Tweedy, Browne Portfolio Analysis: Significant CNH Increase, IONS and GOOGL Declines in Q4 2025

Tweedy, Browne Co All Funds (US) saw significant changes in its top holdings during the quarter ending December 2025. The fund's portfolio, valued at approximately $1.22 billion, displayed notable shifts in several key positions.

One of the most prominent changes was a substantial increase in holdings of CNH INDUSTRIAL NV (CNH). The fund added over 5.1 million shares, representing a 51.95% increase in its stake in this Industrials company. Investors can explore CNH INDUSTRIAL NV's profile at https://www.insiderset.com/investors/stocks/CNH.

Conversely, the fund significantly reduced its position in IONIS PHARMACEUTICALS INC. (IONS). Total shares decreased by 436,286, or 15.04%, impacting the Healthcare stock's allocation. Further details on IONIS PHARMACEUTICALS INC. are available at https://www.insiderset.com/investors/stocks/IONS.

Another major decrease occurred in holdings of ALPHABET INC-CL A (GOOGL). The fund sold over 34,000 shares, resulting in a 14.71% reduction in its stake in this Communication Services company. More information about ALPHABET INC-CL A can be found at https://www.insiderset.com/investors/stocks/GOOGL.

Other notable changes included reductions in WELLS FARGO & CO (WFC), JOHNSON & JOHNSON (JNJ), AUTOLIV INC. (ALV), and ENVISTA HOLDINGS CORP (NVST), while COCA COLA FEMSA (KOF) and BERKSHIRE HATHAWAY INC DEL CL B (BRK-B) saw smaller decreases. Investors can review Tweedy, Browne Co All Funds (US)' full profile at https://www.insiderset.com/investor/b-tweedy-tweedy for a comprehensive view of all holdings and performance.