B. Tweedy, Ch. Browne – Tweedy, Browne Co All Funds (US) Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Tweedy, Browne Co All Funds (US) portfolio balances reported a total equity value of $1.08B across 91 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Jul 29, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight CNH INDUSTRIAL NV (CNH) as the single largest position, accounting for 16.0% of total equity value, followed by COCA COLA FEMSA (KOF), IONIS PHARMACEUTICALS INC. (IONS), BERKSHIRE HATHAWAY INC (BRK-A), and others. Collectively, the top five holdings represent 53.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.