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 |
|---|---|---|---|
Q2 2013Jun 30, 2013 | AJG Arthur J. Gallagher & Co. | Buy - Position Entry | +63,723 |
Q2 2013Jun 30, 2013 | SHEN Shenandoah Telecommunications C | Buy - Position Entry | +39,840 |
Q2 2013Jun 30, 2013 | FHI Federated Hermes, Inc. | Buy - Position Entry | +29,406 |
Q2 2013Jun 30, 2013 | BRO Brown & Brown, Inc. | Buy - Position Entry | +13,925 |
Q2 2013Jun 30, 2013 | XOM Exxon Mobil Corporation | Buy - Position Entry | +2,534 |
Q2 2013Jun 30, 2013 | BRK-A Berkshire Hathaway Inc. | Buy - Position Entry | +1,184 |