Tweedy Browne Value Fund·CIK 732905
42
Positions
$2.4B
Portfolio Value
24
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| BRKA | 14.43% | $352,924,000 |
10.83% |
| $264,871,000 |
| GOOGL | 10.65% | $260,400,000 |
| GOOG | 7.32% | $178,940,000 |
| KOF | 5.50% | $134,605,000 |
| FMC | 5.20% | $127,060,000 |
| AZO | 4.72% | $115,507,000 |
| IONS | 4.13% | $100,945,000 |
| ALV | 3.21% | $78,406,000 |
| WFC | 2.61% | $63,940,000 |
| BK | 2.58% | $63,081,000 |
| BAC | 2.39% | $58,478,000 |
| BRKB | 2.18% | $53,369,000 |
| FOX | 2.03% | $49,595,000 |
| INTC | 1.94% | $47,462,000 |
| USB | 1.76% | $43,071,000 |
| FDX | 1.70% | $41,652,000 |
| CMCSA | 1.68% | $41,111,000 |
| TFC | 1.59% | $38,968,000 |
| UNP | 1.38% | $33,839,000 |
| FMS | 1.04% | $25,350,000 |
| ULXXXX | 0.86% | $21,016,000 |
| PGR | 0.78% | $19,012,000 |
| AXP | 0.70% | $17,187,000 |
| PARA | 0.65% | $15,963,000 |
| THO | 0.60% | $14,623,000 |
| CNXC | 0.51% | $12,568,000 |
| CNH | 0.46% | $11,244,000 |
| MS | 0.38% | $9,330,000 |
| NWLI | 0.37% | $9,115,000 |
| TTE | 0.37% | $9,010,000 |
| GSKXXXX | 0.34% | $8,289,000 |
| CSL | 0.33% | $7,966,000 |
| VZ | 0.28% | $6,937,000 |
| EMR | 0.20% | $4,968,000 |
| BABA | 0.19% | $4,756,000 |
| BIDU | 0.15% | $3,643,000 |
| EPD | 0.14% | $3,322,000 |
| COP | 0.12% | $2,981,000 |
| PSX | 0.11% | $2,664,000 |
| BAX | 0.10% | $2,519,000 |
| CKX | 0.00% | $118,000 |