B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q1 2025)

As of Mar 31, 2025, 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 15, 2025. 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 2025, the filing reported:

New Buys - ProFrac Holding Corp., Alliance Resource Partners, L.P, Cleveland-Cliffs Inc., Employers Holdings Inc, Fifth Third Bancorp, and 11 more

Increases - None reported

Reductions - Autoliv, Inc., Atmus Filtration Technologies I, American Express Company, AutoZone, Inc., Bank of America Corporation, and 36 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 2025	ACDC ProFrac Holding Corp.	ProFrac Holding Corp.	Buy - Position Entry	+12,519	-	$95.02K	12,519
Q1 2025	ALV Autoliv, Inc.	Autoliv, Inc.	Sell	-10,453	-2.4%	$38.36M	433,706
Q1 2025	ARLP Alliance Resource Partners, L.P	Alliance Resource Partners, L.P	Buy - Position Entry	+8,755	-	$238.84K	8,755
Q1 2025	ATMU Atmus Filtration Technologies I	Atmus Filtration Technologies I	Sell	-42,146	-32.0%	$3.29M	89,586
Q1 2025	AXP American Express Company	American Express Company	Sell	-17,728	-19.8%	$19.32M	71,820
Q1 2025	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-1,440	-18.7%	$23.85M	6,256
Q1 2025	BAC Bank of America Corporation	Bank of America Corporation	Sell	-36,762	-8.6%	$16.40M	393,091
Q1 2025	BAX Baxter International Inc.	Baxter International Inc.	Sell	-30	-0.3%	$336.51K	9,831
Q1 2025	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-8,382	-5.3%	$12.45M	148,501
Q1 2025	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-118	-41.4%	$133.34M	167
Q1 2025	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-10,445	-10.4%	$47.92M	89,970
Q1 2025	CLF Cleveland-Cliffs Inc.	Cleveland-Cliffs Inc.	Buy - Position Entry	+11,365	-	$93.42K	11,365
Q1 2025	CMCSA Comcast Corporation	Comcast Corporation	Sell	-2,252	-6.5%	$1.19M	32,326
Q1 2025	CNH CNH Industrial	CNH Industrial	Sell	-1,299,622	-8.9%	$163.76M	13,335,317
Q1 2025	CNXC Concentrix Corporation	Concentrix Corporation	Sell	-6,156	-21.8%	$1.23M	22,051
Q1 2025	COP ConocoPhillips	ConocoPhillips	Sell	-1,298	-5.4%	$2.38M	22,709
Q1 2025	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-1,644	-2.7%	$3.60M	58,299
Q1 2025	DEO Diageo	Diageo	Sell	-2,226	-1.6%	$14.27M	136,194
Q1 2025	EIG Employers Holdings Inc	Employers Holdings Inc	Buy - Position Entry	+4,289	-	$217.19K	4,289
Q1 2025	EMR Emerson Electric Company	Emerson Electric Company	Sell	-649	-6.1%	$1.09M	9,959
Q1 2025	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Sell	-24,860	-18.2%	$3.80M	111,435
Q1 2025	FDX FedEx Corporation	FedEx Corporation	Sell	-3,646	-3.1%	$28.09M	115,213
Q1 2025	FITB Fifth Third Bancorp	Fifth Third Bancorp	Buy - Position Entry	+5,925	-	$232.26K	5,925
Q1 2025	FMC FMC Corporation	FMC Corporation	Sell	-2,574,837	-90.0%	$12.12M	287,218
Q1 2025	GL Globe Life Inc.	Globe Life Inc.	Sell	-1,608	-4.8%	$4.17M	31,626
Q1 2025	GM General Motors Company	General Motors Company	Buy - Position Entry	+4,826	-	$226.97K	4,826
Q1 2025	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-387	-2.6%	$2.23M	14,278
Q1 2025	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-63,868	-8.7%	$104.06M	672,947
Q1 2025	GSK GSK plc	GSK plc	Sell	-3,271	-3.5%	$3.51M	90,545
Q1 2025	HCI HCI Group, Inc.	HCI Group, Inc.	Buy - Position Entry	+1,981	-	$295.62K	1,981

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