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 2022Jun 30, 2022 | FMS Fresenius Medical Care AG | Sell | -10,495-1.0% |
Q2 2022Jun 30, 2022 | BABA Alibaba Group Holding Limited | Sell | -18,175-30.3% |
Q2 2022Jun 30, 2022 | AZO AutoZone, Inc. | Sell | -19,193-26.3% |
Q2 2022Jun 30, 2022 | TFC Truist Financial Corporation | Sell | -21,579-2.6% |
Q2 2022Jun 30, 2022 | ALV Autoliv, Inc. | Sell | -24,940-2.2% |
Q2 2022Jun 30, 2022 | THO Thor Industries, Inc. | Sell | -35,061-15.2% |
Q2 2022Jun 30, 2022 | CNH CNH Industrial | Sell | -39,185-3.9% |
Q2 2022Jun 30, 2022 | BAC Bank of America Corporation | Sell | -48,765-2.5% |
Q2 2022Jun 30, 2022 | CSL Carlisle Companies Incorporated | Sell | -51,642-60.7% |
Q2 2022Jun 30, 2022 | JNJ Johnson & Johnson | Sell | -71,690-4.6% |
Q2 2022Jun 30, 2022 | EMR Emerson Electric Company | Sell | -72,542-53.7% |
Q2 2022Jun 30, 2022 | BRK-B Berkshire Hathaway Inc. New | Sell | -83,184-29.9% |
Q2 2022Jun 30, 2022 | MS Morgan Stanley | Sell | -103,720-45.8% |
Q2 2022Jun 30, 2022 | USB U.S. Bancorp | Sell | -138,429-12.9% |
Q2 2022Jun 30, 2022 | VZ Verizon Communications Inc. | Sell | -157,365-53.5% |
Q2 2022Jun 30, 2022 | IONS Ionis Pharmaceuticals, Inc. | Sell | -198,324-6.8% |
Q2 2022Jun 30, 2022 | BK The Bank of New York Mellon Cor | Sell | -241,455-13.8% |
Q2 2022Jun 30, 2022 | KOF Coca Cola Femsa S.A.B. de C.V. | Sell | -248,822-9.3% |
Q2 2022Jun 30, 2022 | MMM 3M Company | Sell - Position Exit | -344,800-100.0% |
Q2 2022Jun 30, 2022 | WFC Wells Fargo & Company | Sell | -405,420-19.9% |
Q2 2022Jun 30, 2022 | CSCO Cisco | Sell | -457,584-27.8% |
Q2 2022Jun 30, 2022 | FOX Fox Corporation | Sell | -523,090-23.9% |
Q1 2022Mar 31, 2022 | IONS Ionis Pharmaceuticals, Inc. | Buy - Position Entry | +2,925,102 |
Q1 2022Mar 31, 2022 | INTC Intel Corporation | Buy | +265,540+26.7% |
Q1 2022Mar 31, 2022 | THO Thor Industries, Inc. | Buy - Position Entry | +230,740 |
Q1 2022Mar 31, 2022 | BAC Bank of America Corporation | Buy | +2,195+0.1% |
Q1 2022Mar 31, 2022 | FMS Fresenius Medical Care AG | Buy | +990+0.1% |
Q1 2022Mar 31, 2022 | VZ Verizon Communications Inc. | Buy | +630+0.2% |
Q1 2022Mar 31, 2022 | PGR Progressive Corporation (The) | Buy | +445+0.3% |
Q1 2022Mar 31, 2022 | TFC Truist Financial Corporation | Buy | +355+0.0% |