B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q3 2021)

As of Sep 30, 2021, 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 12, 2021. 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 2021, the filing reported:

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 2021
ABBV
AbbVie Inc.
Sell - Position Exit
-390,370
Q3 2021
AIT
Applied Industrial Technologies
Sell
-3,520
Q3 2021
ALV
Autoliv, Inc.
Sell
-12,408
Q3 2021
AXP
American Express Company
Sell
-2,316
Q3 2021
AZO
AutoZone, Inc.
Sell
-458
Q3 2021
BABA
Alibaba Group Holding Limited
Sell
-1,484,341
Q3 2021
BAC
Bank of America Corporation
Sell
-4,244
Q3 2021
BIDU
Baidu, Inc.
Sell
-943,377
Q3 2021
BK
The Bank of New York Mellon Cor
Sell
-35,676
Q3 2021
BRK-A
Berkshire Hathaway Inc.
Sell
-26
Q3 2021
BRK-B
Berkshire Hathaway Inc. New
Buy
+12,210
Q3 2021
CMCSA
Comcast Corporation
Sell
-1,867
Q3 2021
CNH
CNH Industrial
Sell
-37,975
Q3 2021
CNXC
Concentrix Corporation
Sell
-1,468
Q3 2021
COP
ConocoPhillips
Sell
-2,225
Q3 2021
CSCO
Cisco Systems, Inc.
Sell
-547,642
Q3 2021
CSL
Carlisle Companies Incorporated
Sell
-7,626
Q3 2021
DEO
Diageo plc
Sell
-13,921
Q3 2021
EMR
Emerson Electric Company
Sell
-5,178
Q3 2021
FMC
FMC Corporation
Buy - Position Entry
+991,210
Q3 2021
FMS
Fresenius Medical Care AG
Buy
+244,758
Q3 2021
FOX
Fox Corporation
Sell
-7,323
Q3 2021
GOOG
Alphabet Inc.
Sell
-24,895
Q3 2021
GOOGL
Alphabet Inc.
Sell
-365
Q3 2021
HSBC
HSBC Holdings, plc.
Sell
-8,351
Q3 2021
INTC
Intel Corporation
Sell
-136
Q3 2021
JEF
Jefferies Financial Group Inc.
Sell
-4,155
Q3 2021
JNJ
Johnson & Johnson
Sell
-55,474
Q3 2021
KOF
Coca Cola Femsa S.A.B. de C.V.
Sell
-3,472
Q3 2021
MMM
3M Company
Sell
-2,079
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