B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q2 2021)

As of Jun 30, 2021, the Tweedy, Browne Co All Funds (US) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 12, 2021. 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 2021, the filing reported:

New Buys - None reported

Increases - Alibaba Group Holding Limited, Fresenius Medical Care AG

Reductions - AbbVie Inc., Applied Industrial Technologies, Autoliv, Inc., American Express Company, AutoZone, Inc., and 34 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 2021	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-1,225	-0.3%	$43.97K	390,370
Q2 2021	AIT Applied Industrial Technologies	Applied Industrial Technologies	Sell	-17,176	-34.3%	$3.00K	32,890
Q2 2021	ALV Autoliv, Inc.	Autoliv, Inc.	Sell	-5,890	-0.5%	$110.07K	1,125,938
Q2 2021	AXP American Express Company	American Express Company	Sell	-19,481	-6.7%	$45.00K	272,355
Q2 2021	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-2,140	-2.4%	$130.88K	87,711
Q2 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+438,406	+39.5%	$350.90K	1,547,316
Q2 2021	BAC Bank of America Corporation	Bank of America Corporation	Sell	-24,265	-1.2%	$79.70K	1,933,102
Q2 2021	BAX Baxter International Inc.	Baxter International Inc.	Sell	-407	-1.0%	$3.34K	41,516
Q2 2021	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-4,496	-0.5%	$198.53K	973,657
Q2 2021	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-1,037,010	-35.3%	$97.58K	1,904,650
Q2 2021	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-84	-8.4%	$381.76K	912
Q2 2021	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-21,713	-7.4%	$76.02K	273,546
Q2 2021	CMCSA Comcast Corporation	Comcast Corporation	Sell	-21,884	-1.9%	$64.07K	1,123,714
Q2 2021	CNH CNH Industrial	CNH Industrial	Sell	-134,441	-10.8%	$18.51K	1,107,302
Q2 2021	CNXC Concentrix Corporation	Concentrix Corporation	Sell	-4,470	-4.4%	$15.70K	97,622
Q2 2021	COP ConocoPhillips	ConocoPhillips	Sell	-2,467	-1.0%	$15.17K	249,108
Q2 2021	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-433,137	-10.9%	$188.44K	3,555,515
Q2 2021	CSL Carlisle Companies Incorporated	Carlisle Companies Incorporated	Sell	-4,955	-2.2%	$42.68K	223,027
Q2 2021	DEO Diageo plc	Diageo plc	Sell	-9,109	-5.0%	$33.42K	174,340
Q2 2021	EMR Emerson Electric Company	Emerson Electric Company	Sell	-232,605	-44.1%	$28.41K	295,256
Q2 2021	FMS Fresenius Medical Care AG	Fresenius Medical Care AG	Buy	+74,900	+14.1%	$25.15K	604,964
Q2 2021	FOX Fox Corporation	Fox Corporation	Sell	-261,205	-10.4%	$79.43K	2,256,543
Q2 2021	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-2,128	-1.8%	$287.07K	114,540
Q2 2021	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-937	-0.7%	$311.48K	127,560
Q2 2021	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Sell	-8,873	-16.4%	$1.30K	45,137
Q2 2021	INTC Intel Corporation	Intel Corporation	Sell	-10,990	-1.7%	$35.42K	630,969
Q2 2021	JEF Jefferies Financial Group Inc.	Jefferies Financial Group Inc.	Sell	-11,130	-11.2%	$3.03K	88,595
Q2 2021	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-32,752	-1.9%	$285.03K	1,730,200
Q2 2021	KOF Coca Cola Femsa S.A.B. de C.V.	Coca Cola Femsa S.A.B. de C.V.	Sell	-31,757	-1.1%	$148.52K	2,805,906
Q2 2021	MMM 3M Company	3M Company	Sell	-17,084	-4.6%	$69.77K	351,251

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