AVT - Tracking Tweedy Browne Portfolio - Q3 2018 Update
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 11/14/2018. Please visit our Tracking Tweedy Browne Portfolio series to get an idea of their investment philosophy and our previous update for the fund’s moves during Q2 2018.
This quarter, Tweedy Browne’s 13F portfolio value increased ~3% from $3.22B to $3.32B. The number of holdings increased from 44 to 45. The largest position is Cisco Systems at ~13% of