Tweedy Browne’s $172 Million Quarterly Technology Share Holdings

Wall St. Watchdog reveals information regarding Tweedy Browne’s top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 7 stocks in the Technology sector at the end of the quarter with an aggregate market value of $172.564 million.

  • Sk Telecom Co. Ltd. (NYSE:SKM): On 06/30/2011, Tweedy Browne reported holding 7,143,923 shares with a market value of $133,591,366. This comprised 4.66% of the total portfolio. On 09/30/2011, Tweedy Browne reported holding 5,466,581 shares with a market value of $76,914,793. This comprised 3.16% of the total portfolio. The net change in shares for this position over the two quarters is -1,677,342. About Company: SK Telecom Co., Ltd., an affiliate of SK Group, offers telecommunications services and products in South Korea. The Company provides mobile phone services under the brand names Speed 011. In addition, SK Telecom and its subsidiaries offer other wireless services including data, paging, and Internet services.
  • Cisco Systems Inc. (NASDAQ:CSCO): On 06/30/2011, Tweedy Browne reported holding 3,683,997 shares with a market value of $57,507,192. This comprised 2.01% of the total portfolio. On 09/30/2011, Tweedy Browne reported holding 3,578,442 shares with a market value of $55,465,851. This comprised 2.28% of the total portfolio. The net change in shares for this position over the two quarters is -105,555. About Company: Cisco Systems, Inc. supplies data networking products for the Internet. The Company’s Internet Protocol-based networking solutions are installed at corporations, public institutions and telecommunication companies worldwide. The Company’s solutions transport data, voice, and video within buildings, across campuses, and around the world.
  • Broadridge Financial Solutions Inc. (NYSE:BR): On 06/30/2011, Tweedy Browne reported holding 666,560 shares with a market value of $16,044,099. This comprised 0.56% of the total portfolio. On 09/30/2011, Tweedy Browne reported holding 666,560 shares with a market value of $13,424,518. This comprised 0.55% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Broadridge Financial Solutions Inc. provides technology-based outsourcing solutions to the financial services industry. The Company offers a broad range of solutions that help clients serve their retail and institutional customers across the entire investment lifecycle, including pre-trade, trade, and post-trade processing.
  • At&t Inc. (NYSE:T): On 06/30/2011, Tweedy Browne reported holding 451,891 shares with a market value of $14,193,896. This comprised 0.5% of the total portfolio. On 09/30/2011, Tweedy Browne reported holding 466,151 shares with a market value of $13,294,627. This comprised 0.55% of the total portfolio. The net change in shares for this position over the two quarters is 14,260. About Company: AT&T Inc. is a communications holding company. The Company, through its subsidiaries and affiliates, provides local and long-distance phone service, wireless and data communications, Internet access and messaging, IP-based and satellite television, security services, telecommunications equipment, and directory advertising and publishing.
  • Automatic Data Procs (NASDAQ:ADP): On 06/30/2011, Tweedy Browne reported holding 271,169 shares with a market value of $14,285,183. This comprised 0.5% of the total portfolio. On 09/30/2011, Tweedy Browne reported holding 270,854 shares with a market value of $12,770,767. This comprised 0.52% of the total portfolio. The net change in shares for this position over the two quarters is -315. About Company: Automatic Data Processing, Inc. is a global provider of business outsourcing solutions. The Company’s services include a wide range of human resource, payroll, tax and benefits administration solutions. Automatic Data also provides solutions to auto, truck, motorcycle, marine and recreational vehicle dealers.
  • Shenandoah Telecommunications Co. (NASDAQ:SHEN): On 06/30/2011, Tweedy Browne reported holding 39,840 shares with a market value of $678,077. This comprised 0.02% of the total portfolio. On 09/30/2011, Tweedy Browne reported holding 39,840 shares with a market value of $443,818. This comprised 0.02% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Shenandoah Telecommunications Company provides telecommunications services through its subsidiaries. The Company offers integrated, full service telecommunications products and services in the Northern Shenandoah Valley and surrounding areas. Shenandoah Telecommunications also holds paging and other radio telecommunications licenses.
  • Vodafone Group Plc (NASDAQ:VOD): On 06/30/2011, Tweedy Browne reported holding 8,200 shares with a market value of $219,104. This comprised 0.01% of the total portfolio. On 09/30/2011, Tweedy Browne reported holding 9,731 shares with a market value of $249,697. This comprised 0.01% of the total portfolio. The net change in shares for this position over the two quarters is 1,531. About Company: Vodafone Group Plc provides a range of mobile telecommunications services, including voice and data communications. Vodafone has equity interests in 28 countries and Partner Networks in a further 7 countries with almost all the Group’s mobile subsidiaries operating principally under the brand name Vodafone. In the United States their associated undertaking operates as Verizon Wireless.

(Note: Data regarding Tweedy Browne’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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