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Yahoo
11 hours ago
- Automotive
- Yahoo
Tweedy Browne's Strategic Moves: Alphabet Inc. Sees a -4.82% Portfolio Impact
Exploring Tweedy Browne (Trades, Portfolio)'s Recent 13F Filing and Investment Adjustments 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.
Yahoo
13-07-2025
- Sport
- Yahoo
This 2026 defensive back recruit has committed to BYU
Brigham Young Cougars head coach Kalani Sitake puts his hand on Associate Head Coach and Defensive Coordinator Jay Hill as BYU and Oklahoma play at LaVell Edwards stadium in Provo on Saturday, Nov. 18, 2023. OU won 31-24. | Scott G Winterton, Deseret News BYU has picked up the 10th member of its 2026 football recruiting class. Defensive back Antonio Johnson has committed to the Cougars, he announced Saturday via social media. 'Thank you to all my family and coaches who believed in my ability,' Johnson wrote in an Instagram post. 'I want to thank the the man himself, Jesus, and my mom (for) helping me be the man I've become and wanted to thank Coach (Jay) Hill for taking a chance on me.' Advertisement The Fort Worth, Texas, native is rated as a 3-star talent by 247 Sports with a player grade of 86 and ranks as the No. 93 cornerback recruit in the country. Standing at 6-foot-4 and 190 pounds, Johnson chose BYU over competing offers from UTEP, Texas State and Miami (Ohio). Johnson is the 10th 2026 prospect to commit to BYU, joining the likes of Brock Harris, Bott Mulitalo, Terrance Saryon and others.
Yahoo
13-07-2025
- Sport
- Yahoo
BYU earns commitment from 3-star safety
Another intriguing defensive prospect has joined BYU's 2026 recruiting class. Safety Matthew Mason has committed to the Cougars, he announced via social media. 'My official visit was amazing,' Mason told On3 Sports. 'I had some questions and I wanted to learn more about the school and all of my questions were answered. It just felt really good to be there and be around the people at BYU.' Advertisement In his junior campaign at Faith Lutheran High in Las Vegas, Mason recorded 102 tackles with 18 pass breakups, five forced fumbles, two interceptions and 10 tackles for loss. His impact even carried over into special teams, where he blocked three kicks. Mason was rated as a three-star recruit by 247 Sports as the No. 7 overall prospect from Nevada. Standing at 6-foot-3 and 190 pounds, he picked up more than 20 Division I offers, ultimately choosing Jay Hill's defense at BYU over the likes of Arizona State, Boise State, Northwestern and more. 'Coach Hill is a coach that I trust with everything,' Mason said. 'He is a great guy, he is a great coach and he has a big plan for me in the defense. We talked a lot and went over a lot of things. He believes in my ability, he feels I can compete for a spot on the field right away and I am excited to play for him.' What BYU's 2026 recruiting class currently looks like
Yahoo
30-06-2025
- Sport
- Yahoo
BYU Defensive Coordinator Jay Hill Sends Blunt Message to Players in New NIL Era
BYU Defensive Coordinator Jay Hill Sends Blunt Message to Players in New NIL Era originally appeared on Athlon Sports. BYU football hosted its Media Day golf tournament at Cedar Hills Golf Club on Monday. The mix of current BYU players and coaches, former BYU players, and other members of the BYU community came together right before the Cougars pulled in the program's top recruit, five-star quarterback Ryder Lyons. Advertisement The BYU coach who will get the best read on the phenom signal-caller in two years is Jay Hill. The Cougars defensive coordinator took time out of his busy schedule to talk about the offseason with ESPN the Fan in Salt Lake City. He was asked an array of questions, including his set up going into fall camp. With the new era of college athletics, some players have come to the table wanting opportunities handed to them. However, Hill doesn't subscribe to that type of thought process when it comes to his defensive scheme. "We had guys come to me saying, 'Coach, I need to know I'm the starter.' And I said, 'Be the starter. Earn it,'" Hill said. "I'm not guaranteeing anything. That's not fair to the 105 other guys fighting for that spot. If you want to be built for the NFL, you can't expect guarantees. If you can't beat out the guys at BYU, how are you going to make it in the NFL?" When head coach Kalani Sitake hired Hill away from Weber State, everybody knew the level of expectations and it hadn't changed in Provo. As the Cougars moved over to the Big 12, the strength between the two coaches grew and they now know they're building a better program from the inside out. It's the NFL model with a college touch of consistency. While some players want a guarantee, Hill wants talented playmakers who will work at being the 'next man up'. Related: Top tight end picks BYU over several Power Four programs "Last year, the sum was greater than the individual parts," Hill admitted. "That's a great defense. We had smart guys doing their jobs and trusting each other. I thought we played very good defense. Recruiting is getting better each year. The Big 12 helps. Our depth is stronger. Yeah, we lost some key guys—Batty, Blake Mangelson, John Nelson, Jakob Robinson—but I don't think enough people understand how good they were. Still, we're just scratching the surface of what BYU can be talent-wise." Advertisement Related: Ryder Lyons Turns Heads With Major Exposure For BYU Decision BYU opens the season on August 30 against Portland State at 8 p.m. ET. This story was originally reported by Athlon Sports on Jun 25, 2025, where it first appeared.
Yahoo
18-06-2025
- Sport
- Yahoo
BYU Football Lands Commitment From Three-Star Nevada Defensive Back
BYU Football Lands Commitment From Three-Star Nevada Defensive Back originally appeared on Athlon Sports. BYU added another key piece to its 2026 football recruiting class on Tuesday with the commitment from Las Vegas safety Matthew Mason. Advertisement The 6-foot-3, 190-pound prospect from Faith Lutheran High School, chose the Cougars over offers from Boise State, San Diego State, UNLV and Arizona State. He announced his decision on social media, writing, 'THANK YOU LORD, I'M HOME.' The three-star recruit is rated as the No. 7 player in Nevada for the 2026 class, according to 247Sports. He joins Fort Worth, Texas, safety Antonio Johnson as the second safety to commit to BYU this week. The Cougars now have 12 total commitments for the class, which ranks No. 52 nationally. Mason took his official visit to BYU over the weekend and said it solidified his decision. Advertisement 'My official visit was amazing,' Mason told On3. 'All my questions were answered. It just felt really good to be there and be around the people at BYU.' Mason credited defensive coordinator Jay Hill as a major reason for his commitment. 'Coach Hill is a coach that I trust with everything,' Mason said. 'He believes in my ability and feels I can compete for a spot on the field right away.' Related: AJ Dybantsa Reveals Three NBA Players Kevin Young Has Him Studying at BYU Mason is one of the top defensive playmakers in Nevada. Over the past two seasons, he has recorded 206 tackles, 16 tackles for loss and two sacks. He also brings speed to the field, with a personal-best of 11.42 seconds in the 100 meters and a 4.45-second laser-timed 40-yard dash. Advertisement Related: BYU Basketball Offers No. 1 Recruit in the 2027 Class on Father's Day Mason's family has ties to college football. He's the nephew of former South Florida head coach Jeff Scott. This story was originally reported by Athlon Sports on Jun 18, 2025, where it first appeared.
