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 90 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 46, bought 6 totally new, decreased the number of shares of 30 and completely sold out 8 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 52 securities out of which top 5 purchases (by % change to portfolio) are (JAZZ) JAZZ PHARMACEUTICALS PLC (new buy), (SNEX) STONEX GROUP INC (added shares +138.29%), (KT) KT CORP-SP ADR (added shares +91.26%), (CI) CIGNA CORP (new buy) and (ABG) ASBURY AUTOMOTIVE GROUP (new buy).

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 (17.61%), (IONS) IONIS PHARMACEUTICALS INC (13.57%), (KOF) COCA-COLA FEMSA SAB-SP ADR (9.07%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (8.22%) and (GOOGL) ALPHABET INC-CL A (4.53%).

In the latest report(s) the following changes have been made to the top investments: (CNHI) CNH INDUSTRIAL NV (reduced shares -0.15%), (IONS) IONIS PHARMACEUTICALS INC (reduced shares -7.68%), (KOF) COCA-COLA FEMSA SAB-SP ADR (reduced shares -1.57%) and (GOOGL) ALPHABET INC-CL A (reduced shares -0.61%).

2024 Q4 (40 results)
DEO
-0.65%
-905
-0.01%
$127.13
-
1.19%
TTE
-1.79%
-2,599
-0.01%
$54.50
-
0.52%
UL
-2.09%
-1,471
-0.01%
$56.70
-
0.26%
CMCSA
-2.55%
-903
-0.00%
$37.53
37.84% $23.33
0.09%
NVS
-2.58%
-2,206
-0.01%
$97.31
-
0.55%
KOF
-4.01%
-55,535
-0.29%
$77.89
-
6.98%
JNJ
-4.06%
-45,711
-0.45%
$144.62
57.77% $228.17
10.53%
CNHI
-4.56%
-699,534
-0.53%
$11.33
-
11.18%
ALV
-5.76%
-27,125
-0.17%
$93.79
38.97% $130.34
2.81%
IONS
-5.96%
-205,813
-0.48%
$34.96
114.90% $75.13
7.66%
GL
-6.39%
-2,268
-0.02%
$111.52
38.37% $154.31
0.25%
USB
-6.62%
-16,388
-0.05%
$47.83
15.95% $55.46
0.75%
KVUE
-6.89%
-26,410
-0.04%
$21.35
20.94% $16.88
0.51%
FMC
-8.43%
-263,387
-0.86%
$48.61
74.92% $12.19
9.38%
HLN
-8.63%
-8,075
-0.01%
$9.54
-
0.05%
COP
-10.15%
-2,711
-0.02%
$99.17
20.23% $119.23
0.16%
AXP
-10.49%
-10,489
-0.21%
$296.79
5.30% $312.53
1.79%
VZ
-11.00%
-2,970
-0.01%
$39.99
12.20% $44.87
0.06%
EMR
-11.26%
-1,346
-0.01%
$123.93
14.63% $142.06
0.09%
GSK
-13.16%
-14,219
-0.03%
$33.82
-
0.21%
BAC
-15.13%
-76,608
-0.23%
$43.95
23.25% $54.17
1.27%
TFC
-16.31%
-124,106
-0.36%
$43.38
13.37% $49.18
1.86%
UHAL.B
-18.21%
-108,937
-0.47%
$64.05
-
2.11%
NVST
-19.00%
-358,589
-0.47%
$19.29
18.56% $22.87
1.99%
WFC
-20.71%
-176,912
-0.84%
$70.24
16.20% $81.62
3.21%
VRTX
-24.20%
-12,969
-0.35%
$402.70
9.69% $441.74
1.10%
FDX
-24.40%
-38,367
-0.73%
$281.33
16.59% $328.00
2.25%
SEE
-26.32%
-201,640
-0.46%
$33.83
-
1.29%
BRK.B
-28.71%
-40,440
-1.24%
$453.28
-
3.07%
PGR
-30.18%
-6,305
-0.10%
$239.61
18.46% $195.38
0.24%
AZO
-30.19%
-3,328
-0.72%
$3,202.00
3.75% $3,081.94
1.66%
BK
-40.50%
-106,787
-0.55%
$76.83
82.96% $140.57
0.81%
UNP
-48.79%
-20,924
-0.32%
$228.04
15.73% $263.90
0.34%
BRK.A
-49.47%
-279
-12.81%
$680,920.00
-
13.08%
PSX
-55.44%
-16,757
-0.13%
$113.93
61.63% $184.14
0.10%
GOOGL
-56.70%
-964,839
-12.31%
$189.30
96.61% $372.19
9.40%
BABA
-64.10%
-8,295
-0.05%
$84.79
-
0.03%
CSCO
-71.53%
-150,586
-0.60%
$59.20
119.59% $130.00
0.24%
GOOG
-73.13%
-39,910
-0.51%
$190.44
93.90% $369.27
0.19%
CNXC
-82.82%
-135,998
-0.40%
$43.27
-
0.08%
40 of 2,354

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.