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 |
|---|---|---|---|
Q4 2022Dec 31, 2022 | BRK-B Berkshire Hathaway Inc. New | Sell | -1,988-1.0% |
Q4 2022Dec 31, 2022 | BABA Alibaba Group Holding Limited | Sell | -4,075-9.9% |
Q4 2022Dec 31, 2022 | FDX FedEx Corporation | Sell | -19,285-10.2% |
Q4 2022Dec 31, 2022 | EMR Emerson Electric Company | Sell | -21,241-44.8% |
Q4 2022Dec 31, 2022 | AZO AutoZone, Inc. | Sell | -26,722-54.7% |
Q4 2022Dec 31, 2022 | UL Unilever PLC | Sell | -27,008-5.9% |
Q4 2022Dec 31, 2022 | CSL Carlisle Companies Incorporated | Sell | -30,790-92.2% |
Q4 2022Dec 31, 2022 | HLN Haleon plc | Sell | -41,898-23.3% |
Q4 2022Dec 31, 2022 | CNH CNH Industrial | Sell | -60,862-6.3% |
Q4 2022Dec 31, 2022 | THO Thor Industries, Inc. | Sell | -85,370-43.6% |
Q4 2022Dec 31, 2022 | GOOG Alphabet Inc. | Sell | -104,545-6.6% |
Q4 2022Dec 31, 2022 | MS Morgan Stanley | Sell - Position Exit | -105,055-100.0% |
Q4 2022Dec 31, 2022 | CMCSA Comcast Corporation | Sell | -105,828-27.3% |
Q4 2022Dec 31, 2022 | UNP Union Pacific Corporation | Sell | -113,005-71.3% |
Q4 2022Dec 31, 2022 | ALV Autoliv, Inc. | Sell | -114,565-10.3% |
Q4 2022Dec 31, 2022 | PGR Progressive Corporation (The) | Sell | -126,718-78.3% |
Q4 2022Dec 31, 2022 | TTE TotalEnergies SE | Sell - Position Exit | -171,887-100.0% |
Q4 2022Dec 31, 2022 | FMC FMC Corporation | Sell | -185,685-15.0% |
Q4 2022Dec 31, 2022 | CSCO Cisco | Sell | -213,465-20.1% |
Q4 2022Dec 31, 2022 | CNXC Concentrix Corporation | Sell | -226,542-44.9% |
Q4 2022Dec 31, 2022 | JNJ Johnson & Johnson | Sell | -255,224-17.1% |
Q4 2022Dec 31, 2022 | PARA Paramount Global | Sell | -281,725-42.4% |
Q4 2022Dec 31, 2022 | GOOGL Alphabet Inc. | Sell | -373,750-15.6% |
Q4 2022Dec 31, 2022 | KOF Coca Cola Femsa S.A.B. de C.V. | Sell | -408,285-17.5% |
Q4 2022Dec 31, 2022 | TFC Truist Financial Corporation | Sell | -479,705-58.6% |
Q4 2022Dec 31, 2022 | USB U.S. Bancorp | Sell | -538,955-58.7% |
Q4 2022Dec 31, 2022 | FOX Fox Corporation | Sell | -577,410-52.5% |
Q4 2022Dec 31, 2022 | WFC Wells Fargo & Company | Sell | -584,063-37.6% |
Q4 2022Dec 31, 2022 | FMS Fresenius Medical Care AG | Sell | -664,124-66.2% |
Q4 2022Dec 31, 2022 | BK The Bank of New York Mellon Cor | Sell | -688,617-46.2% |