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 90 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 46, bought 6 totally new, decreased the number of shares of 30 and completely sold out 8 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 52 securities out of which top 5 purchases (by % change to portfolio) are (JAZZ) JAZZ PHARMACEUTICALS PLC (new buy), (SNEX) STONEX GROUP INC (added shares +138.29%), (KT) KT CORP-SP ADR (added shares +91.26%), (CI) CIGNA CORP (new buy) and (ABG) ASBURY AUTOMOTIVE GROUP (new buy).

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 (17.61%), (IONS) IONIS PHARMACEUTICALS INC (13.57%), (KOF) COCA-COLA FEMSA SAB-SP ADR (9.07%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (8.22%) and (GOOGL) ALPHABET INC-CL A (4.53%).

In the latest report(s) the following changes have been made to the top investments: (CNHI) CNH INDUSTRIAL NV (reduced shares -0.15%), (IONS) IONIS PHARMACEUTICALS INC (reduced shares -7.68%), (KOF) COCA-COLA FEMSA SAB-SP ADR (reduced shares -1.57%) and (GOOGL) ALPHABET INC-CL A (reduced shares -0.61%).

2019 Q4 (44 results)
FOX
buy
+1,488,056
+1.96%
$36.40
64.51% $59.88
1.96%
KOF
+56.35%
+293,087
+0.64%
$60.62
-
1.78%
BIDU
+14.81%
+209,167
+0.96%
$126.40
-
7.41%
PSX
-0.11%
-419
-0.00%
$111.41
64.33% $183.08
1.47%
COP
-0.32%
-5,220
-0.01%
$65.03
80.13% $117.14
3.77%
USB
-0.32%
-2,680
-0.01%
$59.29
6.07% $55.69
1.78%
AXP
-0.33%
-916
-0.00%
$124.49
149.55% $310.66
1.25%
CMCSA
-0.33%
-1,486
-0.00%
$44.97
47.03% $23.82
0.74%
MMM
-0.39%
-1,367
-0.01%
$176.42
12.84% $153.76
2.24%
GOOGL
-0.41%
-11,040
-0.03%
$66.97
450.29% $368.53
6.49%
TMJ
-0.49%
-1,209
-0.00%
$55.30
-
0.49%
BRK.A
-0.57%
-6
-0.07%
$339,590.38
-
12.77%
GOOG
-0.62%
-15,180
-0.04%
$66.85
447.13% $365.76
5.84%
VZ
-0.62%
-2,670
-0.01%
$61.40
26.11% $45.37
0.95%
NVS
-0.87%
-1,345
-0.00%
$94.69
-
0.53%
ANAT
-0.89%
-275
-0.00%
$117.69
-
0.13%
CNHI
-0.99%
-9,420
-0.00%
$11.00
-
0.37%
WPP
-1.52%
-3,185
-0.01%
$70.29
-
0.52%
GSK
-1.55%
-2,160
-0.00%
$58.74
-
0.29%
RDS.A
-1.77%
-860
-0.00%
$58.98
-
0.10%
BRK.B
-1.85%
-4,590
-0.04%
$226.50
-
2.00%
AZO
-1.90%
-1,993
-0.09%
$1,191.31
161.60% $3,116.43
4.42%
DEO
-2.03%
-4,702
-0.03%
$168.42
-
1.38%
WFC
-2.86%
-75,208
-0.15%
$53.80
52.31% $81.94
4.97%
CSCO
-3.13%
-179,517
-0.31%
$47.96
153.63% $121.64
9.65%
UNP
-3.15%
-6,132
-0.04%
$180.79
50.63% $272.32
1.23%
UL
-3.17%
-4,115
-0.01%
$57.17
-
0.26%
JNJ
-3.71%
-75,820
-0.40%
$145.87
59.57% $232.77
10.38%
BK
-4.69%
-194,588
-0.35%
$50.33
186.15% $144.02
7.19%
GS
-4.90%
-4,780
-0.04%
$229.93
351.75% $1,038.68
0.77%
NWLI
-5.71%
-4,262
-0.04%
$290.88
-
0.74%
HSBC
-5.88%
-6,257
-0.01%
$39.09
-
0.14%
ALC
-7.81%
-2,393
-0.00%
$56.57
18.10% $66.81
0.06%
EMR
-8.39%
-60,616
-0.17%
$76.26
81.12% $138.12
1.82%
BAX
-11.77%
-8,494
-0.03%
$83.63
76.83% $19.38
0.19%
HAL
-16.34%
-86,469
-0.08%
$24.47
60.12% $39.18
0.39%
MRC
-19.50%
-878,443
-0.43%
$13.64
-
1.79%
UN
-84.76%
-3,029,929
-6.29%
$57.46
-
1.13%
UNF
-94.27%
-522,984
-3.82%
$201.97
33.77% $270.17
0.23%
DVN
-100.00%
-1,179,525
-1.03%
$24.06
84.04% $44.28
0.00%
FOXA
-100.00%
-1,299,471
-1.48%
$31.54
112.08% $66.89
0.00%
AVT
-100.00%
-580,127
-0.93%
$44.49
95.14% $86.81
0.00%
TTE
-100.00%
-32,177
-0.23%
$195.11
-
0.00%
CTWS
-100.00%
-6,483
-0.02%
$70.03
-
0.00%
44 of 2,354

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.