|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Tweedy Browne Company LLC
✚
|
|
|---|---|
| CRD # | 6857 |
| SEC # | 801-10669 |
| CIK # | 0000732905 |
| AUM | $7.3 B (2025-03-28) |
| Employees | 41 (27% Investors, 49% Brokers) |
| Phone | 203-703-0600 |
| Address | One Station Place Stamford, CT 06902 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000732905 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| CNH Industrial NV | 0.2 | ||
| Coca Cola Femsa SAB de CV | 0.1 | ||
| ISIS Pharmaceuticals Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Autoliv Inc | 0.0 | ||
| Wells Fargo & Co/MN | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Envista Holdings Corp | 0.0 | ||
| Fedex Corp | 0.0 | ||
| BB&T Corp | 0.0 | ||
| Autozone Inc | 0.0 | ||
| American Express Co | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Vertex Pharmaceuticals Inc / Ma | 0.0 | ||
| Sealed Air Corp/DE | 0.0 | ||
| Diageo PLC | 0.0 | ||
| Bank of New York Mellon Corp | 0.0 | ||
| FMC Corp | 0.0 | ||
| Novartis AG | 0.0 | ||
| US Bancorp de | 0.0 | ||
| Total Sa | 0.0 | ||
| Union Pacific Corp | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Unilever PLC | 0.0 | ||
| Torchmark Corp | 0.0 | ||
| Progressive Corp/Oh/ | 0.0 | ||
| Enterprise Products Partners L P | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Global Intrinsic Value Fund Limited | 2015-03-30 | 43.1 | |
| Other | Tweedy Browne Global High Dividend Value Fund | 2015-03-30 | 8.1 | |
| Other | Tweedy Browne International Value Fund CHF | 2015-03-30 | 174.5 | |
| Other | Tweedy Browne International Value Fund Euro | 2015-03-30 | 89.5 | |
| Other | Tweedy Browne Value Fund USD | 2015-03-30 | 59.7 | |
| HF | TBK Partners LLC | [2012-03-16] | 563.4 | 396.9 |
| HF | Tweedy Browne Global High Dividend Partners LLC | 2012-03-16 | 5.9 | |
| HF | Tweedy Browne International Partners LLC | [2012-03-16] | 138.4 | 92.3 |
| HF | Vanderbilt Partners LLC | [2012-03-16] | 77.7 | 93.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 0.0 |
| (b) Individuals (high net worth individuals) | 147 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 5.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 1.0 |
| (g) Pension and profit sharing plans | 3 | 0.2 |
| (h) Charitable organizations | 9 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 226 | 7.3 |
| By Discretionary | ||
| Discretionary | 226 | 7.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 226 | 7.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 6.6 | |
| Total | 226 | 7.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Hill | 58 | ||
| John Spears | 8 | ||
| Roger de Bree | 4 | ||
| William Browne | 4 | ||
| Jay Hill | 4 | ||
| Thomas Shrager | 4 | ||
| Robert Wyckoff Jr | 4 | ||
| Jason Minard | 4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000732905] | |
| SC 13G | [0000732905] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Apollon Wealth Management LLC
✚
|
SC | 7.7 |
|
Osterweis Capital Management LLC
✚
|
CA | 7.6 |
|
Martin Currie Inc
✚
|
7.3 | |
|
Alpha Architect LLC
✚
|
PA | 7.3 |
|
Smead Capital Management Inc
✚
|
AZ | 7.2 |
|
Simon Quick Advisors LLC
✚
|
NJ | 7.1 |
|
Bramshill Investments LLC
✚
|
FL | 6.9 |
|
Skyview Investment Advisors LLC
✚
|
NJ | 6.9 |
|
Howard Capital Management Inc
✚
|
GA | 6.9 |
|
Lyrical Asset Management LP
✚
|
NY | 6.8 |