B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q3 2017)
As of Sep 30, 2017, 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 2017, the filing reported:
New Buys - AutoZone, Inc.
Increases - Baidu, Inc., Novartis AG, Unilever PLC, Union Pacific Corporation, Verizon Communications Inc.
Reductions - AGCO Corporation, American Express Company, Baxter International Inc., The Bank of New York Mellon Cor, Berkshire Hathaway Inc. New, and 15 more
Complete Exits - Devon Energy Corporation, Mastercard Incorporated
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2017
|
AGCO
AGCO Corporation
|
Sell |
-71,228
|
|
Q3 2017
|
AXP
American Express Company
|
Sell |
-2,166
|
|
Q3 2017
|
AZO
AutoZone, Inc.
|
Buy - Position Entry |
+102,089
|
|
Q3 2017
|
BAX
Baxter International Inc.
|
Sell |
-2,991
|
|
Q3 2017
|
BIDU
Baidu, Inc.
|
Buy |
+250
|
|
Q3 2017
|
BK
The Bank of New York Mellon Cor
|
Sell |
-14,905
|
|
Q3 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-8,315
|
|
Q3 2017
|
CMCSA
Comcast Corporation
|
Sell |
-1,194
|
|
Q3 2017
|
COP
ConocoPhillips
|
Sell |
-43,615
|
|
Q3 2017
|
CSCO
Cisco
|
Sell |
-6,186
|
|
Q3 2017
|
DEO
Diageo plc
|
Sell |
-870
|
|
Q3 2017
|
DNOW
DNOW Inc.
|
Sell |
-119
|
|
Q3 2017
|
DVN
Devon Energy Corporation
|
Sell - Position Exit |
-2,862,113
|
|
Q3 2017
|
EMR
Emerson Electric Company
|
Sell |
-19,841
|
|
Q3 2017
|
GOOG
Alphabet Inc.
|
Sell |
-395
|
|
Q3 2017
|
GOOGL
Alphabet Inc.
|
Sell |
-436
|
|
Q3 2017
|
HAL
Halliburton Company
|
Sell |
-40,885
|
|
Q3 2017
|
HSBC
HSBC Holdings, plc.
|
Sell |
-2,255
|
|
Q3 2017
|
JNJ
Johnson & Johnson
|
Sell |
-6,465
|
|
Q3 2017
|
MA
Mastercard Incorporated
|
Sell - Position Exit |
-263,287
|
|
Q3 2017
|
MMM
3M Company
|
Sell |
-905
|
|
Q3 2017
|
NVS
Novartis AG
|
Buy |
+530
|
|
Q3 2017
|
PM
Philip Morris International Inc
|
Sell |
-2,335
|
|
Q3 2017
|
PSX
Phillips 66
|
Sell |
-551
|
|
Q3 2017
|
UL
Unilever PLC
|
Buy |
+315
|
|
Q3 2017
|
UNP
Union Pacific Corporation
|
Buy |
+184
|
|
Q3 2017
|
VZ
Verizon Communications Inc.
|
Buy |
+124
|
|
Q3 2017
|
WFC
Wells Fargo & Company
|
Sell |
-4,612
|