Tweedy Browne's Strategic Moves: Alphabet Inc. Sees a -4.82% Portfolio Impact
Warning! GuruFocus has detected 10 Warning Signs with CNH.
Tweedy Browne (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, providing insights into its investment moves during this period. Tweedy, Browne's operations are managed by its Management Committee, which consists of Jay Hill, Thomas H. Shrager, John D. Spears, and Robert Q. Wyckoff, Jr., who have been with the firm for tenures ranging from 18 to 47 years. Tweedy, Browne is owned by its Managing Directors and certain other employees and by a wholly-owned subsidiary of Affiliated Managers Group, Inc. ("AMG"), which owns a majority interest in the firm. AMG provides the Firm with operational autonomy and a seamless mechanism for ownership transfer and succession. Benjamin Graham, through his investment firm Graham-Newman Corp., was one of the firm's primary brokerage clients in the 1930s, 1940s, and 1950s. The Tweedy, Browne Value Fund seeks long-term growth of capital by investing primarily in U.S. and foreign equity securities that the Adviser believes are undervalued. Investments are focused in developed markets. The fund seeks to reduce currency risk by hedging its perceived foreign currency exposure back into the U.S. dollar where practicable.
Summary of New Buy
Tweedy Browne (Trades, Portfolio) added a total of 33 stocks, among them:
The most significant addition was AGCO Corp (NYSE:AGCO), with 4,755 shares, accounting for 0.05% of the portfolio and a total value of $490,530.
The second largest addition to the portfolio was AutoNation Inc (NYSE:AN), consisting of 2,532 shares, representing approximately 0.05% of the portfolio, with a total value of $502,980.
The third largest addition was Arrow Electronics Inc (NYSE:ARW), with 3,140 shares, accounting for 0.04% of the portfolio and a total value of $400,130.
Key Position Increases
Tweedy Browne (Trades, Portfolio) also increased stakes in a total of 16 stocks, among them:
The most notable increase was Berkshire Hathaway Inc (NYSE:BRK.B), with an additional 11,529 shares, bringing the total to 101,499 shares. This adjustment represents a significant 12.81% increase in share count, a 0.52% impact on the current portfolio, with a total value of $49,305,170.
The second largest increase was HCI Group Inc (NYSE:HCI), with an additional 2,779 shares, bringing the total to 4,760. This adjustment represents a significant 140.28% increase in share count, with a total value of $724,470.
Summary of Sold Out
Tweedy Browne (Trades, Portfolio) completely exited 1 holding in the second quarter of 2025, as detailed below:
Fifth Third Bancorp (NASDAQ:FITB): Tweedy Browne (Trades, Portfolio) sold all 5,925 shares, resulting in a -0.02% impact on the portfolio.
Key Position Reduces
Tweedy Browne (Trades, Portfolio) also reduced positions in 39 stocks. The most significant changes include:
Reduced Alphabet Inc (NASDAQ:GOOGL) by 351,648 shares, resulting in a -52.25% decrease in shares and a -4.82% impact on the portfolio. The stock traded at an average price of $163.55 during the quarter and has returned 21.07% over the past 3 months and 2.55% year-to-date.
Reduced Johnson & Johnson (NYSE:JNJ) by 193,558 shares, resulting in a -44.16% reduction in shares and a -2.84% impact on the portfolio. The stock traded at an average price of $153.9 during the quarter and has returned 8.87% over the past 3 months and 18.31% year-to-date.
Portfolio Overview
At the second quarter of 2025, Tweedy Browne (Trades, Portfolio)'s portfolio included 91 stocks, with top holdings including 16% in CNH Industrial NV (NYSE:CNH), 10.92% in Coca-Cola Femsa SAB de CV (NYSE:KOF), 10.6% in Ionis Pharmaceuticals Inc (NASDAQ:IONS), 10.34% in Berkshire Hathaway Inc (NYSE:BRK.A), and 5.25% in Alphabet Inc (NASDAQ:GOOGL).
The holdings are mainly concentrated in 9 of the 11 industries: Financial Services, Industrials, Healthcare, Consumer Defensive, Consumer Cyclical, Communication Services, Energy, Basic Materials, and Technology.
This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.
This article first appeared on GuruFocus.
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