Sealed Air Corp (SEE) is gone from the Tweedy, Browne Co All Funds (US) portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 7, 2026. A quarter earlier the position was 510K shares worth about $18M, or 1.43% of the reported book. SEE had been in the portfolio for 3 years, since the quarter ended June 30, 2023.
What did the 2026 Q2 filing report for SEE?
As of June 30, 2026, from the 13F-HR filed August 7, 2026.
| Before | After | |
|---|---|---|
| Shares | 510K | 0 |
| Reported value | $18M | $0 |
| Portfolio weight | 1.43% | 0% |
| Held since | 2023 Q2 | sold out in 2026 Q2 |
| Quarters held | 12 |
What did Tweedy, Browne Co All Funds (US) sell?
Tweedy, Browne Co All Funds (US) sold 510K shares of SEE between the quarter ended March 31, 2026 and June 30, 2026. The SEE exit was the 4th largest of the quarter's 103 position changes by percent change to portfolio.
Where does SEE sit in the Tweedy, Browne Co All Funds (US) portfolio?
Before the sale, SEE carried 1.43% of the Tweedy, Browne Co All Funds (US) portfolio, above the fund's average stock position of 1%. The largest stock position is CNH at 17.11%. Next come IONS at 13.7% and KOF at 9.34%. The three largest stocks together are 40.15% of the book. Across the 2026 Q2 portfolio, Tweedy, Browne Co All Funds (US) reported 91 stock positions, with 13 opened and 15 closed. The total portfolio value is about $1.3B, up 5% from the prior quarter.
How long has Tweedy, Browne Co All Funds (US) held SEE?
Tweedy, Browne Co All Funds (US) held SEE for 3 years, from the quarter ended June 30, 2023 to March 31, 2026. The weight peaked at 1.61% in 2023 Q4. The share count had been unchanged the quarter before. Every reported trade is on the Tweedy, Browne Co All Funds (US) SEE trade history page.
FAQ
How many SEE shares did Tweedy, Browne Co All Funds (US) sell?
Tweedy, Browne Co All Funds (US) sold all 510K shares of SEE it reported a quarter earlier, worth about $18M.
When did Tweedy, Browne Co All Funds (US) first buy SEE?
Tweedy, Browne Co All Funds (US) first reported SEE in the quarter ended June 30, 2023.
How much of the Tweedy, Browne Co All Funds (US) portfolio was SEE?
SEE was 1.43% of the Tweedy, Browne Co All Funds (US) portfolio at the prior quarter-end, and 0% after the sale.