B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q4 2023)

As of Dec 31, 2023, 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 13, 2024. 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 2023, the filing reported:

New Buys - None reported

Increases - FMC Corporation, Sealed Air Corporation, U-Haul Holding Company Series N

Reductions - Autoliv, Inc., American Express Company, AutoZone, Inc., Alibaba Group Holding Limited, Bank of America Corporation, and 32 more

Complete Exits - Intel Corporation, Paramount Global

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 2023	ALV Autoliv, Inc.	Autoliv, Inc.	Sell	-3,710	-0.4%	$111.62M	1,013,017
Q4 2023	AXP American Express Company	American Express Company	Sell	-3,823	-3.4%	$20.59M	109,896
Q4 2023	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-6,081	-33.2%	$31.64M	12,238
Q4 2023	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-14,352	-42.6%	$1.50M	19,326
Q4 2023	BAC Bank of America Corporation	Bank of America Corporation	Sell	-8,335	-1.6%	$17.44M	518,026
Q4 2023	BAX Baxter International Inc.	Baxter International Inc.	Sell	-322	-2.9%	$414.86K	10,731
Q4 2023	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-1,550	-7.1%	$2.41M	20,204
Q4 2023	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-74,559	-17.4%	$18.37M	352,923
Q4 2023	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-5	-0.7%	$359.22M	662
Q4 2023	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-2,630	-1.6%	$57.91M	162,360
Q4 2023	CMCSA Comcast Corporation	Comcast Corporation	Sell	-7,610	-15.5%	$1.82M	41,484
Q4 2023	CNH CNH Industrial	CNH Industrial	Sell	-23,999	-2.8%	$9.98M	819,071
Q4 2023	CNXC Concentrix Corporation	Concentrix Corporation	Sell	-6,031	-4.1%	$14.00M	142,540
Q4 2023	COP ConocoPhillips	ConocoPhillips	Sell	-2,555	-8.5%	$3.21M	27,652
Q4 2023	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-23,457	-8.8%	$12.35M	244,414
Q4 2023	CSL Carlisle Companies Incorporated	Carlisle Companies Incorporated	Sell	-100	-4.1%	$731.09K	2,340
Q4 2023	DEO Diageo	Diageo	Sell	-2,501	-1.7%	$20.84M	143,060
Q4 2023	EMR Emerson Electric Company	Emerson Electric Company	Sell	-1,330	-8.4%	$1.40M	14,430
Q4 2023	FDX FedEx Corporation	FedEx Corporation	Sell	-922	-0.6%	$41.14M	162,632
Q4 2023	FMC FMC Corporation	FMC Corporation	Buy	+1,518,053	+105.1%	$186.75M	2,961,857
Q4 2023	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-146,950	-24.7%	$63.10M	447,711
Q4 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-620	-0.0%	$280.39M	2,007,252
Q4 2023	GSK GSK plc	GSK plc	Sell	-5,594	-4.3%	$4.61M	124,400
Q4 2023	HLN Haleon plc	Haleon plc	Sell	-4,952	-4.1%	$952.75K	115,766
Q4 2023	INTC Intel Corporation	Intel Corporation	Sell - Position Exit	-50,994	-100.0%	$0.00	-
Q4 2023	IONS Ionis Pharmaceuticals, Inc.	Ionis Pharmaceuticals, Inc.	Sell	-55,497	-1.6%	$174.77M	3,454,676
Q4 2023	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-5,244	-0.5%	$177.92M	1,135,118
Q4 2023	KOF Coca Cola Femsa S.A.B. de C.V.	Coca Cola Femsa S.A.B. de C.V.	Sell	-8,147	-0.5%	$149.30M	1,577,559
Q4 2023	KVUE Kenvue Inc.	Kenvue Inc.	Sell	-23,627	-5.3%	$9.12M	423,799
Q4 2023	NVS Novartis AG	Novartis AG	Sell	-4,297	-4.5%	$9.15M	90,619

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