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 36 of 54 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON COM | 11.05% | Reduce -1.6% | 4,329,942 | $298.38M | $68.91 | No quote |
| 2 | PM | PHILIP MORRIS INTERNATIONAL COM | 7.73% | Reduce -27.6% | 2,321,039 | $208.75M | $89.94 | No quote |
| 3 | COP | CONOCOPHILLIPS COM | 6.22% | Add +1.7% | 2,937,131 | $167.95M | $57.18 | No quote |
| 4 | BAX | BAXTER INTERNATIONAL INC COM | 5.64% | Reduce -0.9% | 2,525,617 | $152.22M | $60.27 | No quote |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL-A COMCUSIP 084670108 | 5.51% | Reduce -0.9% | 1,122 | $148.89M | No quote | No quote |
| 6 | WFC | WELLS FARGO & COMPANY COM | 4.98% | Reduce -1.2% | 3,893,286 | $134.44M | $34.53 | No quote |
| 7 | GOOGL | GOOGLE COM | 4.39% | Reduce -0.5% | 157,235 | $118.63M | $754.50 | No quote |
| 8 | BK | BANK OF NEW YORK MELLON CORP COM | 4.06% | Add +5.7% | 4,845,025 | $109.59M | $22.62 | No quote |
| 9 | KOF | COCA COLA FEMSA COM | 4.02% | Reduce -4.1% | 841,222 | $108.52M | $129.00 | No quote |
| 10 | EMR | EMERSON ELECTRIC COMPANY COM | 3.78% | Add +2.2% | 2,116,705 | $102.17M | $48.27 | No quote |
| 11 | UNP | UNION PACIFIC COM | 3.63% | Reduce -9.4% | 827,022 | $98.17M | $118.70 | No quote |
| 12 | MMM | 3M CO COM | 3.46% | Reduce -1.1% | 1,011,885 | $93.52M | $92.42 | No quote |
| 13 | DVN | DEVON ENERGY COM | 3.42% | Reduce -0.7% | 1,526,518 | $92.35M | $60.50 | No quote |
| 14 | WMT | WAL-MART STORES INC COM | 3.19% | Reduce -0.2% | 1,166,627 | $86.1M | $73.80 | No quote |
| 15 | CSCO | CISCO SYSTEMS INC COM | 2.89% | Reduce -1.3% | 4,092,391 | $78.14M | $19.09 | No quote |
| 16 | TMK | TORCHMARK CORP COM | 1.94% | Reduce -0.2% | 1,018,684 | $52.31M | No quote | No quote |
| 17 | CMCSK | COMCAST CORP SPECIAL CLASS A COM | 1.86% | Reduce -4.6% | 1,442,933 | $50.23M | No quote | No quote |
| 18 | SYY | SYSCO CORP COM | 1.83% | - | 1,580,888 | $49.43M | $31.27 | No quote |
| 19 | MA | MASTERCARD INC. COM | 1.82% | Reduce -4.8% | 108,794 | $49.12M | $451.48 | No quote |
| 20 | UNF | UNIFIRST CORP COM | 1.68% | Reduce -1.0% | 680,026 | $45.42M | $66.79 | No quote |
| 21 | DEO | DIAGEO PLC- SPONSORED ADR ADR | 1.65% | Reduce -0.9% | 394,378 | $44.46M | $112.73 | No quote |
| 22 | PSX | PHILLIPS 66 COM | 1.54% | Reduce -14.9% | 897,655 | $41.62M | $46.37 | No quote |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-B COMCUSIP 084670702 | 1.37% | Reduce -90.1% | 41,886 | $36.94M | No quote | No quote |
| 24 | UN | UNILEVER (UN) ADR | 1.31% | Reduce -7.5% | 995,524 | $35.32M | No quote | No quote |
| 25 | BRO | BROWN AND BROWN INC. COM | 1.16% | Reduce -4.0% | 1,198,684 | $31.25M | $26.07 | No quote |
| 26 | ANAT | AMERICAN NATIONAL INSURANCE CO COM | 1.06% | Reduce -2.8% | 397,770 | $28.57M | No quote | No quote |
| 27 | HSIC | HENRY SCHEIN INC COM | 0.81% | Reduce -0.3% | 276,705 | $21.92M | $79.22 | No quote |
| 28 | TTE | TOTAL SA - SPON ADR ADR | 0.78% | Reduce -5.5% | 419,469 | $21.02M | $50.10 | No quote |
| 29 | ITW | ILLINOIS TOOL WORKS COM | 0.78% | - | 353,253 | $21.01M | $59.47 | No quote |
| 30 | LMT | LOCKHEED MARTIN CORP COM COM | 0.73% | Reduce -0.1% | 210,922 | $19.7M | $93.38 | No quote |
| 31 | USB | US BANCORP COM | 0.69% | Reduce -31.9% | 539,800 | $18.52M | $34.30 | No quote |
| 32 | NVS | NOVARTIS AG ADR ADR | 0.68% | Reduce -5.6% | 301,666 | $18.48M | $61.26 | No quote |
| 33 | AXP | AMERICAN EXPRESS COMPANY COM | 0.63% | Reduce -9.3% | 299,157 | $17.01M | $56.86 | No quote |
| 34 | NSC | NORFOLK SOUTHERN CORP COM | 0.58% | Reduce -26.3% | 244,307 | $15.55M | $63.63 | No quote |
| 35 | NWLI | NATIONAL WESTERN LIFE INS CO COM | 0.57% | Reduce -2.5% | 108,097 | $15.49M | No quote | No quote |
| 36 | LUK | LEUCADIA NATIONAL CORP COM | 0.52% | Reduce -0.3% | 619,467 | $14.09M | No quote | No quote |
| 37 | UL | UNILEVER ( ul ) ADR | 0.39% | Reduce -0.4% | 291,690 | $10.65M | $36.52 | No quote |
| 38 | ADP | AUTOMATIC DATA PROCESSING COM | 0.31% | Reduce -21.4% | 141,914 | $8.33M | $58.66 | No quote |
| 39 | AKZOY | AKZO NOBEL NV SPONSORED ADR ADR | 0.30% | Reduce -1.0% | 423,495 | $7.99M | No quote | No quote |
| 40 | HSBC | HSBC HOLDINGS PLC SPONSOR ADR' ADR | 0.29% | Reduce -3.8% | 168,643 | $7.84M | $46.46 | No quote |
| 41 | GSK | GLAXO SMITHKLINE PLC, ADR ADR | 0.22% | Reduce -6.8% | 125,882 | $5.82M | $46.24 | No quote |
| 42 | JEF | JEFFERIES GROUP INC. NEW COM | 0.19% | Reduce -9.7% | 380,241 | $5.21M | $13.69 | No quote |
| 43 | RHHBY | ROCHE HOLDINGS ADR ADR | 0.11% | Reduce -24.3% | 62,164 | $2.92M | No quote | No quote |
| 44 | AJG | ARTHUR J GALLAGHER COM | 0.08% | - | 63,723 | $2.28M | $35.83 | No quote |
| 45 | FHI | FEDERATED INVESTORS INC (PA.) COM | 0.06% | - | 77,006 | $1.59M | No quote | No quote |
| 46 | ACMTA | ACMAT CORP CLASS A COM | 0.04% | - | 46,682 | $1.13M | No quote | No quote |
| 47 | SHEN | SHENANDOAH TELECOMMUNICATIONS COM | 0.03% | - | 39,840 | $701K | $17.60 | No quote |
| 48 | VOD | VODAFONE GROUP-SP ADR ADR | 0.01% | Reduce -9.8% | 9,486 | $270K | No quote | No quote |
| 49 | CAJPY | CANON INC SPONSORED ADR ADR | 0.01% | Reduce -47.2% | 8,230 | $263K | No quote | No quote |
| 50 | XOM | EXXON MOBIL CORPORATION COM | 0.01% | - | 2,834 | $259K | $91.39 | No quote |
| 51 | FSCI | FISHER COMPANIES INC COM | 0.01% | New | 5,824 | $214K | No quote | No quote |
| 52 | CTWS | CONNECTICUT WATER SERVICE INC COM | 0.01% | New | 6,483 | $207K | No quote | No quote |
| 53 | - | TRUMANSBURG HOME TEL CO COMCUSIP 897991105 | 0.01% | - | 15,100 | $151K | No quote | No quote |
| 54 | HRZCB | HORIZON TELCOM - CLASS A COM | - | Sold | 0 | $0 | No quote | No quote |