B. Tweedy, Ch. Browne
Tweedy, Browne Co All Funds (US)
Tweedy, Browne Co All Funds (US) Portfolio 13F
Tweedy, Browne Co All Funds (US) Holdings Activity
- 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 latest (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 is Tweedy, Browne Co All Funds (US) buying now?
In the recent quarter Tweedy, Browne Co All Funds (US) has bought 52 securities out of which top 5 purchases (by % change to portfolio) are (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 does Tweedy, Browne Co All Funds (US) invest in?
In the latest 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
|
+10.50%($43.35)
|
0.10%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Asbury Automotive Group Inc
|
new
|
+7,253
|
7,253
|
+0.11%
|
$195.41
|
+17.53%($229.66)
|
0.11%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Cigna Corp
|
new
|
+5,375
|
5,375
|
+0.11%
|
$266.75
|
|
0.11%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
JAZZ PHARMACEUTICALS PLC
|
new
|
+60,209
|
60,209
|
+0.9%
|
$189.05
|
+34.03%($253.39)
|
0.90%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
LKQ Corp
|
new
|
+42,646
|
42,646
|
+0.1%
|
$29.37
|
-24.00%($22.32)
|
0.10%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Versant Media Group, Inc
|
new
|
+37,692
|
37,692
|
+0.11%
|
$37.02
|
-3.03%($35.90)
|
0.11%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Nutrien Ltd
|
+92.48%
|
+16,402
|
34,137
|
+0.1%
|
$75.25
|
-7.38%($69.69)
|
0.20%
|
2025 Q2
|
≈ 1.00 year
|
|
|
|
HAFNIA LTD
|
+91.92%
|
+180,522
|
376,903
|
+0.11%
|
$7.60
|
+0.92%($7.67)
|
0.23%
|
2025 Q1
|
≈ 1.25 years
|
|
|
|
KT Corp
|
+91.26%
|
+79,772
|
167,181
|
+0.14%
|
$21.45
|
-15.33%($18.16)
|
0.28%
|
2025 Q1
|
≈ 1.25 years
|
|
|
|
TORM PLC-A
|
+91.19%
|
+44,316
|
92,911
|
+0.1%
|
$27.90
|
+8.32%($30.22)
|
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.