B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q3 2018)

As of Sep 30, 2018, 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 2018, the filing reported:

New Buys - CNH Industrial

Increases - Baidu, Inc.

Reductions - Avnet, Inc., American Express Company, AutoZone, Inc., The Bank of New York Mellon Cor, Berkshire Hathaway Inc., and 20 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
Q3 2018	AVT Avnet, Inc.	Avnet, Inc.	Sell	-8,260	-1.4%	$26.02K	581,127
Q3 2018	AXP American Express Company	American Express Company	Sell	-3,682	-1.2%	$31.49K	295,698
Q3 2018	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-1,445	-0.8%	$138.12K	178,062
Q3 2018	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+8,301	+0.6%	$316.13K	1,382,426
Q3 2018	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-84,588	-2.0%	$215.84K	4,232,940
Q3 2018	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-1	-0.1%	$334.08K	1,044
Q3 2018	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-928	-0.4%	$50.86K	237,562
Q3 2018	CMCSA Comcast Corporation	Comcast Corporation	Sell	-4,233	-0.7%	$22.18K	626,360
Q3 2018	CNH CNH Industrial	CNH Industrial	Buy - Position Entry	+621,311	-	$7.46K	621,311
Q3 2018	COP ConocoPhillips	ConocoPhillips	Sell	-20,884	-1.2%	$129.37K	1,671,498
Q3 2018	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-269,011	-3.0%	$423.92K	8,713,751
Q3 2018	DEO Diageo	Diageo	Sell	-18,854	-6.8%	$36.64K	258,598
Q3 2018	DVN Devon Energy Corporation	Devon Energy Corporation	Sell	-108,946	-5.3%	$78.35K	1,961,770
Q3 2018	EMR Emerson Electric Company	Emerson Electric Company	Sell	-85,409	-8.1%	$74.32K	970,441
Q3 2018	HAL Halliburton Company	Halliburton Company	Sell	-11,036	-0.7%	$62.67K	1,546,393
Q3 2018	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Sell	-3,586	-2.5%	$6.16K	139,951
Q3 2018	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-37,557	-1.7%	$295.63K	2,139,592
Q3 2018	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-15,590	-6.3%	$51.20K	229,979
Q3 2018	MMM 3M Company	3M Company	Sell	-19,703	-4.8%	$82.00K	389,149
Q3 2018	NVS Novartis AG	Novartis AG	Sell	-4,306	-2.3%	$15.56K	180,607
Q3 2018	PSX Phillips 66	Phillips 66	Sell	-715	-0.2%	$41.71K	370,002
Q3 2018	UL Unilever PLC	Unilever PLC	Sell	-91,757	-41.2%	$7.19K	130,720
Q3 2018	UNF Unifirst Corporation	Unifirst Corporation	Sell	-341	-1.0%	$6.07K	34,970
Q3 2018	UNP Union Pacific Corporation	Union Pacific Corporation	Sell	-4,707	-1.4%	$53.48K	328,455
Q3 2018	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-33,765	-6.1%	$27.52K	515,509
Q3 2018	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-99,544	-3.0%	$166.67K	3,171,017
Q3 2018	WPP WPP plc	WPP plc	Sell	-1,000	-0.4%	$16.23K	221,499