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 Q2 (45 results)
ALC
buy
+32,641
+0.07%
$62.04
41.64% $87.87
0.07%
FOXA
buy
+58,250
+0.08%
$36.53
52.03% $55.54
0.08%
CCL
+92.26%
+71,895
+0.12%
$46.55
37.55% $29.07
0.25%
BIDU
+64.78%
+479,400
+3.86%
$117.36
26.61% $86.13
9.82%
USB
+0.95%
+6,571
+0.01%
$52.40
16.14% $43.94
1.55%
UL
-0.15%
-193
-0.00%
$61.97
2.42% $60.47
0.28%
BAX
-0.17%
-123
-0.00%
$81.90
73.19% $21.96
0.21%
BRK.A
-0.19%
-2
-0.02%
$318,350.54
123.49% $711,480.00
11.55%
COP
-0.21%
-3,298
-0.01%
$61.00
52.07% $92.76
3.47%
AVT
-0.22%
-1,290
-0.00%
$45.27
14.58% $51.87
0.93%
PSX
-0.27%
-870
-0.00%
$93.54
27.86% $119.60
1.21%
EMR
-0.28%
-1,966
-0.00%
$66.72
112.50% $141.78
1.76%
GOOGL
-0.34%
-5,035
-0.02%
$54.14
249.34% $189.13
5.15%
GOOG
-0.35%
-8,440
-0.02%
$54.05
251.46% $189.95
4.64%
UNP
-0.35%
-680
-0.00%
$169.11
29.74% $219.40
1.16%
JNJ
-0.46%
-8,546
-0.05%
$139.28
20.14% $167.33
10.07%
WFC
-0.54%
-14,280
-0.02%
$47.32
64.37% $77.78
4.41%
MMM
-0.57%
-1,127
-0.01%
$173.34
16.69% $144.41
2.16%
BK
-0.72%
-30,132
-0.05%
$44.15
126.07% $99.81
6.50%
NWLI
-0.75%
-568
-0.01%
$257.00
94.54% $499.98
0.68%
UN
-0.89%
-4,281
-0.01%
$60.72
-
1.20%
CNHI
-1.02%
-9,967
-0.00%
$10.28
11.39% $11.45
0.35%
DEO
-1.14%
-2,689
-0.02%
$172.32
43.44% $97.46
1.41%
AXP
-1.15%
-3,301
-0.01%
$123.44
138.39% $294.27
1.23%
WPP
-1.49%
-2,652
-0.01%
$62.91
57.43% $26.78
0.47%
GS
-1.63%
-1,508
-0.01%
$204.60
246.82% $709.57
0.71%
MRC
-1.74%
-71,651
-0.05%
$17.12
18.98% $13.87
2.73%
RDS.A
-2.20%
-1,106
-0.00%
$65.08
21.57% $51.04
0.11%
DVN
-2.25%
-31,078
-0.03%
$28.52
12.69% $32.14
1.36%
UNF
-2.40%
-798
-0.01%
$188.58
9.86% $169.98
0.22%
BRK.B
-2.40%
-6,269
-0.05%
$213.17
121.81% $472.84
1.92%
CMCSA
-2.47%
-11,717
-0.02%
$42.28
23.09% $32.52
0.69%
NVS
-2.54%
-4,145
-0.01%
$91.31
26.27% $115.30
0.51%
VZ
-2.75%
-12,380
-0.02%
$57.13
24.94% $42.88
0.89%
ANAT
-3.09%
-529
-0.00%
$116.47
62.27% $188.99
0.13%
GSK
-4.41%
-6,649
-0.01%
$50.02
24.91% $37.56
0.25%
TMJ
-5.13%
-4,927
-0.02%
$89.46
-
0.33%
TTE
-5.13%
-13,587
-0.03%
$55.79
6.04% $59.16
0.50%
HSBC
-6.93%
-8,435
-0.01%
$41.74
47.04% $61.37
0.17%
AZO
-10.84%
-13,153
-0.51%
$1,099.47
250.97% $3,858.86
4.20%
MA
-18.53%
-39,580
-0.37%
$264.53
111.65% $559.89
0.00%
CSCO
-25.41%
-1,929,791
-3.79%
$54.73
22.62% $67.11
11.12%
HAL
-66.18%
-1,115,455
-0.90%
$22.74
5.01% $21.60
0.46%
KOF
-87.50%
-3,531,560
-7.99%
$62.14
34.26% $83.43
1.14%
AGCO
-90.58%
-586,876
-1.61%
$77.57
46.47% $113.61
0.00%
45 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.