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 2020Dec 31, 2020 | FOX Fox Corporation | Buy | +27,935+1.1% |
Q4 2020Dec 31, 2020 | CMCSA Comcast Corporation | Buy | +20,468+1.8% |
Q4 2020Dec 31, 2020 | BIDU Baidu, Inc. | Buy | +10,949+0.8% |
Q4 2020Dec 31, 2020 | UNF Unifirst Corporation | Sell | -25-0.1% |
Q4 2020Dec 31, 2020 | BRK-A Berkshire Hathaway Inc. | Sell | -36-3.5% |
Q4 2020Dec 31, 2020 | GOOGL Alphabet Inc. | Sell | -830-0.6% |
Q4 2020Dec 31, 2020 | BAX Baxter International Inc. | Sell | -1,220-2.2% |
Q4 2020Dec 31, 2020 | GOOG Alphabet Inc. | Sell | -1,494-1.3% |
Q4 2020Dec 31, 2020 | AIT Applied Industrial Technologies | Sell | -2,052-3.9% |
Q4 2020Dec 31, 2020 | MRK Merck & Company, Inc. | Sell - Position Exit | -3,306-100.0% |
Q4 2020Dec 31, 2020 | AZO AutoZone, Inc. | Sell | -3,307-3.5% |
Q4 2020Dec 31, 2020 | PSX Phillips 66 | Sell | -5,581-8.0% |
Q4 2020Dec 31, 2020 | UNP Union Pacific Corporation | Sell | -5,606-3.0% |
Q4 2020Dec 31, 2020 | BRK-B Berkshire Hathaway Inc. New | Sell | -6,799-2.2% |
Q4 2020Dec 31, 2020 | AXP American Express Company | Sell | -6,828-2.3% |
Q4 2020Dec 31, 2020 | VZ Verizon Communications Inc. | Sell | -7,410-2.2% |
Q4 2020Dec 31, 2020 | ALV Autoliv, Inc. | Sell | -8,505-0.7% |
Q4 2020Dec 31, 2020 | ALC Alcon | Sell | -8,675-37.0% |
Q4 2020Dec 31, 2020 | MMM 3M Company | Sell | -10,175-2.7% |
Q4 2020Dec 31, 2020 | NVS Novartis | Sell | -10,191-7.3% |
Q4 2020Dec 31, 2020 | DEO Diageo plc | Sell | -12,637-5.8% |
Q4 2020Dec 31, 2020 | JNJ Johnson & Johnson | Sell | -12,639-0.7% |
Q4 2020Dec 31, 2020 | USB U.S. Bancorp | Sell | -12,730-1.1% |
Q4 2020Dec 31, 2020 | EMR Emerson Electric Company | Sell | -16,293-2.8% |
Q4 2020Dec 31, 2020 | WFC Wells Fargo & Company | Sell | -18,399-0.8% |
Q4 2020Dec 31, 2020 | HSBC HSBC Holdings, plc. | Sell | -29,230-34.4% |
Q4 2020Dec 31, 2020 | CNH CNH Industrial | Sell | -35,497-2.7% |
Q4 2020Dec 31, 2020 | COP ConocoPhillips | Sell | -116,677-12.5% |
Q4 2020Dec 31, 2020 | CSCO Cisco Systems, Inc. | Sell | -446,368-8.3% |
Q4 2020Dec 31, 2020 | BK The Bank of New York Mellon Cor | Sell | -655,835-17.6% |