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%).

2017 Q4 (45 results)
WPP
buy
+135,252
+0.34%
$90.56
-
0.34%
GSK
+80.66%
+70,464
+0.09%
$44.34
-
0.19%
DNOW
-0.16%
-80
-0.00%
$11.02
25.18% $13.80
0.00%
ANAT
-0.32%
-305
-0.00%
$128.25
-
0.33%
UNP
-0.35%
-1,188
-0.00%
$134.10
99.13% $267.03
1.24%
UNF
-0.50%
-180
-0.00%
$164.89
65.32% $272.60
0.16%
RDS.A
-0.97%
-459
-0.00%
$66.70
-
0.09%
AVT
-0.99%
-5,855
-0.01%
$39.62
115.52% $85.39
0.63%
BAX
-1.00%
-15,355
-0.03%
$64.64
68.58% $20.31
2.69%
BIDU
-1.19%
-16,740
-0.11%
$234.21
-
8.93%
GOOG
-1.20%
-30,360
-0.04%
$52.32
575.30% $353.32
3.58%
GOOGL
-1.21%
-32,180
-0.05%
$52.67
576.63% $356.38
3.81%
BRK.A
-1.47%
-16
-0.13%
$297,600.37
-
8.74%
COP
-1.48%
-28,350
-0.04%
$54.89
118.47% $119.92
2.85%
JNJ
-1.93%
-44,303
-0.17%
$139.72
70.69% $238.49
8.61%
AZO
-2.13%
-2,170
-0.04%
$711.37
337.19% $3,110.05
1.95%
CSCO
-2.21%
-231,841
-0.24%
$38.30
210.18% $118.80
10.75%
TMJ
-2.75%
-3,359
-0.01%
$90.71
-
0.30%
DEO
-2.85%
-8,618
-0.03%
$146.03
-
1.18%
DVN
-2.86%
-80,280
-0.09%
$41.40
12.56% $46.60
3.09%
MRC
-2.89%
-148,861
-0.07%
$16.92
-
2.32%
BK
-2.99%
-137,901
-0.20%
$53.86
165.97% $143.25
6.61%
HAL
-3.08%
-106,720
-0.14%
$48.87
18.70% $39.73
4.49%
NWLI
-3.29%
-2,826
-0.03%
$331.03
-
0.75%
NVS
-4.17%
-8,206
-0.02%
$83.96
-
0.43%
PM
-4.36%
-53,485
-0.15%
$105.65
73.17% $182.95
3.40%
PSX
-4.91%
-19,280
-0.05%
$101.15
79.65% $181.72
1.04%
MA
-5.27%
-13,834
-0.06%
$151.36
223.13% $489.08
1.03%
UN
-5.28%
-37,814
-0.06%
$56.32
-
1.05%
LUK
-5.65%
-3,884
-0.00%
$26.50
-
0.05%
WFC
-5.67%
-199,619
-0.33%
$60.67
35.11% $81.97
5.52%
EMR
-6.98%
-86,207
-0.16%
$69.69
96.74% $137.11
2.20%
MMM
-8.14%
-45,264
-0.29%
$235.37
33.36% $156.85
3.30%
TTE
-10.29%
-31,716
-0.05%
$55.28
-
0.42%
AXP
-10.97%
-38,435
-0.10%
$99.31
215.52% $313.34
0.85%
BRK.B
-14.24%
-41,432
-0.23%
$198.22
-
1.36%
HSBC
-15.64%
-26,490
-0.04%
$51.64
-
0.20%
UL
-20.39%
-57,047
-0.09%
$55.34
-
0.34%
SIG
-30.59%
-68,891
-0.11%
$56.55
51.94% $85.92
0.00%
AGCO
-31.60%
-297,661
-0.58%
$71.43
52.19% $108.71
1.26%
CMCSA
-64.17%
-1,140,137
-1.25%
$40.05
40.15% $23.97
0.70%
MRK
-100.00%
-3,306
-0.01%
$64.13
85.71% $119.09
0.00%
SNI
-100.00%
-275,890
-0.65%
$85.89
-
0.00%
SHPG
-100.00%
-32,558
-0.14%
$153.14
-
0.00%
IBM
-100.00%
-234,755
-0.93%
$145.08
87.73% $272.36
0.00%
45 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.