B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q1 2022)

According to the SEC 13F filed on May 13, 2022, the Tweedy, Browne Co All Funds (US) portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2022. 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 2022, the filing reported:

New Buys - Ionis Pharmaceuticals, Inc., Thor Industries, Inc.

Increases - Alibaba Group Holding Limited, Bank of America Corporation, Fresenius Medical Care AG, Intel Corporation, Progressive Corporation (The), and 2 more

Reductions - Autoliv, Inc., AutoZone, Inc., Baxter International Inc., Baidu, 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	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2022	ALV Autoliv, Inc.	Autoliv, Inc.	Sell	-115	-0.0%	$85.65K	1,120,450
Q1 2022	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-10,800	-12.9%	$149.13K	72,939
Q1 2022	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+205	+0.3%	$6.53K	60,015
Q1 2022	BAC Bank of America Corporation	Bank of America Corporation	Buy	+2,195	+0.1%	$79.44K	1,927,288
Q1 2022	BAX Baxter International Inc.	Baxter International Inc.	Sell	-544	-1.4%	$3.04K	39,257
Q1 2022	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-1,267	-4.4%	$3.61K	27,288
Q1 2022	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-46,525	-2.6%	$87.04K	1,753,831
Q1 2022	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-23	-2.6%	$456.46K	863
Q1 2022	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-2,384	-0.8%	$98.34K	278,659
Q1 2022	CMCSA Comcast Corporation	Comcast Corporation	Sell	-5,919	-0.6%	$49.29K	1,052,834
Q1 2022	CNH CNH Industrial	CNH Industrial	Sell	-23,266	-2.3%	$16.01K	1,009,318
Q1 2022	CNXC Concentrix Corporation	Concentrix Corporation	Sell	-1,345	-1.4%	$15.60K	93,674
Q1 2022	COP ConocoPhillips	ConocoPhillips	Sell	-191,543	-84.8%	$3.43K	34,340
Q1 2022	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-1,146,831	-41.0%	$91.83K	1,646,938
Q1 2022	CSL Carlisle Companies Incorporated	Carlisle Companies Incorporated	Sell	-125,525	-59.6%	$20.91K	85,026
Q1 2022	DEO Diageo plc	Diageo plc	Sell	-2,943	-1.9%	$30.56K	150,418
Q1 2022	EMR Emerson Electric Company	Emerson Electric Company	Sell	-1,295	-1.0%	$13.24K	135,007
Q1 2022	FMC FMC Corporation	FMC Corporation	Sell	-585	-0.0%	$156.82K	1,191,915
Q1 2022	FMS Fresenius Medical Care AG	Fresenius Medical Care AG	Buy	+990	+0.1%	$34.59K	1,026,935
Q1 2022	FOX Fox Corporation	Fox Corporation	Sell	-34,270	-1.5%	$79.56K	2,192,958
Q1 2022	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-3,880	-4.5%	$229.67K	82,230
Q1 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-145	-0.1%	$353.02K	126,925
Q1 2022	INTC Intel Corporation	Intel Corporation	Buy	+265,540	+26.7%	$62.43K	1,259,613
Q1 2022	IONS Ionis Pharmaceuticals, Inc.	Ionis Pharmaceuticals, Inc.	Buy - Position Entry	+2,925,102	-	$108.35K	2,925,102
Q1 2022	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-103,113	-6.2%	$277.16K	1,563,836
Q1 2022	KOF Coca Cola Femsa S.A.B. de C.V.	Coca Cola Femsa S.A.B. de C.V.	Sell	-92,432	-3.3%	$147.47K	2,683,796
Q1 2022	MMM 3M Company	3M Company	Sell	-2,000	-0.6%	$51.33K	344,800
Q1 2022	MS Morgan Stanley	Morgan Stanley	Sell	-11,445	-4.8%	$19.79K	226,390
Q1 2022	NVS Novartis AG	Novartis AG	Sell	-4,151	-3.9%	$8.95K	101,938
Q1 2022	PGR Progressive Corporation (The)	Progressive Corporation (The)	Buy	+445	+0.3%	$18.64K	163,518

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