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 2013Sep 30, 2013 | BK The Bank of New York Mellon Cor | Sell | -337,048-6.8% |
Q2 2013Jun 30, 2013 | CSCO Cisco | Buy - Position Entry | +11,069,499 |
Q2 2013Jun 30, 2013 | HAL Halliburton Company | Buy - Position Entry | +5,537,542 |
Q2 2013Jun 30, 2013 | WFC Wells Fargo & Company | Buy - Position Entry | +5,339,395 |
Q2 2013Jun 30, 2013 | BK The Bank of New York Mellon Cor | Buy - Position Entry | +4,937,028 |
Q2 2013Jun 30, 2013 | JNJ Johnson & Johnson | Buy - Position Entry | +4,339,144 |
Q2 2013Jun 30, 2013 | DVN Devon Energy Corporation | Buy - Position Entry | +4,236,700 |
Q2 2013Jun 30, 2013 | BAX Baxter International Inc. | Buy - Position Entry | +2,607,066 |
Q2 2013Jun 30, 2013 | EMR Emerson Electric Company | Buy - Position Entry | +2,189,087 |
Q2 2013Jun 30, 2013 | PM Philip Morris International Inc | Buy - Position Entry | +1,911,076 |
Q2 2013Jun 30, 2013 | SYY Sysco Corporation | Buy - Position Entry | +1,471,283 |
Q2 2013Jun 30, 2013 | WMT Walmart Inc. | Buy - Position Entry | +1,264,270 |
Q2 2013Jun 30, 2013 | MMM 3M Company | Buy - Position Entry | +1,067,615 |
Q2 2013Jun 30, 2013 | KOF Coca Cola Femsa S.A.B. de C.V. | Buy - Position Entry | +772,663 |
Q2 2013Jun 30, 2013 | PSX Phillips 66 | Buy - Position Entry | +726,116 |
Q2 2013Jun 30, 2013 | UNP Union Pacific Corporation | Buy - Position Entry | +701,981 |
Q2 2013Jun 30, 2013 | CNQ Canadian Natural Resources Limi | Buy - Position Entry | +670,700 |
Q2 2013Jun 30, 2013 | USB U.S. Bancorp | Buy - Position Entry | +539,800 |
Q2 2013Jun 30, 2013 | BRK-B Berkshire Hathaway Inc. New | Buy - Position Entry | +417,263 |
Q2 2013Jun 30, 2013 | TTE TotalEnergies SE | Buy - Position Entry | +408,453 |
Q2 2013Jun 30, 2013 | UNF Unifirst Corporation | Buy - Position Entry | +377,713 |
Q2 2013Jun 30, 2013 | ITW Illinois Tool Works Inc. | Buy - Position Entry | +353,253 |
Q2 2013Jun 30, 2013 | DEO Diageo | Buy - Position Entry | +341,149 |
Q2 2013Jun 30, 2013 | NVS Novartis | Buy - Position Entry | +296,095 |
Q2 2013Jun 30, 2013 | AXP American Express Company | Buy - Position Entry | +293,591 |
Q2 2013Jun 30, 2013 | UL Unilever PLC | Buy - Position Entry | +289,817 |
Q2 2013Jun 30, 2013 | LMT Lockheed Martin Corporation | Buy - Position Entry | +210,922 |
Q2 2013Jun 30, 2013 | HSBC HSBC Holdings, plc. | Buy - Position Entry | +167,785 |
Q2 2013Jun 30, 2013 | ADP Automatic Data Processing, Inc. | Buy - Position Entry | +141,914 |
Q2 2013Jun 30, 2013 | MA Mastercard Incorporated | Buy - Position Entry | +90,259 |