Tweedy, Browne Co LLC Top Holdings and 13F Report (2024) → CEO of Biggest AI Chipmaker Just Dropped a Bombshell… (From Banyan Hill Publishing) (Ad) About Tweedy, Browne Co LLCInvestment ActivityTweedy, Browne Co LLC has $2.13 billion in total holdings as of March 31, 2024.Tweedy, Browne Co LLC owns shares of 45 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 1.76% of the portfolio was purchased this quarter.About 3.75% of the portfolio was sold this quarter.This quarter, Tweedy, Browne Co LLC has purchased 45 new stocks and bought additional shares in 4 stocks.Tweedy, Browne Co LLC sold shares of 34 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $419,999,280Alphabet $302,408,178Johnson & Johnson $179,343,958FMC $159,702,206Ionis Pharmaceuticals $149,760,205 Largest New Holdings this Quarter Envista $21,053,292 HoldingTotalEnergies $10,851,531 Holding Largest Purchases this Quarter Envista 984,719 shares (about $21.05M)TotalEnergies 157,657 shares (about $10.85M)CNH Industrial 262,471 shares (about $3.40M)Concentrix 30,798 shares (about $2.04M)Bank of America 3,125 shares (about $118.50K) Largest Sales this Quarter FMC 454,758 shares (about $28.97M)Coca-Cola FEMSA 104,895 shares (about $10.20M)Autoliv 50,250 shares (about $6.05M)Alphabet 34,235 shares (about $5.21M)Bank of New York Mellon 26,280 shares (about $1.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTweedy, Browne Co LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$419,999,2800.0%66219.7%FinanceGOOGLAlphabet$302,408,178$546,367 ▼-0.2%2,003,63214.2%Computer and TechnologyJNJJohnson & Johnson$179,343,958$220,359 ▼-0.1%1,133,7258.4%MedicalFMCFMC$159,702,206$28,968,085 ▼-15.4%2,507,0997.5%Basic MaterialsIONSIonis Pharmaceuticals$149,760,2050.0%3,454,6767.0%MedicalKOFCoca-Cola FEMSA$143,142,941$10,195,794 ▼-6.6%1,472,6646.7%Consumer StaplesALVAutoliv$115,946,030$6,051,608 ▼-5.0%962,7675.4%Auto/Tires/TrucksBRK.BBerkshire Hathaway$67,820,625$455,003 ▼-0.7%161,2783.2%FinanceGOOGAlphabet$62,955,856$5,212,621 ▼-7.6%413,4763.0%Computer and TechnologyWFCWells Fargo & Company$51,719,679$471,447 ▼-0.9%892,3342.4%FinanceFDXFedEx$47,087,676$33,320 ▼-0.1%162,5172.2%TransportationU-HAUL HOLDING CO - NON VOTING$40,480,094$18,670 ▼0.0%607,0801.9%COMAZOAutoZone$38,528,921$40,971 ▼-0.1%12,2251.8%Retail/WholesaleSEESealed Air$33,645,726$39,618 ▼-0.1%904,4551.6%Industrial ProductsTFCTruist Financial$31,054,547$18,321 ▲0.1%796,6791.5%FinanceVRTXVertex Pharmaceuticals$27,880,849$27,171 ▼-0.1%66,6991.3%MedicalAXPAmerican Express$24,865,797$156,423 ▼-0.6%109,2091.2%FinanceNWLINational Western Life Group$21,588,189$12,299 ▼-0.1%43,8821.0%FinanceDEODiageo$21,231,594$47,151 ▼-0.2%142,7431.0%Consumer StaplesNVSTEnvista$21,053,292$21,053,292 ▲New Holding984,7191.0%MedicalBACBank of America$19,762,046$118,500 ▲0.6%521,1510.9%FinanceBKBank of New York Mellon$18,821,170$1,514,254 ▼-7.4%326,6430.9%FinanceCNHICNH Industrial$14,016,784$3,401,624 ▲32.0%1,081,5420.7%Industrial ProductsCSCOCisco Systems$12,090,897$107,806 ▼-0.9%242,2540.6%Computer and TechnologyUSBU.S. Bancorp$12,008,923$164,809 ▼-1.4%268,6560.6%FinanceCNXCConcentrix$11,478,442$2,039,443 ▲21.6%173,3380.5%Business ServicesUNPUnion Pacific$10,934,786$12,297 ▼-0.1%44,4630.5%TransportationTTETotalEnergies$10,851,531$10,851,531 ▲New Holding157,6570.5%Oils/EnergyKVUEKenvue$8,797,591$297,135 ▼-3.3%409,9530.4%Consumer StaplesNVSNovartis$8,652,112$113,464 ▼-1.3%89,4460.4%MedicalULUnilever$5,320,240$803,793 ▼-13.1%106,0020.2%Consumer StaplesGSKGSK$5,274,896$58,132 ▼-1.1%123,0440.2%MedicalPSXPhillips 66$5,114,012$8,657 ▼-0.2%31,3090.2%Oils/EnergyPGRProgressive$5,014,351$253,355 ▼-4.8%24,2450.2%FinanceATMUAtmus Filtration Technologies$4,263,2890.0%132,1950.2%Industrial ProductsEPDEnterprise Products Partners$3,977,0880.0%136,2950.2%Oils/EnergyCOPConocoPhillips$3,513,055$6,491 ▼-0.2%27,6010.2%Oils/EnergyBIDUBaidu$2,030,430$96,647 ▼-4.5%19,2860.1%Computer and TechnologyCMCSAComcast$1,728,841$69,490 ▼-3.9%39,8810.1%Consumer DiscretionaryEMREmerson Electric$1,511,435$125,216 ▼-7.7%13,3260.1%Industrial ProductsVZVerizon Communications$1,367,434$1,264,296 ▼-48.0%32,5890.1%Computer and TechnologyBABAAlibaba Group$1,245,677$152,752 ▼-10.9%17,2150.1%Retail/WholesaleHLNHaleon$937,958$44,895 ▼-4.6%110,4780.0%MedicalCSLCarlisle Companies$781,741$135,188 ▼-14.7%1,9950.0%Multi-Sector ConglomeratesBAXBaxter International$458,6430.0%10,7310.0%MedicalTHOTHOR Industries$0$11,410,297 ▼-100.0%00.0%ConstructionTOTALENERGIES SE ADR$0$10,675,957 ▼-100.0%00.0%ADRShowing largest 100 holdings. 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