B. Tweedy, Ch. Browne – Tweedy, Browne Co All Funds (US) Portfolio Activity & Recent Trades (Sep 30, 2025)
As of Sep 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 Nov 20, 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 Q3 2025, the filing reported:
New Buys – Albemarle Corporation, Allison Transmission Holdings, , AMN Healthcare Services Inc, Elevance Health, Inc., G-III Apparel Group, LTD., and 5 more
Increases – Advance Auto Parts Inc., AGCO Corporation, AutoNation, Inc., Alliance Resource Partners, L.P, Arrow Electronics, Inc., and 42 more
Reductions – Autoliv, Inc., Atmus Filtration Technologies I, American Express Company, AutoZone, Inc., Bank of America Corporation, and 32 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
Q3 2025 | AAP Advance Auto Parts Inc. | Buy | +6,703 |
Q3 2025 | ACDC ProFrac Holding Corp. | Sell - Position Exit | -27,632 |
Q3 2025 | AGCO AGCO Corporation | Buy | +4,634 |
Q3 2025 | ALB Albemarle Corporation | Buy - Position Entry | +3,869 |
Q3 2025 | ALSN Allison Transmission Holdings, | Buy - Position Entry | +8,781 |
Q3 2025 | ALV Autoliv, Inc. | Sell | -582 |
Q3 2025 | AMN AMN Healthcare Services Inc | Buy - Position Entry | +15,480 |
Q3 2025 | AN AutoNation, Inc. | Buy | +2,648 |
Q3 2025 | ARLP Alliance Resource Partners, L.P | Buy | +20,522 |
Q3 2025 | ARW Arrow Electronics, Inc. | Buy | +3,310 |
Q3 2025 | ATMU Atmus Filtration Technologies I | Sell | -429 |
Q3 2025 | AXP American Express Company | Sell | -1,856 |
Q3 2025 | AZO AutoZone, Inc. | Sell | -235 |
Q3 2025 | BAC Bank of America Corporation | Sell | -4,628 |
Q3 2025 | BAX Baxter International Inc. | Sell | -31 |
Q3 2025 | BFH Bread Financial Holdings, Inc. | Buy | +8,606 |
Q3 2025 | BK The Bank of New York Mellon Cor | Sell | -3,919 |
Q3 2025 | BMY Bristol-Myers Squibb Company | Buy | +7,282 |
Q3 2025 | BRK-A Berkshire Hathaway Inc. | Sell | -9 |
Q3 2025 | BRK-B Berkshire Hathaway Inc. New | Sell | -2,386 |
Q3 2025 | BSM Black Stone Minerals, L.P. | Buy | +21,846 |
Q3 2025 | BZH Beazer Homes USA, Inc. | Buy | +14,082 |
Q3 2025 | CCSI Consensus Cloud Solutions, Inc. | Buy | +11,916 |
Q3 2025 | CLF Cleveland-Cliffs Inc. | Buy | +26,480 |
Q3 2025 | CMCSA Comcast Corporation | Sell | -68 |
Q3 2025 | CNC Centene Corporation | Buy | +5,296 |
Q3 2025 | CNH CNH Industrial | Sell | -30,542 |
Q3 2025 | CNXC Concentrix Corporation | Sell | -700 |
Q3 2025 | COP ConocoPhillips | Buy | +3,417 |
Q3 2025 | CROX Crocs, Inc. | Buy | +3,972 |