B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q4 2021)

As of Dec 31, 2021, the Tweedy, Browne Co All Funds (US) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 10, 2022. 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 2021, the filing reported:

New Buys - None reported

Increases - Autoliv, Inc., FMC Corporation, Fresenius Medical Care AG, Intel Corporation

Reductions - AutoZone, Inc., Alibaba Group Holding Limited, Bank of America Corporation, Baxter International Inc., Baidu, Inc., and 26 more

Complete Exits - Applied Industrial Technologies, American Express Company, HSBC Holdings, plc., Jefferies Financial Group 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
Q4 2021	AIT Applied Industrial Technologies	Applied Industrial Technologies	Sell - Position Exit	-29,370	-100.0%	$0.00	-
Q4 2021	ALV Autoliv, Inc.	Autoliv, Inc.	Buy	+7,035	+0.6%	$115.88K	1,120,565
Q4 2021	AXP American Express Company	American Express Company	Sell - Position Exit	-270,039	-100.0%	$0.00	-
Q4 2021	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-3,514	-4.0%	$175.55K	83,739
Q4 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-3,165	-5.0%	$7.11K	59,810
Q4 2021	BAC Bank of America Corporation	Bank of America Corporation	Sell	-3,765	-0.2%	$85.65K	1,925,093
Q4 2021	BAX Baxter International Inc.	Baxter International Inc.	Sell	-1,715	-4.1%	$3.42K	39,801
Q4 2021	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-1,725	-5.7%	$4.25K	28,555
Q4 2021	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-68,618	-3.7%	$104.56K	1,800,356
Q4 2021	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-4,713	-1.6%	$84.03K	281,043
Q4 2021	CMCSA Comcast Corporation	Comcast Corporation	Sell	-63,094	-5.6%	$53.29K	1,058,753
Q4 2021	CNH CNH Industrial	CNH Industrial	Sell	-36,743	-3.4%	$20.06K	1,032,584
Q4 2021	CNXC Concentrix Corporation	Concentrix Corporation	Sell	-1,135	-1.2%	$16.97K	95,019
Q4 2021	COP ConocoPhillips	ConocoPhillips	Sell	-21,000	-8.5%	$16.30K	225,883
Q4 2021	CSCO Cisco	Cisco	Sell	-214,104	-7.1%	$177.04K	2,793,769
Q4 2021	CSL Carlisle Companies Incorporated	Carlisle Companies Incorporated	Sell	-4,850	-2.3%	$52.24K	210,551
Q4 2021	DEO Diageo	Diageo	Sell	-7,058	-4.4%	$33.76K	153,361
Q4 2021	EMR Emerson Electric Company	Emerson Electric Company	Sell	-153,776	-53.0%	$12.67K	136,302
Q4 2021	FMC FMC Corporation	FMC Corporation	Buy	+201,290	+20.3%	$131.04K	1,192,500
Q4 2021	FMS Fresenius Medical Care AG	Fresenius Medical Care AG	Buy	+176,223	+20.7%	$33.30K	1,025,945
Q4 2021	FOX Fox Corporation	Fox Corporation	Sell	-21,992	-1.0%	$76.33K	2,227,228
Q4 2021	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-3,535	-3.9%	$249.17K	86,110
Q4 2021	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-125	-0.1%	$368.13K	127,070
Q4 2021	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Sell - Position Exit	-36,786	-100.0%	$0.00	-
Q4 2021	INTC Intel Corporation	Intel Corporation	Buy	+363,240	+57.6%	$51.20K	994,073
Q4 2021	JEF Jefferies Financial Group Inc.	Jefferies Financial Group Inc.	Sell - Position Exit	-84,440	-100.0%	$0.00	-
Q4 2021	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-7,777	-0.5%	$285.17K	1,666,949
Q4 2021	KOF Coca Cola Femsa S.A.B. de C.V.	Coca Cola Femsa S.A.B. de C.V.	Sell	-26,206	-0.9%	$152.11K	2,776,228
Q4 2021	MMM 3M Company	3M Company	Sell	-2,372	-0.7%	$61.60K	346,800
Q4 2021	NVS Novartis	Novartis	Sell	-5,091	-4.6%	$9.28K	106,089

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