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 89 changes to the portfolio in the latest (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 is Tweedy, Browne Co All Funds (US) buying now?

In the recent quarter Tweedy, Browne Co All Funds (US) has bought 49 securities out of which top 5 purchases (by % change to portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +12.81%), (AN) AUTONATION INC (new buy), (AGCO) AGCO CORP (new buy), (ADS) ALLIANCE DATA SYSTEMS CORP (new buy) and (KT) KT CORP-SP ADR (added shares +176.91%).

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

Tweedy, Browne Co All Funds (US)'s top 5 holdings (by % of portfolio) are (CNHI) CNH INDUSTRIAL NV (16%), (KOF) COCA-COLA FEMSA SAB-SP ADR (10.92%), (IONS) IONIS PHARMACEUTICALS INC (10.6%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (10.34%) and (GOOGL) ALPHABET INC-CL A (5.25%).

In the latest report(s) the following changes have been made to the top investments: (CNHI) CNH INDUSTRIAL NV (reduced shares -0.18%), (KOF) COCA-COLA FEMSA SAB-SP ADR (reduced shares -5.24%), (IONS) IONIS PHARMACEUTICALS INC (reduced shares -3.07%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (reduced shares -8.38%) and (GOOGL) ALPHABET INC-CL A (reduced shares -52.25%).

2025 Q2 (89 results)
AGCO
buy
+4,755
+0.05%
$103.16
7.64% $111.04
0.05%
BSM
buy
+20,855
+0.03%
$13.08
8.49% $11.97
0.03%
EMBC
buy
+20,095
+0.02%
$9.69
54.39% $14.96
0.02%
HLF
buy
+21,628
+0.02%
$8.62
14.39% $9.86
0.02%
DVN
buy
+6,907
+0.02%
$31.81
9.27% $34.76
0.02%
BZH
buy
+13,254
+0.03%
$22.37
17.39% $26.26
0.03%
CCSI
buy
+11,356
+0.02%
$23.06
16.26% $26.81
0.02%
OEC
buy
+16,329
+0.02%
$10.49
1.33% $10.63
0.02%
LW
buy
+6,907
+0.03%
$51.85
11.86% $58.00
0.03%
NE
buy
+14,443
+0.04%
$26.55
7.68% $28.59
0.04%
TSN
buy
+6,907
+0.04%
$55.94
0.46% $56.20
0.04%
CVE
buy
+22,144
+0.03%
$13.58
17.45% $15.95
0.03%
TRMD
buy
+19,093
+0.03%
$16.66
38.18% $23.02
0.03%
DINO
buy
+6,921
+0.03%
$41.08
24.39% $51.10
0.03%
SFNC
buy
+20,476
+0.04%
$18.96
10.13% $20.88
0.04%
UNH
buy
+1,095
+0.03%
$311.97
1.10% $315.39
0.03%
CROX
buy
+3,771
+0.04%
$101.28
14.64% $86.45
0.04%
AN
buy
+2,532
+0.05%
$198.65
14.18% $226.82
0.05%
LGND
buy
+3,140
+0.03%
$113.68
46.68% $166.75
0.03%
CNC
buy
+5,024
+0.03%
$54.28
46.61% $28.98
0.03%
ADS
buy
+8,245
+0.04%
$57.12
0.56% $56.80
0.04%
SIRI
buy
+12,560
+0.03%
$22.97
4.75% $24.06
0.03%
LPG
buy
+9,419
+0.02%
$24.38
27.48% $31.08
0.02%
HP
buy
+12,826
+0.02%
$15.16
33.25% $20.20
0.02%
REZI
buy
+19,467
+0.04%
$22.06
62.06% $35.75
0.04%
AAP
buy
+6,316
+0.03%
$46.49
30.01% $60.44
0.03%
CVS
buy
+5,061
+0.03%
$68.98
6.96% $73.78
0.03%
NTR
buy
+6,961
+0.04%
$58.15
2.96% $56.43
0.04%
MTDR
buy
+7,545
+0.03%
$47.72
1.03% $48.21
0.03%
ARW
buy
+3,140
+0.04%
$127.43
0.09% $127.54
0.04%
FIBK
buy
+13,337
+0.04%
$28.82
12.94% $32.55
0.04%
BMY
buy
+7,184
+0.03%
$46.29
1.84% $47.14
0.03%
TDW
buy
+6,907
+0.03%
$46.13
25.15% $57.73
0.03%
KT
+176.91%
+21,495
+0.04%
$20.78
2.36% $20.29
0.06%
HAFN
+171.86%
+48,434
+0.02%
$4.99
21.44% $6.06
0.04%
HCI
+140.28%
+2,779
+0.04%
$152.20
12.06% $170.56
0.07%
CLF
+124.43%
+14,142
+0.01%
$7.60
49.87% $11.39
0.02%
GM
+123.15%
+5,943
+0.03%
$49.21
18.41% $58.27
0.05%
ARLP
+122.47%
+10,722
+0.03%
$26.14
12.43% $22.89
0.05%
ZION
+120.84%
+5,502
+0.03%
$51.94
8.82% $56.52
0.05%
ACDC
+120.72%
+15,113
+0.01%
$7.76
50.52% $3.84
0.02%
PSNY
+120.43%
+12,351
+0.00%
$1.07
5.61% $1.01
0.00%
EIG
+119.96%
+5,145
+0.02%
$47.18
9.71% $42.60
0.04%
ORCC
+119.75%
+16,084
+0.02%
$14.34
6.00% $13.48
0.04%
HTLD
+119.57%
+18,332
+0.01%
$8.64
0.35% $8.61
0.03%
PSEC
+119.33%
+36,470
+0.01%
$3.18
9.12% $2.89
0.02%
HPK
+118.89%
+13,509
+0.01%
$9.80
23.57% $7.49
0.02%
WTFC
+117.74%
+2,389
+0.03%
$123.98
12.54% $139.53
0.05%
BRK.B
+12.81%
+11,529
+0.52%
$485.77
2.90% $499.86
4.57%
ALV
-0.11%
-460
-0.00%
$111.90
11.43% $124.69
4.50%
CNHI
-0.18%
-23,405
-0.03%
$12.96
11.65% $11.45
16.00%
BAX
-0.62%
-61
-0.00%
$30.28
19.35% $24.42
0.03%
CSCO
-0.93%
-540
-0.00%
$69.38
3.57% $66.90
0.37%
FDX
-1.01%
-1,166
-0.02%
$227.31
0.18% $227.72
2.40%
UHAL.B
-1.06%
-5,073
-0.03%
$54.37
1.43% $53.59
2.40%
UNP
-1.66%
-350
-0.01%
$230.08
4.25% $220.31
0.44%
PSX
-1.73%
-227
-0.00%
$119.30
10.27% $131.55
0.14%
BAC
-1.88%
-7,384
-0.03%
$47.32
5.16% $49.76
1.69%
CMCSA
-2.36%
-762
-0.00%
$35.69
4.99% $33.91
0.10%
USB
-2.40%
-4,986
-0.02%
$45.25
7.85% $48.80
0.85%
NVST
-2.43%
-36,421
-0.07%
$19.54
9.06% $21.31
2.65%
KVUE
-2.63%
-1,241
-0.00%
$20.93
10.85% $18.66
0.09%
EPD
-2.69%
-3,000
-0.01%
$31.01
2.13% $31.67
0.31%
EMR
-2.71%
-270
-0.00%
$133.33
0.59% $132.55
0.12%
VRTX
-2.77%
-1,063
-0.04%
$445.20
11.02% $396.12
1.54%
TTE
-2.93%
-4,026
-0.02%
$61.39
0.72% $60.95
0.76%
IONS
-3.07%
-91,570
-0.34%
$39.51
54.97% $61.23
10.60%
AZO
-3.28%
-205
-0.07%
$3,712.23
13.59% $4,216.74
2.08%
GL
-3.48%
-1,101
-0.01%
$124.29
12.49% $139.81
0.35%
BK
-3.73%
-5,541
-0.05%
$91.11
13.81% $103.69
1.21%
DEO
-3.96%
-5,392
-0.05%
$100.84
9.33% $110.25
1.22%
GSK
-4.06%
-3,674
-0.01%
$38.40
5.44% $40.49
0.31%
TFC
-4.49%
-27,304
-0.11%
$42.99
8.21% $46.52
2.31%
NVS
-4.64%
-3,756
-0.04%
$121.01
7.21% $129.73
0.87%
AXP
-5.19%
-3,727
-0.11%
$318.98
2.32% $326.38
2.01%
KOF
-5.24%
-67,365
-0.60%
$96.73
13.68% $83.50
10.92%
SEE
-5.50%
-30,079
-0.09%
$31.03
5.51% $32.74
1.49%
UL
-5.58%
-3,718
-0.02%
$61.17
5.13% $64.31
0.36%
HLN
-5.67%
-4,613
-0.00%
$10.37
-
0.07%
COP
-6.19%
-1,405
-0.01%
$89.74
3.58% $92.95
0.18%
WFC
-7.06%
-45,499
-0.34%
$80.12
1.45% $78.96
4.45%
GOOG
-7.88%
-1,125
-0.02%
$177.39
32.57% $235.17
0.22%
BRK.A
-8.38%
-14
-0.95%
$728,800.00
2.81% $749,280.00
10.34%
BABA
-12.59%
-585
-0.01%
$113.41
19.57% $135.61
0.04%
FMC
-17.09%
-49,094
-0.19%
$41.75
9.51% $37.78
0.92%
CNXC
-32.62%
-7,193
-0.04%
$52.86
1.83% $53.82
0.07%
JNJ
-44.16%
-193,558
-2.74%
$152.75
16.81% $178.43
3.47%
GOOGL
-52.25%
-351,648
-5.75%
$176.23
33.35% $235.00
5.25%
FITB
-100.00%
-5,925
-0.02%
$39.20
16.38% $45.62
0.00%
89 of 2,074

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.