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 39 of 56 rows. Rows without a quote are marked unavailable.
| 1 | PM | PHILIP MORRIS INTERNATIONAL COM | 16.25% | Reduce -5.5% | 5,660,725 | $444.25M | $78.48 | No quote |
| 2 | JNJ | JOHNSON & JOHNSON COM | 8.45% | Add +10.1% | 3,520,917 | $230.9M | $65.58 | No quote |
| 3 | COP | CONOCOPHILLIPS COM | 7.56% | Add +8.9% | 2,835,044 | $206.59M | $72.87 | No quote |
| 4 | KOF | COCA COLA FEMSA COM | 6.12% | Reduce -0.1% | 1,755,754 | $167.17M | $95.21 | No quote |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL-A COMCUSIP 084670108 | 5.10% | Reduce -0.1% | 1,215 | $139.43M | No quote | No quote |
| 6 | BAX | BAXTER INTERNATIONAL INC COM | 4.89% | Reduce -0.4% | 2,703,395 | $133.76M | $49.48 | No quote |
| 7 | WFC | WELLS FARGO & COMPANY COM | 4.35% | Reduce -0.4% | 4,318,371 | $119.01M | $27.56 | No quote |
| 8 | UNP | UNION PACIFIC COM | 3.85% | Reduce -0.3% | 994,295 | $105.34M | $105.94 | No quote |
| 9 | DVN | DEVON ENERGY COM | 3.51% | Reduce -0.2% | 1,548,751 | $96.02M | $62.00 | No quote |
| 10 | WMT | WAL-MART STORES INC COM | 3.37% | Reduce -0.3% | 1,542,043 | $92.15M | $59.76 | No quote |
| 11 | MMM | 3M CO COM | 3.25% | Add +13.6% | 1,086,565 | $88.81M | $81.73 | No quote |
| 12 | EMR | EMERSON ELECTRIC COMPANY COM | 3.18% | Add +26.4% | 1,868,547 | $87.06M | $46.59 | No quote |
| 13 | BK | BANK OF NEW YORK MELLON CORP COM | 2.43% | Add +5.7% | 3,335,509 | $66.41M | $19.91 | No quote |
| 14 | CSCO | CISCO SYSTEMS INC COM | 2.36% | Reduce -0.3% | 3,569,517 | $64.54M | $18.08 | No quote |
| 15 | TMK | TORCHMARK CORP COM | 1.67% | Reduce -0.5% | 1,053,816 | $45.73M | No quote | No quote |
| 16 | DEO | DIAGEO PLC- SPONSORED ADR ADR | 1.65% | Reduce -2.4% | 517,380 | $45.23M | $87.42 | No quote |
| 17 | MA | MASTERCARD INC. COM | 1.64% | Reduce -0.0% | 120,285 | $44.85M | $372.82 | No quote |
| 18 | CMCSK | COMCAST CORP SPECIAL CLASS A COM | 1.58% | Reduce -0.2% | 1,838,037 | $43.3M | No quote | No quote |
| 19 | UNF | UNIFIRST CORP COM | 1.50% | Reduce -2.6% | 722,453 | $40.99M | $56.74 | No quote |
| 20 | UN | UNILEVER (UN) ADR | 1.48% | Reduce -0.5% | 1,180,430 | $40.57M | No quote | No quote |
| 21 | SYY | SYSCO CORP COM | 1.38% | Add +89.3% | 1,283,343 | $37.64M | $29.33 | No quote |
| 22 | ANAT | AMERICAN NATIONAL INSURANCE CO COM | 1.20% | Reduce -0.7% | 448,093 | $32.72M | No quote | No quote |
| 23 | BRO | BROWN AND BROWN INC. COM | 1.12% | Reduce -27.1% | 1,353,561 | $30.63M | $22.63 | No quote |
| 24 | NSC | NORFOLK SOUTHERN CORP COM | 1.10% | Reduce -29.1% | 411,250 | $29.96M | $72.86 | No quote |
| 25 | USB | US BANCORP COM | 0.84% | - | 850,700 | $23.01M | $27.05 | No quote |
| 26 | T | AT&T INC COM | 0.76% | Add +46.8% | 684,286 | $20.69M | $30.24 | No quote |
| 27 | NVS | NOVARTIS AG ADR ADR | 0.71% | Reduce -1.5% | 341,407 | $19.52M | $57.17 | No quote |
| 28 | LMT | LOCKHEED MARTIN CORP COM COM | 0.71% | Add +146.0% | 240,197 | $19.43M | $80.90 | No quote |
| 29 | HSIC | HENRY SCHEIN INC COM | 0.68% | Reduce -0.7% | 286,644 | $18.47M | $64.43 | No quote |
| 30 | CTAS | CINTAS CORP. COM | 0.64% | - | 502,947 | $17.51M | $34.81 | No quote |
| 31 | AXP | AMERICAN EXPRESS COMPANY COM | 0.64% | Reduce -0.9% | 368,908 | $17.4M | $47.17 | No quote |
| 32 | ITW | ILLINOIS TOOL WORKS COM | 0.60% | New | 353,253 | $16.5M | $46.71 | No quote |
| 33 | NWLI | NATIONAL WESTERN LIFE INS CO COM | 0.57% | Add +2.3% | 114,366 | $15.57M | No quote | No quote |
| 34 | BR | BROADRIDGE FINANCIAL SOLUTIONS COM | 0.55% | Reduce -0.1% | 665,920 | $15.02M | $22.55 | No quote |
| 35 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-B COMCUSIP 084670702 | 0.52% | Reduce -0.7% | 187,754 | $14.33M | No quote | No quote |
| 36 | ADP | AUTOMATIC DATA PROCESSING COM | 0.50% | Reduce -5.7% | 255,559 | $13.8M | $54.01 | No quote |
| 37 | AJG | ARTHUR J GALLAGHER COM | 0.46% | Add +52.7% | 375,124 | $12.54M | $33.44 | No quote |
| 38 | LUK | LEUCADIA NATIONAL CORP COM | 0.45% | Reduce -0.1% | 539,022 | $12.26M | No quote | No quote |
| 39 | GPC | GENUINE PARTS CO COM | 0.37% | Reduce -8.4% | 163,540 | $10.01M | $61.20 | No quote |
| 40 | UL | UNILEVER ( ul ) ADR | 0.36% | Reduce -0.1% | 292,910 | $9.82M | $33.52 | No quote |
| 41 | KO | COCA COLA COMPANY COM | 0.33% | Reduce -10.6% | 127,369 | $8.91M | $69.97 | No quote |
| 42 | AKZOY | AKZO NOBEL NV SPONSORED ADR ADR | 0.25% | Reduce -0.4% | 143,037 | $6.94M | No quote | No quote |
| 43 | GSK | GLAXO SMITHKLINE PLC, ADR ADR | 0.24% | Reduce -1.1% | 146,535 | $6.69M | $45.63 | No quote |
| 44 | JEF | JEFFERIES GROUP INC. NEW COM | 0.23% | New | 462,735 | $6.36M | $13.75 | No quote |
| 45 | RHHBY | ROCHE HOLDINGS ADR ADR | 0.16% | Reduce -0.5% | 105,555 | $4.49M | No quote | No quote |
| 46 | MCD | MCDONALDS CORP COM | 0.15% | Reduce -33.0% | 41,334 | $4.15M | $100.33 | No quote |
| 47 | FHI | FEDERATED INVESTORS INC (PA.) COM | 0.08% | Reduce -24.0% | 145,906 | $2.21M | No quote | No quote |
| 48 | ACMTA | ACMAT CORP CLASS A COM | 0.05% | - | 51,890 | $1.26M | No quote | No quote |
| 49 | CAJPY | CANON INC SPONSORED ADR ADR | 0.04% | - | 25,575 | $1.13M | No quote | No quote |
| 50 | AVTR | AVATAR HOLDINGS INC COM | 0.04% | Reduce -25.3% | 141,719 | $1.02M | $7.18 | No quote |
| 51 | SHEN | SHENANDOAH TELECOMMUNICATIONS COM | 0.02% | - | 39,840 | $418K | $10.49 | No quote |
| 52 | KFT | KRAFT FOODS INC-A COM | 0.01% | - | 9,498 | $355K | No quote | No quote |
| 53 | - | VODAFONE GROUP-SP ADR ADRCUSIP 92857W200 | 0.01% | - | 9,731 | $273K | No quote | No quote |
| 54 | XOM | EXXON MOBIL CORPORATION COM | 0.01% | - | 3,070 | $260K | $84.69 | No quote |
| 55 | - | TRUMANSBURG HOME TEL CO COMCUSIP 897991105 | 0.01% | - | 15,100 | $151K | No quote | No quote |
| 56 | SKM | SK TELECOM - ADR ADR | - | Sold | 0 | $0 | No quote | No quote |