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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

43 changes from Tweedy Browne, filed 2025-02-12 for period end 2024-12-31.

$1.5B portfolio value
StockActionChangeCurrentPortfolio Impact
84670108
BERKSHIRE HATHAWAY INC
Reduced-$195.8M$194.1M13.20%
02079K305
ALPHABET INC-CL A
Reduced-$142.7M$139.5M9.62%
302491303
FMC CORP.
Reduced-$67.0M$139.1M4.51%
478160104
JOHNSON & JOHNSON
Reduced-$26.3M$156.3M1.77%
462222100
IONIS PHARMACEUTICALS INC.
Reduced-$24.8M$113.6M1.67%
191241108
COCA COLA FEMSA
Reduced-$19.3M$103.6M1.30%
84670702
BERKSHIRE HATHAWAY INC DEL CL B
Reduced-$19.3M$45.5M1.30%
23586506
U-HAUL HOLDING CO - NON VOTING
Reduced-$11.7M$31.3M0.79%
53332102
AUTOZONE, INC.
Reduced-$10.1M$24.6M0.68%
31428X106
FEDEX CORP.
Reduced-$9.6M$33.4M0.65%
81211K100
SEALED AIR CORPORATION
Reduced-$8.7M$19.1M0.59%
92532F100
VERTEX PHARMACEUTICALS
Reduced-$8.6M$16.4M0.58%
29415F104
ENVISTA HOLDINGS CORP
Reduced-$7.8M$29.5M0.53%
17275R102
CISCO SYSTEMS INC
Reduced-$7.7M$3.5M0.52%
20602D101
CONCENTRIX CORP
Reduced-$7.2M$1.2M0.48%
64058100
BANK OF NEW YORK MELLON CORP
Reduced-$6.9M$12.1M0.46%
02079K107
ALPHABET INC-CL C
Reduced-$6.3M$2.8M0.43%
907818108
UNION PACIFIC CORP
Reduced-$5.6M$5.0M0.37%
89832Q109
TRUIST FINANCIAL CORP
Reduced-$4.9M$27.6M0.33%
N20944109
CNH INDUSTRIAL NV
Reduced-$4.4M$165.8M0.30%
718546104
PHILLIPS 66
Reduced-$2.4M$1.5M0.16%
52800109
AUTOLIV INC.
Reduced-$2.3M$41.7M0.16%
25243Q205
DIAGEO P L C - ADR
Reduced-$2.0M$17.6M0.13%
743315103
PROGRESSIVE CORP
Reduced-$1.8M$3.5M0.12%
66987V109
NOVARTIS AG AMERICAN DEPOSITORY SHARES
Reduced-$1.7M$8.1M0.12%
8.9151E+113
TOTALENERGIES SE ADR
Reduced-$1.6M$7.8M0.11%
49177J102
KENVUE INC.
Reduced-$1.2M$7.6M0.08%
37733W204
GSK PLC ADR
Reduced-$1.2M$3.2M0.08%
60505104
BANK OF AMERICA CORP COM
Reduced-$1.2M$18.9M0.08%
01609W102
ALIBABA GROUP HOLDING SP-ADR
Reduced-$979,343$393,8500.07%
949746101
WELLS FARGO & CO
Reduced-$680,004$47.6M0.05%
904767704
UNILEVER PLC SPONSORED ADR
Reduced-$663,869$3.9M0.04%
25816109
AMERICAN EXPRESS CO
Reduced-$553,083$26.6M0.04%
20825C104
CONOCOPHILLIPS
Reduced-$432,097$2.4M0.03%
293792107
ENTERPRISE PRODUCTS PARTNERS
Increased$306,664$4.3M0.02%
902973304
US BANCORP
Reduced-$263,947$11.1M0.02%
92343V104
VERIZON COMMUNICATIONS
Reduced-$251,630$961,1200.02%
04956D107
ATMUS FILTRATION TECHNOLOGIES
Increased$217,358$5.2M0.01%
20030N101
COMCAST CORPORATION - CLASS A
Reduced-$184,329$1.3M0.01%
405552100
HALEON PLC ADR
Reduced-$174,363$815,7560.01%
71813109
BAXTER INTERNATIONAL INC
Reduced-$86,875$287,5470.01%
3.7959E+106
GLOBE LIFE INC.
Reduced-$53,761$3.7M0.00%
291011104
EMERSON ELECTRIC CO
Increased$7,240$1.3M0.00%

Evidence

Related Cards

TB
Reduced84670108

Tweedy Browne

Tweedy Browne filed a 13F change in BERKSHIRE HATHAWAY INC (84670108) on 2025-02-12, covering period end 2024-12-31.

HM
ReducedG89479102

Howard Marks

Howard Marks (Oaktree Capital) filed a 13F change in TORM PLC (G89479102) on 2025-02-12, covering period end 2024-12-31.

TB
Reduced02079K305

Tweedy Browne

Tweedy Browne filed a 13F change in ALPHABET INC-CL A (02079K305) on 2025-02-12, covering period end 2024-12-31.

Tweedy Browne disclosed reduced in BERKSHIRE HATHAWAY INC DEL CL B | TradingNote AI