B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q3 2014)

As of Sep 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 Q3 2014, the filing reported:

New Buys - Verizon Communications Inc.

Increases - HSBC Holdings, plc.

Reductions - American Express Company, Baxter International Inc., The Bank of New York Mellon Cor, Berkshire Hathaway Inc. New, Banco Santander Brasil SA, and 19 more

Complete Exits - Sysco Corporation

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
Q3 2014	AXP American Express Company	American Express Company	Sell	-7,518	-2.6%	$24.71K	282,228
Q3 2014	BAX Baxter International Inc.	Baxter International Inc.	Sell	-10,878	-0.4%	$185.26K	2,581,277
Q3 2014	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-28,145	-0.7%	$160.92K	4,154,803
Q3 2014	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-6,314	-1.5%	$55.61K	402,538
Q3 2014	BSBR Banco Santander Brasil SA	Banco Santander Brasil SA	Sell	-25,555,445	-41.6%	$234.23K	35,814,778
Q3 2014	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-218,745	-2.0%	$268.81K	10,679,762
Q3 2014	DEO Diageo plc	Diageo plc	Sell	-1,550	-0.5%	$38.81K	336,281
Q3 2014	DNOW DNOW Inc.	DNOW Inc.	Sell	-79	-0.1%	$2.62K	86,183
Q3 2014	DVN Devon Energy Corporation	Devon Energy Corporation	Sell	-16,636	-0.4%	$285.90K	4,193,253
Q3 2014	EMR Emerson Electric Company	Emerson Electric Company	Sell	-43,725	-2.0%	$131.89K	2,107,538
Q3 2014	HAL Halliburton Company	Halliburton Company	Sell	-30,947	-0.6%	$343.95K	5,331,690
Q3 2014	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Buy	+693	+0.4%	$8.75K	171,995
Q3 2014	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-32,290	-0.8%	$443.83K	4,163,934
Q3 2014	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Sell	-54,870	-26.0%	$28.52K	156,052
Q3 2014	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-61,375	-16.8%	$22.49K	304,305
Q3 2014	MMM 3M Company	3M Company	Sell	-2,150	-0.2%	$149.50K	1,055,227
Q3 2014	NVS Novartis	Novartis	Sell	-4,842	-1.7%	$26.73K	283,983
Q3 2014	PM Philip Morris International Inc	Philip Morris International Inc	Sell	-39,932	-2.1%	$154.66K	1,854,479
Q3 2014	PSX Phillips 66	Phillips 66	Sell	-1,579	-0.4%	$32.75K	402,732
Q3 2014	SYY Sysco Corporation	Sysco Corporation	Sell - Position Exit	-56,045	-100.0%	$0.00	-
Q3 2014	TTE TotalEnergies SE	TotalEnergies SE	Sell	-3,663	-0.9%	$25.58K	396,915
Q3 2014	UL Unilever PLC	Unilever PLC	Sell	-860	-0.3%	$12.11K	288,957
Q3 2014	UNF Unifirst Corporation	Unifirst Corporation	Sell	-1,235	-0.6%	$18.95K	196,150
Q3 2014	UNP Union Pacific Corporation	Union Pacific Corporation	Sell	-2,810	-0.6%	$51.37K	473,822
Q3 2014	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy - Position Entry	+1,017,613	-	$50.87K	1,017,613
Q3 2014	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-78,570	-1.5%	$269.65K	5,198,582
Q3 2014	WMT Walmart Inc.	Walmart Inc.	Sell	-95,608	-8.8%	$75.82K	991,542