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 38 of 58 rows. Rows without a quote are marked unavailable.
| 1 | PM | PHILIP MORRIS INTERNATIONAL COM | 13.34% | Reduce -26.7% | 4,147,852 | $367.54M | $88.61 | No quote |
| 2 | JNJ | JOHNSON & JOHNSON COM | 8.92% | Add +5.8% | 3,724,532 | $245.67M | $65.96 | No quote |
| 3 | COP | CONOCOPHILLIPS COM | 7.52% | Reduce -3.9% | 2,723,655 | $207.03M | $76.01 | No quote |
| 4 | BAX | BAXTER INTERNATIONAL INC COM | 5.59% | Reduce -4.7% | 2,575,278 | $153.95M | $59.78 | No quote |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL-A COMCUSIP 084670108 | 5.07% | Reduce -5.8% | 1,145 | $139.58M | No quote | No quote |
| 6 | KOF | COCA COLA FEMSA COM | 5.04% | Reduce -25.3% | 1,311,799 | $138.93M | $105.91 | No quote |
| 7 | WFC | WELLS FARGO & COMPANY COM | 5.00% | Reduce -6.5% | 4,035,962 | $137.79M | $34.14 | No quote |
| 8 | EMR | EMERSON ELECTRIC COMPANY COM | 3.91% | Add +10.6% | 2,066,068 | $107.81M | $52.18 | No quote |
| 9 | DVN | DEVON ENERGY COM | 3.88% | Reduce -3.0% | 1,503,071 | $106.9M | $71.12 | No quote |
| 10 | UNP | UNION PACIFIC COM | 3.65% | Reduce -5.9% | 935,997 | $100.6M | $107.48 | No quote |
| 11 | MMM | 3M CO COM | 3.40% | Reduce -3.4% | 1,050,020 | $93.67M | $89.21 | No quote |
| 12 | WMT | WAL-MART STORES INC COM | 3.20% | Reduce -6.5% | 1,442,139 | $88.26M | $61.20 | No quote |
| 13 | BK | BANK OF NEW YORK MELLON CORP COM | 2.83% | Reduce -3.0% | 3,234,754 | $78.06M | $24.13 | No quote |
| 14 | CSCO | CISCO SYSTEMS INC COM | 2.60% | Reduce -5.0% | 3,392,179 | $71.75M | $21.15 | No quote |
| 15 | TMK | TORCHMARK CORP COM | 1.90% | Reduce -0.1% | 1,052,578 | $52.47M | No quote | No quote |
| 16 | MA | MASTERCARD INC. COM | 1.81% | Reduce -1.4% | 118,555 | $49.86M | $420.54 | No quote |
| 17 | CMCSK | COMCAST CORP SPECIAL CLASS A COM | 1.65% | Reduce -16.0% | 1,543,322 | $45.54M | No quote | No quote |
| 18 | UNF | UNIFIRST CORP COM | 1.55% | Reduce -3.9% | 694,182 | $42.73M | $61.55 | No quote |
| 19 | SYY | SYSCO CORP COM | 1.55% | Add +11.3% | 1,428,843 | $42.67M | $29.86 | No quote |
| 20 | DEO | DIAGEO PLC- SPONSORED ADR ADR | 1.54% | Reduce -15.1% | 439,462 | $42.41M | $96.50 | No quote |
| 21 | UN | UNILEVER (UN) ADR | 1.33% | Reduce -8.8% | 1,076,784 | $36.64M | No quote | No quote |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-B COMCUSIP 084670702 | 1.25% | Add +126.3% | 424,868 | $34.48M | No quote | No quote |
| 23 | ANAT | AMERICAN NATIONAL INSURANCE CO COM | 1.09% | Reduce -7.3% | 415,161 | $30.11M | No quote | No quote |
| 24 | BRO | BROWN AND BROWN INC. COM | 1.09% | Reduce -6.7% | 1,263,276 | $30.04M | $23.78 | No quote |
| 25 | USB | US BANCORP COM | 0.98% | - | 850,700 | $26.95M | $31.68 | No quote |
| 26 | NSC | NORFOLK SOUTHERN CORP COM | 0.89% | Reduce -9.0% | 374,078 | $24.63M | $65.83 | No quote |
| 27 | HSIC | HENRY SCHEIN INC COM | 0.79% | Reduce -0.3% | 285,773 | $21.63M | $75.68 | No quote |
| 28 | LMT | LOCKHEED MARTIN CORP COM COM | 0.78% | - | 240,197 | $21.58M | $89.86 | No quote |
| 29 | T | AT&T INC COM | 0.78% | - | 684,286 | $21.37M | $31.23 | No quote |
| 30 | ITW | ILLINOIS TOOL WORKS COM | 0.73% | - | 353,253 | $20.18M | $57.12 | No quote |
| 31 | AXP | AMERICAN EXPRESS COMPANY COM | 0.69% | Reduce -10.6% | 329,977 | $19.09M | $57.86 | No quote |
| 32 | TTE | TOTAL SA - SPON ADR ADR | 0.66% | New | 355,608 | $18.18M | $51.12 | No quote |
| 33 | NVS | NOVARTIS AG ADR ADR | 0.64% | Reduce -6.6% | 318,742 | $17.66M | $55.41 | No quote |
| 34 | NWLI | NATIONAL WESTERN LIFE INS CO COM | 0.55% | Reduce -3.1% | 110,813 | $15.17M | No quote | No quote |
| 35 | LUK | LEUCADIA NATIONAL CORP COM | 0.51% | - | 539,022 | $14.07M | No quote | No quote |
| 36 | BR | BROADRIDGE FINANCIAL SOLUTIONS COM | 0.49% | Reduce -14.6% | 568,756 | $13.6M | $23.91 | No quote |
| 37 | ADP | AUTOMATIC DATA PROCESSING COM | 0.36% | Reduce -29.2% | 180,909 | $9.98M | $55.19 | No quote |
| 38 | UL | UNILEVER ( ul ) ADR | 0.35% | - | 292,910 | $9.68M | $33.05 | No quote |
| 39 | CTAS | CINTAS CORP. COM | 0.31% | Reduce -56.1% | 220,618 | $8.63M | $39.12 | No quote |
| 40 | AKZOY | AKZO NOBEL NV SPONSORED ADR ADR | 0.30% | Add +198.5% | 426,978 | $8.39M | No quote | No quote |
| 41 | JEF | JEFFERIES GROUP INC. NEW COM | 0.29% | Reduce -9.0% | 420,884 | $7.93M | $18.84 | No quote |
| 42 | KO | COCA COLA COMPANY COM | 0.25% | Reduce -26.6% | 93,454 | $6.92M | $74.02 | No quote |
| 43 | GSK | GLAXO SMITHKLINE PLC, ADR ADR | 0.22% | Reduce -7.4% | 135,655 | $6.09M | $44.91 | No quote |
| 44 | GPC | GENUINE PARTS CO COM | 0.16% | Reduce -58.1% | 68,475 | $4.3M | $62.75 | No quote |
| 45 | RHHBY | ROCHE HOLDINGS ADR ADR | 0.13% | Reduce -22.2% | 82,130 | $3.58M | No quote | No quote |
| 46 | FHI | FEDERATED INVESTORS INC (PA.) COM | 0.12% | - | 145,906 | $3.27M | No quote | No quote |
| 47 | AJG | ARTHUR J GALLAGHER COM | 0.08% | Reduce -83.0% | 63,723 | $2.28M | $35.73 | No quote |
| 48 | HRZCB | HORIZON TELCOM - CLASS A COM | 0.06% | New | 29,500 | $1.59M | No quote | No quote |
| 49 | ACMTA | ACMAT CORP CLASS A COM | 0.05% | - | 51,890 | $1.26M | No quote | No quote |
| 50 | CAJPY | CANON INC SPONSORED ADR ADR | 0.03% | Reduce -39.1% | 15,585 | $743K | No quote | No quote |
| 51 | SHEN | SHENANDOAH TELECOMMUNICATIONS COM | 0.02% | - | 39,840 | $444K | $11.14 | No quote |
| 52 | KFT | KRAFT FOODS INC-A COM | 0.01% | - | 9,498 | $361K | No quote | No quote |
| 53 | VOD | VODAFONE GROUP-SP ADR ADR | 0.01% | New | 10,511 | $291K | No quote | No quote |
| 54 | XOM | EXXON MOBIL CORPORATION COM | 0.01% | Reduce -4.1% | 2,944 | $255K | $86.62 | No quote |
| 55 | - | TRUMANSBURG HOME TEL CO COMCUSIP 897991105 | 0.01% | - | 15,100 | $151K | No quote | No quote |
| 58 | - | VODAFONE GROUP-SP ADR ADRCUSIP 92857W200 | - | Sold | 0 | $0 | No quote | No quote |
| 57 | MCD | MCDONALDS CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 56 | AVTR | AVATAR HOLDINGS INC COM | - | Sold | 0 | $0 | No quote | No quote |