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 2017Jun 30, 2017 | CMCSA Comcast Corporation | Sell | -25,166-1.4% |
Q2 2017Jun 30, 2017 | MMM 3M Company | Sell | -38,686-6.5% |
Q2 2017Jun 30, 2017 | IBM International Business Machines | Sell | -39,025-14.3% |
Q2 2017Jun 30, 2017 | PM Philip Morris International Inc | Sell | -39,880-3.1% |
Q2 2017Jun 30, 2017 | WSM Williams-Sonoma, Inc. | Sell | -46,585-19.1% |
Q2 2017Jun 30, 2017 | BK The Bank of New York Mellon Cor | Sell | -49,790-1.1% |
Q2 2017Jun 30, 2017 | JNJ Johnson & Johnson | Sell | -69,248-2.9% |
Q2 2017Jun 30, 2017 | COP ConocoPhillips | Sell | -73,209-3.6% |
Q2 2017Jun 30, 2017 | EMR Emerson Electric Company | Sell | -75,230-5.7% |
Q2 2017Jun 30, 2017 | WFC Wells Fargo & Company | Sell | -162,330-4.4% |
Q2 2017Jun 30, 2017 | VZ Verizon Communications Inc. | Sell | -163,545-23.0% |
Q2 2017Jun 30, 2017 | WMT Walmart Inc. | Sell - Position Exit | -255,015-100.0% |
Q2 2017Jun 30, 2017 | AVT Avnet, Inc. | Sell | -264,597-31.0% |
Q2 2017Jun 30, 2017 | DVN Devon Energy Corporation | Sell | -346,247-10.8% |
Q2 2017Jun 30, 2017 | CSCO Cisco | Sell | -676,306-6.1% |
Q1 2017Mar 31, 2017 | BIDU Baidu, Inc. | Buy - Position Entry | +1,382,979 |
Q1 2017Mar 31, 2017 | CMCSA Comcast Corporation | Buy | +896,720+98.9% |
Q1 2017Mar 31, 2017 | MRK Merck & Company, Inc. | Buy - Position Entry | +3,306 |
Q1 2017Mar 31, 2017 | GOOG Alphabet Inc. | Sell | -23-0.0% |
Q1 2017Mar 31, 2017 | GOOGL Alphabet Inc. | Sell | -23-0.0% |
Q1 2017Mar 31, 2017 | DNOW DNOW Inc. | Sell | -85-0.2% |
Q1 2017Mar 31, 2017 | UL Unilever PLC | Sell | -329-0.1% |
Q1 2017Mar 31, 2017 | PSX Phillips 66 | Sell | -429-0.1% |
Q1 2017Mar 31, 2017 | IBM International Business Machines | Sell | -810-0.3% |
Q1 2017Mar 31, 2017 | MA Mastercard Incorporated | Sell | -1,108-0.4% |
Q1 2017Mar 31, 2017 | BRK-B Berkshire Hathaway Inc. New | Sell | -1,525-0.5% |
Q1 2017Mar 31, 2017 | HSBC HSBC Holdings, plc. | Sell | -2,496-1.4% |
Q1 2017Mar 31, 2017 | PM Philip Morris International Inc | Sell | -3,486-0.3% |
Q1 2017Mar 31, 2017 | AGCO AGCO Corporation | Sell | -3,840-0.4% |
Q1 2017Mar 31, 2017 | WSM Williams-Sonoma, Inc. | Sell | -4,370-1.8% |