B. Tweedy, Ch. Browne – Tweedy, Browne Co All Funds (US) Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 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 Jul 29, 2025. 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 Q2 2025, the filing reported:
New Buys – Cenovus Energy Inc (CVE), Herbalife (G4412G101), Black Stone Minerals, L.P. (BSM), Simmons First National Corporat (SFNC), Embecta Corp. (EMBC), and 28 more
Increases – Hafnia (Y2990R101), Prospect Capital Corporation (PSEC), KT Corporation (KT), Heartland Express, Inc. (HTLD), Blue Owl Capital Corporation (OBDC), and 11 more
Reductions – Berkshire Hathaway Inc. (BRK-A), Baxter International Inc. (BAX), AutoZone, Inc. (AZO), Phillips 66 (PSX), Emerson Electric Company (EMR), and 34 more
Complete Exits – Fifth Third Bancorp (FITB)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Tweedy, Browne Co All Funds (US) Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2023Sep 30, 2023 | ALV Autoliv, Inc. | Sell | -445-0.0% |
Q3 2023Sep 30, 2023 | BIDU Baidu, Inc. | Sell | -635-2.8% |
Q3 2023Sep 30, 2023 | DEO Diageo | Sell | -714-0.5% |
Q3 2023Sep 30, 2023 | AZO AutoZone, Inc. | Sell | -732-3.8% |
Q3 2023Sep 30, 2023 | NVS Novartis AG | Sell | -1,140-1.2% |
Q3 2023Sep 30, 2023 | CMCSA Comcast Corporation | Sell | -1,470-2.9% |
Q3 2023Sep 30, 2023 | HLN Haleon plc | Sell | -1,700-1.4% |
Q3 2023Sep 30, 2023 | BABA Alibaba Group Holding Limited | Sell | -1,710-4.8% |
Q3 2023Sep 30, 2023 | VZ Verizon Communications Inc. | Sell | -2,504-3.8% |
Q3 2023Sep 30, 2023 | INTC Intel Corporation | Sell | -2,690-5.0% |
Q3 2023Sep 30, 2023 | THO Thor Industries, Inc. | Sell | -4,135-3.8% |
Q3 2023Sep 30, 2023 | GSK GSK plc | Sell | -4,520-3.4% |
Q3 2023Sep 30, 2023 | AXP American Express Company | Sell | -5,610-4.7% |
Q3 2023Sep 30, 2023 | FDX FedEx Corporation | Sell | -6,005-3.5% |
Q3 2023Sep 30, 2023 | EMR Emerson Electric Company | Sell | -6,272-28.5% |
Q3 2023Sep 30, 2023 | CKX CKX Lands, Inc. | Sell - Position Exit | -10,600-100.0% |
Q3 2023Sep 30, 2023 | CNH CNH Industrial | Sell | -12,280-1.4% |
Q3 2023Sep 30, 2023 | UHAL-B U-Haul Holding Company Series N | Sell | -14,573-3.4% |
Q3 2023Sep 30, 2023 | UL Unilever PLC | Sell | -18,462-12.2% |
Q3 2023Sep 30, 2023 | BAC Bank of America Corporation | Sell | -20,000-3.7% |
Q3 2023Sep 30, 2023 | BRK-B Berkshire Hathaway Inc. New | Sell | -20,022-10.8% |
Q3 2023Sep 30, 2023 | TFC Truist Financial Corporation | Sell | -29,890-3.6% |
Q3 2023Sep 30, 2023 | IONS Ionis Pharmaceuticals, Inc. | Sell | -30,685-0.9% |
Q3 2023Sep 30, 2023 | USB U.S. Bancorp | Sell | -32,625-10.3% |
Q3 2023Sep 30, 2023 | WFC Wells Fargo & Company | Sell | -44,818-4.7% |
Q3 2023Sep 30, 2023 | JNJ Johnson & Johnson | Sell | -69,034-5.7% |
Q3 2023Sep 30, 2023 | CNXC Concentrix Corporation | Sell | -74,182-33.3% |
Q3 2023Sep 30, 2023 | PARA Paramount Global | Sell | -96,630-25.1% |
Q3 2023Sep 30, 2023 | KOF Coca Cola Femsa S.A.B. de C.V. | Sell | -239,466-13.1% |
Q3 2023Sep 30, 2023 | BK The Bank of New York Mellon Cor | Sell | -275,292-39.2% |