B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q3 2024)

As of Sep 30, 2024, 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, 2024. 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 2024, the filing reported:

New Buys - Globe Life Inc.

Increases - None reported

Reductions - Autoliv, Inc., Atmus Filtration Technologies I, American Express Company, AutoZone, Inc., Alibaba Group Holding Limited, and 32 more

Complete Exits - Baidu, Inc.

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 2024	ALV Autoliv, Inc.	Autoliv, Inc.	Sell	-675	-0.1%	$44.00M	471,284
Q3 2024	ATMU Atmus Filtration Technologies I	Atmus Filtration Technologies I	Sell	-463	-0.4%	$4.94M	131,732
Q3 2024	AXP American Express Company	American Express Company	Sell	-4,051	-3.9%	$27.13M	100,037
Q3 2024	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-1,102	-9.1%	$34.73M	11,024
Q3 2024	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-735	-5.4%	$1.37M	12,940
Q3 2024	BAC Bank of America Corporation	Bank of America Corporation	Sell	-8,205	-1.6%	$20.10M	506,461
Q3 2024	BIDU Baidu, Inc.	Baidu, Inc.	Sell - Position Exit	-17,454	-100.0%	$0.00	-
Q3 2024	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-16,981	-6.1%	$18.95M	263,670
Q3 2024	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-88	-13.5%	$389.83M	564
Q3 2024	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-9,028	-6.0%	$64.83M	140,855
Q3 2024	CMCSA Comcast Corporation	Comcast Corporation	Sell	-2,160	-5.7%	$1.48M	35,481
Q3 2024	CNH CNH Industrial	CNH Industrial	Sell	-27,570	-0.2%	$170.21M	15,334,473
Q3 2024	CNXC Concentrix Corporation	Concentrix Corporation	Sell	-2,118	-1.3%	$8.42M	164,205
Q3 2024	COP ConocoPhillips	ConocoPhillips	Sell	-320	-1.2%	$2.81M	26,718
Q3 2024	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-20,331	-8.8%	$11.20M	210,529
Q3 2024	DEO Diageo plc	Diageo plc	Sell	-1,979	-1.4%	$19.55M	139,325
Q3 2024	FDX FedEx Corporation	FedEx Corporation	Sell	-3,731	-2.3%	$43.03M	157,226
Q3 2024	FMC FMC Corporation	FMC Corporation	Sell	-33,614	-1.1%	$206.09M	3,125,442
Q3 2024	GL Globe Life Inc.	Globe Life Inc.	Buy - Position Entry	+35,502	-	$3.76M	35,502
Q3 2024	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-93,398	-63.1%	$9.12M	54,575
Q3 2024	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-242,933	-12.5%	$282.22M	1,701,654
Q3 2024	GSK GSK plc	GSK plc	Sell	-1,820	-1.7%	$4.42M	108,035
Q3 2024	HLN Haleon plc	Haleon plc	Sell	-2,025	-2.1%	$990.12K	93,584
Q3 2024	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-4,280	-0.4%	$182.51M	1,126,182
Q3 2024	KOF Coca Cola Femsa S.A.B. de C.V.	Coca Cola Femsa S.A.B. de C.V.	Sell	-4,252	-0.3%	$122.92M	1,385,475
Q3 2024	KVUE Kenvue Inc.	Kenvue Inc.	Sell	-7,537	-1.9%	$8.86M	383,206
Q3 2024	NVS Novartis	Novartis	Sell	-2,259	-2.6%	$9.82M	85,347
Q3 2024	NVST Envista Holdings Corporation	Envista Holdings Corporation	Sell	-14,747	-0.8%	$37.30M	1,887,420
Q3 2024	PGR Progressive Corporation (The)	Progressive Corporation (The)	Sell	-1,439	-6.4%	$5.30M	20,891
Q3 2024	SEE Sealed Air Corporation	Sealed Air Corporation	Sell	-127,259	-14.2%	$27.81M	766,121

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