Equal-WT
WhaleScore 2.0
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Tweedy, Browne Company is based out of Stamford. Tweedy, Browne Company is a hedge fund with 254 clients and discretionary assets under management (AUM) of $8,898,877,903 (Form ADV from 2023-03-30). Their last reported 13F filing for Q4 2023 included $2,048,596,841 in managed 13F securities
and a top 10 holdings concentration of 78.36%. Tweedy, Browne Company's largest holding is Berkshire Hathaway Inc Class A with shares held of 662. Whalewisdom has at least 97 13F filings, 18 13D filings, and 71 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
FMC FMC Corp. (Food Mach | 3.94% |
UHALB U-Haul Holding Compa | 0.91% |
SEE Sealed Air Corp. | 0.18% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
BRK.A Berkshire Hathaway I | 1.43% |
GOOG Alphabet Inc. Class | 1.12% |
AZO AutoZone Inc. | 0.94% |
JNJ Johnson & Johnson Co | 0.82% |
GOOGL Alphabet Inc. Class | 0.37% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
BRK.A Berkshire Hathaway I | 17.53% |
GOOGL Alphabet Inc. Class | 13.69% |
FMC FMC Corp. (Food Mach | 9.12% |
JNJ Johnson & Johnson Co | 8.68% |
IONS Ionis Phrmacutls | 8.53% |
2023-12-31
13F Activity
Market Value | $2.05b, Prior: $1.87b |
New Purchases | 0 stocks |
Added To | 3 stocks |
Sold out of | 2 stocks |
Reduced holdings in | 39 stocks |
Top 10 Holdings % | 78.36% |
Turnover %[1] | 4.44% |
Turnover Alt %[2] | 3.22% |
Time Held Top 20 | 20.65 quarters |
Time Held Top 10 | 20.2 quarters |
Time Held All | 34.76 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31