B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q2 2014)

As of Jun 30, 2014, 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 Q2 2014, the filing reported:

New Buys - DNOW Inc.

Increases - Banco Santander Brasil SA, HSBC Holdings, plc., Union Pacific Corporation

Reductions - American Express Company, Baxter International Inc., The Bank of New York Mellon Cor, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, and 15 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
Q2 2014	AXP American Express Company	American Express Company	Sell	-782	-0.3%	$27.49K	289,746
Q2 2014	BAX Baxter International Inc.	Baxter International Inc.	Sell	-9,693	-0.4%	$187.41K	2,592,155
Q2 2014	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-35,227	-0.8%	$156.78K	4,182,948
Q2 2014	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-5	-0.4%	$223.89K	1,179
Q2 2014	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-4,062	-1.0%	$51.74K	408,852
Q2 2014	BSBR Banco Santander Brasil SA	Banco Santander Brasil SA	Buy	+37,865	+0.1%	$424.68K	61,370,223
Q2 2014	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-57,157	-0.5%	$270.83K	10,898,507
Q2 2014	DEO Diageo	Diageo	Sell	-298	-0.1%	$43.00K	337,831
Q2 2014	DNOW DNOW Inc.	DNOW Inc.	Buy - Position Entry	+86,262	-	$3.12K	86,262
Q2 2014	DVN Devon Energy Corporation	Devon Energy Corporation	Sell	-23,126	-0.5%	$334.26K	4,209,889
Q2 2014	EMR Emerson Electric Company	Emerson Electric Company	Sell	-32,544	-1.5%	$142.76K	2,151,263
Q2 2014	HAL Halliburton Company	Halliburton Company	Sell	-115,570	-2.1%	$380.80K	5,362,637
Q2 2014	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Buy	+2,507	+1.5%	$8.70K	171,302
Q2 2014	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-72,982	-1.7%	$439.01K	4,196,224
Q2 2014	MMM 3M Company	3M Company	Sell	-5,912	-0.6%	$151.46K	1,057,377
Q2 2014	NVS Novartis	Novartis	Sell	-2,675	-0.9%	$26.15K	288,825
Q2 2014	PM Philip Morris International Inc	Philip Morris International Inc	Sell	-28,410	-1.5%	$159.72K	1,894,411
Q2 2014	PSX Phillips 66	Phillips 66	Sell	-1,590	-0.4%	$32.52K	404,311
Q2 2014	SYY Sysco Corporation	Sysco Corporation	Sell	-368,331	-86.8%	$2.10K	56,045
Q2 2014	TTE TotalEnergies SE	TotalEnergies SE	Sell	-2,685	-0.7%	$28.92K	400,578
Q2 2014	UNF Unifirst Corporation	Unifirst Corporation	Sell	-1,834	-0.9%	$20.92K	197,385
Q2 2014	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+235,004	+97.3%	$47.54K	476,632
Q2 2014	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-33,028	-0.6%	$277.37K	5,277,152
Q2 2014	WMT Walmart Inc.	Walmart Inc.	Sell	-390	-0.0%	$81.61K	1,087,150