B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q3 2020)

As of Sep 30, 2020, the Tweedy, Browne Co All Funds (US) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 13, 2020. 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 2020, the filing reported:

New Buys - Bank of America Corporation, Carlisle Companies Incorporated, Intel Corporation, Truist Financial Corporation

Increases - AbbVie Inc., Coca Cola Femsa S.A.B. de C.V., Morgan Stanley, U.S. Bancorp

Reductions - Applied Industrial Technologies, Alcon, Autoliv, Inc., American Express Company, AutoZone, Inc., and 24 more

Complete Exits - TotalEnergies SE

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 2020	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+96,320	+46.8%	$26.48K	302,320
Q3 2020	AIT Applied Industrial Technologies	Applied Industrial Technologies	Sell	-1,318	-2.4%	$2.93K	53,198
Q3 2020	ALC Alcon	Alcon	Sell	-1,329	-5.4%	$1.33K	23,426
Q3 2020	ALV Autoliv, Inc.	Autoliv, Inc.	Sell	-1,535	-0.1%	$83.26K	1,142,383
Q3 2020	AXP American Express Company	American Express Company	Sell	-4,196	-1.4%	$30.34K	302,624
Q3 2020	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-4,608	-4.7%	$110.80K	94,090
Q3 2020	BAC Bank of America Corporation	Bank of America Corporation	Buy - Position Entry	+616,960	-	$14.86K	616,960
Q3 2020	BAX Baxter International Inc.	Baxter International Inc.	Sell	-7,415	-11.8%	$4.46K	55,468
Q3 2020	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-1,646	-0.1%	$177.20K	1,399,783
Q3 2020	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-21,886	-0.6%	$128.05K	3,728,931
Q3 2020	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-6	-0.6%	$331.20K	1,035
Q3 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-3,515	-1.1%	$66.55K	312,514
Q3 2020	CMCSA Comcast Corporation	Comcast Corporation	Sell	-4,109	-0.4%	$52.19K	1,128,215
Q3 2020	CNH CNH Industrial	CNH Industrial	Sell	-33,400	-2.5%	$10.11K	1,292,855
Q3 2020	COP ConocoPhillips	ConocoPhillips	Sell	-627,030	-40.1%	$30.76K	936,526
Q3 2020	CSCO Cisco	Cisco	Sell	-65,871	-1.2%	$211.11K	5,359,540
Q3 2020	CSL Carlisle Companies Incorporated	Carlisle Companies Incorporated	Buy - Position Entry	+180,194	-	$22.05K	180,194
Q3 2020	DEO Diageo	Diageo	Sell	-4,661	-2.1%	$29.79K	216,422
Q3 2020	EMR Emerson Electric Company	Emerson Electric Company	Sell	-14,098	-2.3%	$38.48K	586,772
Q3 2020	FOX Fox Corporation	Fox Corporation	Sell	-28,507	-1.1%	$70.50K	2,520,408
Q3 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-389	-0.3%	$173.94K	118,357
Q3 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-259	-0.2%	$189.89K	129,566
Q3 2020	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-265	-0.3%	$18.11K	90,137
Q3 2020	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Sell	-1,273	-1.5%	$1.66K	84,866
Q3 2020	INTC Intel Corporation	Intel Corporation	Buy - Position Entry	+398,350	-	$20.63K	398,350
Q3 2020	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-38,871	-2.1%	$268.39K	1,802,726
Q3 2020	KOF Coca Cola Femsa S.A.B. de C.V.	Coca Cola Femsa S.A.B. de C.V.	Buy	+83,387	+3.0%	$115.08K	2,826,143
Q3 2020	MMM 3M Company	3M Company	Sell	-2,684	-0.7%	$61.05K	381,124
Q3 2020	MS Morgan Stanley	Morgan Stanley	Buy	+655	+0.1%	$22.39K	463,155
Q3 2020	NVS Novartis	Novartis	Sell	-4,098	-2.8%	$12.18K	140,023

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