Tweedy, Browne Co All Funds (US) Holdings Activity

Tweedy, Browne Co All Funds (US) Portfolio 13F

Tweedy, Browne Co All Funds (US) has disclosed a total of 43 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 3, decreased the number of shares of 38 and completely sold out 2 position(s).

What stocks is Tweedy, Browne Co All Funds (US) buying now?

In the recent quarter Tweedy, Browne Co All Funds (US) has purchased 3 securities: (FMC) FMC CORP (added shares +105.14%), (UHAL.B) U-HAUL HOLDING CO-NON VOTING (added shares +45.08%) and (SEE) SEALED AIR CORP (added shares +11.12%).

What does Tweedy, Browne Co All Funds (US) invest in?

Tweedy, Browne Co All Funds (US)'s top 5 holdings (by % of portfolio) are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (17.63%), (GOOGL) ALPHABET INC-CL A (13.76%), (FMC) FMC CORP (9.16%), (JNJ) JOHNSON & JOHNSON (8.73%) and (IONS) IONIS PHARMACEUTICALS INC (8.58%).

In the latest report(s) the following changes have been made to the top investments: (BRK.A) BERKSHIRE HATHAWAY INC CL-A (reduced shares -0.75%), (GOOGL) ALPHABET INC-CL A (reduced shares -0.03%), (FMC) FMC CORP (added shares +105.14%), (JNJ) JOHNSON & JOHNSON (reduced shares -0.46%) and (IONS) IONIS PHARMACEUTICALS INC (reduced shares -1.58%).

2023 Q4 (43 results)
FMC
+105.14%
+1,518,053
+4.70%
$63.05
16.29% $52.78
9.16%
UHAL.B
+45.08%
+188,725
+0.65%
$70.44
-
2.10%
SEE
+11.12%
+90,615
+0.16%
$36.52
4.08% $35.03
1.62%
GOOGL
-0.03%
-620
-0.00%
$139.69
0.58% $138.88
13.76%
ALV
-0.36%
-3,710
-0.02%
$110.19
4.03% $114.63
5.48%
JNJ
-0.46%
-5,244
-0.04%
$156.74
2.71% $160.98
8.73%
KOF
-0.51%
-8,147
-0.04%
$94.64
5.56% $99.90
7.33%
FDX
-0.56%
-922
-0.01%
$252.97
4.57% $241.40
2.02%
NWLI
-0.65%
-287
-0.01%
$483.02
0.48% $485.35
1.04%
BRK.A
-0.75%
-5
-0.13%
$542,625.03
13.76% $617,299.90
17.63%
UNP
-1.13%
-510
-0.01%
$245.62
3.12% $253.29
0.54%
WFC
-1.30%
-11,823
-0.03%
$49.22
11.36% $54.81
2.17%
IONS
-1.58%
-55,497
-0.14%
$50.59
6.29% $47.41
8.58%
BAC
-1.58%
-8,335
-0.01%
$33.67
1.81% $34.28
0.86%
BRK.B
-1.59%
-2,630
-0.05%
$356.66
14.65% $408.91
2.84%
DEO
-1.72%
-2,501
-0.02%
$145.66
6.20% $154.69
1.02%
TFC
-1.94%
-15,772
-0.03%
$36.92
5.53% $34.88
1.44%
PSX
-2.01%
-644
-0.00%
$133.14
9.16% $145.34
0.20%
CNHI
-2.85%
-23,999
-0.01%
$12.18
1.81% $11.96
0.49%
BAX
-2.91%
-322
-0.00%
$38.66
8.25% $41.85
0.02%
AXP
-3.36%
-3,823
-0.04%
$187.34
16.36% $217.98
1.01%
CNXC
-4.06%
-6,031
-0.03%
$98.21
15.59% $82.90
0.69%
CSL
-4.10%
-100
-0.00%
$312.43
11.13% $347.20
0.04%
HLN
-4.10%
-4,952
-0.00%
$8.23
-
0.05%
GSK
-4.30%
-5,594
-0.01%
$37.06
14.36% $42.38
0.23%
NVS
-4.53%
-4,297
-0.02%
$100.97
2.16% $103.15
0.45%
USB
-4.65%
-13,270
-0.03%
$43.28
4.41% $41.37
0.58%
KVUE
-5.28%
-23,627
-0.02%
$21.53
12.12% $18.92
0.45%
BIDU
-7.13%
-1,550
-0.01%
$119.09
5.65% $112.36
0.12%
THO
-8.31%
-8,743
-0.05%
$118.25
7.43% $127.04
0.56%
EMR
-8.44%
-1,330
-0.01%
$97.33
9.04% $106.13
0.07%
UL
-8.44%
-11,245
-0.03%
$48.48
2.33% $49.61
0.29%
COP
-8.46%
-2,555
-0.01%
$116.07
3.84% $111.61
0.16%
CSCO
-8.76%
-23,457
-0.06%
$50.52
4.37% $48.31
0.61%
VRTX
-10.99%
-8,240
-0.16%
$406.89
5.91% $430.92
1.33%
CMCSA
-15.50%
-7,610
-0.02%
$43.85
3.60% $42.27
0.09%
BK
-17.44%
-74,559
-0.19%
$52.05
6.72% $55.55
0.90%
GOOG
-24.71%
-146,950
-1.02%
$140.93
0.59% $140.10
3.10%
PGR
-26.28%
-9,080
-0.07%
$159.28
20.66% $192.18
0.20%
AZO
-33.20%
-6,081
-0.77%
$2,585.61
14.29% $2,954.99
1.55%
BABA
-42.62%
-14,352
-0.05%
$77.51
0.22% $77.68
0.07%
INTC
-100.00%
-50,994
-0.09%
$35.55
20.20% $42.73
0.00%
VIAC
-100.00%
-287,668
-0.18%
$12.90
129.30% $29.58
0.00%
43 of 1,765

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.