B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q1 2019)

As of Mar 31, 2019, 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 2019, the filing reported:

New Buys - None reported

Increases - Avnet, Inc., Baidu, Inc., Carnival Corporation, Alphabet Inc., U.S. Bancorp

Reductions - AGCO Corporation, American Express Company, AutoZone, Inc., The Bank of New York Mellon Cor, Berkshire Hathaway Inc., and 22 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	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2019	AGCO AGCO Corporation	AGCO Corporation	Sell	-220	-0.0%	$45.06K	647,934
Q1 2019	AVT Avnet, Inc.	Avnet, Inc.	Buy	+1,390	+0.2%	$25.26K	582,517
Q1 2019	AXP American Express Company	American Express Company	Sell	-3,245	-1.1%	$31.27K	286,069
Q1 2019	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-56,061	-31.6%	$124.22K	121,297
Q1 2019	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+48,329	+3.5%	$236.89K	1,437,015
Q1 2019	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-15,217	-0.4%	$211.83K	4,200,519
Q1 2019	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-10	-1.0%	$309.95K	1,029
Q1 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-1,822	-0.7%	$52.41K	260,879
Q1 2019	CCL Carnival Corporation	Carnival Corporation	Buy	+2,805	+3.7%	$3.95K	77,930
Q1 2019	CMCSA Comcast Corporation	Comcast Corporation	Sell	-8,570	-1.8%	$18.97K	474,530
Q1 2019	CNH CNH Industrial	CNH Industrial	Sell	-6,057	-0.6%	$9.94K	974,119
Q1 2019	COP ConocoPhillips	ConocoPhillips	Sell	-5,729	-0.4%	$107.82K	1,615,584
Q1 2019	CSCO Cisco	Cisco	Sell	-529,472	-6.4%	$416.36K	7,711,698
Q1 2019	DEO Diageo plc	Diageo plc	Sell	-2,448	-1.0%	$38.46K	235,052
Q1 2019	DVN Devon Energy Corporation	Devon Energy Corporation	Sell	-25,929	-1.8%	$43.66K	1,383,443
Q1 2019	EMR Emerson Electric Company	Emerson Electric Company	Sell	-2,460	-0.3%	$51.30K	749,276
Q1 2019	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-151	-0.1%	$143.23K	122,074
Q1 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+5,638	+4.4%	$158.97K	135,081
Q1 2019	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-210	-0.2%	$19.16K	99,805
Q1 2019	HAL Halliburton Company	Halliburton Company	Sell	-3,140	-0.2%	$49.38K	1,685,458
Q1 2019	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Sell	-16,119	-11.7%	$4.94K	121,786
Q1 2019	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-75,353	-3.5%	$287.46K	2,056,371
Q1 2019	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-10,699	-4.8%	$50.29K	213,574
Q1 2019	MMM 3M Company	3M Company	Sell	-892	-0.3%	$73.81K	355,209
Q1 2019	NVS Novartis	Novartis	Sell	-8,636	-5.0%	$15.71K	163,404
Q1 2019	PSX Phillips 66	Phillips 66	Sell	-1,563	-0.4%	$34.95K	367,198
Q1 2019	UL Unilever PLC	Unilever PLC	Sell	-351	-0.3%	$7.53K	130,369
Q1 2019	UNP Union Pacific Corporation	Union Pacific Corporation	Sell	-68,134	-25.8%	$32.72K	195,683
Q1 2019	USB U.S. Bancorp	U.S. Bancorp	Buy	+290,255	+53.8%	$40.00K	830,055
Q1 2019	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-14,041	-3.0%	$26.67K	450,989

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