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 Q3 (44 results)
FMC
buy
+847,484
+3.03%
$91.56
54.86% $41.33
3.03%
FMS
+40.46%
+244,758
+0.29%
$34.97
26.22% $25.80
0.99%
PGR
+21.64%
+23,257
+0.09%
$90.39
167.40% $241.71
0.50%
BRK.B
+4.46%
+11,172
+0.11%
$272.94
74.40% $476.00
2.61%
INTC
-0.02%
-136
-0.00%
$53.28
61.82% $20.34
1.12%
NWLI
-0.09%
-36
-0.00%
$210.60
137.41% $499.98
0.35%
KOF
-0.12%
-3,472
-0.01%
$56.27
48.27% $83.43
5.27%
CMCSA
-0.17%
-1,652
-0.00%
$55.93
41.89% $32.50
2.10%
BAC
-0.22%
-4,244
-0.01%
$42.45
12.98% $47.96
2.74%
GOOGL
-0.29%
-7,117
-0.03%
$133.68
47.02% $196.53
11.36%
FOX
-0.32%
-7,323
-0.01%
$37.12
37.31% $50.97
2.79%
TFC
-0.33%
-2,813
-0.01%
$58.65
24.53% $44.26
1.66%
AZO
-0.52%
-432
-0.03%
$1,697.99
126.33% $3,843.11
4.95%
MMM
-0.59%
-2,079
-0.01%
$175.42
16.42% $146.62
2.05%
AXP
-0.85%
-2,316
-0.01%
$167.53
81.11% $303.41
0.00%
COP
-0.89%
-2,225
-0.01%
$67.77
42.65% $96.67
0.56%
VZ
-0.89%
-2,023
-0.00%
$54.01
21.13% $42.60
0.53%
ALV
-1.10%
-12,408
-0.04%
$85.72
29.40% $110.92
3.19%
PSX
-1.15%
-709
-0.00%
$70.03
77.63% $124.40
0.14%
UL
-1.23%
-4,826
-0.01%
$54.22
8.83% $59.01
0.90%
CNXC
-1.50%
-1,468
-0.01%
$177.00
68.75% $55.31
0.57%
GSK
-1.69%
-2,149
-0.00%
$47.76
18.41% $38.97
0.24%
EMR
-1.75%
-5,178
-0.02%
$94.20
55.06% $146.06
0.91%
BK
-1.87%
-33,178
-0.06%
$51.84
97.34% $102.30
3.24%
BRK.A
-2.85%
-26
-0.36%
$411,379.23
73.61% $714,175.00
12.18%
TTE
-3.12%
-6,276
-0.01%
$47.93
24.68% $59.76
0.31%
JNJ
-3.21%
-55,474
-0.30%
$161.50
3.57% $167.26
9.04%
USB
-3.40%
-38,381
-0.08%
$59.44
22.81% $45.88
2.17%
CSL
-3.42%
-7,626
-0.05%
$198.79
106.53% $410.57
1.43%
CNHI
-3.43%
-37,975
-0.02%
$16.61
31.07% $11.45
0.59%
ANAT
-3.50%
-508
-0.00%
$189.01
0.01% $188.99
0.09%
WFC
-3.55%
-80,110
-0.12%
$46.41
76.21% $81.78
3.38%
NVS
-3.66%
-4,223
-0.01%
$81.78
42.62% $116.63
0.30%
JEF
-4.69%
-3,427
-0.01%
$37.13
57.81% $58.59
0.00%
DEO
-7.98%
-12,111
-0.09%
$193.00
46.73% $102.82
1.03%
UNP
-8.59%
-15,202
-0.10%
$196.01
14.93% $225.28
1.06%
AIT
-10.70%
-3,520
-0.01%
$90.13
203.60% $273.62
0.00%
CSCO
-15.40%
-547,642
-1.00%
$54.43
25.45% $68.28
5.47%
MS
-15.67%
-44,200
-0.14%
$97.31
48.94% $144.94
0.77%
HSBC
-18.50%
-8,351
-0.01%
$26.15
135.09% $61.48
0.00%
GOOG
-21.73%
-497,900
-2.22%
$133.27
48.16% $197.44
7.98%
BABA
-95.93%
-1,484,341
-7.34%
$148.04
20.71% $117.38
0.31%
BIDU
-96.89%
-943,377
-4.85%
$153.76
44.11% $85.94
0.16%
ABBV
-100.00%
-390,370
-1.47%
$112.64
68.07% $189.31
0.00%
44 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.