BIDU - Tracking Tweedy Browne Portfolio - Q4 2017 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 02/15/2018. 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 Q3 2017.
This quarter, Tweedy Browne's US long portfolio value decreased marginally from $3.68B to $3.65B. The number of holdings decreased from 53 to 50. The largest position is Cisco Systems at 10.75%