Tweedy Browne's position in Wells Fargo is currently worth $49M. That's 4.38% of their equity portfolio (7th largest holding). The first Wells Fargo trade was made in Q1 2013. Since then Tweedy Browne bought shares two more times and sold shares on 47 occasions. The stake costed the investor $21.9M, netting the investor a gain of 123% so far.
Tweedy, Browne, an investment management firm, released its first quarter 2023 investor letter, a copy of which can be downloaded here. Tweedy, Browne has en...