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 Q1 (40 results)
USB
+53.77%
+290,255
+0.46%
$48.19
8.82% $43.94
1.32%
GOOGL
+4.36%
+88,516
+0.22%
$58.84
221.41% $189.13
5.24%
CCL
+3.73%
+2,805
+0.00%
$50.73
42.69% $29.07
0.13%
RDS.A
+3.56%
+1,070
+0.00%
$62.58
18.45% $51.04
0.10%
BIDU
+3.48%
+36,488
+0.26%
$164.85
47.75% $86.13
7.81%
AVT
+0.24%
+1,390
+0.00%
$43.37
19.60% $51.87
0.83%
AGCO
-0.03%
-220
-0.00%
$69.55
63.35% $113.61
1.49%
GOOG
-0.12%
-3,020
-0.01%
$58.67
223.78% $189.95
4.72%
WPP
-0.12%
-262
-0.00%
$52.80
49.28% $26.78
0.38%
HAL
-0.19%
-2,088
-0.00%
$29.30
26.28% $21.60
1.63%
GS
-0.21%
-210
-0.00%
$191.99
269.58% $709.57
0.63%
MMM
-0.25%
-892
-0.01%
$207.78
30.50% $144.41
2.43%
UL
-0.27%
-207
-0.00%
$57.72
4.76% $60.47
0.25%
MRC
-0.29%
-13,590
-0.01%
$17.48
20.65% $13.87
2.65%
EMR
-0.33%
-1,672
-0.01%
$68.47
107.07% $141.78
1.69%
COP
-0.35%
-3,981
-0.01%
$66.74
38.99% $92.76
3.55%
BK
-0.36%
-15,217
-0.03%
$50.43
97.92% $99.81
6.98%
PSX
-0.42%
-1,563
-0.00%
$95.17
25.67% $119.60
1.15%
GSK
-0.42%
-642
-0.00%
$52.24
28.10% $37.56
0.26%
NWLI
-0.60%
-288
-0.00%
$262.48
90.49% $499.98
0.65%
CNHI
-0.62%
-6,057
-0.00%
$10.20
12.25% $11.45
0.33%
BRK.B
-0.69%
-1,822
-0.01%
$200.89
135.37% $472.84
1.73%
TMJ
-0.72%
-811
-0.00%
$81.95
-
0.30%
BRK.A
-0.96%
-7
-0.10%
$301,214.77
136.20% $711,480.00
10.22%
DEO
-1.03%
-2,448
-0.01%
$163.61
40.43% $97.46
1.27%
AXP
-1.12%
-3,245
-0.01%
$109.30
169.23% $294.27
1.03%
TTE
-1.72%
-2,812
-0.01%
$55.65
6.31% $59.16
0.49%
CMCSA
-1.77%
-8,570
-0.01%
$39.98
18.66% $32.52
0.63%
DVN
-1.84%
-25,929
-0.03%
$31.56
1.84% $32.14
1.44%
UN
-2.41%
-13,938
-0.03%
$58.29
-
1.09%
ANAT
-2.83%
-723
-0.00%
$120.83
56.42% $188.99
0.13%
VZ
-3.02%
-8,073
-0.03%
$59.13
27.48% $42.88
0.88%
JNJ
-3.53%
-75,353
-0.35%
$139.79
19.70% $167.33
9.48%
MA
-4.77%
-6,954
-0.08%
$235.45
137.80% $559.89
1.66%
NVS
-5.02%
-8,636
-0.03%
$96.14
19.93% $115.30
0.52%
CSCO
-6.42%
-383,867
-0.94%
$53.99
24.30% $67.11
13.73%
HSBC
-11.69%
-16,119
-0.02%
$40.58
51.23% $61.37
0.16%
WFC
-14.77%
-460,000
-0.73%
$48.32
60.97% $77.78
4.23%
UNP
-25.83%
-68,134
-0.38%
$167.20
31.22% $219.40
1.08%
AZO
-31.61%
-56,061
-1.89%
$1,024.12
276.80% $3,858.86
4.10%
40 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.