Fund HoldingsTweedy, Browne Co LLC

Total Portfolio Value
$1.91M
Total Bought
$47.6K
Total Sold
$224.0K
Net Transaction
-$176.3K
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
ALPHABET INC-CL A(GOOG)2,014,5852,007,952-6,63320924012.62%+31
BERKSHIRE HATHAWAY INC680671-931734718.24%+31
U-HAUL HOLDING CO - NON VOTING0433,208+433,2080221.15%+22
SEALED AIR CORPORATION0545,295+545,2950221.14%+22
IONIS PHARMACEUTICALS INC.(IONS)3,541,0463,540,858-1881271457.63%+19
ALPHABET INC-CL C(GOOG)601,351594,661-6,69063723.78%+9
JOHNSON & JOHNSON(JNJ)1,231,7831,209,396-22,38719120010.51%+9
NATIONAL WESTERN LIFE GROUP44,31844,269-4911180.97%+8
WELLS FARGO & CO(WFC)958,799957,109-1,69036412.14%+5
BERKSHIRE HATHAWAY INC DEL CL B190,806185,012-5,79459633.31%+4
FEDEX CORP.(FDX)169,662169,559-10339422.21%+3
THOR INDUSTRIES INC.(THO)109,580109,371-2099110.59%+3
BANK OF AMERICA CORP COM497,199546,361+49,16214160.82%+1
AMERICAN EXPRESS CO(AXP)119,805119,329-47620211.09%+1
FRESENIUS MEDICAL CARE-ADR(FMS)343,559339,637-3,922780.43%+1
NOVARTIS AG AMERICAN DEPOSITORY SHARES97,82896,056-1,7729100.51%+1
UNION PACIFIC CORP(UNP)45,09845,0980990.48%0
CONOCOPHILLIPS(COP)30,63430,492-142330.17%0
CARLISLE COS INC(CSL)2,4692,4690110.03%0
ENTERPRISE PRODUCTS PARTNERS(EPD)136,295136,2950440.19%0
CKX LANDS INC10,60010,6000000.01%0
GSK PLC ADR(GSK)135,375134,514-861550.25%-0
EMERSON ELECTRIC CO(EMR)23,25322,032-1,221220.10%-0
HALEON PLC ADR(HLN)132,783122,418-10,365110.05%-0
VERIZON COMMUNICATIONS(VZ)65,22465,2240320.13%-0
PHILLIPS 66(PSX)32,27132,2710330.16%-0
TOTALENERGIES SE ADR166,181165,556-62510100.50%-0
BAIDU INC. - SPON ADR22,57122,389-182330.16%-0
PROGRESSIVE CORP(PGR)34,55034,5500550.24%-0
ALIBABA GROUP HOLDING SP-ADR(BABA)36,46735,388-1,079430.15%-1
CNH INDUSTRIALS
SHS
860,335855,350-4,98513120.65%-1
CISCO SYSTEMS INC(CSCO)847,508838,040-9,46844432.28%-1
BAXTER INTERNATIONAL INC37,96011,288-26,672210.03%-1
DIAGEO P L C - ADR146,425146,275-15027251.33%-1
PARAMOUNT GLOBAL - CLASS B382,958384,298+1,340960.32%-2
COCA COLA FEMSA(KOF)1,925,3471,825,172-100,1751551527.98%-3
US BANCORP(USB)374,297318,238-56,05913110.55%-3
COMCAST CORPORATION - CLASS A(CCZ)157,96350,564-107,399620.11%-4
BANK OF NEW YORK MELLON CORP782,041702,774-79,26736311.64%-4
AUTOZONE, INC.(AZO)21,55119,051-2,50053482.49%-5
TRUIST FINANCIAL CORP(TFC)911,791841,871-69,92031261.34%-6
INTEL CORP(INTC)279,67753,684-225,993920.09%-7
UNILEVER PLC SPONSORED ADR(UL)326,566151,724-174,8421780.42%-9
AUTOLIV INC.(ALV)1,071,7091,017,172-54,537100874.54%-14
CONCENTRIX CORP(CNXC)276,112222,753-53,35934180.94%-16
FMC CORP.(FMC)1,050,1671,008,400-41,7671281055.52%-23
Page 1 of 1