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%).

2022 Q1 (42 results)
THO
buy
+230,740
+0.59%
$78.70
21.34% $95.49
0.59%
IONS
buy
+2,925,102
+3.50%
$37.04
11.99% $41.48
3.50%
INTC
+26.71%
+240,313
+0.43%
$49.56
58.82% $20.41
2.02%
BABA
+0.34%
+110
+0.00%
$108.81
9.70% $119.36
0.21%
PGR
+0.27%
+445
+0.00%
$113.99
111.86% $241.49
0.60%
VZ
+0.21%
+630
+0.00%
$50.94
16.16% $42.71
0.48%
BAC
+0.11%
+2,195
+0.00%
$41.22
16.33% $47.95
2.57%
FMS
+0.10%
+990
+0.00%
$33.68
22.36% $26.15
1.12%
TFC
+0.04%
+355
+0.00%
$56.70
21.11% $44.73
1.54%
ALV
-0.01%
-115
-0.00%
$76.44
49.15% $114.01
2.77%
FMC
-0.05%
-585
-0.00%
$131.57
68.02% $42.07
5.07%
GOOGL
-0.11%
-2,900
-0.01%
$139.07
40.76% $195.75
11.40%
CMCSA
-0.56%
-5,919
-0.01%
$46.82
29.88% $32.83
1.59%
USB
-0.56%
-6,073
-0.01%
$53.15
13.28% $46.09
1.84%
MMM
-0.58%
-2,000
-0.01%
$148.88
1.95% $151.79
0.00%
UNP
-0.78%
-1,063
-0.01%
$273.21
18.10% $223.77
1.41%
BRK.B
-0.85%
-2,384
-0.03%
$352.91
35.04% $476.56
3.18%
EMR
-0.95%
-1,210
-0.00%
$98.05
50.55% $147.61
0.43%
BAX
-1.37%
-541
-0.00%
$77.54
62.81% $28.84
0.10%
CNXC
-1.42%
-1,277
-0.01%
$166.56
65.27% $57.84
0.50%
GSK
-1.44%
-2,303
-0.00%
$54.45
30.81% $37.67
0.28%
UL
-1.48%
-6,969
-0.01%
$45.57
30.20% $59.33
0.68%
FOX
-1.54%
-31,528
-0.04%
$36.28
41.43% $51.31
2.57%
DEO
-1.92%
-2,943
-0.02%
$203.14
48.65% $104.32
0.99%
CNHI
-2.25%
-22,451
-0.01%
$15.86
27.81% $11.45
0.52%
BK
-2.58%
-46,525
-0.07%
$49.63
105.26% $101.87
2.81%
BRK.A
-2.60%
-23
-0.39%
$528,921.21
34.94% $713,705.00
14.75%
KOF
-3.33%
-92,432
-0.16%
$54.95
51.45% $83.22
4.76%
ANAT
-3.84%
-283
-0.00%
$189.09
0.05% $188.99
0.00%
TTE
-3.89%
-6,192
-0.01%
$50.54
21.60% $61.46
0.29%
NVS
-3.91%
-4,151
-0.01%
$87.75
33.58% $117.22
0.29%
BIDU
-4.44%
-646
-0.01%
$132.29
34.39% $86.80
0.12%
GOOG
-4.51%
-77,600
-0.35%
$139.65
40.66% $196.43
7.42%
MS
-4.81%
-10,186
-0.03%
$87.40
64.26% $143.56
0.64%
WFC
-5.55%
-99,465
-0.19%
$48.46
70.55% $82.65
3.19%
JNJ
-6.19%
-103,113
-0.59%
$177.23
5.15% $168.11
8.95%
NWLI
-7.11%
-3,469
-0.02%
$210.39
137.65% $499.98
0.31%
AZO
-12.90%
-10,800
-0.71%
$2,044.59
89.47% $3,873.85
4.82%
PSX
-32.61%
-14,333
-0.05%
$86.39
48.64% $128.41
0.09%
CSCO
-41.05%
-1,146,831
-2.07%
$55.76
21.88% $67.96
2.97%
CSL
-59.62%
-123,014
-1.00%
$245.92
72.52% $424.27
0.68%
COP
-84.80%
-191,543
-0.62%
$100.00
2.01% $97.99
0.11%
42 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.