B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q1 2021)

As of Mar 31, 2021, 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 07, 2021. 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 2021, the filing reported:

New Buys - Fresenius Medical Care AG, Progressive Corporation (The)

Increases - Alibaba Group Holding Limited, Concentrix Corporation

Reductions - AbbVie Inc., Applied Industrial Technologies, Autoliv, Inc., American Express Company, AutoZone, Inc., and 32 more

Complete Exits - Alcon, Goldman Sachs Group, Inc. (The), Shenandoah Telecommunications C, Unifirst Corporation

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 2021	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-640	-0.2%	$42.38K	391,595
Q1 2021	AIT Applied Industrial Technologies	Applied Industrial Technologies	Sell	-1,080	-2.1%	$4.57K	50,066
Q1 2021	ALC Alcon	Alcon	Sell - Position Exit	-14,751	-100.0%	$0.00	-
Q1 2021	ALV Autoliv, Inc.	Autoliv, Inc.	Sell	-2,050	-0.2%	$105.03K	1,131,828
Q1 2021	AXP American Express Company	American Express Company	Sell	-3,960	-1.3%	$41.28K	291,836
Q1 2021	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-932	-1.0%	$126.18K	89,851
Q1 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+447,895	+67.8%	$251.42K	1,108,910
Q1 2021	BAC Bank of America Corporation	Bank of America Corporation	Sell	-4,760	-0.2%	$75.73K	1,957,367
Q1 2021	BAX Baxter International Inc.	Baxter International Inc.	Sell	-12,325	-22.7%	$3.54K	41,923
Q1 2021	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-432,579	-30.7%	$212.80K	978,153
Q1 2021	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-131,436	-4.3%	$139.11K	2,941,660
Q1 2021	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-3	-0.3%	$384.16K	996
Q1 2021	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-10,456	-3.4%	$75.43K	295,259
Q1 2021	CMCSA Comcast Corporation	Comcast Corporation	Sell	-3,085	-0.3%	$61.99K	1,145,598
Q1 2021	CNH CNH Industrial	CNH Industrial	Sell	-15,615	-1.2%	$19.42K	1,241,743
Q1 2021	CNXC Concentrix Corporation	Concentrix Corporation	Buy	+30,375	+42.4%	$15.29K	102,092
Q1 2021	COP ConocoPhillips	ConocoPhillips	Sell	-568,274	-69.3%	$13.33K	251,575
Q1 2021	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-924,520	-18.8%	$206.25K	3,988,652
Q1 2021	CSL Carlisle Companies Incorporated	Carlisle Companies Incorporated	Sell	-1,260	-0.5%	$37.52K	227,982
Q1 2021	DEO Diageo plc	Diageo plc	Sell	-20,336	-10.0%	$30.12K	183,449
Q1 2021	EMR Emerson Electric Company	Emerson Electric Company	Sell	-42,618	-7.5%	$47.62K	527,861
Q1 2021	FMS Fresenius Medical Care AG	Fresenius Medical Care AG	Buy - Position Entry	+530,064	-	$19.55K	530,064
Q1 2021	FOX Fox Corporation	Fox Corporation	Sell	-30,595	-1.2%	$87.94K	2,517,748
Q1 2021	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-195	-0.2%	$241.34K	116,668
Q1 2021	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-239	-0.2%	$265.03K	128,497
Q1 2021	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell - Position Exit	-121,185	-100.0%	$0.00	-
Q1 2021	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Sell	-1,626	-2.9%	$1.57K	54,010
Q1 2021	INTC Intel Corporation	Intel Corporation	Sell	-2,800	-0.4%	$41.09K	641,959
Q1 2021	JEF Jefferies Financial Group Inc.	Jefferies Financial Group Inc.	Sell	-2,330	-2.3%	$3.00K	99,725
Q1 2021	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-27,135	-1.5%	$289.74K	1,762,952

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