Tweedy, Browne Company LLC 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by KOF (Coca-Cola FEMSA, S.A.B. de C.V.) 16.56%, BRK.A (Berkshire Hathaway Inc.) 15.00%, and GOOGL (Alphabet Inc.) 8.28%, with sector exposure of Financials 35.81%, Consumer Staples 17.26%, and Health Care 13.15%. The baseline metrics show return 5.69%, alpha -5.13%, beta 0.84, Sharpe 0.41, Sortino 0.52, and max drawdown -40.28%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
Concentration is the first item to inspect: top 5 53.58%, top 10 73.45%, top 20 90.78%. The largest names are KOF (Coca-Cola FEMSA, S.A.B. de C.V.) 16.56%, BRK.A (Berkshire Hathaway Inc.) 15.00%, GOOGL (Alphabet Inc.) 8.28%, JNJ (Johnson & Johnson) 7.78%, and WFC (Wells Fargo & Company) 5.96%, and the largest sector exposures are Financials 35.81%, Consumer Staples 17.26%, and Health Care 13.15%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The latest change list shows KOF unchanged to 16.56%; BRK.A unchanged to 15.00%; GOOGL unchanged to 8.28%. Combined with top 5 53.58%, top 10 73.45%, top 20 90.78%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.