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 Q1 (42 results)
WPP
+65.22%
+88,213
+0.21%
$79.55
66.34% $26.78
0.54%
AZO
+3.80%
+3,792
+0.08%
$648.69
494.87% $3,858.86
2.06%
WFC
+0.90%
+29,605
+0.05%
$52.41
48.41% $77.78
5.37%
GOOGL
-0.23%
-5,960
-0.01%
$51.86
264.71% $189.13
4.18%
GOOG
-0.24%
-5,940
-0.01%
$51.59
268.19% $189.95
3.93%
UNP
-0.25%
-427
-0.00%
$134.43
63.21% $219.40
1.39%
BIDU
-0.27%
-3,791
-0.03%
$223.19
61.41% $86.13
9.47%
AGCO
-0.32%
-1,442
-0.00%
$64.85
75.19% $113.61
1.28%
DVN
-0.37%
-6,085
-0.01%
$31.79
1.10% $32.14
2.64%
CMCSA
-0.39%
-1,565
-0.00%
$34.17
4.83% $32.52
0.66%
PSX
-0.48%
-1,796
-0.01%
$95.92
24.69% $119.60
1.09%
HSBC
-0.51%
-734
-0.00%
$47.67
28.74% $61.37
0.21%
TMJ
-0.51%
-605
-0.00%
$84.17
-
0.30%
BRK.A
-0.56%
-6
-0.05%
$299,100.47
137.87% $711,480.00
9.75%
NVS
-0.59%
-1,110
-0.00%
$80.85
42.61% $115.30
0.46%
MRC
-0.63%
-17,708
-0.02%
$16.44
15.63% $13.87
2.50%
MA
-0.74%
-1,842
-0.01%
$175.16
219.65% $559.89
1.32%
AVT
-0.76%
-2,986
-0.01%
$41.76
24.21% $51.87
0.74%
BRK.B
-0.95%
-2,362
-0.01%
$199.48
137.04% $472.84
1.51%
LUK
-0.98%
-638
-0.00%
$22.72
-
0.00%
JNJ
-1.19%
-15,506
-0.10%
$128.15
30.57% $167.33
8.72%
NWLI
-1.19%
-986
-0.01%
$304.87
64.00% $499.98
0.77%
BK
-1.39%
-62,313
-0.10%
$51.53
93.69% $99.81
6.96%
UNF
-1.47%
-273
-0.00%
$161.65
5.15% $169.98
0.17%
GSK
-1.61%
-1,514
-0.00%
$48.84
23.09% $37.56
0.23%
HAL
-1.71%
-57,270
-0.08%
$46.94
53.98% $21.60
4.74%
COP
-2.02%
-38,273
-0.07%
$59.29
56.45% $92.76
3.36%
TTE
-2.20%
-6,071
-0.01%
$57.69
2.55% $59.16
0.48%
AXP
-2.93%
-6,271
-0.03%
$93.28
215.47% $294.27
0.87%
UN
-3.13%
-21,219
-0.04%
$56.39
-
1.14%
VZ
-3.18%
-17,460
-0.03%
$47.82
10.33% $42.88
0.78%
EMR
-4.59%
-52,757
-0.11%
$68.30
107.58% $141.78
2.29%
CSCO
-5.04%
-330,181
-0.68%
$42.89
56.47% $67.11
12.77%
DEO
-5.28%
-15,548
-0.06%
$135.42
28.03% $97.46
1.16%
MMM
-18.05%
-92,171
-0.62%
$219.52
34.22% $144.41
2.81%
WSM
-35.01%
-69,060
-0.11%
$52.76
255.71% $187.67
0.00%
BAX
-95.22%
-946,274
-2.88%
$65.03
66.23% $21.96
0.14%
PM
-96.44%
-622,704
-3.45%
$99.40
63.95% $162.96
0.00%
TRMK
-100.00%
-7,200
-0.01%
$31.81
14.95% $36.56
0.00%
GE
-100.00%
-6,251
-0.03%
$139.66
92.89% $269.38
0.00%
DNOW
-100.00%
-49,982
-0.02%
$11.02
33.71% $14.74
0.00%
SIG
-100.00%
-156,307
-0.27%
$56.55
33.16% $75.30
0.00%
42 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.