What Tweedy Browne bought and sold in Q4 2024
In Q4 2024, Tweedy Browne (Tweedy Browne) trimmed 16. The book stood at $1.48B across 43 positions, filed Feb 12, 2025.
0New0Added16Trimmed0Exited
Trimmed (16)
- BRK/ABerkshire Hathaway Inc-cl A-49% shares · 13.1% · $194M
- GOOGLAlphabet Inc-cl A-57% shares · 9.4% · $139M
- WFCWells Fargo & CO-21% shares · 3.2% · $48M
- BRK/BBerkshire Hathaway Inc-cl B-29% shares · 3.1% · $46M
- FDXFedex Corp-24% shares · 2.3% · $33M
- AZOAutozone Inc-30% shares · 1.7% · $25M
- SDASealed Air Corp-26% shares · 1.3% · $19M
- VRTXVertex Pharmaceuticals Inc-24% shares · 1.1% · $16M
- BKBank OF New York Mellon Corp-41% shares · 0.8% · $12M
- UNPUnion Pacific Corp-49% shares · 0.3% · $5M
- CSCOCisco Systems Inc-72% shares · 0.2% · $4M
- PGRProgressive Corp-30% shares · 0.2% · $3M
- GOOGAlphabet Inc-cl C-73% shares · 0.2% · $3M
- PSXPhillips 66-55% shares · 0.1% · $2M
- CNXCConcentrix Corp-83% shares · 0.1% · $1M
- BABAAlibaba Group Holding-sp Adr-64% shares · <0.1% · $394K
Tweedy Browne's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.