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 37 of 56 rows. Rows without a quote are marked unavailable.
| 1 | PM | PHILIP MORRIS INTERNATIONAL COM | 15.33% | Reduce -0.3% | 5,987,077 | $373.47M | $62.38 | No quote |
| 2 | JNJ | JOHNSON & JOHNSON COM | 8.36% | Add +7.5% | 3,198,841 | $203.73M | $63.69 | No quote |
| 3 | COP | CONOCOPHILLIPS COM | 6.76% | Add +1.4% | 2,602,112 | $164.77M | $63.32 | No quote |
| 4 | KOF | COCA COLA FEMSA COM | 6.40% | Reduce -3.9% | 1,757,866 | $155.98M | $88.73 | No quote |
| 5 | BAX | BAXTER INTERNATIONAL INC COM | 6.26% | Reduce -9.2% | 2,714,692 | $152.4M | $56.14 | No quote |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL-A COMCUSIP 084670108 | 5.33% | - | 1,216 | $129.87M | No quote | No quote |
| 7 | WFC | WELLS FARGO & COMPANY COM | 4.29% | Add +18.0% | 4,336,406 | $104.59M | $24.12 | No quote |
| 8 | DVN | DEVON ENERGY COM | 3.53% | Add +25.2% | 1,551,381 | $86.01M | $55.44 | No quote |
| 9 | UNP | UNION PACIFIC COM | 3.34% | Reduce -0.5% | 997,237 | $81.44M | $81.67 | No quote |
| 10 | WMT | WAL-MART STORES INC COM | 3.30% | Reduce -0.4% | 1,546,983 | $80.29M | $51.90 | No quote |
| 11 | SKM | SK TELECOM - ADR ADR | 3.16% | Reduce -23.5% | 5,466,581 | $76.92M | No quote | No quote |
| 12 | MMM | 3M CO COM | 2.82% | Add +6.8% | 956,791 | $68.69M | $71.79 | No quote |
| 13 | EMR | EMERSON ELECTRIC COMPANY COM | 2.51% | Add +5.8% | 1,478,278 | $61.07M | $41.31 | No quote |
| 14 | BK | BANK OF NEW YORK MELLON CORP COM | 2.41% | Add +104.0% | 3,157,234 | $58.69M | $18.59 | No quote |
| 15 | CSCO | CISCO SYSTEMS INC COM | 2.28% | Reduce -2.9% | 3,578,442 | $55.47M | $15.50 | No quote |
| 16 | DEO | DIAGEO PLC- SPONSORED ADR ADR | 1.65% | Reduce -0.4% | 530,329 | $40.27M | $75.93 | No quote |
| 17 | CMCSK | COMCAST CORP SPECIAL CLASS A COM | 1.57% | Reduce -0.3% | 1,842,056 | $38.17M | No quote | No quote |
| 18 | MA | MASTERCARD INC. COM | 1.57% | Reduce -0.1% | 120,335 | $38.17M | $317.16 | No quote |
| 19 | UN | UNILEVER (UN) ADR | 1.53% | Reduce -9.6% | 1,185,892 | $37.34M | No quote | No quote |
| 20 | TMK | TORCHMARK CORP COM | 1.52% | Add +49.7% | 1,058,703 | $36.91M | No quote | No quote |
| 21 | NSC | NORFOLK SOUTHERN CORP COM | 1.45% | Reduce -0.2% | 580,452 | $35.42M | $61.02 | No quote |
| 22 | UNF | UNIFIRST CORP COM | 1.38% | Add +0.4% | 741,864 | $33.6M | $45.29 | No quote |
| 23 | BRO | BROWN AND BROWN INC. COM | 1.36% | Reduce -11.9% | 1,858,022 | $33.07M | $17.80 | No quote |
| 24 | ANAT | AMERICAN NATIONAL INSURANCE CO COM | 1.28% | Add +0.5% | 451,253 | $31.25M | No quote | No quote |
| 25 | USB | US BANCORP COM | 0.82% | - | 850,700 | $20.03M | $23.54 | No quote |
| 26 | NVS | NOVARTIS AG ADR ADR | 0.79% | Reduce -1.0% | 346,697 | $19.34M | $55.77 | No quote |
| 27 | HSIC | HENRY SCHEIN INC COM | 0.74% | Reduce -0.5% | 288,786 | $17.91M | $62.01 | No quote |
| 28 | SYY | SYSCO CORP COM | 0.72% | Add +14.8% | 677,848 | $17.56M | $25.90 | No quote |
| 29 | AXP | AMERICAN EXPRESS COMPANY COM | 0.69% | Reduce -0.6% | 372,100 | $16.71M | $44.90 | No quote |
| 30 | NWLI | NATIONAL WESTERN LIFE INS CO COM | 0.62% | Add +5.8% | 111,761 | $15.14M | No quote | No quote |
| 31 | CTAS | CINTAS CORP. COM | 0.58% | - | 502,947 | $14.15M | $28.14 | No quote |
| 32 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-B COMCUSIP 084670702 | 0.55% | Add +25.9% | 189,133 | $13.44M | No quote | No quote |
| 33 | BR | BROADRIDGE FINANCIAL SOLUTIONS COM | 0.55% | - | 666,560 | $13.43M | $20.14 | No quote |
| 34 | T | AT&T INC COM | 0.55% | Add +3.2% | 466,151 | $13.3M | $28.52 | No quote |
| 35 | ADP | AUTOMATIC DATA PROCESSING COM | 0.52% | Reduce -0.1% | 270,854 | $12.77M | $47.15 | No quote |
| 36 | LUK | LEUCADIA NATIONAL CORP COM | 0.50% | Reduce -0.1% | 539,486 | $12.24M | No quote | No quote |
| 37 | KO | COCA COLA COMPANY COM | 0.39% | Reduce -0.1% | 142,399 | $9.62M | $67.56 | No quote |
| 38 | UL | UNILEVER ( ul ) ADR | 0.38% | Reduce -2.6% | 293,090 | $9.14M | $31.19 | No quote |
| 39 | GPC | GENUINE PARTS CO COM | 0.37% | Reduce -11.0% | 178,610 | $9.07M | $50.80 | No quote |
| 40 | LMT | LOCKHEED MARTIN CORP COM COM | 0.29% | - | 97,630 | $7.09M | $72.64 | No quote |
| 41 | AJG | ARTHUR J GALLAGHER COM | 0.27% | Add +2.4% | 245,709 | $6.46M | $26.30 | No quote |
| 42 | AKZOY | AKZO NOBEL NV SPONSORED ADR ADR | 0.26% | Reduce -1.6% | 143,657 | $6.42M | No quote | No quote |
| 43 | GSK | GLAXO SMITHKLINE PLC, ADR ADR | 0.25% | Reduce -20.6% | 148,093 | $6.12M | $41.29 | No quote |
| 44 | MCD | MCDONALDS CORP COM | 0.22% | Reduce -31.9% | 61,716 | $5.42M | $87.82 | No quote |
| 45 | RHHBY | ROCHE HOLDINGS ADR ADR | 0.18% | New | 106,115 | $4.27M | No quote | No quote |
| 46 | FHI | FEDERATED INVESTORS INC (PA.) COM | 0.14% | Reduce -90.9% | 191,883 | $3.36M | No quote | No quote |
| 47 | AVTR | AVATAR HOLDINGS INC COM | 0.06% | Reduce -26.8% | 189,778 | $1.55M | $8.18 | No quote |
| 48 | ACMTA | ACMAT CORP CLASS A COM | 0.05% | - | 51,890 | $1.3M | No quote | No quote |
| 49 | CAJPY | CANON INC SPONSORED ADR ADR | 0.05% | - | 25,575 | $1.16M | No quote | No quote |
| 50 | SHEN | SHENANDOAH TELECOMMUNICATIONS COM | 0.02% | - | 39,840 | $444K | $11.14 | No quote |
| 51 | KFT | KRAFT FOODS INC-A COM | 0.01% | - | 9,498 | $319K | No quote | No quote |
| 52 | - | VODAFONE GROUP-SP ADR ADRCUSIP 92857W200 | 0.01% | Add +18.7% | 9,731 | $250K | No quote | No quote |
| 53 | XOM | EXXON MOBIL CORPORATION COM | 0.01% | - | 3,070 | $223K | $72.64 | No quote |
| 54 | - | TRUMANSBURG HOME TEL CO COMCUSIP 897991105 | 0.01% | - | 15,100 | $151K | No quote | No quote |
| 56 | TRH | TRANSATLANTIC HLDGS COM | - | Sold | 0 | $0 | No quote | No quote |
| 55 | GKSR | G & K SERVICES INC COM | - | Sold | 0 | $0 | No quote | No quote |