B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q4 2013)
According to the SEC 13F filed on Aug 07, 2026, the Tweedy, Browne Co All Funds (US) portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2013. 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 Q4 2013, the filing reported:
New Buys - Banco Santander Brasil SA
Increases - Cisco Systems, Inc., Devon Energy Corporation, HSBC Holdings, plc., Philip Morris International Inc
Reductions - American Express Company, Baxter International Inc., The Bank of New York Mellon Cor, Berkshire Hathaway Inc. New, Diageo, and 14 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 | Type | Change Qty |
|---|---|---|---|
|
Q4 2013
|
AXP
American Express Company
|
Sell |
-1,944
|
|
Q4 2013
|
BAX
Baxter International Inc.
|
Sell |
-1,935
|
|
Q4 2013
|
BK
The Bank of New York Mellon Cor
|
Sell |
-373,735
|
|
Q4 2013
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-1,171
|
|
Q4 2013
|
BSBR
Banco Santander Brasil SA
|
Buy - Position Entry |
+49,203,606
|
|
Q4 2013
|
CSCO
Cisco Systems, Inc.
|
Buy |
+42,870
|
|
Q4 2013
|
DEO
Diageo
|
Sell |
-1,690
|
|
Q4 2013
|
DVN
Devon Energy Corporation
|
Buy |
+6,495
|
|
Q4 2013
|
EMR
Emerson Electric Company
|
Sell |
-1,175
|
|
Q4 2013
|
HAL
Halliburton Company
|
Sell |
-3,085
|
|
Q4 2013
|
HSBC
HSBC Holdings, plc.
|
Buy |
+8,949
|
|
Q4 2013
|
JNJ
Johnson & Johnson
|
Sell |
-18,200
|
|
Q4 2013
|
KOF
Coca Cola Femsa S.A.B. de C.V.
|
Sell |
-259
|
|
Q4 2013
|
MA
Mastercard Incorporated
|
Sell |
-4,915
|
|
Q4 2013
|
MMM
3M Company
|
Sell |
-1,045
|
|
Q4 2013
|
NVS
Novartis
|
Sell |
-2,950
|
|
Q4 2013
|
PM
Philip Morris International Inc
|
Buy |
+5,545
|
|
Q4 2013
|
PSX
Phillips 66
|
Sell |
-11,814
|
|
Q4 2013
|
SYY
Sysco Corporation
|
Sell |
-122,030
|
|
Q4 2013
|
TTE
TotalEnergies SE
|
Sell |
-1,935
|
|
Q4 2013
|
UNF
Unifirst Corporation
|
Sell |
-16,137
|
|
Q4 2013
|
UNP
Union Pacific Corporation
|
Sell |
-302,986
|
|
Q4 2013
|
WFC
Wells Fargo & Company
|
Sell |
-12,365
|
|
Q4 2013
|
WMT
Walmart Inc.
|
Sell |
-955
|