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%).

2017 Q3 (38 results)
SNI
buy
+146,221
+0.64%
$85.89
-
0.00%
AZO
buy
+102,089
+1.65%
$595.11
543.88% $3,831.79
1.65%
MRC
+15.30%
+684,179
+0.33%
$17.49
19.10% $14.15
2.45%
NVS
+0.27%
+530
+0.00%
$85.85
33.29% $114.43
0.46%
UL
+0.11%
+310
+0.00%
$57.96
4.16% $60.37
0.44%
UNP
+0.05%
+184
+0.00%
$115.97
89.69% $219.99
1.07%
BIDU
+0.02%
+169
+0.00%
$247.69
65.09% $86.46
9.48%
VZ
+0.02%
+120
+0.00%
$49.49
13.30% $42.91
0.74%
CSCO
-0.06%
-6,186
-0.01%
$33.63
100.24% $67.34
9.58%
CMCSA
-0.07%
-1,194
-0.00%
$38.48
14.92% $32.74
1.86%
WFC
-0.13%
-4,612
-0.01%
$55.15
42.68% $78.69
5.28%
PSX
-0.14%
-551
-0.00%
$91.61
31.33% $120.31
0.98%
MMM
-0.16%
-905
-0.01%
$209.90
30.35% $146.20
3.17%
PM
-0.19%
-1,272
-0.01%
$111.01
50.58% $167.16
3.71%
BAX
-0.19%
-2,991
-0.01%
$62.75
64.88% $22.04
2.62%
DNOW
-0.24%
-119
-0.00%
$13.80
8.96% $15.04
0.02%
JNJ
-0.28%
-6,465
-0.02%
$130.01
27.88% $166.26
8.11%
DEO
-0.29%
-539
-0.00%
$132.13
26.16% $97.56
1.09%
GOOG
-0.31%
-7,900
-0.01%
$47.96
295.89% $189.85
3.29%
BK
-0.32%
-14,905
-0.02%
$53.02
89.17% $100.30
6.65%
GOOGL
-0.33%
-6,191
-0.01%
$48.69
288.06% $188.93
3.54%
GSK
-0.36%
-188
-0.00%
$50.75
26.42% $37.34
0.12%
MA
-0.39%
-588
-0.00%
$141.20
297.17% $560.81
1.01%
NWLI
-0.60%
-289
-0.00%
$349.00
43.26% $499.98
0.82%
AXP
-0.61%
-2,166
-0.01%
$90.46
225.49% $294.44
0.86%
SHPG
-0.96%
-316
-0.00%
$153.14
17.02% $179.20
0.00%
TMJ
-1.06%
-1,303
-0.00%
$80.09
-
0.27%
TTE
-1.10%
-3,422
-0.00%
$53.52
10.54% $59.16
0.45%
HAL
-1.17%
-40,885
-0.05%
$46.03
53.20% $21.54
4.33%
HSBC
-1.31%
-2,255
-0.00%
$49.41
24.34% $61.44
0.23%
EMR
-1.58%
-19,841
-0.03%
$62.84
126.13% $142.10
2.11%
DVN
-2.07%
-59,185
-0.06%
$36.71
12.42% $32.15
2.80%
COP
-2.22%
-43,615
-0.06%
$50.05
86.13% $93.16
2.61%
BRK.B
-2.78%
-8,315
-0.04%
$183.32
159.04% $474.87
1.45%
LUK
-2.80%
-1,980
-0.00%
$25.25
-
0.05%
RDS.A
-3.66%
-1,794
-0.00%
$60.58
15.75% $51.04
0.08%
AGCO
-7.03%
-71,228
-0.14%
$73.77
54.05% $113.64
1.89%
UN
-8.03%
-62,612
-0.10%
$59.04
-
1.15%
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.