B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q1 2017)
As of Mar 31, 2017, the Tweedy, Browne Co All Funds (US) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 06, 2026. 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 2017, the filing reported:
New Buys - Baidu, Inc., Merck & Company, Inc.
Increases - Comcast Corporation
Reductions - AGCO Corporation, Avnet, Inc., American Express Company, Baxter International Inc., The Bank of New York Mellon Cor, and 25 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2017
|
AGCO
AGCO Corporation
|
Sell |
-3,840
|
|
Q1 2017
|
AVT
Avnet, Inc.
|
Sell |
-8,355
|
|
Q1 2017
|
AXP
American Express Company
|
Sell |
-4,446
|
|
Q1 2017
|
BAX
Baxter International Inc.
|
Sell |
-591,383
|
|
Q1 2017
|
BIDU
Baidu, Inc.
|
Buy - Position Entry |
+1,382,979
|
|
Q1 2017
|
BK
The Bank of New York Mellon Cor
|
Sell |
-25,305
|
|
Q1 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-1,525
|
|
Q1 2017
|
CMCSA
Comcast Corporation
|
Buy |
+896,720
|
|
Q1 2017
|
COP
ConocoPhillips
|
Sell |
-51,079
|
|
Q1 2017
|
CSCO
Cisco
|
Sell |
-337,322
|
|
Q1 2017
|
DEO
Diageo plc
|
Sell |
-7,780
|
|
Q1 2017
|
DNOW
DNOW Inc.
|
Sell |
-85
|
|
Q1 2017
|
DVN
Devon Energy Corporation
|
Sell |
-332,319
|
|
Q1 2017
|
EMR
Emerson Electric Company
|
Sell |
-57,643
|
|
Q1 2017
|
GOOG
Alphabet Inc.
|
Sell |
-23
|
|
Q1 2017
|
GOOGL
Alphabet Inc.
|
Sell |
-23
|
|
Q1 2017
|
HAL
Halliburton Company
|
Sell |
-59,567
|
|
Q1 2017
|
HSBC
HSBC Holdings, plc.
|
Sell |
-2,496
|
|
Q1 2017
|
IBM
International Business Machines
|
Sell |
-810
|
|
Q1 2017
|
JNJ
Johnson & Johnson
|
Sell |
-18,295
|
|
Q1 2017
|
MA
Mastercard Incorporated
|
Sell |
-1,108
|
|
Q1 2017
|
MMM
3M Company
|
Sell |
-44,876
|
|
Q1 2017
|
MRK
Merck & Company, Inc.
|
Buy - Position Entry |
+3,306
|
|
Q1 2017
|
NVS
Novartis AG
|
Sell |
-11,843
|
|
Q1 2017
|
PM
Philip Morris International Inc
|
Sell |
-3,486
|
|
Q1 2017
|
PSX
Phillips 66
|
Sell |
-429
|
|
Q1 2017
|
UL
Unilever PLC
|
Sell |
-329
|
|
Q1 2017
|
UNF
Unifirst Corporation
|
Sell |
-44,642
|
|
Q1 2017
|
UNP
Union Pacific Corporation
|
Sell |
-5,021
|
|
Q1 2017
|
VZ
Verizon Communications Inc.
|
Sell |
-9,305
|
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