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%).

2024 Q3 (40 results)
GL
buy
+35,502
+0.18%
$105.91
30.94% $138.68
0.18%
ALV
-0.14%
-675
-0.00%
$93.37
33.24% $124.41
2.10%
CNHI
-0.18%
-27,570
-0.01%
$11.10
3.15% $11.45
8.11%
KOF
-0.31%
-4,252
-0.02%
$88.72
6.62% $82.85
5.86%
ATMU
-0.35%
-463
-0.00%
$37.53
21.69% $45.67
0.24%
JNJ
-0.38%
-4,280
-0.03%
$162.06
9.35% $177.22
8.70%
UHAL.B
-0.59%
-3,562
-0.01%
$72.00
26.24% $53.11
2.05%
NVST
-0.78%
-14,747
-0.01%
$19.76
7.54% $21.25
1.78%
FMC
-1.06%
-33,614
-0.11%
$65.94
43.49% $37.26
9.83%
UNP
-1.11%
-480
-0.01%
$246.48
11.00% $219.37
0.50%
COP
-1.18%
-320
-0.00%
$105.28
12.21% $92.43
0.13%
CNXC
-1.27%
-2,118
-0.01%
$51.25
4.02% $53.31
0.40%
VRTX
-1.37%
-746
-0.02%
$465.08
15.17% $394.53
1.19%
DEO
-1.40%
-1,979
-0.01%
$140.34
21.60% $110.03
0.93%
BAC
-1.59%
-8,205
-0.02%
$39.68
24.70% $49.48
0.96%
GSK
-1.66%
-1,820
-0.00%
$40.88
1.30% $40.35
0.21%
WFC
-1.91%
-16,668
-0.04%
$56.49
40.10% $79.14
2.30%
KVUE
-1.93%
-7,537
-0.01%
$23.13
22.96% $17.82
0.42%
HLN
-2.12%
-2,025
-0.00%
$10.58
-
0.05%
FDX
-2.32%
-3,731
-0.05%
$273.68
17.41% $226.03
2.05%
TFC
-2.41%
-18,795
-0.04%
$42.77
8.32% $46.33
1.55%
USB
-2.46%
-6,240
-0.01%
$45.73
6.47% $48.69
0.54%
NVS
-2.58%
-2,259
-0.01%
$115.02
12.62% $129.54
0.47%
TTE
-2.73%
-4,059
-0.01%
$64.62
6.44% $60.46
0.45%
AXP
-3.89%
-4,051
-0.05%
$271.20
20.12% $325.77
1.29%
BABA
-5.37%
-735
-0.00%
$106.12
27.00% $134.77
0.07%
CMCSA
-5.74%
-2,160
-0.00%
$41.77
19.39% $33.67
0.07%
BRK.B
-6.02%
-9,028
-0.20%
$460.26
8.40% $498.94
3.09%
BK
-6.05%
-16,981
-0.06%
$71.86
44.10% $103.55
0.90%
VZ
-6.28%
-1,810
-0.00%
$44.91
1.65% $44.17
0.06%
PGR
-6.44%
-1,439
-0.02%
$253.76
3.96% $243.72
0.25%
CSCO
-8.81%
-20,331
-0.05%
$53.22
25.95% $67.03
0.53%
AZO
-9.09%
-1,102
-0.17%
$3,150.04
33.68% $4,210.89
1.66%
GOOGL
-12.49%
-242,933
-1.92%
$165.85
40.63% $233.23
13.45%
BRK.A
-13.50%
-88
-2.90%
$691,180.00
8.22% $747,979.75
18.58%
SEE
-14.24%
-127,259
-0.22%
$36.30
10.72% $32.41
1.33%
UL
-28.07%
-27,419
-0.08%
$64.96
1.32% $64.10
0.22%
GOOG
-63.12%
-93,398
-0.74%
$167.19
39.67% $233.51
0.43%
BIDU
-100.00%
-17,454
-0.07%
$86.48
16.65% $100.88
0.00%
NWLI
-100.00%
-43,677
-1.03%
$496.94
0.61% $499.98
0.00%
40 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.