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 Q3 (34 results)
CNHI
buy
+621,311
+0.22%
$12.01
4.66% $11.45
0.22%
BIDU
+0.60%
+8,301
+0.06%
$228.68
62.34% $86.13
9.53%
BRK.A
-0.10%
-1
-0.01%
$320,000.00
122.34% $711,480.00
10.07%
PSX
-0.19%
-715
-0.00%
$112.72
6.10% $119.60
1.26%
GSK
-0.35%
-549
-0.00%
$50.22
25.20% $37.56
0.23%
BRK.B
-0.39%
-928
-0.01%
$214.11
120.84% $472.84
1.53%
WPP
-0.45%
-1,000
-0.00%
$73.27
63.45% $26.78
0.49%
CMCSA
-0.67%
-4,233
-0.00%
$35.41
8.16% $32.52
0.67%
HAL
-0.71%
-11,036
-0.01%
$40.53
46.71% $21.60
1.89%
AZO
-0.80%
-1,445
-0.03%
$775.70
397.47% $3,858.86
4.16%
ANAT
-0.97%
-325
-0.00%
$129.30
46.17% $188.99
0.13%
UNF
-0.97%
-194
-0.00%
$173.66
2.12% $169.98
0.18%
TTE
-0.98%
-2,604
-0.01%
$64.39
8.12% $59.16
0.51%
MRC
-1.13%
-53,867
-0.03%
$18.77
26.11% $13.87
2.66%
COP
-1.23%
-13,783
-0.05%
$77.40
19.84% $92.76
3.90%
AXP
-1.23%
-2,706
-0.01%
$106.49
176.33% $294.27
0.95%
AVT
-1.40%
-5,947
-0.01%
$44.77
15.86% $51.87
0.78%
UNP
-1.41%
-2,612
-0.02%
$162.83
34.74% $219.40
1.61%
JNJ
-1.73%
-37,557
-0.16%
$138.17
21.10% $167.33
8.91%
TMJ
-1.81%
-2,123
-0.01%
$86.69
-
0.30%
UN
-1.94%
-12,615
-0.02%
$55.55
-
1.06%
BK
-1.96%
-84,588
-0.13%
$50.99
95.74% $99.81
6.50%
NVS
-2.33%
-2,583
-0.01%
$86.16
33.82% $115.30
0.47%
HSBC
-2.50%
-2,259
-0.00%
$43.99
39.52% $61.37
0.19%
NWLI
-2.50%
-1,967
-0.02%
$319.21
56.63% $499.98
0.74%
CSCO
-2.99%
-185,617
-0.39%
$48.65
37.94% $67.11
12.77%
WFC
-3.04%
-53,753
-0.16%
$52.56
47.98% $77.78
5.02%
MMM
-4.82%
-19,703
-0.13%
$210.71
31.47% $144.41
2.47%
DVN
-5.26%
-108,946
-0.13%
$39.94
19.53% $32.14
2.36%
VZ
-6.15%
-33,765
-0.05%
$53.39
19.69% $42.88
0.83%
MA
-6.35%
-15,590
-0.10%
$222.61
151.51% $559.89
1.54%
DEO
-6.80%
-18,854
-0.08%
$141.67
31.21% $97.46
1.10%
EMR
-8.09%
-55,088
-0.20%
$76.58
85.14% $141.78
2.24%
UL
-41.24%
-91,757
-0.15%
$54.97
10.00% $60.47
0.22%
34 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.