Tweedy Browne’s Likes These Industrial Goods Stocks Most: EMR, LUK, LMT, AVTR

Wall St. Watchdog reveals information regarding Tweedy Browne’s top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 4 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $81.947 million.

  • Emerson Electric Co. (NYSE:EMR): On 06/30/2011, Tweedy Browne reported holding 1,396,900 shares with a market value of $78,575,625. This comprised 2.74% of the total portfolio. On 09/30/2011, Tweedy Browne reported holding 1,478,278 shares with a market value of $61,067,666. This comprised 2.51% of the total portfolio. The net change in shares for this position over the two quarters is 81,378. About Company: Emerson Electric Co. manufactures and markets electrical, electromechanical, and electronic products and systems. The Company produces a variety of products, including process control, industrial automation, electronics, appliance components, and electric motors. Emerson sells its products around the world.
  • Leucadia National Corp. (NYSE:LUK): On 06/30/2011, Tweedy Browne reported holding 539,806 shares with a market value of $18,407,384. This comprised 0.64% of the total portfolio. On 09/30/2011, Tweedy Browne reported holding 539,486 shares with a market value of $12,235,543. This comprised 0.5% of the total portfolio. The net change in shares for this position over the two quarters is -320. About Company: Leucadia National Corporation is a diversified holding company. The Company is involved in a variety of businesses, including manufacturing, telecommunications, property management and services, gaming entertainment, real estate activities, medical product development and winery operations.
  • Lockheed Martin Corporation (NYSE:LMT): On 06/30/2011, Tweedy Browne reported holding 97,630 shares with a market value of $7,905,101. This comprised 0.28% of the total portfolio. On 09/30/2011, Tweedy Browne reported holding 97,630 shares with a market value of $7,091,843. This comprised 0.29% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Lockheed Martin Corporation is a global security company that primarily researches, designs, develops, manufactures, and integrates advanced technology products and services. The Company’s businesses span space, telecommunications, electronics, information and services, aeronautics, energy, and systems integration. Lockheed Martin operates worldwide.
  • Avatar Holdings Inc. (NASDAQ:AVTR): On 06/30/2011, Tweedy Browne reported holding 259,263 shares with a market value of $3,943,390. This comprised 0.14% of the total portfolio. On 09/30/2011, Tweedy Browne reported holding 189,778 shares with a market value of $1,552,384. This comprised 0.06% of the total portfolio. The net change in shares for this position over the two quarters is -69,485. About Company: Avatar Holdings Inc. is involved in real estate operations. The Company owns and develops land, primarily in FL and AZ. Avatar currently develops, sells, and manages adult communities and residential communities. The Company develops, leases, and manages improved commercial and industrial properties. Avatar operates resorts and cable television stations and provides management services.

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

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