B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q3 2023)

As of Sep 30, 2023, 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, 2023. 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 2023, the filing reported:

New Buys - Atmus Filtration Technologies I, Kenvue Inc., Vertex Pharmaceuticals Incorpor

Increases - FMC Corporation, Sealed Air Corporation

Reductions - Autoliv, Inc., American Express Company, AutoZone, Inc., Alibaba Group Holding Limited, Bank of America Corporation, and 32 more

Complete Exits - CKX Lands, Inc., Fresenius Medical Care AG

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 2023	ALV Autoliv, Inc.	Autoliv, Inc.	Sell	-445	-0.0%	$98.09M	1,016,727
Q3 2023	ATMU Atmus Filtration Technologies I	Atmus Filtration Technologies I	Buy - Position Entry	+132,195	-	$2.76M	132,195
Q3 2023	AXP American Express Company	American Express Company	Sell	-5,610	-4.7%	$16.97M	113,719
Q3 2023	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-732	-3.8%	$46.53M	18,319
Q3 2023	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-1,710	-4.8%	$2.92M	33,678
Q3 2023	BAC Bank of America Corporation	Bank of America Corporation	Sell	-20,000	-3.7%	$14.41M	526,361
Q3 2023	BAX Baxter International Inc.	Baxter International Inc.	Sell	-235	-2.1%	$417.14K	11,053
Q3 2023	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-635	-2.8%	$2.92M	21,754
Q3 2023	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-275,292	-39.2%	$18.23M	427,482
Q3 2023	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-4	-0.6%	$354.50M	667
Q3 2023	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-20,022	-10.8%	$57.80M	164,990
Q3 2023	CKX CKX Lands, Inc.	CKX Lands, Inc.	Sell - Position Exit	-10,600	-100.0%	$0.00	-
Q3 2023	CMCSA Comcast Corporation	Comcast Corporation	Sell	-1,470	-2.9%	$2.18M	49,094
Q3 2023	CNH CNH Industrial	CNH Industrial	Sell	-12,280	-1.4%	$10.20M	843,070
Q3 2023	CNXC Concentrix Corporation	Concentrix Corporation	Sell	-74,182	-33.3%	$11.90M	148,571
Q3 2023	COP ConocoPhillips	ConocoPhillips	Sell	-285	-0.9%	$3.62M	30,207
Q3 2023	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-570,169	-68.0%	$14.40M	267,871
Q3 2023	CSL Carlisle Companies Incorporated	Carlisle Companies Incorporated	Sell	-29	-1.2%	$632.59K	2,440
Q3 2023	DEO Diageo plc	Diageo plc	Sell	-714	-0.5%	$21.71M	145,561
Q3 2023	EMR Emerson Electric Company	Emerson Electric Company	Sell	-6,272	-28.5%	$1.52M	15,760
Q3 2023	FDX FedEx Corporation	FedEx Corporation	Sell	-6,005	-3.5%	$43.33M	163,554
Q3 2023	FMC FMC Corporation	FMC Corporation	Buy	+435,404	+43.2%	$96.69M	1,443,804
Q3 2023	FMS Fresenius Medical Care AG	Fresenius Medical Care AG	Sell - Position Exit	-339,637	-100.0%	$0.00	-
Q3 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-80	-0.0%	$262.75M	2,007,872
Q3 2023	GSK GSK plc	GSK plc	Sell	-4,520	-3.4%	$4.71M	129,994
Q3 2023	HLN Haleon plc	Haleon plc	Sell	-1,700	-1.4%	$1.01M	120,718
Q3 2023	INTC Intel Corporation	Intel Corporation	Sell	-2,690	-5.0%	$1.81M	50,994
Q3 2023	IONS Ionis Pharmaceuticals, Inc.	Ionis Pharmaceuticals, Inc.	Sell	-30,685	-0.9%	$159.22M	3,510,173
Q3 2023	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-69,034	-5.7%	$177.61M	1,140,362
Q3 2023	KOF Coca Cola Femsa S.A.B. de C.V.	Coca Cola Femsa S.A.B. de C.V.	Sell	-239,466	-13.1%	$124.38M	1,585,706

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