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 50 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON | 10.22% | Reduce -0.8% | 4,163,934 | $443.83M | $106.59 | No quote |
| 2 | HAL | HALLIBURTON CO | 7.92% | Reduce -0.6% | 5,331,690 | $343.95M | $64.51 | No quote |
| 3 | DVN | DEVON ENERGY | 6.58% | Reduce -0.4% | 4,193,253 | $285.9M | $68.18 | No quote |
| 4 | WFC | WELLS FARGO & COMPANY | 6.21% | Reduce -1.5% | 5,198,582 | $269.65M | $51.87 | No quote |
| 5 | CSCO | CISCO SYSTEMS INC | 6.19% | Reduce -2.0% | 10,679,762 | $268.81M | $25.17 | No quote |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL-ACUSIP 084670108 | 5.61% | - | 1,179 | $243.94M | No quote | No quote |
| 7 | BSBR | BANCO SANTANDER ADR | 5.39% | Reduce -41.6% | 35,814,778 | $234.23M | No quote | No quote |
| 8 | COP | CONOCOPHILLIPS | 5.01% | Reduce -4.0% | 2,842,190 | $217.48M | $76.52 | No quote |
| 9 | BAX | BAXTER INTERNATIONAL INC | 4.26% | Reduce -0.4% | 2,581,277 | $185.26M | $71.77 | No quote |
| 10 | JOY | JOY GLOBAL | 4.12% | Reduce -0.1% | 3,283,746 | $179.1M | No quote | No quote |
| 11 | BK | BANK OF NEW YORK MELLON CORP | 3.70% | Reduce -0.7% | 4,154,803 | $160.92M | $38.73 | No quote |
| 12 | PM | PHILIP MORRIS INTERNATIONAL | 3.56% | Reduce -2.1% | 1,854,479 | $154.66M | $83.40 | No quote |
| 13 | MMM | 3M CO | 3.44% | Reduce -0.2% | 1,055,227 | $149.51M | $141.68 | No quote |
| 14 | EMR | EMERSON ELECTRIC COMPANY | 3.04% | Reduce -2.0% | 2,107,538 | $131.89M | $62.58 | No quote |
| 15 | GOOGL | GOOGLE CLASS A SHARES | 1.91% | Reduce -0.2% | 140,837 | $82.87M | $588.41 | No quote |
| 16 | GOOG | GOOGLE CLASS C SHARES | 1.87% | Reduce -0.2% | 140,837 | $81.31M | $577.36 | No quote |
| 17 | TMK | TORCHMARK CORP | 1.77% | Add +49.8% | 1,471,828 | $77.08M | No quote | No quote |
| 18 | WMT | WAL-MART STORES INC | 1.75% | Reduce -8.8% | 991,542 | $75.82M | $76.47 | No quote |
| 19 | CMCSK | COMCAST CORP SPECIAL CLASS A | 1.54% | Reduce -1.1% | 1,250,138 | $66.88M | No quote | No quote |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-BCUSIP 084670702 | 1.28% | Reduce -1.5% | 402,538 | $55.61M | No quote | No quote |
| 21 | KOF | COCA COLA FEMSA | 1.21% | - | 522,877 | $52.66M | $100.72 | No quote |
| 22 | UNP | UNION PACIFIC | 1.18% | Reduce -0.6% | 473,822 | $51.37M | $108.42 | No quote |
| 23 | VZ | VERIZON COMMUNICATIONS | 1.17% | New | 1,017,613 | $50.87M | $49.99 | No quote |
| 24 | ANAT | AMERICAN NATIONAL INSURANCE CO | 1.00% | Reduce -1.5% | 385,771 | $43.36M | No quote | No quote |
| 25 | DEO | DIAGEO PLC- SPONSORED ADR | 0.89% | Reduce -0.5% | 336,281 | $38.81M | $115.40 | No quote |
| 26 | UN | UNILEVER (UN) | 0.87% | Reduce -2.7% | 951,198 | $37.74M | No quote | No quote |
| 27 | PSX | PHILLIPS 66 | 0.75% | Reduce -0.4% | 402,732 | $32.75M | $81.31 | No quote |
| 28 | ITW | ILLINOIS TOOL WORKS | 0.69% | - | 353,253 | $29.82M | $84.42 | No quote |
| 29 | LMT | LOCKHEED MARTIN CORP COM | 0.66% | Reduce -26.0% | 156,052 | $28.52M | $182.78 | No quote |
| 30 | NOV | NATIONAL OILWELL VARCO | 0.65% | Reduce -0.1% | 371,288 | $28.26M | $76.10 | No quote |
| 31 | NVS | NOVARTIS AG ADR | 0.62% | Reduce -1.7% | 283,983 | $26.73M | $94.13 | No quote |
| 32 | CNQ | CANADIAN NATURAL RESOURCES | 0.60% | - | 670,700 | $26.11M | $38.93 | No quote |
| 33 | TTE | TOTAL SA - SPON ADR | 0.59% | Reduce -0.9% | 396,915 | $25.58M | $64.45 | No quote |
| 34 | AXP | AMERICAN EXPRESS COMPANY | 0.57% | Reduce -2.6% | 282,228 | $24.71M | $87.54 | No quote |
| 35 | NWLI | NATIONAL WESTERN LIFE INS CO | 0.55% | Reduce -1.3% | 96,493 | $23.84M | No quote | No quote |
| 36 | USB | US BANCORP | 0.52% | - | 539,800 | $22.58M | $41.83 | No quote |
| 37 | MA | MASTERCARD INC. | 0.52% | Reduce -16.8% | 304,305 | $22.49M | $73.92 | No quote |
| 38 | UNF | UNIFIRST CORP | 0.44% | Reduce -0.6% | 196,150 | $18.95M | $96.59 | No quote |
| 39 | LUK | LEUCADIA NATIONAL CORP | 0.33% | Reduce -0.1% | 595,421 | $14.2M | No quote | No quote |
| 40 | UL | UNILEVER ( ul ) | 0.28% | Reduce -0.3% | 288,957 | $12.11M | $41.90 | No quote |
| 41 | HSBC | HSBC HOLDINGS PLC SPONSOR ADR' | 0.20% | Add +0.4% | 171,995 | $8.75M | $50.88 | No quote |
| 42 | GSK | GLAXO SMITHKLINE PLC ADR | 0.15% | Reduce -1.3% | 140,278 | $6.45M | $45.97 | No quote |
| 43 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS A | 0.09% | Reduce -0.5% | 53,404 | $4.07M | No quote | No quote |
| 44 | DNOW | NOW INC/DE | 0.06% | Reduce -0.1% | 86,183 | $2.62M | $30.41 | No quote |
| 45 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.02% | - | 39,840 | $988K | $24.80 | No quote |
| 46 | FHI | FEDERATED INVESTORS INC (PA.) | 0.02% | - | 25,906 | $761K | No quote | No quote |
| 47 | BRO | BROWN AND BROWN INC. | 0.01% | - | 13,925 | $448K | $32.17 | No quote |
| 48 | XOM | EXXON MOBIL CORPORATION | 0.01% | - | 2,364 | $222K | $93.91 | No quote |
| 49 | CTWS | CONNECTICUT WATER SERVICE INC | 0.00% | - | 6,483 | $211K | No quote | No quote |
| 50 | SYY | SYSCO CORP | - | Sold | 0 | $0 | No quote | No quote |