Tweedy Browne Investment Activity Q1 2026: Strategic Shifts in Top Holdings
Tweedy, Browne Co All Funds (US) saw a portfolio value of $1.23B as of March 2026, with notable changes in holdings like BRK-B and WFC.
As of March 31, 2026, Tweedy, Browne Co All Funds (US) maintained a substantial portfolio value of approximately $1.23 billion. This comprehensive analysis focuses on the observable changes within their top holdings during the quarter, based on disclosed data.
The investment strategy appears to have involved both strategic additions and disposals during the quarter. Notably, the fund increased its stake in Berkshire Hathaway Inc (BRK-B), adding 325 shares. This purchase resulted in a slight increase in its portfolio allocation for this position. Conversely, the fund significantly reduced its position in Wells Fargo & Co (WFC), selling over 43,000 shares, leading to a decrease in its portfolio weight for this stock.
Other significant movements were observed across the portfolio. The fund sold shares in FedEx Corp (FDX), reducing its stake considerably. Additionally, there were sales in Ionis Pharmaceuticals (IONS), Johnson & Johnson (JNJ), Coca-Cola Femsa (KOF), Alphabet Inc (GOOGL), Autoliv Inc (ALV), Envista Holdings (NVST), and CNH Industrial NV (CNH), although the magnitude of these sales varied. On the positive side, the fund purchased additional shares of CNH Industrial NV (CNH), increasing its position in that company.
It is important to note that this analysis is limited to the top holdings disclosed in the available data. No information is provided regarding activity in other stocks within the portfolio, nor any indication of new positions initiated or existing positions fully exited during this period. For a complete picture, detailed filings would be necessary.
For more information on Tweedy, Browne Co All Funds' investment approach, visit their profile. Detailed insights into individual stock positions can be found at InsiderSet.