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Tweedy Browne Co LLC – Top 10 Holdings

Wednesday, May 1, 2019 · Johnny Hopkins

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at Tweedy Browne Co LLC (12-31-2018):

The current market value of the portfolio is $2,824,314,000.

Top 10 Holdings

Stock Shares Held Market Value
CSCO / Cisco Systems, Inc. 8,241,170 $357,090,000
BRK.A / Berkshire Hathaway, Inc. 1,039 $317,934,000
JNJ / Johnson & Johnson 2,131,724 $275,099,000
BIDU / Baidu, Inc. 1,388,686 $220,246,000
BK / Bank of New York Mellon Corp. (The) 4,215,736 $198,435,000
AZO / AutoZone, Inc. 177,358 $148,686,000
WFC / Wells Fargo & Co. 3,114,055 $143,496,000
GOOGL / Alphabet Inc. 129,443 $135,263,000
GOOG / Alphabet Inc. Class C 122,225 $126,577,000
COP / ConocoPhillips 1,621,313 $101,089,000
Tweedy Browne Co LLC – Top 10 Holdings · The Acquirer's Multiple®