Tweedy, Browne Co All Funds (US) recent buys & sells (2025 Q4)
B. Tweedy, Ch. Browne
Tweedy, Browne Co All Funds (US) Portfolio Changes
Purchase & sale details
- Portfolio value:
- $1.24B~ (+$87M~)
- Previous value:
- $1.15B~
- # of changes:
- 92
- New positions:
- 5
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 03 Feb 2026
Tweedy, Browne Co All Funds (US) has disclosed a total of 92 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 54, bought 5 totally new, decreased the number of shares of 27 and completely sold out 6 position(s).
What stocks did Tweedy, Browne Co All Funds (US) buy in 2025 Q4?
During 2025 Q4 Tweedy, Browne Co All Funds (US) has bought 59 securities out of which top 5 purchases (by % change to portfolio) were (CNH) CNH Industrial N.V (added shares +51.95%), (UHAL-B) U-Haul Holding Company (added shares +0.36%), (UNF) Unifirst Corp (new buy), (VRTX) Vertex Pharmaceuticals Inc (added shares +0.21%) and (DEO) Diageo PLC ADR (added shares +2.22%).
What did Tweedy, Browne Co All Funds (US) invest in during 2025 Q4?
In the 2025 Q4 report(s) the following changes have been made to the top investments: (IONS) Ionis Pharmaceuticals Inc (reduced shares -15.04%), (CNH) CNH Industrial N.V (added shares +51.95%), (KOF) Coca-Cola Femsa SAB de CV ADR (reduced shares -1.46%) and (GOOGL) Alphabet Inc, CL-A (reduced shares -14.71%).
92 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
CENOVUS ENERGY
|
new
|
+56,920
|
56,920
|
+0.08%
|
$16.94
|
|
0.08%
|
2025 Q4
|
~0.25 years
|
|
|
|
The Magnum Ice Cream Company N.V
|
new
|
+12,438
|
12,438
|
+0.02%
|
$15.85
|
+19.75%($18.98)
|
0.02%
|
2025 Q4
|
~0.25 years
|
|
|
|
Molson Coors Brewing Co, CL-B
|
new
|
+20,167
|
20,167
|
+0.08%
|
$46.68
|
-16.11%($39.16)
|
0.08%
|
2025 Q4
|
~0.25 years
|
|
|
|
TOTALENERGIES SE
|
new
|
+135,090
|
135,090
|
+0.71%
|
$65.42
|
+40.97%($92.22)
|
0.71%
|
2025 Q4
|
~0.25 years
|
|
|
|
Unifirst Corp
|
new
|
+102,059
|
102,059
|
+1.59%
|
$192.90
|
+38.91%($267.95)
|
1.59%
|
2025 Q4
|
~0.25 years
|
|
|
|
CNH Industrial N.V
|
+51.95%
|
+6,899,583
|
20,180,953
|
+5.14%
|
$9.22
|
+48.26%($13.67)
|
15.02%
|
2018 Q3
|
~7.50 years
|
|
|
|
KT Corp
|
+23.82%
|
+16,818
|
87,409
|
+0.03%
|
$18.97
|
+3.32%($19.60)
|
0.13%
|
2025 Q1
|
~1.00 year
|
|
|
|
HAFNIA LTD
|
+21.53%
|
+34,784
|
196,381
|
+0.01%
|
$5.33
|
+84.33%($9.82)
|
0.08%
|
2025 Q1
|
~1.00 year
|
|
|
|
TORM PLC-A
|
+21.47%
|
+8,588
|
48,595
|
+0.01%
|
$19.58
|
+89.50%($37.10)
|
0.08%
|
2025 Q2
|
~0.75 years
|
|
|
|
Nutrien Ltd
|
+21.35%
|
+3,120
|
17,735
|
+0.02%
|
$61.81
|
+26.70%($78.31)
|
0.09%
|
2025 Q2
|
~0.75 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".