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.
Get email alerts when Tweedy Browne Co. files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 38 of 56 rows. Rows without a quote are marked unavailable.
| 1 | PM | PHILIP MORRIS INTERNATIONAL COM | 13.14% | Add +44.7% | 6,540,079 | $299.8M | $45.84 | No quote |
| 2 | JNJ | JOHNSON & JOHNSON COM | 6.48% | Add +46.2% | 2,503,517 | $147.86M | $59.06 | No quote |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL-A COMCUSIP 084670108 | 6.43% | Reduce -0.6% | 1,223 | $146.76M | No quote | No quote |
| 4 | KOF | COCA COLA FEMSA COM | 6.36% | Reduce -1.7% | 2,319,615 | $145.19M | $62.59 | No quote |
| 5 | COP | CONOCOPHILLIPS COM | 5.36% | Reduce -0.5% | 2,493,252 | $122.39M | $49.09 | No quote |
| 6 | EMR | EMERSON ELECTRIC COMPANY COM | 5.08% | Reduce -8.5% | 2,652,505 | $115.89M | $43.69 | No quote |
| 7 | BAX | BAXTER INTERNATIONAL INC COM | 4.57% | New | 2,563,114 | $104.17M | $40.64 | No quote |
| 8 | SKM | SK TELECOM - ADR ADR | 4.46% | Reduce -0.9% | 6,912,495 | $101.82M | No quote | No quote |
| 9 | HD | HOME DEPOT INC COM | 3.92% | Reduce -11.9% | 3,184,707 | $89.4M | $28.07 | No quote |
| 10 | WMT | WAL-MART STORES INC COM | 3.35% | Reduce -4.5% | 1,589,779 | $76.42M | $48.07 | No quote |
| 11 | TRH | TRANSATLANTIC HLDGS COM | 3.29% | Reduce -2.5% | 1,563,649 | $74.99M | No quote | No quote |
| 12 | DVN | DEVON ENERGY COM | 3.27% | Add +2.9% | 1,222,985 | $74.5M | $60.92 | No quote |
| 13 | MMM | 3M CO COM | 3.20% | Reduce -4.1% | 924,877 | $73.06M | $78.99 | No quote |
| 14 | UNP | UNION PACIFIC COM | 3.12% | Reduce -2.5% | 1,022,794 | $71.09M | $69.51 | No quote |
| 15 | CMCSK | COMCAST CORP SPECIAL CLASS A COM | 2.79% | Reduce -49.8% | 3,871,240 | $63.6M | No quote | No quote |
| 16 | BRO | BROWN AND BROWN INC. COM | 2.11% | Reduce -2.4% | 2,515,323 | $48.14M | $19.14 | No quote |
| 17 | FHI | FEDERATED INVESTORS INC (PA.) COM | 2.06% | Add +17.3% | 2,274,245 | $47.1M | No quote | No quote |
| 18 | UN | UNILEVER (UN) ADR | 1.64% | Reduce -2.1% | 1,369,685 | $37.42M | No quote | No quote |
| 19 | NSC | NORFOLK SOUTHERN CORP COM | 1.63% | Reduce -12.2% | 699,513 | $37.11M | $53.05 | No quote |
| 20 | DEO | DIAGEO PLC- SPONSORED ADR ADR | 1.60% | Reduce -1.1% | 581,216 | $36.47M | $62.74 | No quote |
| 21 | TMK | TORCHMARK CORP COM | 1.59% | Reduce -0.3% | 734,974 | $36.39M | No quote | No quote |
| 22 | ANAT | AMERICAN NATIONAL INSURANCE CO COM | 1.48% | Reduce -33.0% | 416,020 | $33.69M | No quote | No quote |
| 23 | UNF | UNIFIRST CORP COM | 1.44% | Reduce -1.6% | 745,910 | $32.84M | $44.02 | No quote |
| 24 | HSIC | HENRY SCHEIN INC COM | 1.00% | Reduce -3.7% | 415,199 | $22.79M | $54.90 | No quote |
| 25 | LUK | LEUCADIA NATIONAL CORP COM | 0.98% | Reduce -0.8% | 1,145,686 | $22.35M | No quote | No quote |
| 26 | NWLI | NATIONAL WESTERN LIFE INS CO COM | 0.89% | Reduce -5.9% | 132,839 | $20.29M | No quote | No quote |
| 27 | USB | US BANCORP COM | 0.83% | - | 850,700 | $19.01M | $22.35 | No quote |
| 28 | NVS | NOVARTIS AG ADR ADR | 0.80% | Reduce -5.7% | 376,499 | $18.19M | $48.32 | No quote |
| 29 | AXP | AMERICAN EXPRESS COMPANY COM | 0.69% | Reduce -3.0% | 397,713 | $15.79M | $39.70 | No quote |
| 30 | CTAS | CINTAS CORP. COM | 0.59% | Add +1.5% | 564,716 | $13.54M | $23.97 | No quote |
| 31 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-B COMCUSIP 084670702 | 0.54% | Reduce -1.8% | 154,314 | $12.3M | No quote | No quote |
| 32 | GPC | GENUINE PARTS CO COM | 0.52% | Reduce -66.3% | 303,292 | $11.97M | $39.45 | No quote |
| 33 | TW | TOWERS WATSON COM | 0.45% | Reduce -1.4% | 266,356 | $10.35M | $38.85 | No quote |
| 34 | SYY | SYSCO CORP COM | 0.41% | Reduce -1.5% | 327,868 | $9.37M | $28.57 | No quote |
| 35 | AKZOY | AKZO NOBEL NV SPONSORED ADR ADR | 0.39% | Reduce -2.4% | 170,372 | $8.98M | No quote | No quote |
| 36 | BR | BROADRIDGE FINANCIAL SOLUTIONS COM | 0.37% | New | 443,835 | $8.46M | $19.05 | No quote |
| 37 | BK | BANK OF NEW YORK MELLON CORP COM | 0.36% | New | 334,477 | $8.26M | $24.69 | No quote |
| 38 | UL | UNILEVER ( ul ) ADR | 0.35% | Reduce -0.5% | 296,208 | $7.92M | $26.73 | No quote |
| 39 | GSK | GLAXO SMITHKLINE PLC, ADR ADR | 0.34% | Reduce -77.3% | 225,970 | $7.69M | $34.01 | No quote |
| 40 | KO | COCA COLA COMPANY COM | 0.33% | Reduce -1.3% | 148,919 | $7.46M | $50.12 | No quote |
| 41 | T | AT&T INC COM | 0.31% | Reduce -12.7% | 297,022 | $7.19M | $24.19 | No quote |
| 42 | MCD | MCDONALDS CORP COM | 0.28% | Reduce -3.3% | 96,173 | $6.34M | $65.87 | No quote |
| 43 | ADP | AUTOMATIC DATA PROCESSING COM | 0.27% | Add +290.7% | 152,249 | $6.13M | $40.26 | No quote |
| 44 | AVTR | AVATAR HOLDINGS INC COM | 0.26% | Reduce -15.9% | 307,502 | $5.9M | $19.18 | No quote |
| 45 | GKSR | G & K SERVICES INC COM | 0.23% | Add +0.4% | 250,907 | $5.18M | No quote | No quote |
| 46 | AJG | ARTHUR J GALLAGHER COM | 0.14% | Add +74.8% | 129,767 | $3.16M | $24.38 | No quote |
| 47 | JEF | JEFFERIES GROUP INC. NEW COM | 0.07% | Reduce -0.5% | 73,235 | $1.54M | $21.08 | No quote |
| 48 | RYN | RAYONIER INC COM | 0.06% | Reduce -3.1% | 32,099 | $1.41M | $44.02 | No quote |
| 49 | FMST | FINISHMASTER COM | 0.06% | - | 75,560 | $1.29M | No quote | No quote |
| 50 | ACMTA | ACMAT CORP CLASS A COM | 0.04% | - | 51,890 | $843K | No quote | No quote |
| 51 | SHEN | SHENANDOAH TELECOMMUNICATIONS COM | 0.03% | New | 39,840 | $707K | $17.75 | No quote |
| 52 | CMCSA | COMCAST CORP - CLASS A COM | 0.03% | - | 32,850 | $571K | $17.38 | No quote |
| 53 | MO | ALTRIA GROUP, INC. COM | 0.02% | Reduce -95.1% | 21,060 | $422K | $20.04 | No quote |
| 54 | KFT | KRAFT FOODS INC-A COM | 0.01% | Reduce -19.9% | 9,498 | $266K | No quote | No quote |
| 56 | XOM | EXXON MOBIL CORPORATION COM | - | Sold | 0 | $0 | No quote | No quote |
| 55 | E | ENI SPONSORED ADR ADR | - | Sold | 0 | $0 | No quote | No quote |