B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q3 2025)
As of Sep 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 Nov 20, 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 Q3 2025, the filing reported:
New Buys - Albemarle Corporation, Allison Transmission Holdings, , AMN Healthcare Services Inc, Elevance Health, Inc., G-III Apparel Group, LTD., and 5 more
Increases - Advance Auto Parts Inc., AGCO Corporation, AutoNation, Inc., Alliance Resource Partners, L.P, Arrow Electronics, Inc., and 42 more
Reductions - Autoliv, Inc., Atmus Filtration Technologies I, American Express Company, AutoZone, Inc., Bank of America Corporation, and 32 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 |
|---|---|---|---|
|
Q3 2025
|
AAP
Advance Auto Parts Inc.
|
Buy |
+6,703
|
|
Q3 2025
|
ACDC
ProFrac Holding Corp.
|
Sell - Position Exit |
-27,632
|
|
Q3 2025
|
AGCO
AGCO Corporation
|
Buy |
+4,634
|
|
Q3 2025
|
ALB
Albemarle Corporation
|
Buy - Position Entry |
+3,869
|
|
Q3 2025
|
ALSN
Allison Transmission Holdings,
|
Buy - Position Entry |
+8,781
|
|
Q3 2025
|
ALV
Autoliv, Inc.
|
Sell |
-582
|
|
Q3 2025
|
AMN
AMN Healthcare Services Inc
|
Buy - Position Entry |
+15,480
|
|
Q3 2025
|
AN
AutoNation, Inc.
|
Buy |
+2,648
|
|
Q3 2025
|
ARLP
Alliance Resource Partners, L.P
|
Buy |
+20,522
|
|
Q3 2025
|
ARW
Arrow Electronics, Inc.
|
Buy |
+3,310
|
|
Q3 2025
|
ATMU
Atmus Filtration Technologies I
|
Sell |
-429
|
|
Q3 2025
|
AXP
American Express Company
|
Sell |
-1,856
|
|
Q3 2025
|
AZO
AutoZone, Inc.
|
Sell |
-235
|
|
Q3 2025
|
BAC
Bank of America Corporation
|
Sell |
-4,628
|
|
Q3 2025
|
BAX
Baxter International Inc.
|
Sell |
-31
|
|
Q3 2025
|
BFH
Bread Financial Holdings, Inc.
|
Buy |
+8,606
|
|
Q3 2025
|
BK
The Bank of New York Mellon Cor
|
Sell |
-3,919
|
|
Q3 2025
|
BMY
Bristol-Myers Squibb Company
|
Buy |
+7,282
|
|
Q3 2025
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-9
|
|
Q3 2025
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-2,386
|
|
Q3 2025
|
BSM
Black Stone Minerals, L.P.
|
Buy |
+21,846
|
|
Q3 2025
|
BZH
Beazer Homes USA, Inc.
|
Buy |
+14,082
|
|
Q3 2025
|
CCSI
Consensus Cloud Solutions, Inc.
|
Buy |
+11,916
|
|
Q3 2025
|
CLF
Cleveland-Cliffs Inc.
|
Buy |
+26,480
|
|
Q3 2025
|
CMCSA
Comcast Corporation
|
Sell |
-68
|
|
Q3 2025
|
CNC
Centene Corporation
|
Buy |
+5,296
|
|
Q3 2025
|
CNH
CNH Industrial
|
Sell |
-30,542
|
|
Q3 2025
|
CNXC
Concentrix Corporation
|
Sell |
-700
|
|
Q3 2025
|
COP
ConocoPhillips
|
Buy |
+3,417
|
|
Q3 2025
|
CROX
Crocs, Inc.
|
Buy |
+3,972
|
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