B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q4 2018)

As of Dec 31, 2018, 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 2018, the filing reported:

New Buys - Carnival Corporation, Goldman Sachs Group, Inc. (The)

Increases - AGCO Corporation, Baidu, Inc., Berkshire Hathaway Inc. New, CNH Industrial, Halliburton Company

Reductions - American Express Company, AutoZone, Inc., Baxter International Inc., The Bank of New York Mellon Cor, Berkshire Hathaway Inc., and 19 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
Q4 2018	AGCO AGCO Corporation	AGCO Corporation	Buy	+5,985	+0.9%	$36.08K	648,154
Q4 2018	AXP American Express Company	American Express Company	Sell	-6,384	-2.2%	$27.58K	289,314
Q4 2018	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-704	-0.4%	$148.69K	177,358
Q4 2018	BAX Baxter International Inc.	Baxter International Inc.	Sell	-180	-0.2%	$4.76K	72,305
Q4 2018	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+6,260	+0.5%	$220.25K	1,388,686
Q4 2018	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-17,204	-0.4%	$198.44K	4,215,736
Q4 2018	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-5	-0.5%	$317.93K	1,039
Q4 2018	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+25,139	+10.6%	$53.64K	262,701
Q4 2018	CCL Carnival Corporation	Carnival Corporation	Buy - Position Entry	+75,125	-	$3.70K	75,125
Q4 2018	CMCSA Comcast Corporation	Comcast Corporation	Sell	-143,260	-22.9%	$16.45K	483,100
Q4 2018	CNH CNH Industrial	CNH Industrial	Buy	+358,865	+57.8%	$9.03K	980,176
Q4 2018	COP ConocoPhillips	ConocoPhillips	Sell	-50,185	-3.0%	$101.09K	1,621,313
Q4 2018	CSCO Cisco	Cisco	Sell	-472,581	-5.4%	$357.09K	8,241,170
Q4 2018	DEO Diageo	Diageo	Sell	-21,098	-8.2%	$33.68K	237,500
Q4 2018	DVN Devon Energy Corporation	Devon Energy Corporation	Sell	-552,398	-28.2%	$31.77K	1,409,372
Q4 2018	EMR Emerson Electric Company	Emerson Electric Company	Sell	-218,705	-22.5%	$44.92K	751,736
Q4 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-165	-0.1%	$126.58K	122,225
Q4 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-165	-0.1%	$135.26K	129,443
Q4 2018	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Buy - Position Entry	+100,015	-	$16.71K	100,015
Q4 2018	HAL Halliburton Company	Halliburton Company	Buy	+142,205	+9.2%	$44.88K	1,688,598
Q4 2018	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Sell	-2,046	-1.5%	$5.67K	137,905
Q4 2018	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-7,868	-0.4%	$275.10K	2,131,724
Q4 2018	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-5,706	-2.5%	$42.31K	224,273
Q4 2018	MMM 3M Company	3M Company	Sell	-33,048	-8.5%	$67.85K	356,101
Q4 2018	NVS Novartis	Novartis	Sell	-8,567	-4.7%	$14.76K	172,040
Q4 2018	PSX Phillips 66	Phillips 66	Sell	-1,241	-0.3%	$31.77K	368,761
Q4 2018	UNF Unifirst Corporation	Unifirst Corporation	Sell	-1,735	-5.0%	$4.75K	33,235
Q4 2018	UNP Union Pacific Corporation	Union Pacific Corporation	Sell	-64,638	-19.7%	$36.47K	263,817
Q4 2018	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-50,479	-9.8%	$26.14K	465,030
Q4 2018	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-56,962	-1.8%	$143.50K	3,114,055

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