B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q2 2020)

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, 2020. 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 2020, the filing reported:

New Buys - AbbVie Inc., Morgan Stanley, TotalEnergies SE

Increases - American Express Company, Baidu, Inc., Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Comcast Corporation, and 2 more

Reductions - Applied Industrial Technologies, Alcon, Autoliv, Inc., AutoZone, Inc., Baxter International Inc., and 20 more

Complete Exits - Carnival Corporation, Delta Air Lines, Inc., Halliburton Company, WPP plc

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 2020	ABBV AbbVie Inc.	AbbVie Inc.	Buy - Position Entry	+206,000	-	$20.23K	206,000
Q2 2020	AIT Applied Industrial Technologies	Applied Industrial Technologies	Sell	-2,170	-3.8%	$3.40K	54,516
Q2 2020	ALC Alcon	Alcon	Sell	-1,236	-4.8%	$1.42K	24,755
Q2 2020	ALV Autoliv, Inc.	Autoliv, Inc.	Sell	-2,865	-0.2%	$73.79K	1,143,918
Q2 2020	AXP American Express Company	American Express Company	Buy	+5,701	+1.9%	$29.21K	306,820
Q2 2020	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-3,746	-3.7%	$111.34K	98,698
Q2 2020	BAX Baxter International Inc.	Baxter International Inc.	Sell	-310	-0.5%	$5.41K	62,883
Q2 2020	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+49,901	+3.7%	$168.02K	1,401,429
Q2 2020	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-119,782	-3.1%	$144.97K	3,750,817
Q2 2020	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Buy	+11	+1.1%	$278.26K	1,041
Q2 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+33,297	+11.8%	$56.41K	316,029
Q2 2020	CCL Carnival Corporation	Carnival Corporation	Sell - Position Exit	-76,025	-100.0%	$0.00	-
Q2 2020	CMCSA Comcast Corporation	Comcast Corporation	Buy	+655,367	+137.4%	$44.14K	1,132,324
Q2 2020	CNH CNH Industrial	CNH Industrial	Sell	-70,658	-5.1%	$9.32K	1,326,255
Q2 2020	COP ConocoPhillips	ConocoPhillips	Sell	-35,039	-2.2%	$65.70K	1,563,556
Q2 2020	CSCO Cisco	Cisco	Sell	-77,683	-1.4%	$253.04K	5,425,411
Q2 2020	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Sell - Position Exit	-927,620	-100.0%	$0.00	-
Q2 2020	DEO Diageo plc	Diageo plc	Sell	-4,014	-1.8%	$29.71K	221,083
Q2 2020	EMR Emerson Electric Company	Emerson Electric Company	Sell	-17,692	-2.9%	$37.27K	600,870
Q2 2020	FOX Fox Corporation	Fox Corporation	Sell	-12,150	-0.5%	$68.41K	2,548,915
Q2 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-1,452	-1.2%	$167.86K	118,746
Q2 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-2,833	-2.1%	$184.10K	129,825
Q2 2020	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-1,575	-1.7%	$17.86K	90,402
Q2 2020	HAL Halliburton Company	Halliburton Company	Sell - Position Exit	-327,225	-100.0%	$0.00	-
Q2 2020	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Sell	-8,061	-8.6%	$2.01K	86,139
Q2 2020	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-25,173	-1.3%	$258.98K	1,841,597
Q2 2020	KOF Coca Cola Femsa S.A.B. de C.V.	Coca Cola Femsa S.A.B. de C.V.	Buy	+1,246,715	+83.3%	$120.27K	2,742,756
Q2 2020	MMM 3M Company	3M Company	Sell	-7,554	-1.9%	$59.87K	383,808
Q2 2020	MS Morgan Stanley	Morgan Stanley	Buy - Position Entry	+462,500	-	$22.34K	462,500
Q2 2020	NVS Novartis AG	Novartis AG	Sell	-7,489	-4.9%	$12.59K	144,121

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