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:
- $1.08B≈ (-$50M≈)
- Previous value:
- $1.13B≈
- # of changes:
- 89
- New positions:
- 33
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 29 Jul 2025
Tweedy, Browne Co All Funds (US) has disclosed a total of 89 changes to the portfolio in the (2025 Q2) SEC report(s): increased the number of shares of 16, bought 33 totally new, decreased the number of shares of 39 and completely sold out 1 position(s).
What stocks did Tweedy, Browne Co All Funds (US) buy in 2025 Q2?
During 2025 Q2 Tweedy, Browne Co All Funds (US) has bought 49 securities out of which top 5 purchases (by % change to portfolio) were (BRK-B) Berkshire Hathaway Inc (added shares +12.81%), (HCI) HCI Group Inc (added shares +140.28%), (KT) KT Corp (added shares +176.91%), (WTFC) Wintrust Financial Corp (added shares +117.74%) and (GM) General Motors Company (added shares +123.15%).
What did Tweedy, Browne Co All Funds (US) invest in during 2025 Q2?
In the 2025 Q2 report(s) the following changes have been made to the top investments: (CNH) CNH Industrial N.V (reduced shares -0.18%), (KOF) Coca-Cola Femsa SAB de CV ADR (reduced shares -5.24%), (IONS) Ionis Pharmaceuticals Inc (reduced shares -3.07%), (BRK-A) Berkshire Hathaway Inc (reduced shares -8.38%) and (GOOGL) Alphabet Inc, CL-A (reduced shares -52.25%).
89 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Advance Auto Parts Inc
|
new
|
+6,316
|
6,316
|
+0.03%
|
$46.49
|
+20.13%($55.85)
|
0.03%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
AGCO Corp
|
new
|
+4,755
|
4,755
|
+0.05%
|
$103.16
|
-0.23%($102.92)
|
0.05%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Arrow Electronics Inc
|
new
|
+3,140
|
3,140
|
+0.04%
|
$127.43
|
+70.28%($216.98)
|
0.04%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
AutoNation Inc
|
new
|
+2,532
|
2,532
|
+0.05%
|
$198.65
|
+5.83%($210.22)
|
0.05%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Beazer Homes USA Inc
|
new
|
+13,254
|
13,254
|
+0.03%
|
$22.37
|
+42.69%($31.92)
|
0.03%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Black Stone Minerals LP
|
new
|
+20,855
|
20,855
|
+0.03%
|
$13.08
|
+14.07%($14.92)
|
0.03%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Bread Financial Holdings, Inc
|
new
|
+8,245
|
8,245
|
+0.04%
|
$57.12
|
+89.10%($108.02)
|
0.04%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Bristol-Myers Squibb Company
|
new
|
+7,184
|
7,184
|
+0.03%
|
$46.29
|
+40.68%($65.12)
|
0.03%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Cenovus Energy Inc
|
new
|
+22,144
|
22,144
|
+0.03%
|
$13.58
|
+121.72%($30.11)
|
0.03%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Centene Corp
|
new
|
+5,024
|
5,024
|
+0.03%
|
$54.28
|
+14.12%($61.94)
|
0.03%
|
2025 Q2
|
≈ 0.25 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.