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 58 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON COM | 9.63% | Reduce -0.3% | 4,355,404 | $355.1M | $81.53 | No quote |
| 2 | HAL | HALLIBURTON CO COM | 6.07% | Add +19.4% | 5,541,477 | $223.93M | $40.41 | No quote |
| 3 | CSCO | CISCO SYSTEMS INC COM | 5.77% | Add +1.2% | 10,180,574 | $212.72M | $20.89 | No quote |
| 4 | DVN | DEVON ENERGY COM | 5.72% | Add +0.1% | 3,741,710 | $211.11M | $56.42 | No quote |
| 5 | WFC | WELLS FARGO & COMPANY COM | 5.37% | Add +29.1% | 5,350,596 | $197.92M | $36.99 | No quote |
| 6 | BAX | BAXTER INTERNATIONAL INC COM | 5.14% | Add +0.2% | 2,608,989 | $189.52M | $72.64 | No quote |
| 7 | PM | PHILIP MORRIS INTERNATIONAL COM | 5.11% | Reduce -0.1% | 2,033,551 | $188.53M | $92.71 | No quote |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL-A COMCUSIP 084670108 | 5.06% | Add +0.3% | 1,195 | $186.76M | No quote | No quote |
| 9 | COP | CONOCOPHILLIPS COM | 4.87% | Reduce -0.1% | 2,985,909 | $179.45M | $60.10 | No quote |
| 10 | BK | BANK OF NEW YORK MELLON CORP COM | 3.96% | Reduce -0.0% | 5,213,268 | $145.92M | $27.99 | No quote |
| 11 | GOOGL | GOOGLE COM | 3.57% | Add +0.2% | 165,995 | $131.83M | $794.19 | No quote |
| 12 | KOF | COCA COLA FEMSA COM | 3.45% | Reduce -0.6% | 777,693 | $127.36M | $163.77 | No quote |
| 13 | EMR | EMERSON ELECTRIC COMPANY COM | 3.31% | Reduce -1.8% | 2,187,702 | $122.23M | $55.87 | No quote |
| 14 | MMM | 3M CO COM | 3.08% | Add +902.2% | 1,067,870 | $113.53M | $106.31 | No quote |
| 15 | UNP | UNION PACIFIC COM | 2.72% | Reduce -22.5% | 704,166 | $100.28M | $142.41 | No quote |
| 16 | WMT | WAL-MART STORES INC COM | 2.57% | Add +0.5% | 1,265,323 | $94.68M | $74.83 | No quote |
| 17 | JOY | JOY GLOBAL COM | 2.12% | Add +119.2% | 1,316,205 | $78.34M | No quote | No quote |
| 18 | TMK | TORCHMARK CORP COM | 1.64% | Add +0.1% | 1,013,944 | $60.63M | No quote | No quote |
| 19 | UNF | UNIFIRST CORP COM | 1.61% | Reduce -14.0% | 656,641 | $59.43M | $90.50 | No quote |
| 20 | MA | MASTERCARD INC. COM | 1.59% | Add +0.3% | 108,584 | $58.76M | $541.13 | No quote |
| 21 | CMCSK | COMCAST CORP SPECIAL CLASS A COM | 1.54% | Add +0.3% | 1,438,383 | $56.97M | No quote | No quote |
| 22 | PSX | PHILLIPS 66 COM | 1.54% | Reduce -1.1% | 810,263 | $56.69M | $69.97 | No quote |
| 23 | SYY | SYSCO CORP COM | 1.40% | - | 1,471,283 | $51.75M | $35.17 | No quote |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-B COMCUSIP 084670702 | 1.18% | Add +0.2% | 417,789 | $43.53M | No quote | No quote |
| 25 | DEO | DIAGEO PLC- SPONSORED ADR ADR | 1.17% | Reduce -12.9% | 342,837 | $43.14M | $125.84 | No quote |
| 26 | BRO | BROWN AND BROWN INC. COM | 1.15% | Reduce -0.4% | 1,324,469 | $42.44M | $32.04 | No quote |
| 27 | UN | UNILEVER (UN) ADR | 1.10% | Reduce -0.4% | 986,887 | $40.46M | No quote | No quote |
| 28 | ANAT | AMERICAN NATIONAL INSURANCE CO COM | 1.01% | Reduce -1.8% | 430,293 | $37.38M | No quote | No quote |
| 29 | LUK | LEUCADIA NATIONAL CORP COM | 0.75% | Add +44.7% | 1,007,168 | $27.63M | No quote | No quote |
| 30 | ITW | ILLINOIS TOOL WORKS COM | 0.58% | - | 353,253 | $21.53M | $60.94 | No quote |
| 31 | NVS | NOVARTIS AG ADR ADR | 0.58% | Add +0.2% | 301,934 | $21.51M | $71.24 | No quote |
| 32 | CNQ | CANADIAN NATURAL RESOURCES COM | 0.58% | - | 667,600 | $21.4M | $32.06 | No quote |
| 33 | LMT | LOCKHEED MARTIN CORP COM COM | 0.55% | - | 210,922 | $20.36M | $96.52 | No quote |
| 34 | TTE | TOTAL SA - SPON ADR ADR | 0.54% | Add +0.2% | 417,056 | $20.01M | $47.98 | No quote |
| 35 | AXP | AMERICAN EXPRESS COMPANY COM | 0.54% | Reduce -0.2% | 296,245 | $19.99M | $67.46 | No quote |
| 36 | NWLI | NATIONAL WESTERN LIFE INS CO COM | 0.51% | Reduce -0.3% | 106,999 | $18.83M | No quote | No quote |
| 37 | NSC | NORFOLK SOUTHERN CORP COM | 0.50% | Reduce -2.0% | 239,679 | $18.47M | $77.08 | No quote |
| 38 | USB | US BANCORP COM | 0.50% | - | 539,800 | $18.32M | $33.93 | No quote |
| 39 | UL | UNILEVER ( ul ) ADR | 0.33% | - | 292,095 | $12.34M | $42.24 | No quote |
| 40 | HINKY | HEINEKEN NV ADR ADR | 0.26% | Reduce -1.0% | 255,707 | $9.65M | No quote | No quote |
| 41 | ADP | AUTOMATIC DATA PROCESSING COM | 0.25% | - | 141,914 | $9.23M | $65.03 | No quote |
| 42 | HSBC | HSBC HOLDINGS PLC SPONSOR ADR' ADR | 0.24% | - | 167,921 | $8.96M | $53.34 | No quote |
| 43 | AKZOY | AKZO NOBEL NV SPONSORED ADR ADR | 0.24% | - | 415,863 | $8.82M | No quote | No quote |
| 44 | GSK | GLAXO SMITHKLINE PLC, ADR ADR | 0.19% | - | 151,264 | $7.1M | $46.91 | No quote |
| 45 | RHHBY | ROCHE HOLDINGS ADR ADR | 0.10% | - | 60,274 | $3.53M | No quote | No quote |
| 46 | RDSA | ROYAL DUTCH SHELL PLC-A SHARES ADR | 0.09% | New | 53,158 | $3.46M | No quote | No quote |
| 47 | AJG | ARTHUR J GALLAGHER COM | 0.07% | - | 63,723 | $2.63M | $41.30 | No quote |
| 48 | ACMTA | ACMAT CORP CLASS A COM | 0.03% | - | 46,682 | $980K | No quote | No quote |
| 49 | FHI | FEDERATED INVESTORS INC (PA.) COM | 0.02% | Reduce -61.8% | 29,406 | $696K | No quote | No quote |
| 50 | SHEN | SHENANDOAH TELECOMMUNICATIONS COM | 0.02% | - | 39,840 | $607K | $15.24 | No quote |
| 51 | HNZ | HEINZ H J CO COM | 0.01% | - | 5,926 | $428K | No quote | No quote |
| 52 | CAJPY | CANON INC SPONSORED ADR ADR | 0.01% | - | 8,230 | $302K | No quote | No quote |
| 53 | FSCI | FISHER COMMUNICATIONS INC COM | 0.01% | New | 5,824 | $229K | No quote | No quote |
| 54 | XOM | EXXON MOBIL CORPORATION COM | 0.01% | - | 2,534 | $228K | $89.98 | No quote |
| 55 | - | TRUMANSBURG HOME TEL CO COMCUSIP 897991105 | 0.00% | - | 15,100 | $151K | No quote | No quote |
| 58 | VOD | VODAFONE GROUP-SP ADR ADR | - | Sold | 0 | $0 | No quote | No quote |
| 57 | JEF | JEFFERIES GROUP INC. NEW COM | - | Sold | 0 | $0 | No quote | No quote |
| 56 | HSIC | HENRY SCHEIN INC COM | - | Sold | 0 | $0 | No quote | No quote |