Insightful Analysis of Tweedy Browne (Trades, Portfolio)'s Fourth Quarter 2024 13F Filing

Introduction to Tweedy Browne (Trades, Portfolio)

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.

Key Position Reduces

Tweedy Browne (Trades, Portfolio) also reduced its position in 40 stocks. The most significant changes include:

• Reduced Berkshire Hathaway Inc (BRK.A, Financial) by 279 shares, resulting in a -49.47% decrease in shares and a -9.19% impact on the portfolio. The stock traded at an average price of $692,646 during the quarter and has returned 0.89% over the past 3 months and 3.82% year-to-date.
• Reduced Alphabet Inc (GOOGL, Financial) by 964,839 shares, resulting in a -56.7% reduction in shares and a -7.63% impact on the portfolio. The stock traded at an average price of $175.1 during the quarter and has returned 1.27% over the past 3 months and -2.95% year-to-date.

Portfolio Overview

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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