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 Q1 (48 results)
FMS
buy
+426,701
+0.57%
$36.88
31.86% $25.13
0.57%
PGR
buy
+136,403
+0.38%
$95.61
152.17% $241.09
0.38%
BABA
+67.76%
+447,895
+2.95%
$226.73
48.37% $117.07
7.32%
CNXC
+42.35%
+25,363
+0.13%
$149.72
69.13% $46.22
0.44%
GSK
+26.11%
+31,915
+0.04%
$44.61
15.80% $37.56
0.20%
ABBV
-0.16%
-601
-0.00%
$108.22
80.39% $195.22
1.23%
GOOG
-0.17%
-3,607
-0.01%
$103.43
83.65% $189.95
7.02%
ALV
-0.18%
-2,050
-0.01%
$92.80
18.87% $110.31
3.06%
GOOGL
-0.19%
-4,780
-0.01%
$103.13
83.40% $189.13
7.71%
BAC
-0.24%
-4,760
-0.01%
$38.69
18.01% $45.66
2.20%
CMCSA
-0.27%
-3,085
-0.00%
$54.11
39.90% $32.52
1.80%
BRK.A
-0.30%
-3
-0.03%
$385,701.81
84.46% $711,480.00
11.18%
USB
-0.41%
-3,536
-0.01%
$55.31
20.56% $43.94
1.90%
INTC
-0.43%
-2,212
-0.01%
$64.00
69.83% $19.31
1.20%
TFC
-0.47%
-3,058
-0.01%
$58.32
26.34% $42.96
1.47%
CSL
-0.55%
-1,089
-0.01%
$164.58
114.20% $352.52
1.09%
KOF
-0.59%
-16,845
-0.02%
$46.20
80.58% $83.43
3.81%
UNP
-0.69%
-1,247
-0.01%
$220.41
0.46% $219.40
1.15%
MMM
-0.70%
-2,614
-0.01%
$192.68
25.05% $144.41
2.07%
UL
-0.70%
-3,929
-0.01%
$55.83
8.31% $60.47
0.91%
WFC
-0.78%
-18,624
-0.02%
$39.07
99.08% $77.78
2.69%
AZO
-1.03%
-932
-0.04%
$1,404.30
174.79% $3,858.86
3.67%
FOX
-1.20%
-30,595
-0.03%
$34.93
45.23% $50.73
2.56%
CNHI
-1.24%
-13,272
-0.01%
$15.64
26.79% $11.45
0.57%
PSX
-1.33%
-643
-0.00%
$81.54
46.68% $119.60
0.15%
AXP
-1.34%
-3,960
-0.02%
$141.44
108.05% $294.27
1.20%
TTE
-1.48%
-3,299
-0.00%
$46.54
27.11% $59.16
0.30%
JNJ
-1.52%
-27,135
-0.13%
$164.35
1.81% $167.33
8.43%
NVS
-1.64%
-2,128
-0.01%
$85.48
34.89% $115.30
0.32%
ANAT
-1.74%
-270
-0.00%
$107.85
75.23% $188.99
0.05%
AIT
-2.11%
-982
-0.00%
$91.18
189.74% $264.18
0.13%
JEF
-2.28%
-2,330
-0.00%
$30.10
85.73% $55.91
0.09%
HSBC
-2.92%
-1,626
-0.00%
$29.14
110.58% $61.37
0.05%
BRK.B
-3.42%
-10,456
-0.08%
$255.47
85.09% $472.84
2.19%
BK
-4.28%
-131,436
-0.18%
$47.29
111.06% $99.81
4.05%
VZ
-4.95%
-16,455
-0.03%
$58.15
26.26% $42.88
0.53%
EMR
-7.47%
-34,946
-0.11%
$90.22
57.15% $141.78
1.39%
DEO
-9.98%
-20,336
-0.10%
$164.21
40.65% $97.46
0.88%
MS
-12.85%
-46,139
-0.13%
$77.66
79.10% $139.09
0.91%
CSCO
-18.82%
-924,520
-1.39%
$51.71
29.78% $67.11
6.00%
BAX
-22.72%
-10,846
-0.03%
$84.35
73.96% $21.96
0.10%
NWLI
-26.52%
-17,797
-0.13%
$249.00
100.80% $499.98
0.36%
BIDU
-30.66%
-387,158
-2.74%
$217.55
60.41% $86.13
6.19%
COP
-69.31%
-568,274
-0.88%
$52.97
75.12% $92.76
0.39%
UNF
-100.00%
-30,937
-0.19%
$211.69
19.70% $169.98
0.00%
ALC
-100.00%
-14,751
-0.03%
$65.96
33.21% $87.87
0.00%
GS
-100.00%
-121,185
-0.93%
$263.71
169.07% $709.57
0.00%
SHEN
-100.00%
-79,680
-0.10%
$43.25
69.36% $13.25
0.00%
48 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.