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 49 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON | 9.38% | Reduce -1.7% | 4,196,224 | $439.01M | $104.62 | No quote |
| 2 | BSBR | BANCO SANTANDER ADR | 9.07% | Add +0.1% | 61,370,223 | $424.68M | No quote | No quote |
| 3 | HAL | HALLIBURTON CO | 8.13% | Reduce -2.1% | 5,362,637 | $380.8M | $71.01 | No quote |
| 4 | DVN | DEVON ENERGY | 7.14% | Reduce -0.6% | 4,209,889 | $334.27M | $79.40 | No quote |
| 5 | WFC | WELLS FARGO & COMPANY | 5.92% | Reduce -0.6% | 5,277,152 | $277.37M | $52.56 | No quote |
| 6 | CSCO | CISCO SYSTEMS INC | 5.78% | Reduce -0.5% | 10,898,507 | $270.83M | $24.85 | No quote |
| 7 | COP | CONOCOPHILLIPS | 5.42% | Reduce -0.3% | 2,958,996 | $253.68M | $85.73 | No quote |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL-ACUSIP 084670108 | 4.78% | Reduce -0.4% | 1,179 | $223.89M | No quote | No quote |
| 9 | JOY | JOY GLOBAL | 4.32% | Reduce -1.3% | 3,287,016 | $202.41M | No quote | No quote |
| 10 | BAX | BAXTER INTERNATIONAL INC | 4.00% | Reduce -0.4% | 2,592,155 | $187.41M | $72.30 | No quote |
| 11 | PM | PHILIP MORRIS INTERNATIONAL | 3.41% | Reduce -1.5% | 1,894,411 | $159.72M | $84.31 | No quote |
| 12 | BK | BANK OF NEW YORK MELLON CORP | 3.35% | Reduce -0.8% | 4,182,948 | $156.78M | $37.48 | No quote |
| 13 | MMM | 3M CO | 3.23% | Reduce -0.6% | 1,057,377 | $151.46M | $143.24 | No quote |
| 14 | EMR | EMERSON ELECTRIC COMPANY | 3.05% | Reduce -1.5% | 2,151,263 | $142.76M | $66.36 | No quote |
| 15 | GOOGL | GOOGLE CLASS A SHARES | 1.76% | New | 141,057 | $82.47M | $584.67 | No quote |
| 16 | WMT | WAL-MART STORES INC | 1.74% | Reduce -0.0% | 1,087,150 | $81.61M | $75.07 | No quote |
| 17 | GOOG | GOOGLE CLASS C SHARES | 1.73% | Reduce -0.3% | 141,057 | $81.15M | $575.28 | No quote |
| 18 | TMK | TORCHMARK CORP | 1.72% | Reduce -0.1% | 982,662 | $80.5M | No quote | No quote |
| 19 | CMCSK | COMCAST CORP SPECIAL CLASS A | 1.44% | Reduce -8.1% | 1,263,374 | $67.38M | No quote | No quote |
| 20 | KOF | COCA COLA FEMSA | 1.27% | - | 522,877 | $59.41M | $113.62 | No quote |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-BCUSIP 084670702 | 1.11% | Reduce -1.0% | 408,852 | $51.74M | No quote | No quote |
| 22 | UNP | UNION PACIFIC | 1.02% | Add +97.3% | 476,632 | $47.54M | $99.75 | No quote |
| 23 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.95% | Reduce -1.5% | 391,476 | $44.71M | No quote | No quote |
| 24 | DEO | DIAGEO PLC- SPONSORED ADR | 0.92% | Reduce -0.1% | 337,831 | $43M | $127.27 | No quote |
| 25 | UN | UNILEVER (UN) | 0.91% | Reduce -0.4% | 977,864 | $42.79M | No quote | No quote |
| 26 | LMT | LOCKHEED MARTIN CORP COM | 0.72% | - | 210,922 | $33.9M | $160.73 | No quote |
| 27 | PSX | PHILLIPS 66 | 0.69% | Reduce -0.4% | 404,311 | $32.52M | $80.43 | No quote |
| 28 | ITW | ILLINOIS TOOL WORKS | 0.66% | - | 353,253 | $30.93M | $87.56 | No quote |
| 29 | CNQ | CANADIAN NATURAL RESOURCES | 0.66% | - | 670,700 | $30.87M | $46.03 | No quote |
| 30 | NOV | NATIONAL OILWELL VARCO | 0.65% | Add +7.2% | 371,773 | $30.62M | $82.35 | No quote |
| 31 | TTE | TOTAL SA - SPON ADR | 0.62% | Reduce -0.7% | 400,578 | $28.92M | $72.20 | No quote |
| 32 | AXP | AMERICAN EXPRESS COMPANY | 0.59% | Reduce -0.3% | 289,746 | $27.49M | $94.87 | No quote |
| 33 | MA | MASTERCARD INC. | 0.57% | - | 365,680 | $26.87M | $73.47 | No quote |
| 34 | NVS | NOVARTIS AG ADR | 0.56% | Reduce -0.9% | 288,825 | $26.15M | $90.53 | No quote |
| 35 | NWLI | NATIONAL WESTERN LIFE INS CO | 0.52% | Reduce -2.5% | 97,747 | $24.38M | No quote | No quote |
| 36 | USB | US BANCORP | 0.50% | - | 539,800 | $23.38M | $43.32 | No quote |
| 37 | UNF | UNIFIRST CORP | 0.45% | Reduce -0.9% | 197,385 | $20.92M | $106.00 | No quote |
| 38 | LUK | LEUCADIA NATIONAL CORP | 0.33% | Reduce -0.3% | 595,833 | $15.62M | No quote | No quote |
| 39 | UL | UNILEVER ( ul ) | 0.28% | - | 289,817 | $13.13M | $45.31 | No quote |
| 40 | HSBC | HSBC HOLDINGS PLC SPONSOR ADR' | 0.19% | Add +1.5% | 171,302 | $8.7M | $50.80 | No quote |
| 41 | GSK | GLAXO SMITHKLINE PLC ADR | 0.16% | Reduce -0.3% | 142,118 | $7.6M | $53.48 | No quote |
| 42 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS A | 0.09% | Add +0.9% | 53,667 | $4.42M | No quote | No quote |
| 43 | DNOW | NOW INC/DE | 0.07% | New | 86,262 | $3.12M | $36.22 | No quote |
| 44 | SYY | SYSCO CORP | 0.04% | Reduce -86.8% | 56,045 | $2.1M | $37.45 | No quote |
| 45 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.03% | - | 39,840 | $1.21M | $30.47 | No quote |
| 46 | FHI | FEDERATED INVESTORS INC (PA.) | 0.02% | - | 25,906 | $801K | No quote | No quote |
| 47 | BRO | BROWN AND BROWN INC. | 0.01% | - | 13,925 | $428K | $30.74 | No quote |
| 48 | XOM | EXXON MOBIL CORPORATION | 0.01% | - | 2,364 | $238K | $100.68 | No quote |
| 49 | CTWS | CONNECTICUT WATER SERVICE INC | 0.00% | - | 6,483 | $220K | No quote | No quote |