B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q1 2015)

According to the SEC 13F filed on Aug 07, 2026, the Tweedy, Browne Co All Funds (US) portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2015. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2015, the filing reported:

New Buys - None reported

Increases - ConocoPhillips, Halliburton Company

Reductions - AGCO Corporation, American Express Company, Baxter International Inc., The Bank of New York Mellon Cor, Berkshire Hathaway Inc., and 22 more

Complete Exits - Federated Hermes, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2015	AGCO AGCO Corporation	AGCO Corporation	Sell	-3,702	-1.3%	$13.76K	288,871
Q1 2015	AXP American Express Company	American Express Company	Sell	-3,889	-1.4%	$20.95K	268,205
Q1 2015	BAX Baxter International Inc.	Baxter International Inc.	Sell	-7,525	-0.3%	$175.69K	2,564,814
Q1 2015	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-25,672	-0.6%	$164.79K	4,095,096
Q1 2015	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-2	-0.2%	$255.56K	1,175
Q1 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-4,808	-1.2%	$56.43K	391,026
Q1 2015	COP ConocoPhillips	ConocoPhillips	Buy	+6,416	+0.2%	$176.73K	2,838,563
Q1 2015	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-331,751	-3.1%	$284.15K	10,323,281
Q1 2015	DEO Diageo plc	Diageo plc	Sell	-2,040	-0.6%	$36.17K	327,084
Q1 2015	DNOW DNOW Inc.	DNOW Inc.	Sell	-268	-0.3%	$1.86K	85,804
Q1 2015	DVN Devon Energy Corporation	Devon Energy Corporation	Sell	-17,964	-0.4%	$251.08K	4,163,199
Q1 2015	EMR Emerson Electric Company	Emerson Electric Company	Sell	-25,803	-1.2%	$117.41K	2,073,720
Q1 2015	FHI Federated Hermes, Inc.	Federated Hermes, Inc.	Sell - Position Exit	-25,906	-100.0%	$0.00	-
Q1 2015	HAL Halliburton Company	Halliburton Company	Buy	+1,463	+0.0%	$234.82K	5,351,483
Q1 2015	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Sell	-3,213	-1.9%	$7.00K	164,382
Q1 2015	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-86,483	-2.1%	$408.03K	4,055,962
Q1 2015	KOF Coca Cola Femsa S.A.B. de C.V.	Coca Cola Femsa S.A.B. de C.V.	Sell	-358	-0.1%	$41.54K	520,112
Q1 2015	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Sell	-6,135	-3.9%	$30.43K	149,917
Q1 2015	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-2,060	-0.7%	$25.95K	300,390
Q1 2015	MMM 3M Company	3M Company	Sell	-4,484	-0.4%	$171.88K	1,042,036
Q1 2015	NVS Novartis AG	Novartis AG	Sell	-5,820	-2.2%	$25.66K	260,217
Q1 2015	PM Philip Morris International Inc	Philip Morris International Inc	Sell	-1,029	-0.1%	$139.62K	1,853,450
Q1 2015	PSX Phillips 66	Phillips 66	Sell	-1,658	-0.4%	$31.35K	398,830
Q1 2015	TTE TotalEnergies SE	TotalEnergies SE	Sell	-8,685	-2.3%	$18.68K	376,195
Q1 2015	UL Unilever PLC	Unilever PLC	Sell	-1,020	-0.4%	$11.88K	284,937
Q1 2015	UNF Unifirst Corporation	Unifirst Corporation	Sell	-3,666	-1.9%	$22.55K	191,593
Q1 2015	UNP Union Pacific Corporation	Union Pacific Corporation	Sell	-2,693	-0.6%	$50.61K	467,238
Q1 2015	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-59,480	-4.2%	$65.21K	1,340,974
Q1 2015	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-56,930	-1.1%	$277.61K	5,103,177
Q1 2015	WMT Walmart Inc.	Walmart Inc.	Sell	-13,253	-1.3%	$80.34K	976,725