B. Tweedy, Ch. Browne Investment Activity Analysis for Q4 2025
B. Tweedy, Ch. Browne's portfolio analysis for Q4 2025 shows significant increases in CNH Industrial NV and decreases in IONIS Pharmaceuticals, with stable positions in Coca-Cola Femsa and others.
For the period ending December 31, 2025, B. Tweedy, Ch. Browne demonstrated notable shifts in their investment portfolio. The analysis of their holdings reveals a mix of strategic additions, reductions, and stable positions across various sectors.
Most significantly, B. Tweedy, Ch. Browne increased their stake in CNH INDUSTRIAL NV (CNH). The position saw a substantial increase of 5,195,958 shares, representing a 51.95% growth from the previous period. This significant expansion can be explored further at CNH INDUSTRIAL NV.
Conversely, the investor reduced their position in IONIS PHARMACEUTICALS INC. (IONS) by 436,286 shares, a 15.04% decrease. This reduction is detailed at IONIS PHARMACEUTICALS INC..
Elsewhere, B. Tweedy, Ch. Browne maintained several key holdings with moderate changes. The position in COCA COLA FEMSA (KOF) saw a minor reduction of 17,582 shares (-1.46%), available at COCA COLA FEMSA. Similarly, holdings in WELLS FARGO & CO (WFC) and JOHNSON & JOHNSON (JNJ) experienced small decreases of 3.82% and 2.45%, respectively.
In other sectors, the investor maintained their position in BERKSHIRE HATHAWAY INC DEL CL B (BRK-B), which decreased slightly by 2.05%. The stake in AUTOLIV INC. (ALV) also saw a reduction of 7.34%, while holdings in FEDEX CORP. (FDX) and ENVISTA HOLDINGS CORP (NVST) remained relatively stable with minor decreases of 0.48% and 0.62%.
It is important to note that the provided data only includes changes to existing positions. There were no disclosed new positions initiated or existing positions fully exited by B. Tweedy, Ch. Browne during this period. For more detailed information on B. Tweedy, Ch. Browne's investment strategies, please visit B. Tweedy, Ch. Browne.