TB
Tweedy Browne disclosed increased in CNH INDUSTRIALS
Tweedy Browne filed a 13F change in CNH INDUSTRIALS (N20944109) on 2024-11-13, covering period end 2024-09-30.
Action
Increased
Capital
$170,212,650 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
45 changes from Tweedy Browne, filed 2024-11-13 for period end 2024-09-30.
$2.1B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
02079K305 ALPHABET INC-CL A | Reduced | -$72.0M | $282.2M | 3.43% |
462222100 IONIS PHARMACEUTICALS INC. | Reduced | -$26.3M | $138.4M | 1.25% |
302491303 FMC CORP. | Increased | $24.3M | $206.1M | 1.16% |
638517102 NATIONAL WESTERN LIFE GROUP | Sold out | -$21.7M | $0 | 1.03% |
02079K107 ALPHABET INC-CL C | Reduced | -$18.0M | $9.1M | 0.86% |
478160104 JOHNSON & JOHNSON | Increased | $17.3M | $182.5M | 0.82% |
N20944109 CNH INDUSTRIALS | Increased | $14.6M | $170.2M | 0.70% |
84670108 BERKSHIRE HATHAWAY INC | Reduced | -$9.4M | $389.8M | 0.45% |
23586506 U-HAUL HOLDING CO - NON VOTING | Increased | $7.0M | $43.1M | 0.33% |
52800109 AUTOLIV INC. | Reduced | -$6.5M | $44.0M | 0.31% |
29415F104 ENVISTA HOLDINGS CORP | Increased | $5.7M | $37.3M | 0.27% |
31428X106 FEDEX CORP. | Reduced | -$5.2M | $43.0M | 0.25% |
84670702 BERKSHIRE HATHAWAY INC DEL CL B | Increased | $3.9M | $64.8M | 0.18% |
3.7959E+106 GLOBE LIFE INC. | New | $3.8M | $3.8M | 0.18% |
191241108 COCA COLA FEMSA | Increased | $3.6M | $122.9M | 0.17% |
949746101 WELLS FARGO & CO | Reduced | -$3.5M | $48.3M | 0.17% |
81211K100 SEALED AIR CORPORATION | Reduced | -$3.3M | $27.8M | 0.16% |
25816109 AMERICAN EXPRESS CO | Increased | $3.0M | $27.1M | 0.14% |
89832Q109 TRUIST FINANCIAL CORP | Increased | $2.3M | $32.5M | 0.11% |
64058100 BANK OF NEW YORK MELLON CORP | Increased | $2.1M | $18.9M | 0.10% |
20602D101 CONCENTRIX CORP | Reduced | -$2.1M | $8.4M | 0.10% |
49177J102 KENVUE INC. | Increased | $1.8M | $8.9M | 0.08% |
25243Q205 DIAGEO P L C - ADR | Increased | $1.7M | $19.6M | 0.08% |
56752108 BAIDU INC. - SPON ADR | Sold out | -$1.5M | $0 | 0.07% |
902973304 US BANCORP | Increased | $1.2M | $11.3M | 0.06% |
53332102 AUTOZONE, INC. | Reduced | -$1.2M | $34.7M | 0.06% |
04956D107 ATMUS FILTRATION TECHNOLOGIES | Increased | $1.1M | $4.9M | 0.05% |
904767704 UNILEVER PLC SPONSORED ADR | Reduced | -$807,139 | $4.6M | 0.04% |
907818108 UNION PACIFIC CORP | Increased | $758,611 | $10.6M | 0.04% |
743315103 PROGRESSIVE CORP | Increased | $663,136 | $5.3M | 0.03% |
8.9151E+113 TOTALENERGIES SE ADR | Reduced | -$569,000 | $9.4M | 0.03% |
92532F100 VERTEX PHARMACEUTICALS | Reduced | -$544,769 | $24.9M | 0.03% |
66987V109 NOVARTIS AG AMERICAN DEPOSITORY SHARES | Increased | $490,077 | $9.8M | 0.02% |
01609W102 ALIBABA GROUP HOLDING SP-ADR | Increased | $388,593 | $1.4M | 0.02% |
60505104 BANK OF AMERICA CORP COM | Reduced | -$371,895 | $20.1M | 0.02% |
718546104 PHILLIPS 66 | Reduced | -$293,816 | $4.0M | 0.01% |
20825C104 CONOCOPHILLIPS | Reduced | -$279,735 | $2.8M | 0.01% |
17275R102 CISCO SYSTEMS INC | Increased | $236,194 | $11.2M | 0.01% |
405552100 HALEON PLC ADR | Increased | $200,389 | $990,119 | 0.01% |
37733W204 GSK PLC ADR | Increased | $187,053 | $4.4M | 0.01% |
71813109 BAXTER INTERNATIONAL INC | Increased | $44,572 | $374,422 | 0.00% |
92343V104 VERIZON COMMUNICATIONS | Increased | $24,461 | $1.2M | 0.00% |
293792107 ENTERPRISE PRODUCTS PARTNERS | Increased | $17,718 | $4.0M | 0.00% |
291011104 EMERSON ELECTRIC CO | Reduced | -$9,444 | $1.3M | 0.00% |
20030N101 COMCAST CORPORATION - CLASS A | Increased | $8,019 | $1.5M | 0.00% |