Tweedy Browne Co. - Tweedy Browne Value Fund
As of Q2 2026, Tweedy Browne Co. reported 91 long-equity positions worth $1.32B in aggregate.
Copy-investor backtest
- Latest quarter
- +0.13%
- 1-year
- +22.43%
- 3-year
- +46.88%
- 5-year
- +48.19%
- 3-year vs S&P 500
- -25.68%
- 5-year vs S&P 500
- -25.53%
- 5-year top 5
- +53.31%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 35 of 52 rows. Rows without a quote are marked unavailable.
| 1 | PM | PHILIP MORRIS INTERNATIONAL COM | 9.69% | - | 4,519,256 | $235.72M | $52.16 | No quote |
| 2 | KOF | COCA COLA FEMSA COM | 6.45% | - | 2,359,628 | $156.8M | $66.45 | No quote |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL-A COMCUSIP 084670108 | 6.16% | - | 1,230 | $149.81M | No quote | No quote |
| 4 | EMR | EMERSON ELECTRIC COMPANY COM | 6.00% | - | 2,898,904 | $145.93M | $50.34 | No quote |
| 5 | CMCSK | COMCAST CORP SPECIAL CLASS A COM | 5.69% | - | 7,703,736 | $138.44M | No quote | No quote |
| 6 | COP | CONOCOPHILLIPS COM | 5.27% | - | 2,506,042 | $128.23M | $51.17 | No quote |
| 7 | SKM | SK TELECOM - ADR ADR | 4.95% | - | 6,978,939 | $120.46M | No quote | No quote |
| 8 | HD | HOME DEPOT INC COM | 4.81% | - | 3,613,825 | $116.91M | $32.35 | No quote |
| 9 | JNJ | JOHNSON & JOHNSON COM | 4.59% | - | 1,712,863 | $111.68M | $65.20 | No quote |
| 10 | WMT | WAL-MART STORES INC COM | 3.80% | - | 1,664,017 | $92.52M | $55.60 | No quote |
| 11 | TRH | TRANSATLANTIC HLDGS COM | 3.48% | - | 1,603,983 | $84.69M | No quote | No quote |
| 12 | MMM | 3M CO COM | 3.31% | - | 964,012 | $80.56M | $83.57 | No quote |
| 13 | UNP | UNION PACIFIC COM | 3.16% | - | 1,049,244 | $76.91M | $73.30 | No quote |
| 14 | DVN | DEVON ENERGY COM | 3.15% | - | 1,189,134 | $76.62M | $64.43 | No quote |
| 15 | ANAT | AMERICAN NATIONAL INSURANCE CO COM | 2.90% | - | 620,987 | $70.51M | No quote | No quote |
| 16 | FHI | FEDERATED INVESTORS INC (PA.) COM | 2.10% | - | 1,938,221 | $51.13M | No quote | No quote |
| 17 | BRO | BROWN AND BROWN INC. COM | 1.90% | - | 2,575,988 | $46.16M | $17.92 | No quote |
| 18 | NSC | NORFOLK SOUTHERN CORP COM | 1.83% | - | 796,678 | $44.53M | $55.89 | No quote |
| 19 | UN | UNILEVER (UN) ADR | 1.73% | - | 1,399,108 | $42.2M | No quote | No quote |
| 20 | DEO | DIAGEO PLC- SPONSORED ADR ADR | 1.63% | - | 587,396 | $39.62M | $67.45 | No quote |
| 21 | TMK | TORCHMARK CORP COM | 1.62% | - | 737,234 | $39.45M | No quote | No quote |
| 22 | UNF | UNIFIRST CORP COM | 1.61% | - | 758,232 | $39.05M | $51.50 | No quote |
| 23 | GSK | GLAXO SMITHKLINE PLC, ADR ADR | 1.58% | - | 994,736 | $38.32M | $38.52 | No quote |
| 24 | GPC | GENUINE PARTS CO COM | 1.56% | - | 898,721 | $37.96M | $42.24 | No quote |
| 25 | LUK | LEUCADIA NATIONAL CORP COM | 1.18% | - | 1,155,525 | $28.67M | No quote | No quote |
| 26 | NWLI | NATIONAL WESTERN LIFE INS CO COM | 1.07% | - | 141,120 | $26.02M | No quote | No quote |
| 27 | HSIC | HENRY SCHEIN INC COM | 1.04% | - | 430,964 | $25.38M | $58.90 | No quote |
| 28 | USB | US BANCORP COM | 0.91% | - | 850,700 | $22.02M | $25.88 | No quote |
| 29 | NVS | NOVARTIS AG ADR ADR | 0.89% | - | 399,102 | $21.59M | $54.10 | No quote |
| 30 | AXP | AMERICAN EXPRESS COMPANY COM | 0.70% | - | 410,079 | $16.92M | $41.26 | No quote |
| 31 | CTAS | CINTAS CORP. COM | 0.64% | - | 556,211 | $15.63M | $28.10 | No quote |
| 32 | TW | TOWERS WATSON COM | 0.53% | - | 270,166 | $12.83M | $47.50 | No quote |
| 33 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-B COMCUSIP 084670702 | 0.53% | - | 157,137 | $12.77M | No quote | No quote |
| 34 | AKZOY | AKZO NOBEL NV SPONSORED ADR ADR | 0.41% | - | 174,570 | $9.97M | No quote | No quote |
| 35 | SYY | SYSCO CORP COM | 0.40% | - | 332,768 | $9.82M | $29.50 | No quote |
| 36 | MO | ALTRIA GROUP, INC. COM | 0.36% | - | 430,875 | $8.84M | $20.52 | No quote |
| 37 | T | AT&T INC COM | 0.36% | - | 340,133 | $8.79M | $25.84 | No quote |
| 38 | UL | UNILEVER ( ul ) ADR | 0.36% | - | 297,720 | $8.72M | $29.28 | No quote |
| 39 | KO | COCA COLA COMPANY COM | 0.34% | - | 150,939 | $8.3M | $55.00 | No quote |
| 40 | AVTR | AVATAR HOLDINGS INC COM | 0.33% | - | 365,767 | $7.95M | $21.74 | No quote |
| 41 | MCD | MCDONALDS CORP COM | 0.27% | - | 99,404 | $6.63M | $66.72 | No quote |
| 42 | GKSR | G & K SERVICES INC COM | 0.27% | - | 250,017 | $6.47M | No quote | No quote |
| 43 | AJG | ARTHUR J GALLAGHER COM | 0.07% | - | 74,254 | $1.82M | $24.55 | No quote |
| 44 | JEF | JEFFERIES GROUP INC. NEW COM | 0.07% | - | 73,605 | $1.74M | $23.67 | No quote |
| 45 | ADP | AUTOMATIC DATA PROCESSING COM | 0.07% | - | 38,965 | $1.73M | $44.48 | No quote |
| 46 | RYN | RAYONIER INC COM | 0.06% | - | 33,112 | $1.5M | $45.42 | No quote |
| 47 | FMST | FINISHMASTER COM | 0.05% | - | 75,560 | $1.31M | No quote | No quote |
| 48 | ACMTA | ACMAT CORP CLASS A COM | 0.03% | - | 51,890 | $843K | No quote | No quote |
| 49 | E | ENI SPONSORED ADR ADR | 0.03% | - | 14,655 | $688K | No quote | No quote |
| 50 | CMCSA | COMCAST CORP - CLASS A COM | 0.03% | - | 32,850 | $619K | $18.84 | No quote |
| 51 | KFT | KRAFT FOODS INC-A COM | 0.01% | - | 11,852 | $358K | No quote | No quote |
| 52 | XOM | EXXON MOBIL CORPORATION COM | 0.01% | - | 3,070 | $206K | $67.10 | No quote |