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%).

2021 Q4 (42 results)
INTC
+57.58%
+223,392
+0.59%
$51.50
60.35% $20.42
1.62%
FMS
+20.74%
+176,223
+0.18%
$32.46
20.33% $25.86
1.06%
FMC
+20.31%
+201,290
+0.70%
$109.89
62.14% $41.60
4.16%
GSK
+7.53%
+11,185
+0.02%
$55.13
29.47% $38.88
0.28%
ALV
+0.63%
+7,035
+0.02%
$103.41
8.80% $112.51
3.68%
GOOGL
-0.10%
-2,500
-0.01%
$144.85
35.45% $196.20
11.68%
BAC
-0.20%
-3,765
-0.01%
$44.49
8.77% $48.39
2.72%
TFC
-0.29%
-2,485
-0.00%
$58.55
23.40% $44.85
1.57%
VZ
-0.29%
-480
-0.00%
$51.96
17.63% $42.80
0.48%
JNJ
-0.46%
-7,777
-0.04%
$171.07
1.70% $168.16
9.05%
NWLI
-0.59%
-174
-0.00%
$214.45
133.15% $499.98
0.33%
UNP
-0.62%
-995
-0.01%
$251.93
11.50% $222.95
1.28%
MMM
-0.68%
-2,372
-0.01%
$177.63
14.67% $151.58
1.95%
PGR
-0.83%
-798
-0.00%
$102.65
135.02% $241.24
0.53%
WFC
-0.90%
-19,612
-0.03%
$47.98
72.91% $82.96
3.28%
KOF
-0.94%
-26,206
-0.05%
$54.79
52.42% $83.51
4.83%
USB
-0.95%
-10,415
-0.02%
$56.17
17.61% $46.28
1.93%
FOX
-0.98%
-13,854
-0.02%
$34.27
49.43% $51.21
2.42%
CNXC
-1.18%
-749
-0.01%
$178.62
68.41% $56.42
0.54%
BRK.B
-1.65%
-4,713
-0.04%
$299.00
59.55% $477.05
2.67%
CSL
-2.25%
-3,346
-0.04%
$248.12
69.19% $419.80
1.66%
CNHI
-3.44%
-24,801
-0.02%
$19.43
41.07% $11.45
0.64%
BK
-3.67%
-68,618
-0.13%
$58.08
76.84% $102.71
3.32%
ANAT
-3.77%
-404
-0.00%
$188.87
0.07% $188.99
0.08%
GOOG
-3.94%
-70,700
-0.32%
$144.68
36.23% $197.09
7.91%
AZO
-4.03%
-3,514
-0.23%
$2,096.39
86.14% $3,902.21
5.57%
BAX
-4.13%
-1,209
-0.00%
$85.85
66.63% $28.65
0.11%
DEO
-4.40%
-7,058
-0.05%
$220.14
52.91% $103.66
1.07%
NVS
-4.58%
-5,091
-0.01%
$87.47
34.06% $117.27
0.29%
BABA
-5.03%
-2,373
-0.01%
$118.79
0.13% $118.64
0.23%
TTE
-5.12%
-9,975
-0.02%
$49.46
21.57% $60.13
0.29%
UL
-5.41%
-15,382
-0.05%
$53.79
10.69% $59.54
0.80%
CMCSA
-5.62%
-63,094
-0.10%
$50.33
34.75% $32.84
1.69%
BIDU
-5.70%
-1,242
-0.01%
$148.80
41.82% $86.57
0.13%
CSCO
-7.12%
-214,104
-0.43%
$63.37
7.75% $68.28
5.62%
COP
-8.51%
-21,000
-0.05%
$72.18
33.64% $96.46
0.52%
PSX
-17.52%
-10,671
-0.02%
$72.47
72.85% $125.26
0.12%
EMR
-53.01%
-99,185
-0.45%
$92.97
57.91% $146.81
0.40%
AIT
-100.00%
-29,370
-0.08%
$90.13
205.13% $275.00
0.00%
HSBC
-100.00%
-36,786
-0.03%
$26.15
136.97% $61.97
0.00%
JEF
-100.00%
-69,663
-0.10%
$37.13
58.97% $59.02
0.00%
AXP
-100.00%
-270,039
-1.44%
$167.53
82.57% $305.87
0.00%
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.