Tweedy, Browne Co LLC Diversified Active

CIK: 0000732905 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 8, 2019

Total Value ($000): $2,824,314 (100.0% shares, 0.0% debt)

Holdings (47)

CISCO SYSTEMS INC 12.6%
Value ($000) $357,090 Shares 8,241,170 Est. Cost $26.94 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 11.3%
Value ($000) $317,934 Shares 1,039 Est. Cost $165023.42 Unrealized +89.7%
JNJ JOHNSON & JOHNSON 9.7%
Value ($000) $275,099 Shares 2,131,724 Est. Cost $59.66 Unrealized +91.3%
BIDU BAIDU INC. - SPON ADR 7.8%
Value ($000) $220,246 Shares 1,388,686 Est. Cost $172.63 Unrealized
BK BANK OF NEW YORK MELLON CORP 7.0%
Value ($000) $198,435 Shares 4,215,736 Est. Cost $23.71 Unrealized +67.2%
AZO AUTOZONE, INC. 5.3%
Value ($000) $148,686 Shares 177,358 Est. Cost $584.03 Unrealized +37.2%
WFC WELLS FARGO & CO 5.1%
Value ($000) $143,496 Shares 3,114,055 Est. Cost $28.10 Unrealized +49.6%
GOOGL ALPHABET INC-CL A 4.8%
Value ($000) $135,263 Shares 129,443 Est. Cost $36.89 Unrealized +45.4%
GOOG ALPHABET INC-CL C 4.5%
Value ($000) $126,577 Shares 122,225 Est. Cost $35.61 Unrealized +49.2%
COP CONOCOPHILLIPS 3.6%
Value ($000) $101,089 Shares 1,621,313 Est. Cost $48.86 Unrealized +9.3%
MMM 3M CO 2.4%
Value ($000) $67,851 Shares 356,101 Est. Cost $61.26 Unrealized +109.3%
MRC GLOBAL INC. 2.0%
Value ($000) $56,447 Shares 4,615,490 Est. Cost $12.75 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 1.9%
Value ($000) $53,638 Shares 262,701 Est. Cost $130.17 Unrealized +60.5%
EMR EMERSON ELECTRIC CO 1.6%
Value ($000) $44,916 Shares 751,736 Est. Cost $39.80 Unrealized +43.2%
HAL HALLIBURTON CO 1.6%
Value ($000) $44,883 Shares 1,688,598 Est. Cost $32.87 Unrealized -11.4%
MA MASTERCARD INC - CLASS A 1.5%
Value ($000) $42,309 Shares 224,273 Est. Cost $142.19 Unrealized +34.3%
UNP UNION PACIFIC CORP 1.3%
Value ($000) $36,467 Shares 263,817 Est. Cost $65.79 Unrealized +92.1%
AGCO AGCO CORP. 1.3%
Value ($000) $36,083 Shares 648,154 Est. Cost $38.23 Unrealized +21.6%
DIAGEO P L C - ADR 1.2%
Value ($000) $33,678 Shares 237,500 Est. Cost $107.79 Unrealized
PSX PHILLIPS 66 1.1%
Value ($000) $31,769 Shares 368,761 Est. Cost $40.44 Unrealized +81.2%
DVN DEVON ENERGY CORP 1.1%
Value ($000) $31,767 Shares 1,409,372 Est. Cost $26.85 Unrealized -18.2%
KOF COCA COLA FEMSA 1.1%
Value ($000) $31,644 Shares 520,112 Est. Cost $140.29 Unrealized
UNILEVER N V - ADR 1.1%
Value ($000) $31,131 Shares 578,646 Est. Cost $39.31 Unrealized
AXP AMERICAN EXPRESS CO 1.0%
Value ($000) $27,577 Shares 289,314 Est. Cost $60.11 Unrealized +58.1%
VZ VERIZON COMMUNICATIONS 0.9%
Value ($000) $26,144 Shares 465,030 Est. Cost $28.10 Unrealized +37.4%
USB US BANCORP 0.9%
Value ($000) $24,669 Shares 539,800 Est. Cost $22.41 Unrealized +70.8%
NATIONAL WESTERN LIFE GROUP 0.8%
Value ($000) $22,878 Shares 76,084 Est. Cost $222.70 Unrealized
AVT AVNET 0.7%
Value ($000) $20,979 Shares 581,127 Est. Cost $33.38 Unrealized +2.5%
GS GOLDMAN SACHS 0.6%
Value ($000) $16,708 Shares 100,015 Est. Cost $170.89 Unrealized 0.0%
CMCSA COMCAST CORPORATION - CLASS A 0.6%
Value ($000) $16,450 Shares 483,100 Est. Cost $26.82 Unrealized +13.4%
NOVARTIS AG AMERICAN DEPOSITORY SHARES 0.5%
Value ($000) $14,763 Shares 172,040 Est. Cost $91.92 Unrealized
TOTAL SA - ADR 0.5%
Value ($000) $14,063 Shares 269,504 Est. Cost $57.57 Unrealized
WPP WPP PLC - ADR 0.4%
Value ($000) $11,899 Shares 217,128 Est. Cost $86.21 Unrealized
CNH CNH INDUSTRIALS 0.3%
Value ($000) $9,027 Shares 980,176 Est. Cost $8.35 Unrealized -7.5%
TORCHMARK CORP 0.3%
Value ($000) $8,338 Shares 111,878 Est. Cost $60.90 Unrealized
GLAXO SMITHKLINE PLC ADR 0.3%
Value ($000) $7,232 Shares 189,261 Est. Cost $35.47 Unrealized
UNILEVER PLC SPONSORED ADR 0.2%
Value ($000) $6,830 Shares 130,720 Est. Cost $40.45 Unrealized
HSBC HSBC HOLDINGS PLC SPONSORED ADR 0.2%
Value ($000) $5,669 Shares 137,905 Est. Cost $50.51 Unrealized
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $4,759 Shares 72,305 Est. Cost $30.42 Unrealized +93.8%
UNF UNIFIRST CORP 0.2%
Value ($000) $4,755 Shares 33,235 Est. Cost $88.55 Unrealized +61.9%
AMERICAN NATIONAL INSURANCE CO 0.1%
Value ($000) $4,227 Shares 33,218 Est. Cost $99.47 Unrealized
CCL CARNIVAL CORP 0.1%
Value ($000) $3,704 Shares 75,125 Est. Cost $54.09 Unrealized 0.0%
SHEN SHENANDOAH TELECOMMUNICATIONS CO. 0.1%
Value ($000) $3,526 Shares 79,680 Est. Cost $15.59 Unrealized +173.7%
ROYAL DUTCH SHELL PLC-A SHRS ADR 0.1%
Value ($000) $2,823 Shares 48,446 Est. Cost $62.31 Unrealized
CONNECTICUT WATER SERVICE INC 0.0%
Value ($000) $434 Shares 6,483 Est. Cost $32.08 Unrealized
MRK MERCK & COMPANY INC. 0.0%
Value ($000) $253 Shares 3,306 Est. Cost $44.52 Unrealized +26.9%
CKX CKX LANDS INC 0.0%
Value ($000) $109 Shares 10,600 Est. Cost $11.23 Unrealized -5.4%