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 38 of 52 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON | 11.14% | Reduce -4.2% | 3,693,349 | $379.38M | $102.72 | No quote |
| 2 | CSCO | CISCO SYSTEMS INC | 7.53% | Reduce -3.9% | 9,442,455 | $256.41M | $27.16 | No quote |
| 3 | WFC | WELLS FARGO & CO | 7.45% | Reduce -7.2% | 4,665,575 | $253.62M | $54.36 | No quote |
| 4 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 6.80% | Reduce -0.1% | 1,170 | $231.43M | No quote | No quote |
| 5 | HAL | HALLIBURTON CO | 5.33% | Add +0.7% | 5,332,363 | $181.51M | $34.04 | No quote |
| 6 | PM | PHILIP MORRIS INTERNATIONAL | 4.68% | Reduce -1.5% | 1,811,350 | $159.24M | $87.91 | No quote |
| 7 | MMM | 3M CO | 4.59% | Reduce -0.2% | 1,037,152 | $156.24M | $150.64 | No quote |
| 8 | BK | BANK OF NEW YORK MELLON CORP | 4.40% | Reduce -10.7% | 3,632,335 | $149.73M | $41.22 | No quote |
| 9 | COP | CONOCOPHILLIPS | 3.73% | Reduce -0.3% | 2,718,970 | $126.95M | $46.69 | No quote |
| 10 | DVN | DEVON ENERGY CORP | 3.57% | Reduce -5.6% | 3,794,109 | $121.41M | $32.00 | No quote |
| 11 | GOOGL | ALPHABET INC-CL A | 3.19% | New | 139,745 | $108.72M | $778.01 | No quote |
| 12 | GOOG | ALPHABET INC-CL C | 3.12% | New | 140,056 | $106.29M | $758.88 | No quote |
| 13 | BXLT | BAXALTA INC | 2.86% | Reduce -0.1% | 2,496,867 | $97.45M | No quote | No quote |
| 14 | BAX | BAXTER INTERNATIONAL INC | 2.80% | Reduce -0.1% | 2,495,682 | $95.21M | $38.15 | No quote |
| 15 | EMR | EMERSON ELECTRIC CO | 2.70% | Add +6.8% | 1,919,509 | $91.81M | $47.83 | No quote |
| 16 | VZ | VERIZON COMMUNICATIONS | 2.24% | Reduce -0.3% | 1,647,870 | $76.17M | $46.22 | No quote |
| 17 | MRC | MRC GLOBAL INC | 2.18% | Add +16.3% | 5,744,935 | $74.11M | No quote | No quote |
| 18 | CMCSA | COMCAST CORPORATION CLASS A | 1.82% | New | 1,098,785 | $62M | $56.43 | No quote |
| 19 | WMT | WALMART STORES INC | 1.75% | Reduce -0.2% | 971,888 | $59.58M | $61.30 | No quote |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670702 | 1.50% | Reduce -0.3% | 385,799 | $50.94M | No quote | No quote |
| 21 | IBM | INT'L BUSINESS MACHINE CORP. | 1.36% | Add +6.4% | 335,410 | $46.16M | $137.62 | No quote |
| 22 | UN | UNILEVER N V YORK SHS ADR | 1.15% | Reduce -0.4% | 903,762 | $39.15M | No quote | No quote |
| 23 | KOF | COCA COLA FEMSA | 1.08% | - | 520,112 | $36.83M | $70.81 | No quote |
| 24 | ANAT | AMERICAN NATIONAL INSURANCE CO | 1.07% | Reduce -0.4% | 355,121 | $36.32M | No quote | No quote |
| 25 | UNP | UNION PACIFIC CORP | 1.06% | Reduce -0.5% | 463,121 | $36.22M | $78.20 | No quote |
| 26 | DEO | DIAGEO PLC-SPONSORED ADR REPST | 1.04% | Reduce -0.1% | 323,772 | $35.31M | $109.07 | No quote |
| 27 | ITW | ILLINOIS TOOL WORKS | 0.96% | Reduce -0.1% | 352,254 | $32.65M | $92.68 | No quote |
| 28 | LMT | LOCKHEED MARTIN CORP COM | 0.96% | - | 149,917 | $32.55M | $217.15 | No quote |
| 29 | PSX | PHILLIPS 66 | 0.95% | Reduce -0.3% | 396,714 | $32.45M | $81.80 | No quote |
| 30 | MA | MASTERCARD INC - CLASS A | 0.78% | Reduce -0.1% | 271,673 | $26.45M | $97.36 | No quote |
| 31 | AGCO | AGCO CORP. | 0.69% | Add +91.6% | 519,679 | $23.59M | $45.39 | No quote |
| 32 | USB | US BANCORP | 0.68% | - | 539,800 | $23.03M | $42.67 | No quote |
| 33 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.67% | Reduce -4.4% | 90,309 | $22.75M | No quote | No quote |
| 34 | NVS | NOVARTIS AG AMERICAN DEPOSITAR | 0.61% | Reduce -2.7% | 242,201 | $20.84M | $86.04 | No quote |
| 35 | UNF | UNIFIRST CORP | 0.58% | Reduce -0.8% | 189,106 | $19.71M | $104.20 | No quote |
| 36 | GE | GENERAL ELECTRIC CO | 0.58% | - | 632,513 | $19.7M | $31.15 | No quote |
| 37 | AXP | AMERICAN EXPRESS CO | 0.54% | Reduce -0.3% | 264,046 | $18.36M | $69.55 | No quote |
| 38 | TTE | TOTAL S A 1 ADR REPRESENTING 1 | 0.49% | Add +0.9% | 373,665 | $16.8M | $44.95 | No quote |
| 39 | TMK | TORCHMARK CORP | 0.42% | Reduce -82.0% | 250,173 | $14.3M | No quote | No quote |
| 40 | UL | UNILEVER PLC SPONSORED ADR | 0.36% | - | 284,532 | $12.27M | $43.12 | No quote |
| 41 | HSBC | HSBC HOLDINGS PLC SPONSORED AD | 0.20% | Add +1.6% | 175,109 | $6.91M | $39.47 | No quote |
| 42 | GSK | GLAXO SMITHKLINE PLC ADR | 0.16% | Reduce -0.3% | 133,124 | $5.37M | $40.35 | No quote |
| 43 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS A | 0.07% | Reduce -0.3% | 55,374 | $2.54M | No quote | No quote |
| 44 | NOV | NATIONAL OILWELL VARCO | 0.05% | - | 54,299 | $1.82M | $33.48 | No quote |
| 45 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.05% | - | 39,840 | $1.72M | $43.05 | No quote |
| 46 | LUK | LEUCADIA NATIONAL CORP | 0.04% | - | 85,865 | $1.49M | No quote | No quote |
| 47 | DNOW | NOW INC/DE | 0.04% | - | 84,948 | $1.34M | $15.82 | No quote |
| 48 | BRO | BROWN & BROWN INC | 0.01% | Reduce -17.7% | 11,105 | $356K | $32.06 | No quote |
| 49 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $246K | No quote | No quote |
| 52 | GOOGL | GOOGLE INC CLASS A | - | Sold | 0 | $0 | No quote | No quote |
| 51 | GOOG | GOOGLE INC CL C | - | Sold | 0 | $0 | No quote | No quote |
| 50 | CMCSK | COMCAST CORPORATION | - | Sold | 0 | $0 | No quote | No quote |