B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q2 2025)
As of Jun 30, 2025, the Tweedy, Browne Co All Funds (US) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 29, 2025. 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 Q2 2025, the filing reported:
New Buys - Advance Auto Parts Inc., AGCO Corporation, AutoNation, Inc., Arrow Electronics, Inc., Bread Financial Holdings, Inc., and 28 more
Increases - ProFrac Holding Corp., Alliance Resource Partners, L.P, Berkshire Hathaway Inc. New, Cleveland-Cliffs Inc., Employers Holdings Inc, and 11 more
Reductions - Autoliv, Inc., American Express Company, AutoZone, Inc., Alibaba Group Holding Limited, Bank of America Corporation, and 34 more
Complete Exits - Fifth Third Bancorp
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 |
|---|---|---|---|
|
Q2 2025
|
AAP
Advance Auto Parts Inc.
|
Buy - Position Entry |
+6,316
|
|
Q2 2025
|
ACDC
ProFrac Holding Corp.
|
Buy |
+15,113
|
|
Q2 2025
|
AGCO
AGCO Corporation
|
Buy - Position Entry |
+4,755
|
|
Q2 2025
|
ALV
Autoliv, Inc.
|
Sell |
-460
|
|
Q2 2025
|
AN
AutoNation, Inc.
|
Buy - Position Entry |
+2,532
|
|
Q2 2025
|
ARLP
Alliance Resource Partners, L.P
|
Buy |
+10,722
|
|
Q2 2025
|
ARW
Arrow Electronics, Inc.
|
Buy - Position Entry |
+3,140
|
|
Q2 2025
|
AXP
American Express Company
|
Sell |
-3,727
|
|
Q2 2025
|
AZO
AutoZone, Inc.
|
Sell |
-205
|
|
Q2 2025
|
BABA
Alibaba Group Holding Limited
|
Sell |
-585
|
|
Q2 2025
|
BAC
Bank of America Corporation
|
Sell |
-7,384
|
|
Q2 2025
|
BAX
Baxter International Inc.
|
Sell |
-61
|
|
Q2 2025
|
BFH
Bread Financial Holdings, Inc.
|
Buy - Position Entry |
+8,245
|
|
Q2 2025
|
BK
The Bank of New York Mellon Cor
|
Sell |
-5,541
|
|
Q2 2025
|
BMY
Bristol-Myers Squibb Company
|
Buy - Position Entry |
+7,184
|
|
Q2 2025
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-14
|
|
Q2 2025
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+11,529
|
|
Q2 2025
|
BSM
Black Stone Minerals, L.P.
|
Buy - Position Entry |
+20,855
|
|
Q2 2025
|
BZH
Beazer Homes USA, Inc.
|
Buy - Position Entry |
+13,254
|
|
Q2 2025
|
CCSI
Consensus Cloud Solutions, Inc.
|
Buy - Position Entry |
+11,356
|
|
Q2 2025
|
CLF
Cleveland-Cliffs Inc.
|
Buy |
+14,142
|
|
Q2 2025
|
CMCSA
Comcast Corporation
|
Sell |
-762
|
|
Q2 2025
|
CNC
Centene Corporation
|
Buy - Position Entry |
+5,024
|
|
Q2 2025
|
CNH
CNH Industrial
|
Sell |
-23,405
|
|
Q2 2025
|
CNXC
Concentrix Corporation
|
Sell |
-7,193
|
|
Q2 2025
|
COP
ConocoPhillips
|
Sell |
-1,405
|
|
Q2 2025
|
CROX
Crocs, Inc.
|
Buy - Position Entry |
+3,771
|
|
Q2 2025
|
CSCO
Cisco
|
Sell |
-540
|
|
Q2 2025
|
CVE
Cenovus Energy Inc
|
Buy - Position Entry |
+22,144
|
|
Q2 2025
|
CVS
CVS Health Corporation
|
Buy - Position Entry |
+5,061
|
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