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 2021Sep 30, 2021 | BAC Bank of America Corporation | Sell | -4,244-0.2% |
Q3 2021Sep 30, 2021 | EMR Emerson Electric Company | Sell | -5,178-1.8% |
Q3 2021Sep 30, 2021 | UL Unilever PLC | Sell | -6,188-1.2% |
Q3 2021Sep 30, 2021 | TTE TotalEnergies SE | Sell | -6,276-3.1% |
Q3 2021Sep 30, 2021 | FOX Fox Corporation | Sell | -7,323-0.3% |
Q3 2021Sep 30, 2021 | CSL Carlisle Companies Incorporated | Sell | -7,626-3.4% |
Q3 2021Sep 30, 2021 | HSBC HSBC Holdings, plc. | Sell | -8,351-18.5% |
Q3 2021Sep 30, 2021 | ALV Autoliv, Inc. | Sell | -12,408-1.1% |
Q3 2021Sep 30, 2021 | DEO Diageo | Sell | -13,921-8.0% |
Q3 2021Sep 30, 2021 | UNP Union Pacific Corporation | Sell | -15,202-8.6% |
Q3 2021Sep 30, 2021 | GOOG Alphabet Inc. | Sell | -24,895-21.7% |
Q3 2021Sep 30, 2021 | BK The Bank of New York Mellon Cor | Sell | -35,676-1.9% |
Q3 2021Sep 30, 2021 | CNH CNH Industrial | Sell | -37,975-3.4% |
Q3 2021Sep 30, 2021 | USB U.S. Bancorp | Sell | -38,381-3.4% |
Q3 2021Sep 30, 2021 | MS Morgan Stanley | Sell | -44,200-15.7% |
Q3 2021Sep 30, 2021 | JNJ Johnson & Johnson | Sell | -55,474-3.2% |
Q3 2021Sep 30, 2021 | WFC Wells Fargo & Company | Sell | -80,110-3.5% |
Q3 2021Sep 30, 2021 | ABBV AbbVie Inc. | Sell - Position Exit | -390,370-100.0% |
Q3 2021Sep 30, 2021 | CSCO Cisco | Sell | -547,642-15.4% |
Q3 2021Sep 30, 2021 | BIDU Baidu, Inc. | Sell | -943,377-96.9% |
Q3 2021Sep 30, 2021 | BABA Alibaba Group Holding Limited | Sell | -1,484,341-95.9% |
Q2 2021Jun 30, 2021 | BABA Alibaba Group Holding Limited | Buy | +438,406+39.5% |
Q2 2021Jun 30, 2021 | FMS Fresenius Medical Care AG | Buy | +74,900+14.1% |
Q2 2021Jun 30, 2021 | BRK-A Berkshire Hathaway Inc. | Sell | -84-8.4% |
Q2 2021Jun 30, 2021 | BAX Baxter International Inc. | Sell | -407-1.0% |
Q2 2021Jun 30, 2021 | GOOGL Alphabet Inc. | Sell | -937-0.7% |
Q2 2021Jun 30, 2021 | PGR Progressive Corporation (The) | Sell | -1,220-0.9% |
Q2 2021Jun 30, 2021 | ABBV AbbVie Inc. | Sell | -1,225-0.3% |
Q2 2021Jun 30, 2021 | PSX Phillips 66 | Sell | -1,379-2.2% |
Q2 2021Jun 30, 2021 | GOOG Alphabet Inc. | Sell | -2,128-1.8% |