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%).

2018 Q4 (38 results)
GS
buy
+90,513
+0.59%
$167.05
324.75% $709.57
0.59%
CCL
buy
+72,495
+0.13%
$49.30
41.04% $29.07
0.13%
CNHI
+57.76%
+340,921
+0.12%
$9.21
24.33% $11.45
0.32%
BRK.B
+10.58%
+25,139
+0.18%
$204.18
131.58% $472.84
1.90%
HAL
+9.20%
+142,205
+0.13%
$26.58
18.74% $21.60
1.59%
RDS.A
+3.49%
+1,632
+0.00%
$58.27
12.41% $51.04
0.10%
TTE
+2.31%
+6,079
+0.01%
$52.18
13.37% $59.16
0.50%
AGCO
+0.93%
+3,142
+0.01%
$55.67
104.08% $113.61
1.28%
BIDU
+0.45%
+6,260
+0.04%
$158.60
45.69% $86.13
7.80%
GOOG
-0.13%
-3,300
-0.01%
$51.78
266.84% $189.95
4.48%
GOOGL
-0.13%
-3,300
-0.01%
$52.25
261.98% $189.13
4.79%
BAX
-0.25%
-176
-0.00%
$65.82
66.64% $21.96
0.17%
PSX
-0.34%
-1,067
-0.00%
$86.15
38.83% $119.60
1.12%
JNJ
-0.37%
-7,002
-0.04%
$129.05
29.66% $167.33
9.74%
AZO
-0.40%
-704
-0.02%
$838.34
360.30% $3,858.86
5.26%
BK
-0.41%
-17,204
-0.03%
$47.07
112.05% $99.81
7.03%
BRK.A
-0.48%
-5
-0.05%
$306,000.00
132.51% $711,480.00
11.26%
NWLI
-0.88%
-672
-0.01%
$300.69
66.28% $499.98
0.81%
HSBC
-1.46%
-2,046
-0.00%
$41.11
49.29% $61.37
0.20%
WFC
-1.80%
-56,962
-0.09%
$46.08
68.79% $77.78
5.08%
MRC
-1.80%
-74,173
-0.04%
$12.23
13.41% $13.87
2.00%
WPP
-1.97%
-3,496
-0.01%
$54.80
51.13% $26.78
0.42%
GSK
-2.10%
-3,246
-0.01%
$47.76
21.36% $37.56
0.26%
AXP
-2.16%
-3,255
-0.02%
$95.32
208.72% $294.27
0.98%
MA
-2.48%
-5,706
-0.04%
$188.65
196.79% $559.89
1.50%
TMJ
-2.74%
-2,665
-0.01%
$74.53
-
0.30%
COP
-3.00%
-50,185
-0.11%
$62.35
48.77% $92.76
3.58%
NVS
-4.74%
-8,567
-0.03%
$85.81
34.36% $115.30
0.52%
UNF
-4.96%
-1,735
-0.01%
$143.07
18.81% $169.98
0.17%
CSCO
-5.42%
-472,581
-0.73%
$43.33
54.88% $67.11
12.64%
DEO
-8.16%
-19,410
-0.11%
$141.80
31.27% $97.46
1.19%
MMM
-8.49%
-33,048
-0.22%
$190.54
24.21% $144.41
2.40%
UN
-9.04%
-47,754
-0.11%
$53.80
-
1.10%
VZ
-9.79%
-50,479
-0.10%
$56.22
23.73% $42.88
0.93%
UNP
-19.68%
-64,638
-0.32%
$138.23
58.72% $219.40
1.29%
EMR
-22.54%
-218,705
-0.46%
$59.75
137.29% $141.78
1.59%
CMCSA
-22.87%
-143,260
-0.17%
$34.05
4.50% $32.52
0.58%
DVN
-28.16%
-552,398
-0.44%
$22.54
42.59% $32.14
1.12%
38 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.