Skip to content
We’ve expanded our free plan so you can explore more of Valuesider. Check out the updated pricing page to see what’s now available for free!

Tweedy, Browne Co All Funds (US) exited its entire CNXC position, held for ~6 years.

Sold out of a position that was 13,431 shares worth $301K as of the previous filing.
Published · Based on SEC filings

Medium impact
Position exited
2026 Q3

Concentrix Corp (CNXC) is gone from the Tweedy, Browne Co All Funds (US) portfolio as of September 30, 2026, according to the 13F-HR filed with the SEC on November 4, 2026. A quarter earlier the position was 13.4K shares worth about $301K, or 0.02% of the reported book. CNXC had been in the portfolio for about 6 years, since the quarter ended December 31, 2020.

What did the 2026 Q3 filing report for CNXC?

As of September 30, 2026, from the 13F-HR filed November 4, 2026.

Before After
Shares 13.4K 0
Reported value $301K $0
Portfolio weight 0.02% 0%
Held since 2020 Q4 sold out in 2026 Q3
Quarters held 23

What did Tweedy, Browne Co All Funds (US) sell?

Tweedy, Browne Co All Funds (US) sold 13.4K shares of CNXC between the quarter ended June 30, 2026 and September 30, 2026. The CNXC exit was the 65th largest of the quarter's 97 position changes by percent change to portfolio.

Where does CNXC sit in the Tweedy, Browne Co All Funds (US) portfolio?

Before the sale, CNXC carried 0.02% of the Tweedy, Browne Co All Funds (US) portfolio, below the fund's average stock position of 1%. The largest stock position is CNH at 20.21%. Next come KOF at 9.86% and BRK-A at 8.76%. The three largest stocks together are 38.83% of the book. Across the 2026 Q3 portfolio, Tweedy, Browne Co All Funds (US) reported 98 stock positions, with 12 opened and 5 closed. The total portfolio value is about $1.23B, down 7% from the prior quarter.

Tweedy, Browne Co All Funds (US) buys and sells, 2026 Q3

How long has Tweedy, Browne Co All Funds (US) held CNXC?

Tweedy, Browne Co All Funds (US) held CNXC for about 6 years, from the quarter ended December 31, 2020 to June 30, 2026. The weight peaked at 2.48% in 2022 Q3. Last quarter the fund had trimmed the position by 1%. Every reported trade is on the Tweedy, Browne Co All Funds (US) CNXC trade history page.

Tweedy, Browne Co All Funds (US) shares of CNXC by quarter

FAQ

How many CNXC shares did Tweedy, Browne Co All Funds (US) sell?

Tweedy, Browne Co All Funds (US) sold all 13.4K shares of CNXC it reported a quarter earlier, worth about $301K.

When did Tweedy, Browne Co All Funds (US) first buy CNXC?

Tweedy, Browne Co All Funds (US) first reported CNXC in the quarter ended December 31, 2020.

How much of the Tweedy, Browne Co All Funds (US) portfolio was CNXC?

CNXC was 0.02% of the Tweedy, Browne Co All Funds (US) portfolio at the prior quarter-end, and 0% after the sale.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst