B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q1 2026)
As of Mar 31, 2026, the Tweedy, Browne Co All Funds (US) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 06, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2026, the filing reported:
Increases - Advance Auto Parts Inc., AGCO Corporation, Allison Transmission Holdings, , AMN Healthcare Services Inc, Alliance Resource Partners, L.P, and 41 more
Reductions - Autoliv, Inc., American Express Company, AutoZone, Inc., Bank of America Corporation, The Bank of New York Mellon Cor, and 22 more
Complete Exits - Albemarle Corporation, AutoNation, Inc., Atmus Filtration Technologies I, Consensus Cloud Solutions, Inc., Cleveland-Cliffs Inc., and 3 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2026
|
AAP
Advance Auto Parts Inc.
|
Buy |
+8,992
|
|
Q1 2026
|
ABG
Asbury Automotive Group Inc
|
Buy - Position Entry |
+7,253
|
|
Q1 2026
|
AGCO
AGCO Corporation
|
Buy |
+5,746
|
|
Q1 2026
|
ALB
Albemarle Corporation
|
Sell - Position Exit |
-4,517
|
|
Q1 2026
|
ALLY
Ally Financial Inc.
|
Buy - Position Entry |
+33,512
|
|
Q1 2026
|
ALSN
Allison Transmission Holdings,
|
Buy |
+5,719
|
|
Q1 2026
|
ALV
Autoliv, Inc.
|
Sell |
-17,332
|
|
Q1 2026
|
AMN
AMN Healthcare Services Inc
|
Buy |
+9,891
|
|
Q1 2026
|
AN
AutoNation, Inc.
|
Sell - Position Exit |
-6,044
|
|
Q1 2026
|
ARLP
Alliance Resource Partners, L.P
|
Buy |
+25,687
|
|
Q1 2026
|
ARW
Arrow Electronics, Inc.
|
Buy |
+4,140
|
|
Q1 2026
|
ATMU
Atmus Filtration Technologies I
|
Sell - Position Exit |
-40,550
|
|
Q1 2026
|
AXP
American Express Company
|
Sell |
-1,607
|
|
Q1 2026
|
AZO
AutoZone, Inc.
|
Sell |
-59
|
|
Q1 2026
|
BAC
Bank of America Corporation
|
Sell |
-9,188
|
|
Q1 2026
|
BFH
Bread Financial Holdings, Inc.
|
Buy |
+11,603
|
|
Q1 2026
|
BK
The Bank of New York Mellon Cor
|
Sell |
-18,438
|
|
Q1 2026
|
BMY
Bristol-Myers Squibb Company
|
Buy |
+9,316
|
|
Q1 2026
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+325
|
|
Q1 2026
|
BSM
Black Stone Minerals, L.P.
|
Buy |
+27,535
|
|
Q1 2026
|
BZH
Beazer Homes USA, Inc.
|
Buy |
+18,651
|
|
Q1 2026
|
CCSI
Consensus Cloud Solutions, Inc.
|
Sell - Position Exit |
-15,574
|
|
Q1 2026
|
CI
The Cigna Group
|
Buy - Position Entry |
+5,375
|
|
Q1 2026
|
CLF
Cleveland-Cliffs Inc.
|
Sell - Position Exit |
-60,627
|
|
Q1 2026
|
CNC
Centene Corporation
|
Buy |
+6,907
|
|
Q1 2026
|
CNH
CNH Industrial
|
Sell |
-30,595
|
|
Q1 2026
|
CNXC
Concentrix Corporation
|
Sell |
-350
|
|
Q1 2026
|
COP
ConocoPhillips
|
Buy |
+4,689
|
|
Q1 2026
|
CROX
Crocs, Inc.
|
Buy |
+4,976
|
|
Q1 2026
|
CSCO
Cisco
|
Sell |
-869
|
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