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Tracking Tweedy, Browne Portfolio - Q2 2023 Update

John Vincent profile picture
John Vincent


  • Tweedy, Browne's 13F portfolio value increased by 4% to $1.91B, with 46 holdings.
  • Berkshire Hathaway is the largest position at 22% of the portfolio, followed by Alphabet, Johnson & Johnson, Coca-Cola FEMSA, and Ionis Pharma.
  • New stakes include U-Haul Holding and Sealed Air, while Bank of America saw a minor increase and Berkshire Hathaway, Alphabet, and Johnson & Johnson saw minor decreases.

Many Piggy Bank on World Map - 3D Rendering


This article is part of a series that provides an ongoing analysis of the changes made to Tweedy, Browne's 13F portfolio on a quarterly basis. It is based on Tweedy, Browne's regulatory 13F Form filed on 8/14/2023. Please visit our

This article was written by

John Vincent profile picture
Focused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOGL, UHAL.B either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (4)

Excellent data and commentary.
Can you please elaborate which fund exactly your holdings data refer to? I see 3 relevant funds https://www.tweedy.com/funds/ on their web site: Value Fund, International Value Fund, and International Value Fund II. They have a stake from between ca. 3% and ca. 7% in BRK for example, per fact sheets as of 07/31/2023. This is not consistent with your data.

I also can't figure which fund the Edgar 13F filing www.sec.gov/... refers to, no matter how hard I try. The data in the 13F filing are again different from your numbers.

It looks like your table only has U.S. holdings; but all of their funds have significant international holdings.
John Vincent profile picture
@comeinvestwithme , Thank you for your question. Their 13F is a consolidated report of US-listed stock holdings in all their funds. The bulk of the holdings in their flagship fund TBGVX are non-US. I have a Note about this in the 4th para in the article.

All the best,
@John Vincent Thanks. But "Berkshire Hathaway is the largest position at 22% of the portfolio" is misleading - it's on average 3% to 7% of their portfolios.
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