B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q1 2020)

As of Mar 31, 2020, 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 2020, the filing reported:

New Buys - Applied Industrial Technologies, Autoliv, Inc., Delta Air Lines, Inc.

Increases - American Express Company, Berkshire Hathaway Inc. New, Comcast Corporation, CNH Industrial, Fox Corporation, and 4 more

Reductions - Alcon, AutoZone, Inc., Baxter International Inc., Baidu, Inc., The Bank of New York Mellon Cor, and 19 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 2020	AIT Applied Industrial Technologies	Applied Industrial Technologies	Buy - Position Entry	+56,686	-	$2.59K	56,686
Q1 2020	ALC Alcon	Alcon	Sell	-2,257	-8.0%	$1.32K	25,991
Q1 2020	ALV Autoliv, Inc.	Autoliv, Inc.	Buy - Position Entry	+1,146,783	-	$52.76K	1,146,783
Q1 2020	AXP American Express Company	American Express Company	Buy	+23,262	+8.4%	$25.78K	301,119
Q1 2020	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-308	-0.3%	$86.67K	102,444
Q1 2020	BAX Baxter International Inc.	Baxter International Inc.	Sell	-495	-0.8%	$5.13K	63,193
Q1 2020	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-270,044	-16.7%	$136.22K	1,351,528
Q1 2020	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-82,132	-2.1%	$130.36K	3,870,599
Q1 2020	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-10	-1.0%	$280.16K	1,030
Q1 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+38,733	+15.9%	$51.69K	282,732
Q1 2020	CCL Carnival Corporation	Carnival Corporation	Sell	-64,395	-45.9%	$1.00K	76,025
Q1 2020	CMCSA Comcast Corporation	Comcast Corporation	Buy	+24,645	+5.4%	$16.40K	476,957
Q1 2020	CNH CNH Industrial	CNH Industrial	Buy	+454,820	+48.3%	$7.84K	1,396,913
Q1 2020	COP ConocoPhillips	ConocoPhillips	Sell	-5,408	-0.3%	$49.24K	1,598,595
Q1 2020	CSCO Cisco	Cisco	Sell	-61,276	-1.1%	$216.33K	5,503,094
Q1 2020	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Buy - Position Entry	+927,620	-	$26.46K	927,620
Q1 2020	DEO Diageo plc	Diageo plc	Sell	-1,783	-0.8%	$28.61K	225,097
Q1 2020	EMR Emerson Electric Company	Emerson Electric Company	Sell	-43,423	-6.6%	$29.47K	618,562
Q1 2020	FOX Fox Corporation	Fox Corporation	Buy	+1,073,009	+72.1%	$58.60K	2,561,065
Q1 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-545	-0.5%	$139.77K	120,198
Q1 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-1,299	-1.0%	$154.14K	132,658
Q1 2020	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-875	-0.9%	$14.22K	91,977
Q1 2020	HAL Halliburton Company	Halliburton Company	Sell	-115,405	-26.1%	$2.24K	327,225
Q1 2020	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Sell	-6,018	-6.0%	$2.64K	94,200
Q1 2020	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-101,134	-5.1%	$244.79K	1,866,770
Q1 2020	KOF Coca Cola Femsa S.A.B. de C.V.	Coca Cola Femsa S.A.B. de C.V.	Buy	+682,842	+84.0%	$60.19K	1,496,041
Q1 2020	MMM 3M Company	3M Company	Buy	+40,453	+11.5%	$53.42K	391,362
Q1 2020	NVS Novartis AG	Novartis AG	Sell	-2,185	-1.4%	$12.50K	151,610
Q1 2020	PSX Phillips 66	Phillips 66	Sell	-2,147	-0.6%	$19.43K	362,182
Q1 2020	UL Unilever PLC	Unilever PLC	Sell	-270	-0.2%	$6.34K	125,425

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