Tweedy Browne 13F holdings, Q4 2000
Holdings as of December 31, 2000 · filings on SEC EDGAR · latest filing →
Tweedy Browne disclosed 74 US equity positions worth $2.5bn in its Q4 2000 13F filing. The largest position was TWEEDY BROWNE GLOBAL VALUE FUND FUND at 16.5% of the reported book, followed by MBI and AXP. Against the Q3 2000 filing, it opened 0 new positions, added to 11 and reduced 36 among the top 50 holdings.
What did Tweedy Browne own in Q4 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2000 |
|---|---|---|---|---|---|---|---|
| 1 | TWEEDY BROWNE GLOBAL VALUE FUND FUND | 16.5% | $418.1m | 20,926,061 | 12% | added | |
| 2 | MBI MBIA INC | Financial Services | 9.9% | $251.0m | 3,386,796 | -4% | reduced |
| 3 | AXP AMERICAN EXPRESS COMPANY | Financial Services | 8.1% | $204.0m | 3,713,462 | -4% | reduced |
| 4 | TRANSATLANTIC HLDGS | 7.2% | $181.3m | 1,712,439 | -3% | reduced | |
| 5 | FREDDIE MAC | 6.8% | $171.6m | 2,491,629 | -5% | reduced | |
| 6 | WFC WELLS FARGO & COMPANY | Financial Services | 5.1% | $129.0m | 2,315,689 | -3% | reduced |
| 7 | POPULAR INC | 4.4% | $110.5m | 4,201,021 | -3% | reduced | |
| 8 | JNJ JOHNSON & JOHNSON | Healthcare | 2.8% | $71.5m | 680,452 | -5% | reduced |
| 9 | GATX GATX CORP | Industrials | 2.7% | $69.0m | 1,384,280 | -2% | reduced |
| 10 | COMCAST CORP SPECIAL | 2.5% | $62.8m | 1,505,256 | -5% | reduced | |
| 11 | INVESTMENT TECHNOLOGY GROUP | 2.0% | $51.8m | 1,240,268 | -4% | reduced | |
| 12 | RYN RAYONIER INC | Real Estate | 2.0% | $50.5m | 1,267,986 | -24% | reduced |
| 13 | BELL & HOWELL CO NEW | 2.0% | $50.4m | 3,054,661 | -3% | reduced | |
| 14 | UNILEVER (UN) | 1.9% | $48.1m | 763,951 | -4% | reduced | |
| 15 | BMY BRISTOL MEYERS SQUIBB CO | Healthcare | 1.8% | $45.6m | 616,500 | -2% | reduced |
| 16 | GREY GLOBAL GROUP INC | 1.6% | $41.5m | 63,918 | -3% | reduced | |
| 17 | HON INDS | 1.6% | $40.7m | 1,596,934 | -3% | reduced | |
| 18 | DOLLAR THRIFTY AUTOMOTIVE | 1.5% | $38.9m | 2,075,077 | -2% | reduced | |
| 19 | TWEEDY BROWNE AMERICAN VALUE FUND FUND | 1.4% | $34.7m | 1,419,156 | 5% | added | |
| 20 | NATIONAL WESTERN LIFE INS CO | 1.3% | $33.8m | 327,549 | -2% | reduced | |
| 21 | PHOENIX INVESTMENT PARTNERS | 1.2% | $31.5m | 2,010,651 | -2% | reduced | |
| 22 | HIBERNIA CORP CL-A | 1.2% | $30.2m | 2,371,350 | -15% | reduced | |
| 23 | CMA COMERICA INCORPORATED | 1.1% | $28.4m | 478,948 | -0% | held | |
| 24 | 21ST CENTURY INS GROUP | 0.9% | $22.0m | 1,544,958 | -2% | reduced | |
| 25 | RCN CORPORATION | 0.8% | $21.3m | 3,372,751 | 72% | added | |
| 26 | WALLACE COMPUTER SERVICES INC | 0.8% | $21.1m | 1,238,558 | -5% | reduced | |
| 27 | RRX REGAL-BELOIT CORP | Industrials | 0.8% | $20.5m | 1,202,303 | 15% | added |
| 28 | GREAT AMERN FINL RES INC | 0.7% | $18.4m | 962,729 | -2% | reduced | |
| 29 | FIRST UNION CORPORATION | 0.7% | $18.2m | 653,532 | -8% | reduced | |
| 30 | WERN WERNER ENTERPRISES INC | Industrials | 0.7% | $17.8m | 1,046,588 | 16% | added |
| 31 | UNILEVER (UL) | 0.7% | $16.8m | 485,365 | -0% | held | |
| 32 | VALUE CITY DEPARTMENT STORES | 0.6% | $16.4m | 3,130,899 | 32% | added | |
| 33 | TECUMSEH PRODUCTS COMPANY | 0.6% | $15.9m | 378,760 | -2% | reduced | |
| 34 | NVS NOVARTIS AG | Healthcare | 0.6% | $15.1m | 337,631 | -0% | held |
| 35 | SCPIE HOLDINGS INC | 0.6% | $14.2m | 599,007 | -1% | reduced | |
| 36 | GRC GORMAN-RUPP CO | Industrials | 0.5% | $13.6m | 757,532 | -3% | reduced |
| 37 | WHITNEY HOLDING CORPORATION | 0.4% | $10.9m | 300,649 | -4% | reduced | |
| 38 | COKE COCA COLA BOTTLING COMPANY | Consumer Defensive | 0.4% | $10.5m | 276,746 | -4% | reduced |
| 39 | LEUCADIA NATIONAL CORP | 0.4% | $10.3m | 291,575 | -4% | reduced | |
| 40 | SCL STEPAN CO | Basic Materials | 0.3% | $7.7m | 327,041 | 2% | added |
| 41 | XTRA CORP | 0.3% | $7.3m | 151,740 | -5% | reduced | |
| 42 | CACC CREDIT ACCEPTANCE CORP-MICH | Financial Services | 0.3% | $6.9m | 1,147,718 | -21% | reduced |
| 43 | SYMS CORPORATION | 0.2% | $5.6m | 1,233,398 | 2% | added | |
| 44 | HUBG HUB GROUP INC | Industrials | 0.2% | $5.5m | 609,456 | 1% | added |
| 45 | RAMCO GERSHENSON PROPERTIES TRUST | 0.2% | $4.9m | 377,543 | -3% | reduced | |
| 46 | NAVIGATORS GROUP | 0.2% | $4.4m | 327,827 | -3% | reduced | |
| 47 | TECUMSEH PRODUCTS COMPANY | 0.1% | $3.8m | 97,998 | -3% | reduced | |
| 48 | LEHMAN BROTHERS HOLDINGS INC | 0.1% | $3.2m | 47,710 | 100% | added | |
| 49 | DISCOUNT AUTO PARTS INC | 0.1% | $2.7m | 497,338 | 19% | added | |
| 50 | ODC OIL-DRI CORP OF AMERICA | Basic Materials | 0.1% | $2.6m | 391,830 | -3% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.