Tweedy Browne: Top Buys, Top Sells (Q1 2020)

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top buys and sells from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at Tweedy Browne (3-31-2019). The current market value of their portfolio is $2,154,771,000.

Top New Buys

Stock	Shares Held	Value ($1,000)	% Impact on Portfolio
ALV / Autoliv, Inc.	1,146,783	52,763	2.449
DAL / Delta Air Lines, Inc.	927,620	26,465	1.228
KOF / Coca-Cola FEMSA S.A.B de CV	1,496,041	60,186	1.011
FOX / Fox Corporation, Class B	2,561,065	58,597	0.761
BRK.B / Berkshire Hathaway, Inc.	282,732	51,692	0.401

Top New Sells

Stock	% Impact On Portfolio
WFC / Wells Fargo & Co.	1.62
COP / ConocoPhillips	1.485
BK / Bank of New York Mellon Corp. (The)	1.141
MRC / MRC Global Inc.	1.123
BIDU / Baidu, Inc.	1.087