Tweedy Browne (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2024, providing insights into its investment moves during this period. The firm is managed by its Management Committee, which includes Jay Hill, Thomas H. Shrager, John D. Spears, and Robert Q. Wyckoff, Jr., with tenures ranging from 18 to 47 years. Tweedy Browne (Trades, Portfolio) is owned by its Managing Directors, certain other employees, and a wholly-owned subsidiary of Affiliated Managers Group, Inc. (AMG), which holds a majority interest. AMG ensures operational autonomy and smooth ownership transitions. Historically, Benjamin Graham, through Graham-Newman Corp., was a primary brokerage client. The Tweedy Browne (Trades, Portfolio) Value Fund focuses on long-term capital growth by investing in undervalued U.S. and foreign equities, primarily in developed markets, while hedging foreign currency exposure back to the U.S. dollar where feasible.
Tweedy Browne (Trades, Portfolio) also reduced its position in 40 stocks. The most significant changes include:
At the end of the fourth quarter of 2024, Tweedy Browne (Trades, Portfolio)'s portfolio included 43 stocks. The top holdings were 13.08% in Berkshire Hathaway Inc (BRK.A), 11.18% in CNH Industrial NV (CNH, Financial), 10.53% in Johnson & Johnson (JNJ, Financial), 9.4% in Alphabet Inc (GOOGL), and 9.38% in FMC Corp (FMC, Financial). The holdings are primarily concentrated in 9 of the 11 industries: Financial Services, Healthcare, Industrials, Communication Services, Basic Materials, Consumer Defensive, Consumer Cyclical, Energy, and Technology.
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