Strategic Shifts in Tweedy Browne's Portfolio Highlighted by Berkshire Hathaway Adjustment

GuruFocus.com11-13

Insights from the Latest 13F Filing for Q3 2024 Tweedy Browne (Trades, Portfolio), a firm with a rich history linked to the legendary Benjamin Graham, continues to make calculated investment moves in ...

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Managed by a seasoned committee, Tweedy Browne (Trades, Portfolio) operates with a focus on undervalued U.S. and foreign equity securities, aiming for long-term capital growth. The firm's investment philosophy is deeply rooted in value investing, influenced by Graham's principles. This quarter's adjustments in their portfolio provide valuable insights into their strategic positioning amidst current market dynamics.\n\n\nNew Additions to the Portfolio\nTweedy Browne (Trades, Portfolio) has strategically expanded its portfolio by adding new stocks this quarter. Notably, the firm invested in:\n\nGlobe Life Inc (NYSE:GL), purchasing 35,502 shares. This addition represents 0.18% of the portfolio, with a total value of $3.76 million.\n\nComplete Exits\nThe firm also decided to exit several positions entirely:\n\nNational Western Life Group Inc (NASDAQ:NWLI): All 43,677 shares were sold, impacting the portfolio by -1%.\nBaidu Inc (NASDAQ:BIDU): The complete liquidation of 17,454 shares had a -0.07% impact on the portfolio.\n\nSignificant Reductions\nAdjustments were made in several key holdings, with significant reductions in:\n\nBerkshire Hathaway Inc (NYSE:BRK.A): Reduced by 88 shares, this move decreased the holding by -13.5% and impacted the portfolio by -2.48%. The stock, which traded at an average price of $663,906 during the quarter, has seen an 8.39% return over the past three months and a 29.13% increase year-to-date.\nAlphabet Inc (NASDAQ:GOOGL): A reduction of 242,933 shares, marking a -12.49% decrease, with a -2.04% portfolio impact. Alphabet traded at an average price of $167.74 this quarter and has returned 12.06% over the past three months and 30.34% year-to-date.\n\nPortfolio Overview\nAs of the third quarter of 2024, Tweedy Browne (Trades, Portfolio)'s portfolio comprises 43 stocks. The top holdings include 18.58% in Berkshire Hathaway Inc, 13.45% in Alphabet Inc, 9.83% in FMC Corp, 8.7% in Johnson & Johnson, and 8.11% in CNH Industrial NV. The investments are predominantly concentrated in nine industries: Financial Services, Healthcare, Communication Services, Industrials, Basic Materials, Consumer Defensive, Consumer Cyclical, Energy, and Technology.\n\n\nThis quarter's filing underscores Tweedy Browne (Trades, Portfolio)'s commitment to a value-driven investment strategy, with significant moves that reflect a deep analysis of current market conditions and future prospects. Investors and market watchers will undoubtedly keep a close eye on how these strategic decisions play out in the coming months.\nThis 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.This article first appeared on \nGuruFocus.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2483882441"}