Tweedy Browne add NOVARTIS AG
Tweedy Browne add $9.0M of disclosed value in NOVARTIS AG.
Signal
Investor Move
Action
Add
Capital
$9.0M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2025
Total Changes
59
New
16
Reduced/Sold
25
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| 302491303 | FMC CORP. | Reduced | $12.1M | 0.11% |
| JNJ | Johnson & Johnson | Reduced | $72.7M | 0.07% |
| BRK-A | Berkshire Hathaway Inc. | Reduced | $133.3M | 0.05% |
| GOOGL | Alphabet Inc. | Reduced | $104.1M | 0.03% |
| 462222100 | IONIS PHARMACEUTICALS INC. | Reduced | $90M | 0.02% |
| 191241108 | COCA COLA FEMSA | Increased | $117.3M | 0.01% |
| AXP | American Express Company | Reduced | $19.3M | 0.01% |
| KVUE | Kenvue Inc. | Reduced | $1.1M | 0.01% |
| FDX | FedEx Corporation | Reduced | $28.1M | 0% |
| 29415F104 | ENVISTA HOLDINGS CORP | Reduced | $25.8M | 0% |
| 25243Q205 | DIAGEO P L C - ADR | Reduced | $14.3M | 0% |
| 81211K100 | SEALED AIR CORPORATION | Reduced | $15.8M | 0% |
| 52800109 | AUTOLIV INC. | Reduced | $38.4M | 0% |
| 23586506 | U-HAUL HOLDING CO - NON VOTING | Reduced | $28.4M | 0% |
| TFC | Truist Financial Corporation | Reduced | $25M | 0% |
| BAC | Bank of America Corporation | Reduced | $16.4M | 0% |
| BRK-B | Berkshire Hathaway Inc. | Increased | $47.9M | 0% |
| USB | U.S. Bancorp | Reduced | $8.8M | 0% |
| VRTX | Vertex Pharmaceuticals Incorporated | Increased | $18.6M | 0% |
| N20944109 | CNH INDUSTRIAL NV | Reduced | $163.8M | 0% |