It's that time of the year again. Hedge funds began to file their 13Fs for the third quarter at the end of last week and over the next few days ValueWalk's going to publish a series of articles rounding up the key hedge fund portfolio changes, as reported in 13Fs filed with the SEC.
Here's the scoop on the stocks Tweedy Browne, Third Avenue Management, Howard Marks's Oaktree Capital and Markel Asset Management's Tom Gayner were buying and selling during the third quarter. Note: 13Fs are far from perfect with regards to being a report of what funds own.
Q3 13Fs-- Tweedy Browne CO LLC
Value-orientated fund Tweedy Brown CO had brought a number of undervalued large caps. during...

