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 58 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON COM | 9.39% | Add +0.9% | 4,367,061 | $306.13M | $70.10 | No quote |
| 2 | CSCO | CISCO SYSTEMS INC COM | 6.06% | Add +145.9% | 10,062,404 | $197.72M | $19.65 | No quote |
| 3 | DVN | DEVON ENERGY COM | 5.96% | Add +144.8% | 3,737,500 | $194.5M | $52.04 | No quote |
| 4 | BAX | BAXTER INTERNATIONAL INC COM | 5.32% | Add +3.1% | 2,603,884 | $173.58M | $66.66 | No quote |
| 5 | COP | CONOCOPHILLIPS COM | 5.31% | Add +1.7% | 2,987,374 | $173.24M | $57.99 | No quote |
| 6 | PM | PHILIP MORRIS INTERNATIONAL COM | 5.22% | Reduce -12.3% | 2,036,556 | $170.34M | $83.64 | No quote |
| 7 | HAL | HALLIBURTON CO COM | 4.94% | New | 4,640,747 | $160.99M | $34.69 | No quote |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL-A COMCUSIP 084670108 | 4.90% | Add +6.2% | 1,192 | $159.8M | No quote | No quote |
| 9 | WFC | WELLS FARGO & COMPANY COM | 4.34% | Add +6.4% | 4,143,766 | $141.63M | $34.18 | No quote |
| 10 | BK | BANK OF NEW YORK MELLON CORP COM | 4.11% | Add +7.6% | 5,214,138 | $134M | $25.70 | No quote |
| 11 | EMR | EMERSON ELECTRIC COMPANY COM | 3.62% | Add +5.2% | 2,227,270 | $117.96M | $52.96 | No quote |
| 12 | GOOGL | GOOGLE COM | 3.59% | Add +5.3% | 165,650 | $117.18M | $707.38 | No quote |
| 13 | KOF | COCA COLA FEMSA COM | 3.57% | Reduce -7.0% | 782,130 | $116.57M | $149.04 | No quote |
| 14 | UNP | UNION PACIFIC COM | 3.50% | Add +9.9% | 908,671 | $114.24M | $125.72 | No quote |
| 15 | MMM | 3M CO COM | 3.03% | Reduce -89.5% | 106,557 | $98.94M | $928.51 | No quote |
| 16 | WMT | WAL-MART STORES INC COM | 2.64% | Add +8.0% | 1,259,653 | $85.95M | $68.23 | No quote |
| 17 | UNF | UNIFIRST CORP COM | 1.72% | Add +12.3% | 763,794 | $56M | $73.32 | No quote |
| 18 | MA | MASTERCARD INC. COM | 1.63% | Reduce -0.5% | 108,249 | $53.18M | $491.28 | No quote |
| 19 | TMK | TORCHMARK CORP COM | 1.60% | Reduce -0.6% | 1,012,894 | $52.34M | No quote | No quote |
| 20 | CMCSK | COMCAST CORP SPECIAL CLASS A COM | 1.58% | Reduce -0.6% | 1,433,713 | $51.5M | No quote | No quote |
| 21 | SYY | SYSCO CORP COM | 1.43% | Reduce -6.9% | 1,471,283 | $46.58M | $31.66 | No quote |
| 22 | DEO | DIAGEO PLC- SPONSORED ADR ADR | 1.41% | Reduce -0.2% | 393,644 | $45.89M | $116.58 | No quote |
| 23 | PSX | PHILLIPS 66 COM | 1.33% | Reduce -8.7% | 819,385 | $43.51M | $53.10 | No quote |
| 24 | JOY | JOY GLOBAL COM | 1.17% | New | 600,375 | $38.29M | No quote | No quote |
| 25 | UN | UNILEVER (UN) ADR | 1.16% | Reduce -0.5% | 990,729 | $37.95M | No quote | No quote |
| 26 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-B COMCUSIP 084670702 | 1.15% | Add +895.4% | 416,928 | $37.4M | No quote | No quote |
| 27 | BRO | BROWN AND BROWN INC. COM | 1.04% | Add +11.0% | 1,330,329 | $33.87M | $25.46 | No quote |
| 28 | ANAT | AMERICAN NATIONAL INSURANCE CO COM | 0.92% | Add +10.1% | 438,045 | $29.91M | No quote | No quote |
| 29 | TTE | TOTAL SA - SPON ADR ADR | 0.66% | Reduce -0.8% | 416,316 | $21.65M | $52.01 | No quote |
| 30 | ITW | ILLINOIS TOOL WORKS COM | 0.66% | - | 353,253 | $21.48M | $60.81 | No quote |
| 31 | LMT | LOCKHEED MARTIN CORP COM COM | 0.60% | - | 210,922 | $19.47M | $92.29 | No quote |
| 32 | CNQ | CANADIAN NATURAL RESOURCES COM | 0.59% | New | 667,600 | $19.2M | $28.76 | No quote |
| 34 | NVS | NOVARTIS AG ADR ADR | 0.58% | Reduce -0.1% | 301,399 | $19.08M | $63.30 | No quote |
| 33 | HSIC | HENRY SCHEIN INC COM | 0.58% | Reduce -14.3% | 237,245 | $19.08M | $80.42 | No quote |
| 35 | USB | US BANCORP COM | 0.53% | - | 539,800 | $17.24M | $31.94 | No quote |
| 36 | AXP | AMERICAN EXPRESS COMPANY COM | 0.52% | Reduce -0.8% | 296,885 | $17.07M | $57.48 | No quote |
| 37 | NWLI | NATIONAL WESTERN LIFE INS CO COM | 0.52% | Reduce -0.7% | 107,349 | $16.93M | No quote | No quote |
| 38 | LUK | LEUCADIA NATIONAL CORP COM | 0.51% | Add +12.4% | 696,222 | $16.56M | No quote | No quote |
| 39 | NSC | NORFOLK SOUTHERN CORP COM | 0.46% | Add +0.1% | 244,474 | $15.12M | $61.84 | No quote |
| 40 | UL | UNILEVER ( ul ) ADR | 0.35% | Add +0.1% | 292,095 | $11.31M | $38.72 | No quote |
| 41 | AKZOY | AKZO NOBEL NV SPONSORED ADR ADR | 0.28% | Reduce -1.8% | 415,863 | $9.09M | No quote | No quote |
| 42 | HSBC | HSBC HOLDINGS PLC SPONSOR ADR' ADR | 0.27% | Reduce -0.4% | 167,921 | $8.91M | $53.07 | No quote |
| 43 | HINKY | HEINEKEN NV ADR ADR | 0.26% | New | 258,207 | $8.59M | No quote | No quote |
| 44 | ADP | AUTOMATIC DATA PROCESSING COM | 0.25% | - | 141,914 | $8.08M | $56.93 | No quote |
| 45 | JEF | JEFFERIES GROUP INC. NEW COM | 0.22% | Add +0.4% | 381,876 | $7.09M | $18.57 | No quote |
| 46 | GSK | GLAXO SMITHKLINE PLC, ADR ADR | 0.20% | Add +20.2% | 151,264 | $6.58M | $43.47 | No quote |
| 47 | RHHBY | ROCHE HOLDINGS ADR ADR | 0.09% | Reduce -3.0% | 60,274 | $3.04M | No quote | No quote |
| 48 | AJG | ARTHUR J GALLAGHER COM | 0.07% | - | 63,723 | $2.21M | $34.65 | No quote |
| 49 | FHI | FEDERATED INVESTORS INC (PA.) COM | 0.05% | - | 77,006 | $1.56M | No quote | No quote |
| 50 | ACMTA | ACMAT CORP CLASS A COM | 0.03% | - | 46,682 | $980K | No quote | No quote |
| 51 | SHEN | SHENANDOAH TELECOMMUNICATIONS COM | 0.02% | - | 39,840 | $610K | $15.31 | No quote |
| 52 | HNZ | HEINZ H J CO COM | 0.01% | New | 5,926 | $342K | No quote | No quote |
| 53 | CAJPY | CANON INC SPONSORED ADR ADR | 0.01% | - | 8,230 | $323K | No quote | No quote |
| 54 | VOD | VODAFONE GROUP-SP ADR ADR | 0.01% | - | 9,486 | $239K | No quote | No quote |
| 55 | XOM | EXXON MOBIL CORPORATION COM | 0.01% | Reduce -10.6% | 2,534 | $219K | $86.42 | No quote |
| 56 | - | TRUMANSBURG HOME TEL CO COMCUSIP 897991105 | 0.00% | - | 15,100 | $151K | No quote | No quote |
| 58 | FSCI | FISHER COMPANIES INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 57 | CTWS | CONNECTICUT WATER SERVICE INC COM | - | Sold | 0 | $0 | No quote | No quote |