Tweedy, Browne Co LLC Diversified Active

CIK: 0000732905 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 12, 2014

Total Value ($000): $4,344,659 (100.0% shares, 0.0% debt)

Holdings (49)

JNJ JOHNSON & JOHNSON 10.2%
Value ($000) $443,834 Shares 4,163,934 Est. Cost $59.66 Unrealized +26.7%
HAL HALLIBURTON CO 7.9%
Value ($000) $343,947 Shares 5,331,690 Est. Cost $33.21 Unrealized +66.2%
DVN DEVON ENERGY 6.6%
Value ($000) $285,896 Shares 4,193,253 Est. Cost $37.00 Unrealized +35.9%
WFC WELLS FARGO & COMPANY 6.2%
Value ($000) $269,650 Shares 5,198,582 Est. Cost $27.36 Unrealized +36.7%
CSCO CISCO SYSTEMS INC 6.2%
Value ($000) $268,810 Shares 10,679,762 Est. Cost $15.24 Unrealized +16.2%
BRK/A BERKSHIRE HATHAWAY INC DEL-A 5.6%
Value ($000) $243,935 Shares 1,179 Est. Cost $165023.42 Unrealized +21.1%
BSBR BANCO SANTANDER ADR 5.4%
Value ($000) $234,229 Shares 35,814,778 Est. Cost $6.00 Unrealized
CONOCOPHILLIPS 5.0%
Value ($000) $217,484 Shares 2,842,190 Est. Cost $60.50 Unrealized
BAX BAXTER INTERNATIONAL INC 4.3%
Value ($000) $185,258 Shares 2,581,277 Est. Cost $30.42 Unrealized +9.9%
JOY GLOBAL 4.1%
Value ($000) $179,096 Shares 3,283,746 Est. Cost $48.53 Unrealized
BK BANK OF NEW YORK MELLON CORP 3.7%
Value ($000) $160,916 Shares 4,154,803 Est. Cost $21.22 Unrealized +38.7%
PM PHILIP MORRIS INTERNATIONAL 3.6%
Value ($000) $154,664 Shares 1,854,479 Est. Cost $49.85 Unrealized -3.9%
MMM 3M CO 3.4%
Value ($000) $149,505 Shares 1,055,227 Est. Cost $61.26 Unrealized +36.3%
EMR EMERSON ELECTRIC COMPANY 3.0%
Value ($000) $131,890 Shares 2,107,538 Est. Cost $40.02 Unrealized +19.4%
GOOGLE CLASS A SHARES 1.9%
Value ($000) $82,870 Shares 140,837 Est. Cost $584.67 Unrealized
GOOGLE CLASS C SHARES 1.9%
Value ($000) $81,314 Shares 140,837 Est. Cost $1114.51 Unrealized
TORCHMARK CORP 1.8%
Value ($000) $77,080 Shares 1,471,828 Est. Cost $60.90 Unrealized
WMT WAL-MART STORES INC 1.7%
Value ($000) $75,823 Shares 991,542 Est. Cost $19.98 Unrealized +1.6%
COMCAST CORP SPECIAL CLASS A 1.5%
Value ($000) $66,882 Shares 1,250,138 Est. Cost $39.67 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-DEL-B 1.3%
Value ($000) $55,607 Shares 402,538 Est. Cost $110.02 Unrealized +21.1%
KOF COCA COLA FEMSA 1.2%
Value ($000) $52,664 Shares 522,877 Est. Cost $140.29 Unrealized
UNP UNION PACIFIC 1.2%
Value ($000) $51,372 Shares 473,822 Est. Cost $65.79 Unrealized +22.1%
VZ VERIZON COMMUNICATIONS 1.2%
Value ($000) $50,870 Shares 1,017,613 Est. Cost $27.80 Unrealized 0.0%
AMERICAN NATIONAL INSURANCE CO 1.0%
Value ($000) $43,361 Shares 385,771 Est. Cost $99.47 Unrealized
DEO DIAGEO PLC- SPONSORED ADR 0.9%
Value ($000) $38,807 Shares 336,281 Est. Cost $114.95 Unrealized
UNILEVER (UN) 0.9%
Value ($000) $37,744 Shares 951,198 Est. Cost $39.31 Unrealized
PSX PHILLIPS 66 0.8%
Value ($000) $32,746 Shares 402,732 Est. Cost $40.44 Unrealized +36.3%
ITW ILLINOIS TOOL WORKS 0.7%
Value ($000) $29,822 Shares 353,253 Est. Cost $49.85 Unrealized +32.8%
LMT LOCKHEED MARTIN CORP COM 0.7%
Value ($000) $28,523 Shares 156,052 Est. Cost $71.65 Unrealized +74.3%
NATIONAL OILWELL VARCO 0.7%
Value ($000) $28,255 Shares 371,288 Est. Cost $73.51 Unrealized
NVS NOVARTIS AG ADR 0.6%
Value ($000) $26,731 Shares 283,983 Est. Cost $70.71 Unrealized
CNQ CANADIAN NATURAL RESOURCES 0.6%
Value ($000) $26,113 Shares 670,700 Est. Cost $8.76 Unrealized +47.7%
TOTAL SA - SPON ADR 0.6%
Value ($000) $25,581 Shares 396,915 Est. Cost $48.70 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.6%
Value ($000) $24,706 Shares 282,228 Est. Cost $59.62 Unrealized +28.3%
NATIONAL WESTERN LIFE INS CO 0.5%
Value ($000) $23,835 Shares 96,493 Est. Cost $189.85 Unrealized
USB US BANCORP 0.5%
Value ($000) $22,580 Shares 539,800 Est. Cost $22.41 Unrealized +26.8%
MA MASTERCARD INC. 0.5%
Value ($000) $22,494 Shares 304,305 Est. Cost $70.25 Unrealized +1.2%
UNF UNIFIRST CORP 0.4%
Value ($000) $18,946 Shares 196,150 Est. Cost $88.55 Unrealized +7.0%
LEUCADIA NATIONAL CORP 0.3%
Value ($000) $14,195 Shares 595,421 Est. Cost $26.22 Unrealized
UNILEVER ( ul ) 0.3%
Value ($000) $12,107 Shares 288,957 Est. Cost $40.45 Unrealized
HSBC HSBC HOLDINGS PLC SPONSOR ADR' 0.2%
Value ($000) $8,751 Shares 171,995 Est. Cost $52.04 Unrealized
GLAXO SMITHKLINE PLC ADR 0.1%
Value ($000) $6,449 Shares 140,278 Est. Cost $49.97 Unrealized
ROYAL DUTCH SHELL PLC-A SHRS A 0.1%
Value ($000) $4,066 Shares 53,404 Est. Cost $63.80 Unrealized
DNOW NOW INC/DE 0.1%
Value ($000) $2,621 Shares 86,183 Est. Cost $33.70 Unrealized -2.8%
SHEN SHENANDOAH TELECOMMUNICATIONS 0.0%
Value ($000) $988 Shares 39,840 Est. Cost $8.21 Unrealized +71.0%
FHI FEDERATED INVESTORS INC (PA.) 0.0%
Value ($000) $761 Shares 25,906 Est. Cost $14.54 Unrealized +23.7%
BRO BROWN AND BROWN INC. 0.0%
Value ($000) $448 Shares 13,925 Est. Cost $13.98 Unrealized +1.6%
XOM EXXON MOBIL CORPORATION 0.0%
Value ($000) $222 Shares 2,364 Est. Cost $53.69 Unrealized +14.6%
CONNECTICUT WATER SERVICE INC 0.0%
Value ($000) $211 Shares 6,483 Est. Cost $32.08 Unrealized