Tweedy, Browne Co All Funds (US) recent buys & sells (2026 Q1)
B. Tweedy, Ch. Browne
Tweedy, Browne Co All Funds (US) Portfolio Changes
Purchase & sale details
- Portfolio value:
- $1.26B~ (+$20M~)
- Previous value:
- $1.24B~
- # of changes:
- 91
- New positions:
- 6
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 06 May 2026
Tweedy, Browne Co All Funds (US) has disclosed a total of 91 changes to the portfolio in the (2026 Q1) SEC report(s): increased the number of shares of 46, bought 6 totally new, decreased the number of shares of 30 and completely sold out 9 position(s).
What stocks did Tweedy, Browne Co All Funds (US) buy in 2026 Q1?
During 2026 Q1 Tweedy, Browne Co All Funds (US) has bought 52 securities out of which top 5 purchases (by % change to portfolio) were (BRK-B) Berkshire Hathaway Inc (added shares +0.33%), (VRTX) Vertex Pharmaceuticals Inc (added shares +3.16%), (JAZZ) JAZZ PHARMACEUTICALS PLC (new buy), (SNEX) Stonex Group Inc (added shares +58.86%) and (COP) ConocoPhillips (added shares +18.02%).
What did Tweedy, Browne Co All Funds (US) invest in during 2026 Q1?
In the 2026 Q1 report(s) the following changes have been made to the top investments: (CNH) CNH Industrial N.V (reduced shares -0.15%), (IONS) Ionis Pharmaceuticals Inc (reduced shares -7.68%), (KOF) Coca-Cola Femsa SAB de CV ADR (reduced shares -1.57%) and (GOOGL) Alphabet Inc, CL-A (reduced shares -0.61%).
91 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Ally Financial Inc
|
new
|
+33,512
|
33,512
|
+0.1%
|
$39.23
|
+5.76%($41.49)
|
0.10%
|
2026 Q1
|
~0.25 years
|
|
|
|
Asbury Automotive Group Inc
|
new
|
+7,253
|
7,253
|
+0.11%
|
$195.41
|
+3.37%($201.99)
|
0.11%
|
2026 Q1
|
~0.25 years
|
|
|
|
Cigna Corp
|
new
|
+5,375
|
5,375
|
+0.11%
|
$266.75
|
+6.49%($284.06)
|
0.11%
|
2026 Q1
|
~0.25 years
|
|
|
|
JAZZ PHARMACEUTICALS PLC
|
new
|
+60,209
|
60,209
|
+0.9%
|
$189.05
|
+28.75%($243.40)
|
0.90%
|
2026 Q1
|
~0.25 years
|
|
|
|
LKQ Corp
|
new
|
+42,646
|
42,646
|
+0.1%
|
$29.37
|
-19.71%($23.58)
|
0.10%
|
2026 Q1
|
~0.25 years
|
|
|
|
Versant Media Group, Inc
|
new
|
+37,692
|
37,692
|
+0.11%
|
$37.02
|
+3.11%($38.17)
|
0.11%
|
2026 Q1
|
~0.25 years
|
|
|
|
Nutrien Ltd
|
+92.48%
|
+16,402
|
34,137
|
+0.1%
|
$75.25
|
+4.07%($78.31)
|
0.20%
|
2025 Q2
|
~1.00 year
|
|
|
|
HAFNIA LTD
|
+91.92%
|
+180,522
|
376,903
|
+0.11%
|
$7.60
|
+29.28%($9.82)
|
0.23%
|
2025 Q1
|
~1.25 years
|
|
|
|
KT Corp
|
+91.26%
|
+79,772
|
167,181
|
+0.14%
|
$21.45
|
-8.62%($19.60)
|
0.28%
|
2025 Q1
|
~1.25 years
|
|
|
|
TORM PLC-A
|
+91.19%
|
+44,316
|
92,911
|
+0.1%
|
$27.90
|
+32.99%($37.10)
|
0.21%
|
2025 Q2
|
~1.00 year
|
|
* 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".