B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q4 2015)
As of Dec 31, 2015, the Tweedy, Browne Co All Funds (US) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 06, 2026. 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 2015, the filing reported:
Increases - AGCO Corporation, Emerson Electric Company, Halliburton Company, HSBC Holdings, plc., International Business Machines
Reductions - American Express Company, Baxter International Inc., The Bank of New York Mellon Cor, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, and 17 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 2015
|
AGCO
AGCO Corporation
|
Buy |
+248,436
|
|
Q4 2015
|
AXP
American Express Company
|
Sell |
-696
|
|
Q4 2015
|
BAX
Baxter International Inc.
|
Sell |
-2,459
|
|
Q4 2015
|
BK
The Bank of New York Mellon Cor
|
Sell |
-433,543
|
|
Q4 2015
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-1
|
|
Q4 2015
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-1,007
|
|
Q4 2015
|
BRO
Brown & Brown, Inc.
|
Sell |
-2,395
|
|
Q4 2015
|
CMCSA
Comcast Corporation
|
Buy - Position Entry |
+1,098,785
|
|
Q4 2015
|
COP
ConocoPhillips
|
Sell |
-7,573
|
|
Q4 2015
|
CSCO
Cisco
|
Sell |
-383,666
|
|
Q4 2015
|
DEO
Diageo plc
|
Sell |
-160
|
|
Q4 2015
|
DVN
Devon Energy Corporation
|
Sell |
-224,310
|
|
Q4 2015
|
EMR
Emerson Electric Company
|
Buy |
+122,588
|
|
Q4 2015
|
GOOG
Alphabet Inc.
|
Buy - Position Entry |
+140,056
|
|
Q4 2015
|
GOOGL
Alphabet Inc.
|
Buy - Position Entry |
+139,745
|
|
Q4 2015
|
HAL
Halliburton Company
|
Buy |
+35,635
|
|
Q4 2015
|
HSBC
HSBC Holdings, plc.
|
Buy |
+2,795
|
|
Q4 2015
|
IBM
International Business Machines
|
Buy |
+20,200
|
|
Q4 2015
|
ITW
Illinois Tool Works Inc.
|
Sell |
-473
|
|
Q4 2015
|
JNJ
Johnson & Johnson
|
Sell |
-162,587
|
|
Q4 2015
|
MA
Mastercard Incorporated
|
Sell |
-322
|
|
Q4 2015
|
MMM
3M Company
|
Sell |
-1,641
|
|
Q4 2015
|
NVS
Novartis AG
|
Sell |
-6,821
|
|
Q4 2015
|
PM
Philip Morris International Inc
|
Sell |
-27,220
|
|
Q4 2015
|
PSX
Phillips 66
|
Sell |
-1,030
|
|
Q4 2015
|
UNF
Unifirst Corporation
|
Sell |
-1,492
|
|
Q4 2015
|
UNP
Union Pacific Corporation
|
Sell |
-2,257
|
|
Q4 2015
|
VZ
Verizon Communications Inc.
|
Sell |
-5,770
|
|
Q4 2015
|
WFC
Wells Fargo & Company
|
Sell |
-359,324
|
|
Q4 2015
|
WMT
Walmart Inc.
|
Sell |
-1,897
|