B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q4 2019)

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, 2019. 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 2019, the filing reported:

New Buys - Fox Corporation

Increases - Baidu, Inc., Coca Cola Femsa S.A.B. de C.V.

Reductions - Alcon, American Express Company, AutoZone, Inc., Baxter International Inc., The Bank of New York Mellon Cor, and 24 more

Complete Exits - Avnet, Inc., Devon Energy Corporation, Fox Corporation

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 2019	ALC Alcon	Alcon	Sell	-2,393	-7.8%	$1.60K	28,248
Q4 2019	AVT Avnet, Inc.	Avnet, Inc.	Sell - Position Exit	-580,127	-100.0%	$0.00	-
Q4 2019	AXP American Express Company	American Express Company	Sell	-916	-0.3%	$34.59K	277,857
Q4 2019	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-1,993	-1.9%	$122.41K	102,752
Q4 2019	BAX Baxter International Inc.	Baxter International Inc.	Sell	-8,494	-11.8%	$5.33K	63,688
Q4 2019	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+209,167	+14.8%	$204.97K	1,621,572
Q4 2019	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-194,588	-4.7%	$198.94K	3,952,731
Q4 2019	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-6	-0.6%	$353.17K	1,040
Q4 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-4,590	-1.8%	$55.27K	243,999
Q4 2019	CMCSA Comcast Corporation	Comcast Corporation	Sell	-1,486	-0.3%	$20.34K	452,312
Q4 2019	CNH CNH Industrial	CNH Industrial	Sell	-9,420	-1.0%	$10.36K	942,093
Q4 2019	COP ConocoPhillips	ConocoPhillips	Sell	-5,220	-0.3%	$104.31K	1,604,003
Q4 2019	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-179,517	-3.1%	$266.87K	5,564,370
Q4 2019	DEO Diageo plc	Diageo plc	Sell	-4,702	-2.0%	$38.21K	226,880
Q4 2019	DVN Devon Energy Corporation	Devon Energy Corporation	Sell - Position Exit	-1,179,525	-100.0%	$0.00	-
Q4 2019	EMR Emerson Electric Company	Emerson Electric Company	Sell	-60,616	-8.4%	$50.48K	661,985
Q4 2019	FOX Fox Corporation	Fox Corporation	Buy - Position Entry	+1,488,056	-	$54.16K	1,488,056
Q4 2019	FOXA Fox Corporation	Fox Corporation	Sell - Position Exit	-1,299,471	-100.0%	$0.00	-
Q4 2019	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-759	-0.6%	$161.44K	120,743
Q4 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-552	-0.4%	$179.42K	133,957
Q4 2019	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-4,780	-4.9%	$21.35K	92,852
Q4 2019	HAL Halliburton Company	Halliburton Company	Sell	-86,469	-16.3%	$10.83K	442,630
Q4 2019	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Sell	-6,257	-5.9%	$3.92K	100,218
Q4 2019	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-75,820	-3.7%	$287.06K	1,967,904
Q4 2019	KOF Coca Cola Femsa S.A.B. de C.V.	Coca Cola Femsa S.A.B. de C.V.	Buy	+293,087	+56.4%	$49.30K	813,199
Q4 2019	MMM 3M Company	3M Company	Sell	-1,367	-0.4%	$61.91K	350,909
Q4 2019	NVS Novartis AG	Novartis AG	Sell	-1,345	-0.9%	$14.56K	153,795
Q4 2019	PSX Phillips 66	Phillips 66	Sell	-419	-0.1%	$40.59K	364,329
Q4 2019	UL Unilever PLC	Unilever PLC	Sell	-4,115	-3.2%	$7.19K	125,695
Q4 2019	UNF Unifirst Corporation	Unifirst Corporation	Sell	-522,984	-94.3%	$6.42K	31,762

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