B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q3 2022)

As of Sep 30, 2022, 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 15, 2022. 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 2022, the filing reported:

New Buys - Haleon plc

Increases - Autoliv, Inc., Concentrix Corporation, Carlisle Companies Incorporated, FedEx Corporation, FMC Corporation, and 5 more

Reductions - American Express Company, AutoZone, Inc., Alibaba Group Holding Limited, Bank of America Corporation, Baxter International Inc., and 24 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 2022	ALV Autoliv, Inc.	Autoliv, Inc.	Buy	+19,807	+1.8%	$74.31K	1,115,317
Q3 2022	AXP American Express Company	American Express Company	Sell	-195	-0.2%	$16.70K	123,794
Q3 2022	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-4,907	-9.1%	$104.61K	48,839
Q3 2022	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-600	-1.4%	$3.30K	41,240
Q3 2022	BAC Bank of America Corporation	Bank of America Corporation	Sell	-133,620	-7.1%	$52.70K	1,744,903
Q3 2022	BAX Baxter International Inc.	Baxter International Inc.	Sell	-231	-0.6%	$2.10K	38,991
Q3 2022	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-125	-0.5%	$2.86K	24,371
Q3 2022	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-21,549	-1.4%	$57.43K	1,490,827
Q3 2022	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-2,646	-1.4%	$51.49K	192,829
Q3 2022	CMCSA Comcast Corporation	Comcast Corporation	Sell	-659,927	-63.0%	$11.37K	387,756
Q3 2022	CNH CNH Industrial	CNH Industrial	Sell	-2,330	-0.2%	$10.81K	967,803
Q3 2022	CNXC Concentrix Corporation	Concentrix Corporation	Buy	+411,693	+444.3%	$56.30K	504,353
Q3 2022	COP ConocoPhillips	ConocoPhillips	Sell	-1,945	-5.9%	$3.20K	31,252
Q3 2022	CSCO Cisco	Cisco	Sell	-125,871	-10.6%	$42.54K	1,063,483
Q3 2022	CSL Carlisle Companies Incorporated	Carlisle Companies Incorporated	Buy	+20	+0.1%	$9.37K	33,404
Q3 2022	DEO Diageo	Diageo	Sell	-840	-0.6%	$25.06K	147,583
Q3 2022	EMR Emerson Electric Company	Emerson Electric Company	Sell	-15,014	-24.0%	$3.47K	47,451
Q3 2022	FDX FedEx Corporation	FedEx Corporation	Buy	+6,164	+3.4%	$28.19K	189,887
Q3 2022	FMC FMC Corporation	FMC Corporation	Buy	+50,915	+4.3%	$130.89K	1,238,282
Q3 2022	FMS Fresenius Medical Care AG	Fresenius Medical Care AG	Sell	-13,404	-1.3%	$14.08K	1,003,036
Q3 2022	FOX Fox Corporation	Fox Corporation	Sell	-569,598	-34.1%	$31.36K	1,100,270
Q3 2022	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+1,496,962	+1830.0%	$151.80K	1,578,765
Q3 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+2,271,990	+1901.4%	$228.75K	2,391,480
Q3 2022	HLN Haleon plc	Haleon plc	Buy - Position Entry	+179,811	-	$1.09K	179,811
Q3 2022	INTC Intel Corporation	Intel Corporation	Sell	-44,840	-3.5%	$31.54K	1,223,850
Q3 2022	IONS Ionis Pharmaceuticals, Inc.	Ionis Pharmaceuticals, Inc.	Sell	-3,790	-0.1%	$120.44K	2,722,988
Q3 2022	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-3,326	-0.2%	$243.21K	1,488,820
Q3 2022	KOF Coca Cola Femsa S.A.B. de C.V.	Coca Cola Femsa S.A.B. de C.V.	Sell	-95,433	-3.9%	$136.61K	2,339,541
Q3 2022	MS Morgan Stanley	Morgan Stanley	Sell	-17,615	-14.4%	$8.30K	105,055
Q3 2022	NVS Novartis AG	Novartis AG	Buy	+2,279	+2.3%	$7.66K	100,709

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