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 |
|---|---|---|---|
Q3 2024Sep 30, 2024 | KVUE Kenvue Inc. | Sell | -7,537-1.9% |
Q3 2024Sep 30, 2024 | BAC Bank of America Corporation | Sell | -8,205-1.6% |
Q3 2024Sep 30, 2024 | BRK-B Berkshire Hathaway Inc. New | Sell | -9,028-6.0% |
Q3 2024Sep 30, 2024 | NVST Envista Holdings Corporation | Sell | -14,747-0.8% |
Q3 2024Sep 30, 2024 | WFC Wells Fargo & Company | Sell | -16,668-1.9% |
Q3 2024Sep 30, 2024 | BK The Bank of New York Mellon Cor | Sell | -16,981-6.1% |
Q3 2024Sep 30, 2024 | BIDU Baidu, Inc. | Sell - Position Exit | -17,454-100.0% |
Q3 2024Sep 30, 2024 | TFC Truist Financial Corporation | Sell | -18,795-2.4% |
Q3 2024Sep 30, 2024 | CSCO Cisco Systems, Inc. | Sell | -20,331-8.8% |
Q3 2024Sep 30, 2024 | UL Unilever PLC | Sell | -27,419-28.1% |
Q3 2024Sep 30, 2024 | CNH CNH Industrial | Sell | -27,570-0.2% |
Q3 2024Sep 30, 2024 | FMC FMC Corporation | Sell | -33,614-1.1% |
Q3 2024Sep 30, 2024 | GOOG Alphabet Inc. | Sell | -93,398-63.1% |
Q3 2024Sep 30, 2024 | SEE Sealed Air Corporation | Sell | -127,259-14.2% |
Q3 2024Sep 30, 2024 | GOOGL Alphabet Inc. | Sell | -242,933-12.5% |
Q2 2024Jun 30, 2024 | CNH CNH Industrial | Buy | +14,280,501+1320.4% |
Q2 2024Jun 30, 2024 | NVST Envista Holdings Corporation | Buy | +917,448+93.2% |
Q2 2024Jun 30, 2024 | FMC FMC Corporation | Buy | +651,957+26.0% |
Q2 2024Jun 30, 2024 | BRK-A Berkshire Hathaway Inc. | Sell | -10-1.5% |
Q2 2024Jun 30, 2024 | AZO AutoZone, Inc. | Sell | -99-0.8% |
Q2 2024Jun 30, 2024 | COP ConocoPhillips | Sell | -563-2.0% |
Q2 2024Jun 30, 2024 | BAX Baxter International Inc. | Sell | -870-8.1% |
Q2 2024Jun 30, 2024 | PSX Phillips 66 | Sell | -1,081-3.5% |
Q2 2024Jun 30, 2024 | UNP Union Pacific Corporation | Sell | -1,094-2.5% |
Q2 2024Jun 30, 2024 | EMR Emerson Electric Company | Sell | -1,372-10.3% |
Q2 2024Jun 30, 2024 | DEO Diageo | Sell | -1,439-1.0% |
Q2 2024Jun 30, 2024 | FDX FedEx Corporation | Sell | -1,560-1.0% |
Q2 2024Jun 30, 2024 | BIDU Baidu, Inc. | Sell | -1,832-9.5% |
Q2 2024Jun 30, 2024 | NVS Novartis AG | Sell | -1,840-2.1% |
Q2 2024Jun 30, 2024 | PGR Progressive Corporation (The) | Sell | -1,915-7.9% |