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 37 of 49 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON | 11.01% | Reduce -2.1% | 4,055,962 | $408.03M | $100.60 | No quote |
| 2 | CSCO | CISCO SYSTEMS INC | 7.67% | Reduce -3.1% | 10,323,281 | $284.15M | $27.52 | No quote |
| 3 | WFC | WELLS FARGO & CO | 7.49% | Reduce -1.1% | 5,103,177 | $277.61M | $54.40 | No quote |
| 4 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 6.90% | Reduce -0.2% | 1,175 | $255.56M | No quote | No quote |
| 5 | DVN | DEVON ENERGY CORP | 6.78% | Reduce -0.4% | 4,163,199 | $251.08M | $60.31 | No quote |
| 6 | HAL | HALLIBURTON CO | 6.34% | Add +0.0% | 5,351,483 | $234.82M | $43.88 | No quote |
| 7 | COP | CONOCOPHILLIPS | 4.77% | Add +0.2% | 2,838,563 | $176.73M | $62.26 | No quote |
| 8 | BAX | BAXTER INTERNATIONAL INC | 4.74% | Reduce -0.3% | 2,564,814 | $175.69M | $68.50 | No quote |
| 9 | MMM | 3M CO | 4.64% | Reduce -0.4% | 1,042,036 | $171.88M | $164.95 | No quote |
| 10 | BK | BANK OF NEW YORK MELLON CORP | 4.45% | Reduce -0.6% | 4,095,096 | $164.79M | $40.24 | No quote |
| 11 | PM | PHILIP MORRIS INTERNATIONAL | 3.77% | Reduce -0.1% | 1,853,450 | $139.62M | $75.33 | No quote |
| 12 | EMR | EMERSON ELECTRIC CO | 3.17% | Reduce -1.2% | 2,073,720 | $117.41M | $56.62 | No quote |
| 13 | WMT | WALMART STORES INC | 2.17% | Reduce -1.3% | 976,725 | $80.34M | $82.25 | No quote |
| 14 | TMK | TORCHMARK CORP | 2.12% | Reduce -2.5% | 1,432,554 | $78.68M | No quote | No quote |
| 15 | GOOGL | GOOGLE INC CLASS A | 2.10% | Reduce -0.3% | 140,140 | $77.74M | $554.70 | No quote |
| 16 | GOOG | GOOGLE INC CLASS C | 2.07% | Reduce -0.3% | 140,140 | $76.8M | $548.00 | No quote |
| 17 | CMCSK | COMCAST CORPORATION | 1.88% | Reduce -0.4% | 1,241,817 | $69.62M | No quote | No quote |
| 18 | VZ | VERIZON COMMUNICATIONS | 1.76% | Reduce -4.3% | 1,340,974 | $65.21M | $48.63 | No quote |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670702 | 1.52% | Reduce -1.2% | 391,026 | $56.43M | No quote | No quote |
| 20 | UNP | UNION PACIFIC CORP | 1.37% | Reduce -0.6% | 467,238 | $50.61M | $108.31 | No quote |
| 21 | KOF | COCA COLA FEMSA | 1.12% | Reduce -0.1% | 520,112 | $41.54M | $79.86 | No quote |
| 22 | UN | UNILEVER N V - ADR | 1.03% | Reduce -0.8% | 918,150 | $38.34M | No quote | No quote |
| 23 | ANAT | AMERICAN NATIONAL INSURANCE CO | 1.01% | Reduce -0.8% | 380,345 | $37.42M | No quote | No quote |
| 24 | DEO | DIAGEO P L C - ADR | 0.98% | Reduce -0.6% | 327,084 | $36.17M | $110.57 | No quote |
| 25 | ITW | ILLINOIS TOOL WORKS | 0.92% | - | 352,727 | $34.26M | $97.14 | No quote |
| 26 | PSX | PHILLIPS 66 | 0.85% | Reduce -0.4% | 398,830 | $31.35M | $78.60 | No quote |
| 27 | LMT | LOCKHEED MARTIN CORP COM | 0.82% | Reduce -3.9% | 149,917 | $30.43M | $202.96 | No quote |
| 28 | MA | MASTERCARD INC - CLASS A | 0.70% | Reduce -0.7% | 300,390 | $25.95M | $86.39 | No quote |
| 29 | NVS | NOVARTIS A G - ADR | 0.69% | Reduce -2.2% | 260,217 | $25.66M | $98.61 | No quote |
| 30 | NWLI | NATIONAL WESTERN LIFE INS CO | 0.65% | Reduce -0.7% | 95,200 | $24.21M | No quote | No quote |
| 31 | USB | US BANCORP | 0.64% | - | 539,800 | $23.57M | $43.67 | No quote |
| 32 | UNF | UNIFIRST CORP | 0.61% | Reduce -1.9% | 191,593 | $22.55M | $117.69 | No quote |
| 33 | AXP | AMERICAN EXPRESS CO | 0.57% | Reduce -1.4% | 268,205 | $20.95M | $78.12 | No quote |
| 34 | TTE | TOTAL SA - ADR | 0.50% | Reduce -2.3% | 376,195 | $18.68M | $49.66 | No quote |
| 35 | NOV | NATIONAL OILWELL VARCO | 0.50% | Reduce -0.3% | 369,643 | $18.48M | $49.99 | No quote |
| 36 | AGCO | AGCO CORP. | 0.37% | Reduce -1.3% | 288,871 | $13.76M | $47.64 | No quote |
| 37 | LUK | LEUCADIA NATIONAL CORP | 0.36% | Reduce -0.8% | 590,492 | $13.16M | No quote | No quote |
| 38 | UL | UNILEVER PLC - ADR | 0.32% | Reduce -0.4% | 284,937 | $11.89M | $41.71 | No quote |
| 39 | HSBC | HSBC HOLDINGS PLC - ADR | 0.19% | Reduce -1.9% | 164,382 | $7M | $42.59 | No quote |
| 40 | GSK | GLAXO SMITHKLINE PLC ADR | 0.16% | Reduce -2.2% | 131,346 | $6.06M | $46.15 | No quote |
| 41 | CNQ | CANADIAN NATURAL RESOURCES | 0.10% | - | 125,000 | $3.83M | $30.65 | No quote |
| 42 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS A | 0.08% | Reduce -3.7% | 51,232 | $3.06M | No quote | No quote |
| 43 | DNOW | NOW INC/DE | 0.05% | Reduce -0.3% | 85,804 | $1.86M | $21.64 | No quote |
| 44 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.03% | - | 39,840 | $1.24M | $31.15 | No quote |
| 45 | BRO | BROWN & BROWN INC | 0.01% | - | 13,925 | $461K | $33.11 | No quote |
| 46 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $236K | No quote | No quote |
| 47 | XOM | EXXON MOBIL CORPORATION | 0.01% | - | 2,364 | $201K | $85.03 | No quote |
| 49 | JOY | JOY GLOBAL INC | - | Sold | 0 | $0 | No quote | No quote |
| 48 | FHI | FEDERATED INVESTORS INC (PA.) | - | Sold | 0 | $0 | No quote | No quote |