CorpCOM779,724$30.3M1.4%−16,955−2.1%ReducedHistory
GOOGAlphabet Inc.Stock147,973$27.1M1.2%−265,503−64.2%ReducedHistory
VRTXVertex Pharmaceuticals IncStock54,346$25.5M1.2%−12,353−18.5%ReducedHistory
AXPAmerican Express CoStock104,088$24.1M1.1%−5,121−4.7%ReducedHistory
NWLINational Western Life Group, Inc.CL A43,677$21.7M1.0%−205−0.5%ReducedHistory
BACBank of America CorpStock514,666$20.5M0.9%−6,485−1.2%ReducedHistory
DEODiageo PLCSPON ADR NEW141,304$17.8M0.8%−1,439−1.0%ReducedHistory
BNYBank of New York Mellon CorpStock280,651$16.8M0.8%−45,992−14.1%ReducedHistory
CSCOCisco Systems, Inc.Stock230,860$11.0M0.5%−11,394−4.7%ReducedHistory
CNXCConcentrix CorpStock166,323$10.5M0.5%−7,015−4.0%ReducedHistory
USBUS Bancorp DECOM NEW253,807$10.1M0.5%−14,849−5.5%ReducedHistory
TTETotalEnergies SESPONSORED ADS148,887$9.93M0.5%−8,770−5.6%ReducedHistory
UNPUnion Pacific CorpStock43,369$9.81M0.5%−1,094−2.5%ReducedHistory
NVSNovartis AGADR87,606$9.33M0.4%−1,840−2.1%ReducedHistory
KVUEKenvue Inc.Stock390,743$7.10M0.3%−19,210−4.7%ReducedHistory
ULUnilever PLCSPON ADR NEW97,693$5.37M0.2%−8,309−7.8%ReducedHistory
PGRProgressive CorpStock22,330$4.64M0.2%−1,915−7.9%ReducedHistory
PSXPhillips 66Stock30,228$4.27M0.2%−1,081−3.5%ReducedHistory
GSKGSK plcADR109,855$4.23M0.2%−13,189−10.7%ReducedHistory
EPDEnterprise Products Partners L.P.Stock136,295$3.95M0.2%00.0%UnchangedHistory
ATMUAtmus Filtration Technologies Inc.COM132,195$3.80M0.2%00.0%UnchangedHistory
COPConocoPhillipsStock27,038$3.09M0.1%−563−2.0%ReducedHistory
BIDUBaidu, Inc.ADR17,454$1.51M0.1%−1,832−9.5%ReducedHistory
CMCSAComcast CorpStock37,641$1.47M0.1%−2,240−5.6%ReducedHistory
EMREmerson Electric CoStock11,954$1.32M0.1%−1,372−10.3%ReducedHistory
VZVerizon Communications IncStock28,814$1.19M0.1%−3,775−11.6%ReducedHistory
BABAAlibaba Group Holding LtdADR13,675$984.6K<0.1%−3,540−20.6%ReducedHistory
HLNHaleon plcADR95,609$789.7K<0.1%−14,869−13.5%ReducedHistory
BAXBaxter International IncStock9,861$329.9K<0.1%−870−8.1%ReducedHistory

Sold out since Q1 2024 (1)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Tweedy, Browne Co LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
CSLCarlisle Companies IncCOM1,995$781.7K<0.1%History