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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
StockActionChangeCurrentPortfolio Impact
02079K305
ALPHABET INC-CL A
Reduced-$72.0M$282.2M3.43%
462222100
IONIS PHARMACEUTICALS INC.
Reduced-$26.3M$138.4M1.25%
302491303
FMC CORP.
Increased$24.3M$206.1M1.16%
638517102
NATIONAL WESTERN LIFE GROUP
Sold out-$21.7M$01.03%
02079K107
ALPHABET INC-CL C
Reduced-$18.0M$9.1M0.86%
478160104
JOHNSON & JOHNSON
Increased$17.3M$182.5M0.82%
N20944109
CNH INDUSTRIALS
Increased$14.6M$170.2M0.70%
84670108
BERKSHIRE HATHAWAY INC
Reduced-$9.4M$389.8M0.45%
23586506
U-HAUL HOLDING CO - NON VOTING
Increased$7.0M$43.1M0.33%
52800109
AUTOLIV INC.
Reduced-$6.5M$44.0M0.31%
29415F104
ENVISTA HOLDINGS CORP
Increased$5.7M$37.3M0.27%
31428X106
FEDEX CORP.
Reduced-$5.2M$43.0M0.25%
84670702
BERKSHIRE HATHAWAY INC DEL CL B
Increased$3.9M$64.8M0.18%
3.7959E+106
GLOBE LIFE INC.
New$3.8M$3.8M0.18%
191241108
COCA COLA FEMSA
Increased$3.6M$122.9M0.17%
949746101
WELLS FARGO & CO
Reduced-$3.5M$48.3M0.17%
81211K100
SEALED AIR CORPORATION
Reduced-$3.3M$27.8M0.16%
25816109
AMERICAN EXPRESS CO
Increased$3.0M$27.1M0.14%
89832Q109
TRUIST FINANCIAL CORP
Increased$2.3M$32.5M0.11%
64058100
BANK OF NEW YORK MELLON CORP
Increased$2.1M$18.9M0.10%
20602D101
CONCENTRIX CORP
Reduced-$2.1M$8.4M0.10%
49177J102
KENVUE INC.
Increased$1.8M$8.9M0.08%
25243Q205
DIAGEO P L C - ADR
Increased$1.7M$19.6M0.08%
56752108
BAIDU INC. - SPON ADR
Sold out-$1.5M$00.07%
902973304
US BANCORP
Increased$1.2M$11.3M0.06%
53332102
AUTOZONE, INC.
Reduced-$1.2M$34.7M0.06%
04956D107
ATMUS FILTRATION TECHNOLOGIES
Increased$1.1M$4.9M0.05%
904767704
UNILEVER PLC SPONSORED ADR
Reduced-$807,139$4.6M0.04%
907818108
UNION PACIFIC CORP
Increased$758,611$10.6M0.04%
743315103
PROGRESSIVE CORP
Increased$663,136$5.3M0.03%
8.9151E+113
TOTALENERGIES SE ADR
Reduced-$569,000$9.4M0.03%
92532F100
VERTEX PHARMACEUTICALS
Reduced-$544,769$24.9M0.03%
66987V109
NOVARTIS AG AMERICAN DEPOSITORY SHARES
Increased$490,077$9.8M0.02%
01609W102
ALIBABA GROUP HOLDING SP-ADR
Increased$388,593$1.4M0.02%
60505104
BANK OF AMERICA CORP COM
Reduced-$371,895$20.1M0.02%
718546104
PHILLIPS 66
Reduced-$293,816$4.0M0.01%
20825C104
CONOCOPHILLIPS
Reduced-$279,735$2.8M0.01%
17275R102
CISCO SYSTEMS INC
Increased$236,194$11.2M0.01%
405552100
HALEON PLC ADR
Increased$200,389$990,1190.01%
37733W204
GSK PLC ADR
Increased$187,053$4.4M0.01%
71813109
BAXTER INTERNATIONAL INC
Increased$44,572$374,4220.00%
92343V104
VERIZON COMMUNICATIONS
Increased$24,461$1.2M0.00%
293792107
ENTERPRISE PRODUCTS PARTNERS
Increased$17,718$4.0M0.00%
291011104
EMERSON ELECTRIC CO
Reduced-$9,444$1.3M0.00%
20030N101
COMCAST CORPORATION - CLASS A
Increased$8,019$1.5M0.00%

Evidence

Related Cards

JR
Increased922908363

Julian Robertson

Julian Robertson (Tiger Management) filed a 13F change in VANGUARD INDEX FDS (922908363) on 2024-11-13, covering period end 2024-09-30.

MP
Increased20854L108

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in CONSOL ENERGY INC NEW (20854L108) on 2024-11-13, covering period end 2024-09-30.

MP
Reduced03940R107

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in ARCH RESOURCES INC (03940R107) on 2024-11-13, covering period end 2024-09-30.

Tweedy Browne disclosed new in GLOBE LIFE INC. | TradingNote AI