B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q2 2022)

As of Jun 30, 2022, 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, 2022. 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 2022, the filing reported:

New Buys - American Express Company, FedEx Corporation, Paramount Global

Increases - Intel Corporation

Reductions - Autoliv, Inc., AutoZone, Inc., Alibaba Group Holding Limited, Bank of America Corporation, Baxter International Inc., and 30 more

Complete Exits - 3M Company

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 2022	ALV Autoliv, Inc.	Autoliv, Inc.	Sell	-24,940	-2.2%	$78.41K	1,095,510
Q2 2022	AXP American Express Company	American Express Company	Buy - Position Entry	+123,989	-	$17.19K	123,989
Q2 2022	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-19,193	-26.3%	$115.51K	53,746
Q2 2022	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-18,175	-30.3%	$4.76K	41,840
Q2 2022	BAC Bank of America Corporation	Bank of America Corporation	Sell	-48,765	-2.5%	$58.48K	1,878,523
Q2 2022	BAX Baxter International Inc.	Baxter International Inc.	Sell	-35	-0.1%	$2.52K	39,222
Q2 2022	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-2,792	-10.2%	$3.64K	24,496
Q2 2022	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-241,455	-13.8%	$63.08K	1,512,376
Q2 2022	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-83,184	-29.9%	$53.37K	195,475
Q2 2022	CMCSA Comcast Corporation	Comcast Corporation	Sell	-5,151	-0.5%	$41.11K	1,047,683
Q2 2022	CNH CNH Industrial	CNH Industrial	Sell	-39,185	-3.9%	$11.24K	970,133
Q2 2022	CNXC Concentrix Corporation	Concentrix Corporation	Sell	-1,014	-1.1%	$12.57K	92,660
Q2 2022	COP ConocoPhillips	ConocoPhillips	Sell	-1,143	-3.3%	$2.98K	33,197
Q2 2022	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-457,584	-27.8%	$50.71K	1,189,354
Q2 2022	CSL Carlisle Companies Incorporated	Carlisle Companies Incorporated	Sell	-51,642	-60.7%	$7.97K	33,384
Q2 2022	DEO Diageo plc	Diageo plc	Sell	-1,995	-1.3%	$25.84K	148,423
Q2 2022	EMR Emerson Electric Company	Emerson Electric Company	Sell	-72,542	-53.7%	$4.97K	62,465
Q2 2022	FDX FedEx Corporation	FedEx Corporation	Buy - Position Entry	+183,723	-	$41.65K	183,723
Q2 2022	FMC FMC Corporation	FMC Corporation	Sell	-4,548	-0.4%	$127.06K	1,187,367
Q2 2022	FMS Fresenius Medical Care AG	Fresenius Medical Care AG	Sell	-10,495	-1.0%	$25.35K	1,016,440
Q2 2022	FOX Fox Corporation	Fox Corporation	Sell	-523,090	-23.9%	$49.59K	1,669,868
Q2 2022	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-427	-0.5%	$178.94K	81,803
Q2 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-7,435	-5.9%	$260.40K	119,490
Q2 2022	INTC Intel Corporation	Intel Corporation	Buy	+9,077	+0.7%	$47.46K	1,268,690
Q2 2022	IONS Ionis Pharmaceuticals, Inc.	Ionis Pharmaceuticals, Inc.	Sell	-198,324	-6.8%	$100.94K	2,726,778
Q2 2022	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-71,690	-4.6%	$264.87K	1,492,146
Q2 2022	KOF Coca Cola Femsa S.A.B. de C.V.	Coca Cola Femsa S.A.B. de C.V.	Sell	-248,822	-9.3%	$134.60K	2,434,974
Q2 2022	MMM 3M Company	3M Company	Sell - Position Exit	-344,800	-100.0%	$0.00	-
Q2 2022	MS Morgan Stanley	Morgan Stanley	Sell	-103,720	-45.8%	$9.33K	122,670
Q2 2022	NVS Novartis	Novartis	Sell	-3,508	-3.4%	$8.32K	98,430

Page 1 of 2