B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q2 2019)

According to the SEC 13F filed on Aug 07, 2026, the Tweedy, Browne Co All Funds (US) portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2019. 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 2019, the filing reported:

New Buys - Alcon, Fox Corporation

Increases - Baidu, Inc., Carnival Corporation, U.S. Bancorp

Reductions - AGCO Corporation, Avnet, Inc., American Express Company, AutoZone, Inc., Baxter International Inc., and 26 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 2019	AGCO AGCO Corporation	AGCO Corporation	Sell	-586,876	-90.6%	$4.74K	61,058
Q2 2019	ALC Alcon	Alcon	Buy - Position Entry	+32,641	-	$2.02K	32,641
Q2 2019	AVT Avnet, Inc.	Avnet, Inc.	Sell	-1,290	-0.2%	$26.31K	581,227
Q2 2019	AXP American Express Company	American Express Company	Sell	-3,301	-1.2%	$34.91K	282,768
Q2 2019	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-13,153	-10.8%	$118.90K	108,144
Q2 2019	BAX Baxter International Inc.	Baxter International Inc.	Sell	-123	-0.2%	$5.91K	72,182
Q2 2019	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+930,874	+64.8%	$277.89K	2,367,889
Q2 2019	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-30,132	-0.7%	$184.12K	4,170,387
Q2 2019	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-2	-0.2%	$326.95K	1,027
Q2 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-6,269	-2.4%	$54.27K	254,610
Q2 2019	CCL Carnival Corporation	Carnival Corporation	Buy	+71,895	+92.3%	$6.97K	149,825
Q2 2019	CMCSA Comcast Corporation	Comcast Corporation	Sell	-11,717	-2.5%	$19.57K	462,813
Q2 2019	CNH CNH Industrial	CNH Industrial	Sell	-9,967	-1.0%	$9.91K	964,152
Q2 2019	COP ConocoPhillips	ConocoPhillips	Sell	-3,454	-0.2%	$98.34K	1,612,130
Q2 2019	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-1,959,179	-25.4%	$314.83K	5,752,519
Q2 2019	DEO Diageo	Diageo	Sell	-2,689	-1.1%	$40.04K	232,363
Q2 2019	DVN Devon Energy Corporation	Devon Energy Corporation	Sell	-31,078	-2.2%	$38.57K	1,352,365
Q2 2019	EMR Emerson Electric Company	Emerson Electric Company	Sell	-2,092	-0.3%	$49.85K	747,184
Q2 2019	FOXA Fox Corporation	Fox Corporation	Buy - Position Entry	+58,250	-	$2.13K	58,250
Q2 2019	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-422	-0.3%	$131.50K	121,652
Q2 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-462	-0.3%	$145.76K	134,619
Q2 2019	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-1,631	-1.6%	$20.09K	98,174
Q2 2019	HAL Halliburton Company	Halliburton Company	Sell	-1,115,455	-66.2%	$12.96K	570,003
Q2 2019	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Sell	-8,435	-6.9%	$4.73K	113,351
Q2 2019	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-9,392	-0.5%	$285.10K	2,046,979
Q2 2019	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-39,580	-18.5%	$46.03K	173,994
Q2 2019	MMM 3M Company	3M Company	Sell	-2,013	-0.6%	$61.22K	353,196
Q2 2019	NVS Novartis	Novartis	Sell	-4,145	-2.5%	$14.54K	159,259
Q2 2019	PSX Phillips 66	Phillips 66	Sell	-989	-0.3%	$34.26K	366,209
Q2 2019	UL Unilever PLC	Unilever PLC	Sell	-193	-0.1%	$8.07K	130,176

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