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%).

2019 Q4 (44 results)
FOX
buy
+1,450,854
+1.96%
$36.40
39.37% $50.73
1.96%
KOF
+56.35%
+293,087
+0.64%
$60.62
37.63% $83.43
1.78%
BIDU
+14.81%
+209,167
+0.96%
$126.40
31.86% $86.13
7.41%
PSX
-0.11%
-419
-0.00%
$111.41
7.35% $119.60
1.47%
COP
-0.32%
-5,167
-0.01%
$65.03
42.64% $92.76
3.77%
USB
-0.32%
-2,371
-0.01%
$59.29
25.89% $43.94
1.78%
AXP
-0.33%
-916
-0.00%
$124.49
136.38% $294.27
1.25%
CMCSA
-0.33%
-1,486
-0.00%
$44.97
27.68% $32.52
0.74%
MMM
-0.39%
-792
-0.01%
$176.42
18.14% $144.41
2.24%
GOOGL
-0.41%
-11,040
-0.03%
$66.97
182.41% $189.13
6.49%
TMJ
-0.49%
-1,209
-0.00%
$55.30
-
0.49%
BRK.A
-0.57%
-6
-0.07%
$339,590.38
109.51% $711,480.00
12.77%
VZ
-0.62%
-2,670
-0.01%
$61.40
30.16% $42.88
0.95%
GOOG
-0.62%
-8,576
-0.04%
$66.85
184.14% $189.95
5.84%
NVS
-0.87%
-1,250
-0.00%
$94.69
21.76% $115.30
0.53%
ANAT
-0.89%
-275
-0.00%
$117.69
60.58% $188.99
0.13%
CNHI
-0.99%
-4,757
-0.00%
$11.00
4.09% $11.45
0.37%
WPP
-1.52%
-2,770
-0.01%
$70.29
61.90% $26.78
0.52%
GSK
-1.55%
-2,160
-0.00%
$58.74
36.06% $37.56
0.29%
RDS.A
-1.77%
-860
-0.00%
$58.98
13.46% $51.04
0.10%
BRK.B
-1.85%
-4,590
-0.04%
$226.50
108.76% $472.84
2.00%
AZO
-1.90%
-1,096
-0.09%
$1,191.31
223.92% $3,858.86
4.42%
DEO
-2.03%
-4,702
-0.03%
$168.42
42.13% $97.46
1.38%
WFC
-2.86%
-75,208
-0.15%
$53.80
44.57% $77.78
4.97%
CSCO
-3.13%
-179,517
-0.31%
$47.96
39.93% $67.11
9.65%
UNP
-3.15%
-6,132
-0.04%
$180.79
21.35% $219.40
1.23%
UL
-3.17%
-4,115
-0.01%
$57.17
5.77% $60.47
0.26%
JNJ
-3.71%
-75,820
-0.40%
$145.87
14.71% $167.33
10.38%
BK
-4.69%
-194,588
-0.35%
$50.33
98.31% $99.81
7.19%
GS
-4.90%
-4,780
-0.04%
$229.93
208.61% $709.57
0.77%
NWLI
-5.71%
-4,262
-0.04%
$290.88
71.89% $499.98
0.74%
HSBC
-5.88%
-6,257
-0.01%
$39.09
56.98% $61.37
0.14%
ALC
-7.81%
-2,393
-0.00%
$56.57
55.33% $87.87
0.06%
EMR
-8.39%
-60,616
-0.17%
$76.26
85.92% $141.78
1.82%
BAX
-11.77%
-4,544
-0.03%
$83.63
73.74% $21.96
0.19%
HAL
-16.34%
-83,010
-0.08%
$24.47
11.73% $21.60
0.39%
MRC
-19.50%
-878,443
-0.43%
$13.64
1.69% $13.87
1.79%
UN
-84.76%
-2,726,936
-6.29%
$57.46
-
1.13%
UNF
-94.27%
-522,984
-3.82%
$201.97
15.84% $169.98
0.23%
FOXA
-100.00%
-1,299,471
-1.48%
$31.54
76.09% $55.54
0.00%
AVT
-100.00%
-580,127
-0.93%
$44.49
16.60% $51.87
0.00%
TTE
-100.00%
-20,110
-0.23%
$195.11
69.68% $59.16
0.00%
CTWS
-100.00%
-6,483
-0.02%
$70.03
-
0.00%
DVN
-100.00%
-1,179,525
-1.03%
$24.06
33.58% $32.14
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.