Tweedy Browne: Q3 2019 Top 10 Holdings

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

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As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at Tweedy Browne (9-30-2019). The current market value of their portfolio is $2,826,210,000.

Top 10 Positions:

Stock Shares Held Market Value
BRK.A / Berkshire Hathaway, Inc.  1,046 $326,176,000
CSCO / Cisco Systems, Inc.  5,743,887 $283,805,000
JNJ / Johnson & Johnson  2,043,724 $264,417,000
UN / Unilever N.V.  3,574,701 $214,927,000
BK / Bank of New York Mellon Corp. (The)  4,147,319 $187,500,000
GOOGL / Alphabet Inc.  134,509 $164,254,000
GOOG / Alphabet Inc. Class C  121,502 $148,111,000
BIDU / Baidu, Inc.  1,412,405 $145,139,000
WFC / Wells Fargo & Co.  2,629,114 $132,613,000
AZO / AutoZone, Inc.  104,745 $113,609,000

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Tobias Carlisle is the founder of The Acquirer’s Multiple®. He is also the founder of Acquirers Funds®. The Acquirer’s Multiple® is the valuation ratio used to find attractive takeover candidates.