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 buys and sells from some of our favorite superinvestors based on their latest 13F-HR documents.
This week we’ll take a look at Tweedy Browne (3-31-2019). The current market value of their portfolio is $2,154,771,000.
Top New Buys
| Stock | Shares Held | Value ($1,000) |
% Impact on Portfolio |
| ALV / Autoliv, Inc. | 1,146,783 | 52,763 | 2.449 |
| DAL / Delta Air Lines, Inc. | 927,620 | 26,465 | 1.228 |
| KOF / Coca-Cola FEMSA S.A.B de CV | 1,496,041 | 60,186 | 1.011 |
| FOX / Fox Corporation, Class B | 2,561,065 | 58,597 | 0.761 |
| BRK.B / Berkshire Hathaway, Inc. | 282,732 | 51,692 | 0.401 |
Top New Sells
| Stock | % Impact On Portfolio |
| WFC / Wells Fargo & Co. | 1.62 |
| COP / ConocoPhillips | 1.485 |
| BK / Bank of New York Mellon Corp. (The) | 1.141 |
| MRC / MRC Global Inc. | 1.123 |
| BIDU / Baidu, Inc. | 1.087 |
For all the latest news and podcasts, join our free newsletter here.
Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:
