2024-02-20 21:29:31 ET
Summary
- Tweedy Browne's 13F portfolio value increased from $1.87B to $2.05B this quarter.
- The largest position in the portfolio is Berkshire Hathaway at ~21%.
- Stake increases include FMC Corporation, U-Haul Holding, and Sealed Air, while stake decreases include Berkshire Hathaway and Alphabet Inc.
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 2/13/2024. 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 2023....
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For further details see:
Tracking Tweedy Browne Portfolio - Q4 2023 Update