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 Q2 (39 results)
MRK
buy
+2,777
+0.01%
$60.80
30.41% $79.29
0.01%
AZO
+73.08%
+71,627
+1.58%
$670.93
475.15% $3,858.86
3.74%
VZ
+3.32%
+17,660
+0.03%
$50.31
14.77% $42.88
0.86%
AVT
+1.82%
+10,553
+0.01%
$42.89
20.94% $51.87
0.79%
HSBC
+0.96%
+1,169
+0.00%
$47.14
30.19% $61.37
0.21%
RDS.A
+0.25%
+115
+0.00%
$69.23
26.28% $51.04
0.10%
GSK
-0.05%
-70
-0.00%
$50.39
25.45% $37.56
0.24%
UL
-0.09%
-200
-0.00%
$55.28
9.38% $60.47
0.38%
PSX
-0.30%
-1,129
-0.00%
$112.31
6.49% $119.60
1.29%
MA
-0.41%
-1,018
-0.01%
$196.52
184.90% $559.89
1.50%
DEO
-0.43%
-1,207
-0.01%
$144.01
32.32% $97.46
1.24%
WPP
-0.43%
-966
-0.00%
$78.58
65.92% $26.78
0.54%
CMCSA
-0.57%
-3,609
-0.00%
$32.81
0.89% $32.52
0.64%
TMJ
-0.82%
-974
-0.00%
$81.41
-
0.30%
BIDU
-0.86%
-11,948
-0.09%
$243.00
64.56% $86.13
10.37%
AXP
-1.14%
-3,461
-0.01%
$98.00
200.28% $294.27
0.91%
UNP
-1.17%
-3,066
-0.02%
$141.68
54.86% $219.40
1.47%
UN
-1.34%
-8,814
-0.02%
$55.72
-
1.12%
NVS
-1.45%
-2,246
-0.01%
$75.54
52.64% $115.30
0.43%
GOOGL
-1.50%
-39,420
-0.07%
$56.46
234.98% $189.13
4.55%
GOOG
-1.59%
-38,016
-0.07%
$55.78
240.52% $189.95
4.24%
TTE
-1.62%
-4,394
-0.01%
$60.56
2.31% $59.16
0.50%
BRK.A
-1.88%
-20
-0.18%
$282,040.19
152.26% $711,480.00
9.16%
JNJ
-2.00%
-44,366
-0.17%
$121.34
37.90% $167.33
8.21%
BK
-2.14%
-87,740
-0.16%
$53.93
85.07% $99.81
7.23%
MMM
-2.32%
-9,456
-0.06%
$196.72
26.59% $144.41
2.50%
WFC
-2.33%
-59,794
-0.13%
$55.44
40.30% $77.78
5.63%
BRK.B
-3.49%
-7,893
-0.05%
$186.65
153.33% $472.84
1.38%
EMR
-3.67%
-35,038
-0.09%
$69.14
105.06% $141.78
2.27%
NWLI
-4.09%
-3,360
-0.03%
$307.25
62.72% $499.98
0.75%
MRC
-4.44%
-221,010
-0.15%
$21.67
35.99% $13.87
3.20%
CSCO
-7.61%
-740,330
-0.99%
$43.03
55.96% $67.11
12.01%
COP
-8.67%
-142,105
-0.35%
$69.62
33.24% $92.76
3.66%
DVN
-23.67%
-641,956
-0.88%
$43.96
26.89% $32.14
2.83%
HAL
-52.75%
-1,738,755
-2.43%
$45.06
52.06% $21.60
2.18%
ANAT
-64.59%
-61,197
-0.23%
$119.58
58.05% $188.99
0.12%
LUK
-100.00%
-64,162
-0.05%
$22.72
-
0.00%
PM
-100.00%
-23,013
-0.13%
$99.40
63.95% $162.96
0.00%
WSM
-100.00%
-128,185
-0.21%
$52.76
255.71% $187.67
0.00%
39 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.