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%).

2020 Q4 (48 results)
BABA
buy
+661,015
+4.78%
$232.73
49.70% $117.07
4.78%
JEF
buy
+102,055
+0.08%
$24.60
127.24% $55.91
0.08%
EPD
buy
+136,295
+0.08%
$19.59
56.92% $30.74
0.08%
CNXC
buy
+71,717
+0.22%
$98.69
53.17% $46.22
0.22%
UL
+789.88%
+485,111
+0.94%
$60.36
0.18% $60.47
1.06%
BAC
+218.03%
+1,345,167
+1.27%
$30.31
50.64% $45.66
1.85%
TFC
+81.12%
+388,973
+0.58%
$47.93
10.37% $42.96
1.29%
INTC
+61.86%
+246,409
+0.38%
$49.82
61.24% $19.31
1.00%
GS
+34.45%
+31,048
+0.25%
$263.71
169.07% $709.57
0.00%
ABBV
+29.74%
+61,142
+0.30%
$107.15
82.19% $195.22
1.31%
CSL
+27.22%
+49,048
+0.24%
$156.18
125.71% $352.52
1.11%
CMCSA
+1.81%
+11,769
+0.03%
$52.40
37.94% $32.52
1.87%
FOX
+1.11%
+15,224
+0.03%
$28.88
75.66% $50.73
2.29%
KOF
+1.00%
+28,365
+0.04%
$46.10
80.98% $83.43
4.09%
BIDU
+0.78%
+10,949
+0.07%
$216.24
60.17% $86.13
9.48%
UNF
-0.08%
-25
-0.00%
$211.69
19.70% $169.98
0.00%
GOOGL
-0.64%
-11,039
-0.05%
$87.63
115.82% $189.13
7.01%
JNJ
-0.70%
-6,509
-0.06%
$157.38
6.32% $167.33
8.75%
ALV
-0.74%
-8,505
-0.02%
$92.10
19.77% $110.31
3.24%
WFC
-0.76%
-18,399
-0.02%
$30.18
157.72% $77.78
2.24%
USB
-1.06%
-12,730
-0.02%
$46.59
5.69% $43.94
1.72%
GOOG
-1.26%
-29,880
-0.08%
$87.59
116.85% $189.95
6.36%
BRK.B
-2.18%
-4,113
-0.05%
$231.87
103.92% $472.84
2.20%
VZ
-2.18%
-7,076
-0.01%
$58.75
27.01% $42.88
0.61%
BAX
-2.20%
-1,220
-0.00%
$80.24
72.63% $21.96
0.14%
AXP
-2.26%
-6,828
-0.03%
$120.91
143.38% $294.27
1.11%
NWLI
-2.38%
-1,635
-0.01%
$206.44
142.19% $499.98
0.43%
MMM
-2.67%
-10,175
-0.06%
$174.79
17.38% $144.41
2.01%
CNHI
-2.75%
-35,497
-0.01%
$12.84
10.82% $11.45
0.50%
EMR
-2.78%
-16,293
-0.04%
$80.37
76.41% $141.78
1.42%
UNP
-3.01%
-5,606
-0.04%
$208.22
5.37% $219.40
1.17%
BRK.A
-3.48%
-36
-0.39%
$347,814.81
104.56% $711,480.00
10.80%
AZO
-3.51%
-2,099
-0.12%
$1,185.44
225.52% $3,858.86
3.34%
AIT
-3.86%
-2,052
-0.00%
$77.99
238.73% $264.18
0.12%
GSK
-4.28%
-5,467
-0.01%
$46.00
18.34% $37.56
0.17%
TTE
-5.36%
-12,453
-0.02%
$41.91
41.16% $59.16
0.29%
DEO
-5.84%
-7,076
-0.06%
$158.81
38.63% $97.46
1.01%
NVS
-7.28%
-10,191
-0.03%
$94.43
22.10% $115.30
0.38%
PSX
-8.04%
-5,581
-0.01%
$69.95
70.99% $119.60
0.14%
CSCO
-8.33%
-446,368
-0.62%
$44.75
49.97% $67.11
6.83%
COP
-12.46%
-116,677
-0.14%
$39.99
131.96% $92.76
1.02%
BK
-17.59%
-406,617
-0.86%
$42.44
135.18% $99.81
4.05%
HSBC
-34.44%
-15,491
-0.02%
$25.92
136.78% $61.37
0.04%
ALC
-37.03%
-8,675
-0.02%
$65.96
33.21% $87.87
0.00%
ANAT
-48.30%
-9,426
-0.04%
$96.12
96.62% $188.99
0.05%
MRK
-100.00%
-3,306
-0.01%
$82.88
4.33% $79.29
0.00%
RDS.A
-100.00%
-29,816
-0.03%
$25.17
102.81% $51.04
0.00%
UN
-100.00%
-530,833
-1.00%
$60.40
-
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.