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 Q2 (38 results)
UHAL.B
buy
+433,208
+1.16%
$50.67
-
1.16%
SEE
buy
+545,295
+1.15%
$40.00
-
1.15%
BAC
+9.89%
+49,162
+0.07%
$28.69
87.63% $53.83
0.83%
VIAC
+0.35%
+1,340
+0.00%
$15.91
-
0.32%
IONS
-0.01%
-188
-0.00%
$41.03
81.53% $74.48
7.66%
FDX
-0.06%
-103
-0.00%
$247.90
33.52% $331.00
2.22%
DEO
-0.10%
-150
-0.00%
$173.48
-
1.34%
NWLI
-0.11%
-49
-0.00%
$415.55
-
0.97%
WFC
-0.18%
-1,690
-0.00%
$42.68
91.99% $81.94
2.15%
THO
-0.19%
-209
-0.00%
$103.50
26.86% $75.70
0.60%
GOOGL
-0.33%
-6,633
-0.04%
$119.70
207.88% $368.53
12.68%
AXP
-0.40%
-476
-0.00%
$174.20
78.34% $310.66
1.10%
COP
-0.46%
-142
-0.00%
$103.60
13.07% $117.14
0.17%
CNHI
-0.58%
-4,985
-0.00%
$14.40
-
0.65%
GSK
-0.64%
-861
-0.00%
$35.64
-
0.25%
BIDU
-0.81%
-182
-0.00%
$136.90
-
0.16%
GOOG
-1.11%
-6,690
-0.04%
$120.97
202.36% $365.76
3.79%
CSCO
-1.12%
-9,468
-0.03%
$51.74
135.10% $121.64
2.29%
FMS
-1.14%
-3,922
-0.00%
$23.93
-
0.00%
BRK.A
-1.32%
-9
-0.25%
$517,810.73
-
18.33%
NVS
-1.81%
-1,772
-0.01%
$100.91
-
0.51%
JNJ
-1.82%
-22,387
-0.20%
$165.52
40.63% $232.77
10.56%
BABA
-2.96%
-1,079
-0.00%
$83.36
-
0.16%
BRK.B
-3.04%
-5,794
-0.10%
$341.00
-
3.33%
FMC
-3.98%
-41,767
-0.23%
$104.34
88.84% $11.64
5.55%
ALV
-5.09%
-54,537
-0.24%
$85.04
50.00% $127.56
4.56%
KOF
-5.20%
-100,175
-0.44%
$83.31
-
8.02%
EMR
-5.25%
-1,221
-0.01%
$90.37
52.84% $138.12
0.11%
TFC
-7.67%
-69,920
-0.11%
$30.35
62.11% $49.20
1.35%
HLN
-7.81%
-10,365
-0.00%
$8.38
-
0.05%
BK
-10.14%
-79,267
-0.19%
$44.52
223.50% $144.02
1.65%
AZO
-11.60%
-2,500
-0.33%
$2,493.36
24.99% $3,116.43
2.51%
USB
-14.98%
-56,059
-0.10%
$33.04
68.55% $55.69
0.55%
CNXC
-19.33%
-53,359
-0.23%
$80.75
-
0.95%
UL
-53.54%
-174,842
-0.48%
$52.13
-
0.42%
CMCSA
-67.99%
-107,399
-0.24%
$41.55
42.67% $23.82
0.11%
BAX
-70.26%
-26,672
-0.06%
$45.54
57.44% $19.38
0.03%
INTC
-80.81%
-225,993
-0.40%
$33.44
196.59% $99.17
0.09%
38 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.