B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q3 2019)

As of Sep 30, 2019, 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 2019, the filing reported:

New Buys - None reported

Increases - Berkshire Hathaway Inc., Fox Corporation, Unifirst Corporation

Reductions - Alcon, Avnet, Inc., American Express Company, AutoZone, Inc., Baidu, Inc., and 25 more

Complete Exits - AGCO 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	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2019	AGCO AGCO Corporation	AGCO Corporation	Sell - Position Exit	-61,058	-100.0%	$0.00	-
Q3 2019	ALC Alcon	Alcon	Sell	-2,000	-6.1%	$1.79K	30,641
Q3 2019	AVT Avnet, Inc.	Avnet, Inc.	Sell	-1,100	-0.2%	$25.81K	580,127
Q3 2019	AXP American Express Company	American Express Company	Sell	-3,995	-1.4%	$32.97K	278,773
Q3 2019	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-3,399	-3.1%	$113.61K	104,745
Q3 2019	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-955,484	-40.4%	$145.14K	1,412,405
Q3 2019	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-23,068	-0.6%	$187.50K	4,147,319
Q3 2019	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Buy	+19	+1.9%	$326.18K	1,046
Q3 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-6,021	-2.4%	$51.71K	248,589
Q3 2019	CCL Carnival Corporation	Carnival Corporation	Sell	-9,405	-6.3%	$6.14K	140,420
Q3 2019	CMCSA Comcast Corporation	Comcast Corporation	Sell	-9,015	-1.9%	$20.46K	453,798
Q3 2019	CNH CNH Industrial	CNH Industrial	Sell	-12,639	-1.3%	$9.66K	951,513
Q3 2019	COP ConocoPhillips	ConocoPhillips	Sell	-2,907	-0.2%	$91.69K	1,609,223
Q3 2019	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-8,632	-0.2%	$283.81K	5,743,887
Q3 2019	DEO Diageo plc	Diageo plc	Sell	-781	-0.3%	$37.87K	231,582
Q3 2019	DVN Devon Energy Corporation	Devon Energy Corporation	Sell	-172,840	-12.8%	$28.38K	1,179,525
Q3 2019	EMR Emerson Electric Company	Emerson Electric Company	Sell	-24,583	-3.3%	$48.31K	722,601
Q3 2019	FOXA Fox Corporation	Fox Corporation	Buy	+1,241,221	+2130.9%	$40.98K	1,299,471
Q3 2019	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-150	-0.1%	$148.11K	121,502
Q3 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-110	-0.1%	$164.25K	134,509
Q3 2019	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-542	-0.6%	$20.23K	97,632
Q3 2019	HAL Halliburton Company	Halliburton Company	Sell	-40,904	-7.2%	$9.97K	529,099
Q3 2019	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Sell	-6,876	-6.1%	$4.08K	106,475
Q3 2019	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-3,255	-0.2%	$264.42K	2,043,724
Q3 2019	MA Mastercard Incorporated	Mastercard Incorporated	Sell - Position Exit	-173,994	-100.0%	$0.00	-
Q3 2019	MMM 3M Company	3M Company	Sell	-920	-0.3%	$57.91K	352,276
Q3 2019	NVS Novartis	Novartis	Sell	-4,119	-2.6%	$13.48K	155,140
Q3 2019	PSX Phillips 66	Phillips 66	Sell	-1,461	-0.4%	$37.35K	364,748
Q3 2019	UL Unilever PLC	Unilever PLC	Sell	-366	-0.3%	$7.80K	129,810
Q3 2019	UNF Unifirst Corporation	Unifirst Corporation	Buy	+522,309	+1610.2%	$33.30K	554,746

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