B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 59 | |
| Portfolio Value | $1.13B | |
| Portfolio Value | $1128325013 |
Tweedy, Browne Co All Funds (US) Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 1.4 years | Style | Average duration positions are maintained |
| Position Count | 42 | Style | Number of active positions in portfolio |
| Position Size | 2.5% | Risk | Typical allocation per position |
| Win Rate | 41.6% | Performance | Percentage of profitable positions |
| Average Return | -5.6% | Performance | Mean return across positions |
| Sharpe Ratio | -0.24 | Performance | Return per unit of risk taken |
Investment Case Study: BERKSHIRE HATHAWAY INC (BRK-A)
12/31/2014 - 7/26/2025
Performance Metrics
Total Return: 101,889.53%
Holding Period: 3860 days
Max Position Size: $399,181,132.00
Position Weight: 11.92%
Key Events
12/31/2014: DECREASE(-2.00 shares) @ $226.00
3/31/2015: DECREASE(-2.00 shares) @ $217.50
9/30/2015: DECREASE(-4.00 shares) @ $195.24
12/31/2015: DECREASE(-1.00 shares) @ $197.80
9/30/2016: DECREASE(-78.00 shares) @ $216.22
12/31/2016: DECREASE(-3.00 shares) @ $244.12
6/30/2017: DECREASE(-2.00 shares) @ $254.70
12/31/2017: DECREASE(-16.00 shares) @ $297.60
3/31/2018: DECREASE(-6.00 shares) @ $299.10
6/30/2018: DECREASE(-20.00 shares) @ $282.04
9/30/2018: DECREASE(-1.00 shares) @ $320.00
12/31/2018: DECREASE(-5.00 shares) @ $306.00
3/31/2019: DECREASE(-10.00 shares) @ $301.21
6/30/2019: DECREASE(-2.00 shares) @ $318.35
9/30/2019: INCREASE(19.00 shares) @ $311.83
12/31/2019: DECREASE(-6.00 shares) @ $339.59
3/31/2020: DECREASE(-10.00 shares) @ $272.00
6/30/2020: INCREASE(11.00 shares) @ $267.30
9/30/2020: DECREASE(-6.00 shares) @ $320.00
12/31/2020: DECREASE(-36.00 shares) @ $347.81
3/31/2021: DECREASE(-3.00 shares) @ $385.70
6/30/2021: DECREASE(-84.00 shares) @ $418.60
9/30/2021: DECREASE(-26.00 shares) @ $411.38
3/31/2022: DECREASE(-23.00 shares) @ $528.92
12/31/2022: DECREASE(-180.00 shares) @ $468.71
3/31/2023: DECREASE(-3.00 shares) @ $465.60
6/30/2023: DECREASE(-9.00 shares) @ $517.81
9/30/2023: DECREASE(-4.00 shares) @ $531,477.00
12/31/2023: DECREASE(-5.00 shares) @ $542,625.03
6/30/2024: DECREASE(-10.00 shares) @ $612,241.00
9/30/2024: DECREASE(-88.00 shares) @ $691,180.00
12/31/2024: DECREASE(-279.00 shares) @ $680,920.00
3/31/2025: DECREASE(-118.00 shares) @ $798,441.60
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure