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 Q2 (44 results)
BABA
+39.53%
+438,406
+2.79%
$226.78
46.81% $120.63
9.86%
FMS
+14.13%
+74,900
+0.09%
$41.57
39.04% $25.34
0.71%
ABBV
-0.31%
-1,225
-0.00%
$112.64
67.81% $189.02
0.00%
NWLI
-0.33%
-163
-0.00%
$224.38
122.82% $499.98
0.31%
BIDU
-0.46%
-4,496
-0.03%
$203.90
56.91% $87.87
5.58%
ALV
-0.52%
-5,890
-0.02%
$97.76
14.11% $111.55
3.09%
GOOGL
-0.73%
-18,740
-0.06%
$122.09
57.18% $191.90
8.75%
ANAT
-0.82%
-125
-0.00%
$148.54
27.23% $188.99
0.06%
PGR
-0.89%
-1,220
-0.00%
$98.21
146.46% $242.04
0.37%
BAX
-0.97%
-407
-0.00%
$80.50
72.97% $21.76
0.09%
COP
-0.98%
-2,467
-0.00%
$60.90
56.55% $95.34
0.43%
KOF
-1.12%
-31,757
-0.05%
$52.93
56.89% $83.04
4.17%
BAC
-1.24%
-24,265
-0.03%
$41.23
14.65% $47.27
2.24%
UNP
-1.45%
-2,612
-0.02%
$219.93
0.93% $221.97
1.09%
INTC
-1.71%
-10,990
-0.02%
$56.14
64.73% $19.80
0.99%
GOOG
-1.82%
-42,560
-0.15%
$125.32
53.90% $192.86
8.06%
JNJ
-1.86%
-32,752
-0.15%
$164.74
0.00% $164.74
8.01%
TFC
-1.88%
-16,240
-0.03%
$55.50
21.24% $43.71
1.32%
CMCSA
-1.91%
-21,884
-0.04%
$57.02
41.72% $33.23
1.80%
GSK
-1.96%
-3,027
-0.00%
$49.78
25.37% $37.15
0.21%
CSL
-2.17%
-4,955
-0.03%
$191.38
85.34% $354.71
1.20%
PSX
-2.19%
-1,379
-0.00%
$85.82
44.00% $123.58
0.15%
AZO
-2.38%
-2,140
-0.09%
$1,492.22
152.54% $3,768.38
3.68%
CNXC
-4.38%
-4,470
-0.02%
$160.80
67.68% $51.97
0.44%
USB
-4.52%
-53,463
-0.09%
$56.97
21.08% $44.96
1.81%
MMM
-4.64%
-17,084
-0.10%
$198.63
24.88% $149.22
1.96%
WFC
-4.68%
-110,769
-0.14%
$45.29
78.03% $80.63
2.87%
DEO
-4.97%
-9,109
-0.05%
$191.69
48.90% $97.95
0.94%
VZ
-5.96%
-18,819
-0.03%
$56.03
23.68% $42.76
0.47%
AXP
-6.68%
-19,481
-0.09%
$165.23
81.15% $299.31
1.26%
BRK.B
-7.35%
-21,713
-0.17%
$277.92
69.79% $471.88
2.14%
BRK.A
-8.43%
-84
-0.99%
$418,600.88
71.97% $719,850.00
10.72%
TTE
-8.53%
-18,753
-0.02%
$45.26
31.57% $59.55
0.26%
NVS
-9.63%
-12,301
-0.03%
$91.24
24.66% $113.74
0.30%
UL
-9.76%
-54,621
-0.09%
$58.50
0.12% $58.43
0.83%
FOX
-10.37%
-261,205
-0.26%
$35.20
45.28% $51.14
2.23%
CNHI
-10.83%
-134,441
-0.06%
$16.72
31.52% $11.45
0.52%
CSCO
-10.86%
-433,137
-0.64%
$53.00
28.45% $68.08
5.29%
JEF
-11.16%
-11,130
-0.01%
$34.20
68.59% $57.66
0.09%
HSBC
-16.43%
-8,873
-0.01%
$28.85
112.51% $61.30
0.04%
MS
-30.12%
-121,585
-0.31%
$91.69
55.37% $142.46
0.73%
AIT
-34.31%
-17,176
-0.04%
$91.06
198.15% $271.50
0.08%
BK
-35.25%
-1,037,010
-1.49%
$51.23
98.03% $101.45
2.74%
EMR
-44.07%
-232,605
-0.63%
$96.24
51.20% $145.51
0.80%
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.