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 35 of 49 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON | 9.17% | Reduce -0.4% | 4,305,931 | $394.38M | $91.59 | No quote |
| 2 | BSBR | BANCO SANTANDER ADR | 6.98% | Add +1.5% | 49,203,606 | $300.14M | No quote | No quote |
| 3 | HAL | HALLIBURTON CO | 6.52% | Reduce -0.1% | 5,524,307 | $280.36M | $50.75 | No quote |
| 4 | DVN | DEVON ENERGY | 6.09% | Add +0.1% | 4,235,655 | $262.06M | $61.87 | No quote |
| 5 | CSCO | CISCO SYSTEMS INC | 5.77% | Add +0.4% | 11,073,179 | $248.37M | $22.43 | No quote |
| 6 | WFC | WELLS FARGO & COMPANY | 5.60% | Reduce -0.2% | 5,310,930 | $241.12M | $45.40 | No quote |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL-ACUSIP 084670108 | 4.89% | - | 1,184 | $210.63M | No quote | No quote |
| 8 | COP | CONOCOPHILLIPS | 4.88% | Reduce -0.1% | 2,969,570 | $209.8M | $70.65 | No quote |
| 9 | JOY | JOY GLOBAL | 4.56% | Reduce -0.0% | 3,356,084 | $196.3M | No quote | No quote |
| 10 | BAX | BAXTER INTERNATIONAL INC | 4.21% | Reduce -0.1% | 2,601,953 | $180.97M | $69.55 | No quote |
| 11 | PM | PHILIP MORRIS INTERNATIONAL | 3.88% | Add +0.3% | 1,916,621 | $167M | $87.13 | No quote |
| 12 | GOOGL | 3.69% | Reduce -14.6% | 141,557 | $158.64M | $1120.71 | No quote | |
| 13 | EMR | EMERSON ELECTRIC COMPANY | 3.56% | Reduce -0.1% | 2,183,807 | $153.26M | $70.18 | No quote |
| 14 | MMM | 3M CO | 3.47% | Reduce -0.1% | 1,063,769 | $149.19M | $140.25 | No quote |
| 15 | BK | BANK OF NEW YORK MELLON CORP | 3.43% | Reduce -8.1% | 4,226,245 | $147.67M | $34.94 | No quote |
| 16 | WMT | WAL-MART STORES INC | 2.31% | Reduce -0.1% | 1,263,205 | $99.4M | $78.69 | No quote |
| 17 | TMK | TORCHMARK CORP | 1.79% | Reduce -0.2% | 984,326 | $76.93M | No quote | No quote |
| 18 | KOF | COCA COLA FEMSA | 1.71% | Reduce -0.0% | 602,961 | $73.42M | $121.77 | No quote |
| 19 | CMCSK | COMCAST CORP SPECIAL CLASS A | 1.60% | Reduce -0.1% | 1,377,141 | $68.69M | No quote | No quote |
| 20 | UNP | UNION PACIFIC | 1.55% | Reduce -43.3% | 396,646 | $66.64M | $168.00 | No quote |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-BCUSIP 084670702 | 1.14% | Reduce -0.3% | 412,914 | $48.96M | No quote | No quote |
| 22 | ANAT | AMERICAN NATIONAL INSURANCE CO | 1.07% | Reduce -0.1% | 401,408 | $45.98M | No quote | No quote |
| 23 | DEO | DIAGEO PLC- SPONSORED ADR | 1.04% | Reduce -0.5% | 338,379 | $44.81M | $132.42 | No quote |
| 24 | SYY | SYSCO CORP | 0.96% | Reduce -9.6% | 1,148,908 | $41.48M | $36.10 | No quote |
| 25 | UN | UNILEVER (UN) | 0.92% | Reduce -0.2% | 982,275 | $39.52M | No quote | No quote |
| 26 | MA | MASTERCARD INC. | 0.83% | Reduce -10.3% | 42,563 | $35.56M | $835.47 | No quote |
| 27 | UNF | UNIFIRST CORP | 0.82% | Reduce -4.7% | 328,028 | $35.1M | $107.00 | No quote |
| 28 | PSX | PHILLIPS 66 | 0.74% | Reduce -2.8% | 411,946 | $31.77M | $77.13 | No quote |
| 29 | LMT | LOCKHEED MARTIN CORP COM | 0.73% | - | 210,922 | $31.36M | $148.66 | No quote |
| 30 | ITW | ILLINOIS TOOL WORKS | 0.69% | - | 353,253 | $29.7M | $84.08 | No quote |
| 31 | AXP | AMERICAN EXPRESS COMPANY | 0.61% | Reduce -0.7% | 291,078 | $26.41M | $90.73 | No quote |
| 32 | NOV | NATIONAL OILWELL VARCO | 0.61% | - | 331,370 | $26.35M | $79.53 | No quote |
| 33 | TTE | TOTAL SA - SPON ADR | 0.58% | Reduce -0.5% | 405,473 | $24.84M | $61.27 | No quote |
| 34 | NVS | NOVARTIS AG ADR | 0.55% | Reduce -1.0% | 292,340 | $23.5M | $80.38 | No quote |
| 35 | CNQ | CANADIAN NATURAL RESOURCES | 0.53% | - | 670,700 | $22.69M | $33.83 | No quote |
| 36 | NWLI | NATIONAL WESTERN LIFE INS CO | 0.52% | Reduce -0.2% | 100,312 | $22.43M | No quote | No quote |
| 37 | USB | US BANCORP | 0.51% | - | 539,800 | $21.81M | $40.40 | No quote |
| 38 | LUK | LEUCADIA NATIONAL CORP | 0.41% | Reduce -34.0% | 629,101 | $17.83M | No quote | No quote |
| 39 | UL | UNILEVER ( ul ) | 0.28% | - | 289,817 | $11.94M | $41.20 | No quote |
| 40 | ADP | AUTOMATIC DATA PROCESSING | 0.27% | - | 141,914 | $11.47M | $80.80 | No quote |
| 41 | HSBC | HSBC HOLDINGS PLC SPONSOR ADR' | 0.23% | Add +5.3% | 176,684 | $9.74M | $55.13 | No quote |
| 42 | GSK | GLAXO SMITHKLINE PLC, ADR | 0.19% | Reduce -0.6% | 150,184 | $8.02M | $53.39 | No quote |
| 43 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS A | 0.09% | Reduce -1.0% | 53,201 | $3.79M | No quote | No quote |
| 44 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.02% | - | 39,840 | $1.02M | $25.68 | No quote |
| 45 | FHI | FEDERATED INVESTORS INC (PA.) | 0.02% | - | 29,406 | $847K | No quote | No quote |
| 46 | BRO | BROWN AND BROWN INC. | 0.01% | - | 13,925 | $437K | $31.38 | No quote |
| 47 | CAJPY | CANON INC SPONSORED ADR | 0.01% | - | 8,230 | $263K | No quote | No quote |
| 48 | XOM | EXXON MOBIL CORPORATION | 0.01% | - | 2,534 | $256K | $101.03 | No quote |
| 49 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $230K | No quote | No quote |