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 Q1 (43 results)
AIT
buy
+56,686
+0.12%
$45.73
477.75% $264.18
0.12%
ALV
buy
+1,146,783
+2.45%
$46.01
139.75% $110.31
2.45%
DAL
buy
+927,620
+1.23%
$28.53
79.28% $51.15
0.00%
KOF
+83.97%
+682,842
+1.27%
$40.23
107.38% $83.43
2.79%
FOX
+72.11%
+1,073,009
+1.14%
$22.88
121.72% $50.73
2.72%
CNHI
+48.28%
+354,759
+0.12%
$5.61
104.09% $11.45
0.36%
BRK.B
+15.87%
+38,733
+0.33%
$182.83
158.62% $472.84
2.40%
USB
+13.76%
+114,391
+0.18%
$34.45
27.55% $43.94
1.51%
MMM
+11.53%
+40,453
+0.26%
$136.51
5.79% $144.41
2.48%
AXP
+8.37%
+23,262
+0.09%
$85.61
243.73% $294.27
1.20%
CMCSA
+5.45%
+24,645
+0.04%
$34.38
5.41% $32.52
0.76%
TMJ
+4.88%
+11,872
+0.02%
$37.24
-
0.00%
UNP
+0.92%
+1,145
+0.01%
$141.04
55.56% $219.40
1.24%
UN
+0.14%
+764
+0.00%
$48.79
-
1.24%
ANAT
-0.10%
-25
-0.00%
$82.40
129.37% $188.99
0.00%
UL
-0.21%
-270
-0.00%
$50.57
19.57% $60.47
0.29%
AZO
-0.30%
-254
-0.01%
$846.00
356.13% $3,858.86
4.02%
COP
-0.34%
-4,137
-0.01%
$30.80
201.17% $92.76
2.29%
GOOG
-0.45%
-10,900
-0.03%
$58.14
226.71% $189.95
6.49%
PSX
-0.59%
-2,147
-0.01%
$53.65
122.93% $119.60
0.90%
UNF
-0.65%
-138
-0.00%
$151.09
12.50% $169.98
0.22%
BAX
-0.78%
-400
-0.00%
$81.20
72.95% $21.96
0.24%
DEO
-0.79%
-1,783
-0.01%
$127.12
23.33% $97.46
1.33%
GS
-0.94%
-643
-0.01%
$154.59
358.99% $709.57
0.66%
BRK.A
-0.96%
-10
-0.13%
$272,000.00
161.57% $711,480.00
13.00%
GOOGL
-0.97%
-22,212
-0.07%
$58.10
225.54% $189.13
7.15%
CSCO
-1.10%
-61,276
-0.11%
$39.31
70.72% $67.11
10.04%
NWLI
-1.20%
-597
-0.01%
$172.00
190.69% $499.98
0.55%
NVS
-1.42%
-2,185
-0.01%
$82.45
39.85% $115.30
0.58%
WFC
-1.62%
-26,620
-0.05%
$28.70
171.01% $77.78
3.35%
BK
-2.08%
-82,132
-0.13%
$33.68
196.35% $99.81
6.05%
RDS.A
-2.91%
-957
-0.00%
$34.89
46.29% $51.04
0.08%
GSK
-3.73%
-5,102
-0.01%
$47.36
20.70% $37.56
0.29%
JNJ
-5.14%
-72,816
-0.62%
$131.13
27.61% $167.33
11.36%
HSBC
-6.00%
-6,018
-0.01%
$28.01
119.06% $61.37
0.12%
EMR
-6.56%
-32,567
-0.10%
$47.65
197.55% $141.78
1.37%
MRC
-7.27%
-263,830
-0.05%
$4.26
225.59% $13.87
0.00%
ALC
-7.99%
-2,257
-0.01%
$50.83
72.89% $87.87
0.06%
VZ
-16.03%
-68,735
-0.17%
$53.73
20.19% $42.88
0.90%
BIDU
-16.65%
-270,044
-1.26%
$100.79
14.55% $86.13
6.32%
WPP
-16.83%
-34,644
-0.05%
$33.77
20.70% $26.78
0.00%
HAL
-26.07%
-115,405
-0.04%
$6.85
215.40% $21.60
0.00%
CCL
-45.86%
-51,194
-0.04%
$13.17
120.78% $29.07
0.00%
43 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.