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 38 of 51 rows. Rows without a quote are marked unavailable.
| 1 | CSCO | CISCO SYSTEMS INC | 10.73% | Add +45.0% | 13,686,896 | $389.67M | $28.47 | No quote |
| 2 | JNJ | JOHNSON & JOHNSON | 10.08% | Reduce -8.4% | 3,383,445 | $366.09M | $108.20 | No quote |
| 3 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 6.88% | - | 1,170 | $249.74M | No quote | No quote |
| 4 | WFC | WELLS FARGO & CO | 6.17% | Reduce -0.8% | 4,630,560 | $223.93M | $48.36 | No quote |
| 5 | BK | BANK OF NEW YORK MELLON CORP | 5.19% | Add +40.8% | 5,114,085 | $188.35M | $36.83 | No quote |
| 6 | HAL | HALLIBURTON CO | 5.03% | Reduce -4.0% | 5,117,260 | $182.79M | $35.72 | No quote |
| 7 | PM | PHILIP MORRIS INTERNATIONAL | 4.86% | Reduce -0.7% | 1,797,894 | $176.39M | $98.11 | No quote |
| 8 | MMM | 3M CO | 4.71% | Reduce -1.1% | 1,025,992 | $170.96M | $166.63 | No quote |
| 9 | COP | CONOCOPHILLIPS | 3.00% | Reduce -0.6% | 2,702,213 | $108.82M | $40.27 | No quote |
| 10 | GOOGL | ALPHABET INC-CL A | 2.93% | Reduce -0.1% | 139,660 | $106.55M | $762.90 | No quote |
| 11 | GOOG | ALPHABET INC-CL C | 2.87% | Reduce -0.1% | 139,971 | $104.27M | $744.95 | No quote |
| 12 | DVN | DEVON ENERGY CORP | 2.87% | Reduce -0.1% | 3,792,014 | $104.05M | $27.44 | No quote |
| 13 | BAX | BAXTER INTERNATIONAL INC | 2.82% | Reduce -0.1% | 2,492,683 | $102.4M | $41.08 | No quote |
| 14 | EMR | EMERSON ELECTRIC CO | 2.77% | Reduce -3.6% | 1,849,788 | $100.59M | $54.38 | No quote |
| 15 | BXLT | BAXALTA INC | 2.77% | Reduce -0.4% | 2,487,878 | $100.51M | No quote | No quote |
| 16 | VZ | VERIZON COMMUNICATIONS | 2.41% | Reduce -1.6% | 1,620,690 | $87.65M | $54.08 | No quote |
| 17 | MRC | MRC GLOBAL INC | 2.07% | Reduce -0.2% | 5,731,567 | $75.31M | No quote | No quote |
| 18 | CMCSA | COMCAST CORPORATION CLASS A | 1.84% | Reduce -0.4% | 1,094,238 | $66.84M | $61.08 | No quote |
| 19 | WMT | WALMART STORES INC | 1.83% | Reduce -0.3% | 969,396 | $66.39M | $68.49 | No quote |
| 20 | IBM | INT'L BUSINESS MACHINE CORP. | 1.71% | Add +22.0% | 409,100 | $61.96M | $151.45 | No quote |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670702 | 1.50% | Reduce -0.6% | 383,428 | $54.4M | No quote | No quote |
| 22 | KOF | COCA COLA FEMSA | 1.19% | - | 520,112 | $43.2M | $83.05 | No quote |
| 23 | UN | UNILEVER N V YORK SHS ADR | 1.10% | Reduce -1.0% | 894,496 | $39.97M | No quote | No quote |
| 24 | AGCO | AGCO CORP. | 1.05% | Add +48.1% | 769,621 | $38.25M | $49.70 | No quote |
| 25 | UNP | UNION PACIFIC CORP | 1.01% | Reduce -0.4% | 461,413 | $36.71M | $79.55 | No quote |
| 26 | ITW | ILLINOIS TOOL WORKS | 0.99% | - | 352,254 | $36.09M | $102.44 | No quote |
| 27 | DEO | DIAGEO PLC-SPONSORED ADR REPST | 0.96% | Reduce -0.6% | 321,837 | $34.72M | $107.87 | No quote |
| 28 | PSX | PHILLIPS 66 | 0.94% | Reduce -0.2% | 395,929 | $34.28M | $86.59 | No quote |
| 29 | LMT | LOCKHEED MARTIN CORP COM | 0.91% | - | 149,917 | $33.21M | $221.50 | No quote |
| 30 | AVT | AVNET | 0.82% | New | 671,193 | $29.73M | $44.30 | No quote |
| 31 | MA | MASTERCARD INC - CLASS A | 0.70% | Reduce -0.9% | 269,240 | $25.44M | $94.50 | No quote |
| 32 | USB | US BANCORP | 0.60% | - | 539,800 | $21.91M | $40.59 | No quote |
| 33 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.57% | Reduce -0.7% | 89,673 | $20.68M | No quote | No quote |
| 34 | UNF | UNIFIRST CORP | 0.57% | Reduce -0.5% | 188,241 | $20.54M | $109.12 | No quote |
| 35 | GE | GENERAL ELECTRIC CO | 0.55% | - | 632,513 | $20.11M | $31.79 | No quote |
| 36 | NVS | NOVARTIS AG AMERICAN DEPOSITAR | 0.47% | Reduce -1.9% | 237,664 | $17.22M | $72.44 | No quote |
| 37 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.46% | Reduce -59.2% | 145,033 | $16.75M | No quote | No quote |
| 38 | TTE | TOTAL S A 1 ADR REPRESENTING 1 | 0.46% | Reduce -1.6% | 367,544 | $16.69M | $45.42 | No quote |
| 39 | AXP | AMERICAN EXPRESS CO | 0.44% | Reduce -1.4% | 260,310 | $15.98M | $61.40 | No quote |
| 40 | UL | UNILEVER PLC SPONSORED ADR | 0.35% | - | 284,532 | $12.86M | $45.18 | No quote |
| 41 | TMK | TORCHMARK CORP | 0.29% | Reduce -23.3% | 191,886 | $10.39M | No quote | No quote |
| 42 | HSBC | HSBC HOLDINGS PLC SPONSORED AD | 0.15% | Reduce -1.3% | 172,786 | $5.38M | $31.12 | No quote |
| 43 | GSK | GLAXO SMITHKLINE PLC ADR | 0.13% | Reduce -12.8% | 116,070 | $4.71M | $40.55 | No quote |
| 44 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS A | 0.07% | Reduce -2.3% | 54,122 | $2.62M | No quote | No quote |
| 45 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.06% | Add +100.0% | 79,680 | $2.13M | $26.74 | No quote |
| 46 | NOV | NATIONAL OILWELL VARCO | 0.05% | - | 54,299 | $1.69M | $31.11 | No quote |
| 47 | LUK | LEUCADIA NATIONAL CORP | 0.04% | Reduce -3.7% | 82,710 | $1.34M | No quote | No quote |
| 48 | DNOW | NOW INC/DE | 0.03% | Reduce -15.9% | 71,428 | $1.27M | $17.72 | No quote |
| 49 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $292K | No quote | No quote |
| 50 | CKX | CKX LANDS INC | 0.00% | New | 10,600 | $111K | No quote | No quote |
| 51 | BRO | BROWN & BROWN INC | - | Sold | 0 | $0 | No quote | No quote |