B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q4 2024)
According to the SEC 13F filed on Feb 12, 2025, the Tweedy, Browne Co All Funds (US) portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2024. 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 Q4 2024, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - Autoliv, Inc., American Express Company, AutoZone, Inc., Alibaba Group Holding Limited, Bank of America Corporation, and 35 more
Complete Exits - None reported
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 |
|---|---|---|---|
|
Q4 2024
|
ALV
Autoliv, Inc.
|
Sell |
-27,125
|
|
Q4 2024
|
AXP
American Express Company
|
Sell |
-10,489
|
|
Q4 2024
|
AZO
AutoZone, Inc.
|
Sell |
-3,328
|
|
Q4 2024
|
BABA
Alibaba Group Holding Limited
|
Sell |
-8,295
|
|
Q4 2024
|
BAC
Bank of America Corporation
|
Sell |
-76,608
|
|
Q4 2024
|
BK
The Bank of New York Mellon Cor
|
Sell |
-106,787
|
|
Q4 2024
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-279
|
|
Q4 2024
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-40,440
|
|
Q4 2024
|
CMCSA
Comcast Corporation
|
Sell |
-903
|
|
Q4 2024
|
CNH
CNH Industrial
|
Sell |
-699,534
|
|
Q4 2024
|
CNXC
Concentrix Corporation
|
Sell |
-135,998
|
|
Q4 2024
|
COP
ConocoPhillips
|
Sell |
-2,711
|
|
Q4 2024
|
CSCO
Cisco
|
Sell |
-150,586
|
|
Q4 2024
|
DEO
Diageo plc
|
Sell |
-905
|
|
Q4 2024
|
EMR
Emerson Electric Company
|
Sell |
-1,346
|
|
Q4 2024
|
FDX
FedEx Corporation
|
Sell |
-38,367
|
|
Q4 2024
|
FMC
FMC Corporation
|
Sell |
-263,387
|
|
Q4 2024
|
GL
Globe Life Inc.
|
Sell |
-2,268
|
|
Q4 2024
|
GOOG
Alphabet Inc.
|
Sell |
-39,910
|
|
Q4 2024
|
GOOGL
Alphabet Inc.
|
Sell |
-964,839
|
|
Q4 2024
|
GSK
GSK plc
|
Sell |
-14,219
|
|
Q4 2024
|
HLN
Haleon plc
|
Sell |
-8,075
|
|
Q4 2024
|
IONS
Ionis Pharmaceuticals, Inc.
|
Sell |
-205,813
|
|
Q4 2024
|
JNJ
Johnson & Johnson
|
Sell |
-45,711
|
|
Q4 2024
|
KOF
Coca Cola Femsa S.A.B. de C.V.
|
Sell |
-55,535
|
|
Q4 2024
|
KVUE
Kenvue Inc.
|
Sell |
-26,410
|
|
Q4 2024
|
NVS
Novartis AG
|
Sell |
-2,206
|
|
Q4 2024
|
NVST
Envista Holdings Corporation
|
Sell |
-358,589
|
|
Q4 2024
|
PGR
Progressive Corporation (The)
|
Sell |
-6,305
|
|
Q4 2024
|
PSX
Phillips 66
|
Sell |
-16,757
|
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