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%).

2023 Q4 (43 results)
FMC
+105.14%
+1,518,053
+4.70%
$63.05
81.54% $11.64
9.16%
UHAL.B
+45.08%
+188,725
+0.65%
$70.44
-
2.10%
SEE
+11.12%
+90,615
+0.16%
$36.52
-
1.62%
GOOGL
-0.03%
-620
-0.00%
$139.69
163.82% $368.53
13.76%
ALV
-0.36%
-3,710
-0.02%
$110.19
15.76% $127.56
5.48%
JNJ
-0.46%
-5,244
-0.04%
$156.74
48.51% $232.77
8.73%
KOF
-0.51%
-8,147
-0.04%
$94.64
-
7.33%
FDX
-0.56%
-922
-0.01%
$252.97
30.85% $331.00
2.02%
NWLI
-0.65%
-287
-0.01%
$483.02
-
1.04%
BRK.A
-0.75%
-5
-0.13%
$542,625.03
-
17.63%
UNP
-1.13%
-510
-0.01%
$245.62
10.87% $272.32
0.54%
WFC
-1.30%
-11,823
-0.03%
$49.22
66.48% $81.94
2.17%
IONS
-1.58%
-55,497
-0.14%
$50.59
47.22% $74.48
8.58%
BAC
-1.58%
-8,335
-0.01%
$33.67
59.88% $53.83
0.86%
BRK.B
-1.59%
-2,630
-0.05%
$356.66
-
2.84%
DEO
-1.72%
-2,501
-0.02%
$145.66
-
1.02%
TFC
-1.94%
-15,772
-0.03%
$36.92
33.26% $49.20
1.44%
PSX
-2.01%
-644
-0.00%
$133.14
37.51% $183.08
0.20%
CNHI
-2.85%
-23,999
-0.01%
$12.18
-
0.49%
BAX
-2.91%
-322
-0.00%
$38.66
49.87% $19.38
0.02%
AXP
-3.36%
-3,823
-0.04%
$187.34
65.83% $310.66
1.01%
CNXC
-4.06%
-6,031
-0.03%
$98.21
-
0.69%
HLN
-4.10%
-4,952
-0.00%
$8.23
-
0.05%
CSL
-4.10%
-100
-0.00%
$312.43
10.74% $345.98
0.04%
GSK
-4.30%
-5,594
-0.01%
$37.06
-
0.23%
NVS
-4.53%
-4,297
-0.02%
$100.97
-
0.45%
USB
-4.65%
-13,270
-0.03%
$43.28
28.67% $55.69
0.58%
KVUE
-5.28%
-23,627
-0.02%
$21.53
17.74% $17.71
0.45%
BIDU
-7.13%
-1,550
-0.01%
$119.09
-
0.12%
THO
-8.31%
-8,743
-0.05%
$118.25
35.98% $75.70
0.00%
UL
-8.44%
-11,245
-0.03%
$48.48
-
0.29%
EMR
-8.44%
-1,330
-0.01%
$97.33
41.91% $138.12
0.07%
COP
-8.46%
-2,555
-0.01%
$116.07
0.92% $117.14
0.16%
CSCO
-8.76%
-23,457
-0.06%
$50.52
140.78% $121.64
0.61%
VRTX
-10.99%
-8,240
-0.16%
$406.89
9.82% $446.83
1.33%
CMCSA
-15.50%
-7,610
-0.02%
$43.85
45.68% $23.82
0.09%
BK
-17.44%
-74,559
-0.19%
$52.05
176.70% $144.02
0.90%
GOOG
-24.71%
-146,950
-1.02%
$140.93
159.53% $365.76
3.10%
PGR
-26.28%
-9,080
-0.07%
$159.28
28.09% $204.02
0.20%
AZO
-33.20%
-6,081
-0.77%
$2,585.61
20.53% $3,116.43
1.55%
BABA
-42.62%
-14,352
-0.05%
$77.51
-
0.07%
INTC
-100.00%
-50,994
-0.09%
$35.55
178.96% $99.17
0.00%
VIAC
-100.00%
-287,668
-0.18%
$12.90
-
0.00%
43 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.