B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q4 2025)
As of Dec 31, 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 Feb 03, 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 Q4 2025, the filing reported:
New Buys - Molson Coors Beverage Company, Unifirst Corporation
Increases - Advance Auto Parts Inc., AGCO Corporation, Albemarle Corporation, Allison Transmission Holdings, , AMN Healthcare Services Inc, and 49 more
Reductions - Autoliv, Inc., Atmus Filtration Technologies I, American Express Company, AutoZone, Inc., Bank of America Corporation, and 21 more
Complete Exits - Cenovus Energy Inc, Employers Holdings Inc, Alphabet Inc., TotalEnergies SE, Unilever PLC, and 2 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 |
|---|---|---|---|
|
Q4 2025
|
AAP
Advance Auto Parts Inc.
|
Buy |
+2,160
|
|
Q4 2025
|
AGCO
AGCO Corporation
|
Buy |
+1,512
|
|
Q4 2025
|
ALB
Albemarle Corporation
|
Buy |
+648
|
|
Q4 2025
|
ALSN
Allison Transmission Holdings,
|
Buy |
+1,296
|
|
Q4 2025
|
ALV
Autoliv, Inc.
|
Sell |
-31,740
|
|
Q4 2025
|
AMN
AMN Healthcare Services Inc
|
Buy |
+2,592
|
|
Q4 2025
|
AN
AutoNation, Inc.
|
Buy |
+864
|
|
Q4 2025
|
ARLP
Alliance Resource Partners, L.P
|
Buy |
+6,696
|
|
Q4 2025
|
ARW
Arrow Electronics, Inc.
|
Buy |
+1,080
|
|
Q4 2025
|
ATMU
Atmus Filtration Technologies I
|
Sell |
-48,607
|
|
Q4 2025
|
AXP
American Express Company
|
Sell |
-1,645
|
|
Q4 2025
|
AZO
AutoZone, Inc.
|
Sell |
-222
|
|
Q4 2025
|
BAC
Bank of America Corporation
|
Sell |
-6,617
|
|
Q4 2025
|
BFH
Bread Financial Holdings, Inc.
|
Buy |
+2,808
|
|
Q4 2025
|
BK
The Bank of New York Mellon Cor
|
Sell |
-11,648
|
|
Q4 2025
|
BMY
Bristol-Myers Squibb Company
|
Buy |
+2,376
|
|
Q4 2025
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-2,032
|
|
Q4 2025
|
BSM
Black Stone Minerals, L.P.
|
Buy |
+7,128
|
|
Q4 2025
|
BZH
Beazer Homes USA, Inc.
|
Buy |
+4,536
|
|
Q4 2025
|
CCSI
Consensus Cloud Solutions, Inc.
|
Sell |
-7,698
|
|
Q4 2025
|
CLF
Cleveland-Cliffs Inc.
|
Buy |
+8,640
|
|
Q4 2025
|
CNC
Centene Corporation
|
Buy |
+1,728
|
|
Q4 2025
|
CNH
CNH Industrial
|
Buy |
+6,899,583
|
|
Q4 2025
|
CNXC
Concentrix Corporation
|
Sell |
-185
|
|
Q4 2025
|
COP
ConocoPhillips
|
Buy |
+1,295
|
|
Q4 2025
|
CROX
Crocs, Inc.
|
Buy |
+1,296
|
|
Q4 2025
|
CSCO
Cisco
|
Sell |
-58
|
|
Q4 2025
|
CVE
Cenovus Energy Inc
|
Sell - Position Exit |
-46,942
|
|
Q4 2025
|
CVS
CVS Health Corporation
|
Buy |
+1,728
|
|
Q4 2025
|
DEO
Diageo plc
|
Buy |
+2,813
|
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