Tweedy Browne 13F holdings, Q4 2001
Holdings as of December 31, 2001 · filings on SEC EDGAR · latest filing →
Tweedy Browne disclosed 73 US equity positions worth $2.3bn in its Q4 2001 13F filing. The largest position was MBI at 11.4% of the reported book, followed by SCHERING PLOUGH CORP and TRANSATLANTIC HLDGS. Against the Q3 2001 filing, it opened 0 new positions, added to 9 and reduced 28 among the top 50 holdings.
What did Tweedy Browne own in Q4 2001? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2001 |
|---|---|---|---|---|---|---|---|
| 1 | MBI MBIA INC | Financial Services | 11.4% | $260.7m | 4,861,402 | -4% | reduced |
| 2 | SCHERING PLOUGH CORP | 10.0% | $229.2m | 6,400,108 | 28% | added | |
| 3 | TRANSATLANTIC HLDGS | 9.6% | $219.6m | 2,413,671 | -6% | reduced | |
| 4 | AXP AMERICAN EXPRESS COMPANY | Financial Services | 6.3% | $144.4m | 4,046,532 | 3% | added |
| 5 | FREDDIE MAC | 6.2% | $142.3m | 2,175,198 | -1% | reduced | |
| 6 | POPULAR INC | 4.9% | $112.0m | 3,851,530 | -0% | held | |
| 7 | PROQUEST COMPANY | 4.7% | $108.2m | 3,189,608 | 1% | added | |
| 8 | WFC WELLS FARGO & COMPANY | Financial Services | 4.1% | $93.5m | 2,151,413 | -1% | reduced |
| 9 | JNJ JOHNSON & JOHNSON | Healthcare | 3.2% | $73.7m | 1,246,680 | -9% | reduced |
| 10 | RYN RAYONIER INC | Real Estate | 2.8% | $64.7m | 1,282,787 | -0% | held |
| 11 | INVESTMENT TECHNOLOGY GROUP | 2.8% | $64.1m | 1,641,384 | 36% | added | |
| 12 | COMCAST CORP SPECIAL | 2.5% | $56.2m | 1,560,700 | 1% | added | |
| 13 | ABN AMRO HOLDING NV | 2.1% | $48.4m | 2,973,058 | 50% | added | |
| 14 | GATX GATX CORP | Industrials | 2.0% | $46.3m | 1,425,165 | -1% | reduced |
| 15 | HON INDS | 1.9% | $43.6m | 1,575,328 | -0% | held | |
| 16 | UNILEVER (UN) | 1.9% | $43.0m | 747,118 | -1% | reduced | |
| 17 | GREY GLOBAL GROUP INC | 1.8% | $42.0m | 62,916 | -1% | reduced | |
| 18 | BMY BRISTOL MEYERS SQUIBB CO | Healthcare | 1.5% | $34.3m | 672,903 | 1% | added |
| 19 | NATIONAL WESTERN LIFE INS CO | 1.5% | $33.9m | 304,880 | -1% | reduced | |
| 20 | DOLLAR THRIFTY AUTOMOTIVE | 1.5% | $33.3m | 2,145,367 | 0% | held | |
| 21 | HIBERNIA CORP CL-A | 1.3% | $30.0m | 1,687,154 | -10% | reduced | |
| 22 | 21ST CENTURY INS GROUP | 1.3% | $29.1m | 1,498,354 | -3% | reduced | |
| 23 | RRX REGAL-BELOIT CORP | Industrials | 1.2% | $27.0m | 1,237,196 | -0% | held |
| 24 | WERN WERNER ENTERPRISES INC | Industrials | 1.0% | $22.0m | 906,187 | -1% | reduced |
| 25 | WACHOVIA CORP | 0.9% | $20.9m | 667,023 | 0% | held | |
| 26 | GRC GORMAN-RUPP CO | Industrials | 0.9% | $20.7m | 771,426 | -0% | held |
| 27 | GREAT AMERN FINL RES INC | 0.8% | $19.4m | 1,037,230 | -0% | held | |
| 28 | WALLACE COMPUTER SERVICES INC | 0.8% | $18.8m | 989,081 | -1% | reduced | |
| 29 | SCPIE HOLDINGS INC | 0.8% | $18.7m | 640,574 | 2% | added | |
| 30 | RCN CORPORATION | 0.7% | $17.0m | 5,815,665 | -2% | reduced | |
| 31 | UNILEVER (UL) | 0.7% | $16.2m | 485,449 | 0% | held | |
| 32 | VALUE CITY DEPARTMENT STORES | 0.7% | $15.7m | 3,338,736 | -1% | reduced | |
| 33 | TECUMSEH PRODUCTS COMPANY | 0.6% | $14.1m | 278,617 | -3% | reduced | |
| 34 | NVS NOVARTIS AG | Healthcare | 0.6% | $13.9m | 380,993 | 1% | added |
| 35 | WHITNEY HOLDING CORPORATION | 0.6% | $12.8m | 291,773 | -0% | held | |
| 36 | CACC CREDIT ACCEPTANCE CORP-MICH | Financial Services | 0.4% | $9.9m | 1,108,038 | -1% | reduced |
| 37 | SYMS CORPORATION | 0.4% | $8.8m | 1,546,464 | -1% | reduced | |
| 38 | LEUCADIA NATIONAL CORP | 0.4% | $8.3m | 287,139 | -1% | reduced | |
| 39 | SCL STEPAN CO | Basic Materials | 0.4% | $8.0m | 331,265 | -1% | reduced |
| 40 | HUBG HUB GROUP INC | Industrials | 0.3% | $7.5m | 718,844 | -1% | reduced |
| 41 | CMA COMERICA INCORPORATED | 0.3% | $7.5m | 130,456 | -0% | held | |
| 42 | RAMCO GERSHENSON PROPERTIES TRUST | 0.3% | $6.0m | 373,988 | -1% | reduced | |
| 43 | NAVIGATORS GROUP | 0.3% | $5.9m | 294,886 | -20% | reduced | |
| 44 | COKE COCA COLA BOTTLING COMPANY | Consumer Defensive | 0.2% | $4.8m | 125,809 | -23% | reduced |
| 45 | TECUMSEH PRODUCTS COMPANY | 0.2% | $3.9m | 80,618 | -6% | reduced | |
| 46 | LEHMAN BROTHERS HOLDINGS INC | 0.1% | $3.1m | 46,592 | 0% | held | |
| 47 | ODC OIL-DRI CORP OF AMERICA | Basic Materials | 0.1% | $2.9m | 385,550 | -1% | reduced |
| 48 | MID-AMERICA BANCORP INC | 0.1% | $2.8m | 85,630 | -1% | reduced | |
| 49 | ALG ALAMO GROUP INC | Industrials | 0.1% | $2.2m | 153,779 | -2% | reduced |
| 50 | AMERICAN ATLANTIC COMPANY | 0.1% | $1.9m | 169,342 | 0% | held |
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.