Analyzing the Impact of Tweedy Browne (Trades, Portfolio)'s Latest 13F Filing

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Tweedy Browne (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2025, providing insights into its investment moves during this period. The firm is managed by its Management Committee, which includes Jay Hill, Thomas H. Shrager, John D. Spears, and Robert Q. Wyckoff, Jr., with tenures ranging from 18 to 47 years. Tweedy Browne (Trades, Portfolio) is owned by its Managing Directors and certain other employees, alongside a majority interest held by Affiliated Managers Group, Inc. (AMG). AMG ensures operational autonomy and facilitates ownership transfer and succession. Historically, Benjamin Graham, through Graham-Newman Corp., was a primary brokerage client. The Tweedy Browne (Trades, Portfolio) Value Fund focuses on long-term capital growth by investing in undervalued U.S. and foreign equity securities, primarily in developed markets, while hedging foreign currency exposure back into the U.S. dollar where feasible.Tweedy Browne's Strategic Moves: Significant Reduction in FMC Corp

Summary of New Buy

Tweedy Browne (Trades, Portfolio) added a total of 16 stocks, with notable additions including:

The most significant addition was HCI Group Inc (NYSE:HCI), with 1,981 shares, accounting for 0.03% of the portfolio and a total value of $295,630. The second largest addition was Alliance Resource Partners LP (NASDAQ:ARLP), consisting of 8,755 shares, representing approximately 0.02% of the portfolio, with a total value of $238,840. The third largest addition was Blue Owl Capital Corp (NYSE:OBDC), with 13,431 shares, accounting for 0.02% of the portfolio and a total value of $196,900.

Key Position Reduces

Tweedy Browne (Trades, Portfolio) also reduced positions in 41 stocks. The most significant changes include:

Reduced FMC Corp (NYSE:FMC) by 2,574,837 shares, resulting in an -89.96% decrease in shares and an -8.44% impact on the portfolio. The stock traded at an average price of $44.42 during the quarter and has returned 3.61% over the past 3 months and -21.95% year-to-date. Reduced Johnson & Johnson (NYSE:JNJ) by 642,200 shares, resulting in a -59.44% reduction in shares and a -6.26% impact on the portfolio. The stock traded at an average price of $156.47 during the quarter and has returned -4.25% over the past 3 months and 3.39% year-to-date.

Portfolio Overview

At the first quarter of 2025, Tweedy Browne (Trades, Portfolio)'s portfolio included 59 stocks. The top holdings were 14.51% in CNH Industrial NV (NYSE:CNH), 11.82% in Berkshire Hathaway Inc (NYSE:BRK.A), 10.4% in Coca-Cola Femsa SAB de CV (NYSE:KOF), 9.22% in Alphabet Inc (NASDAQ:GOOGL), and 7.98% in Ionis Pharmaceuticals Inc (NASDAQ:IONS).

Story Continues

Tweedy Browne's Strategic Moves: Significant Reduction in FMC Corp

The holdings are mainly concentrated in 9 of the 11 industries: Financial Services, Industrials, Healthcare, Consumer Defensive, Communication Services, Consumer Cyclical, Energy, Basic Materials, and Technology.Tweedy Browne's Strategic Moves: Significant Reduction in FMC Corp

This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.

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