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Tweedy Browne Co. - Tweedy Browne Value Fund Holdings – 2025 Q4

Explore the latest portfolio disclosure for Tweedy Browne Co. - Tweedy Browne Value Fund, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q4.

The latest 2025 Q4 filing shows that Tweedy Browne Co. - Tweedy Browne Value Fund maintains its largest exposure in Non-U.S. Assets, which represents approximately 62.20% of the portfolio. This sector forms the core of Tweedy Browne Co. - Tweedy Browne Value Fund's investment stance during this reporting period.

Additional major allocations include Unclassified Sector (about 14.64%) and Financial Services (approximately 5.79%) , reflecting how Tweedy Browne Co. - Tweedy Browne Value Fund diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Tweedy Browne Co. - Tweedy Browne Value Fund's positioning and conviction areas for the 2025 Q4 quarter.

Breakdown by Sector

Non-U.S. Assets
62.2%
Unclassified Sector
14.6%
Financial Services
5.8%
Industrials
5.3%
Unknown
4.2%
Healthcare
3.9%
Technology
2.1%
Consumer Cyclical
1.0%
Communication Services
0.9%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
ATMU 20,470 $51.93 Reduced -57.55% 0.25% $1.06M 2025 Q4
5122.T 28,005 $34.89 No Change No Change 0.23% $977.09K 2025 Q4
ALGGF 6,542,900 $0.14 No Change No Change 0.21% $916.01K 2025 Q4
145720.KS 27,774 $32.08 No Change No Change 0.21% $890.99K 2025 Q4
900925.SS 345,561 $1.59 No Change No Change 0.13% $549.44K 2025 Q4
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