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 52 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON | 10.95% | Reduce -4.9% | 3,216,513 | $390.16M | $121.30 | No quote |
| 2 | CSCO | CISCO SYSTEMS INC | 10.90% | Reduce -1.1% | 13,536,202 | $388.35M | $28.69 | No quote |
| 3 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 7.13% | - | 1,170 | $253.86M | No quote | No quote |
| 4 | WFC | WELLS FARGO & CO | 6.65% | Add +8.1% | 5,006,510 | $236.96M | $47.33 | No quote |
| 5 | HAL | HALLIBURTON CO | 6.50% | Reduce -0.1% | 5,110,577 | $231.46M | $45.29 | No quote |
| 6 | BK | BANK OF NEW YORK MELLON CORP | 5.56% | Reduce -0.2% | 5,102,662 | $198.24M | $38.85 | No quote |
| 7 | MMM | 3M CO | 4.51% | Reduce -10.6% | 917,333 | $160.64M | $175.12 | No quote |
| 8 | PM | PHILIP MORRIS INTERNATIONAL | 4.20% | Reduce -18.1% | 1,471,747 | $149.71M | $101.72 | No quote |
| 9 | DVN | DEVON ENERGY CORP | 3.84% | Reduce -0.4% | 3,776,588 | $136.9M | $36.25 | No quote |
| 10 | COP | CONOCOPHILLIPS | 3.16% | Reduce -4.4% | 2,583,693 | $112.65M | $43.60 | No quote |
| 11 | BAX | BAXTER INTERNATIONAL INC | 3.04% | Reduce -4.0% | 2,393,665 | $108.24M | $45.22 | No quote |
| 12 | GOOGL | ALPHABET INC-CL A | 2.76% | Reduce -0.0% | 139,620 | $98.23M | $703.53 | No quote |
| 13 | GOOG | ALPHABET INC-CL C | 2.72% | Reduce -0.0% | 139,931 | $96.85M | $692.10 | No quote |
| 14 | EMR | EMERSON ELECTRIC CO | 2.68% | Reduce -1.2% | 1,828,394 | $95.37M | $52.16 | No quote |
| 15 | VZ | VERIZON COMMUNICATIONS | 2.59% | Add +2.1% | 1,654,292 | $92.38M | $55.84 | No quote |
| 16 | MRC | MRC GLOBAL INC | 2.28% | Reduce -0.2% | 5,722,341 | $81.31M | No quote | No quote |
| 17 | CMCSA | COMCAST CORPORATION CLASS A | 1.99% | Reduce -0.6% | 1,088,234 | $70.94M | $65.19 | No quote |
| 18 | IBM | INT'L BUSINESS MACHINE CORP. | 1.72% | Reduce -1.5% | 402,985 | $61.17M | $151.78 | No quote |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670702 | 1.54% | Reduce -1.1% | 379,367 | $54.93M | No quote | No quote |
| 20 | KOF | COCA COLA FEMSA | 1.21% | - | 520,112 | $43.15M | $82.96 | No quote |
| 21 | UN | UNILEVER N V YORK SHS ADR | 1.16% | Reduce -1.2% | 883,998 | $41.5M | No quote | No quote |
| 22 | UNP | UNION PACIFIC CORP | 1.12% | Reduce -0.9% | 457,086 | $39.88M | $87.25 | No quote |
| 23 | AGCO | AGCO CORP. | 1.03% | Add +0.9% | 776,392 | $36.59M | $47.13 | No quote |
| 24 | DEO | DIAGEO PLC-SPONSORED ADR REPST | 1.01% | Reduce -0.8% | 319,253 | $36.04M | $112.88 | No quote |
| 25 | PSX | PHILLIPS 66 | 0.88% | Reduce -0.3% | 394,923 | $31.33M | $79.34 | No quote |
| 26 | AVT | AVNET | 0.82% | Add +7.6% | 722,066 | $29.25M | $40.51 | No quote |
| 27 | MA | MASTERCARD INC - CLASS A | 0.66% | Reduce -0.2% | 268,770 | $23.67M | $88.06 | No quote |
| 28 | ITW | ILLINOIS TOOL WORKS | 0.66% | Reduce -35.7% | 226,655 | $23.61M | $104.16 | No quote |
| 29 | WMT | WALMART STORES INC | 0.63% | Reduce -68.1% | 309,149 | $22.57M | $73.02 | No quote |
| 30 | USB | US BANCORP | 0.61% | - | 539,800 | $21.77M | $40.33 | No quote |
| 31 | UNF | UNIFIRST CORP | 0.61% | Reduce -0.6% | 187,151 | $21.66M | $115.72 | No quote |
| 32 | LMT | LOCKHEED MARTIN CORP COM | 0.58% | Reduce -44.2% | 83,600 | $20.75M | $248.17 | No quote |
| 33 | NVS | NOVARTIS AG AMERICAN DEPOSITAR | 0.54% | Reduce -1.6% | 233,783 | $19.29M | $82.51 | No quote |
| 34 | GE | GENERAL ELECTRIC CO | 0.54% | Reduce -3.2% | 612,188 | $19.27M | $31.48 | No quote |
| 35 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.49% | Reduce -0.8% | 88,997 | $17.38M | No quote | No quote |
| 36 | TTE | TOTAL S A 1 ADR REPRESENTING 1 | 0.48% | Reduce -2.3% | 359,016 | $17.27M | $48.10 | No quote |
| 37 | AXP | AMERICAN EXPRESS CO | 0.44% | Reduce -1.3% | 256,836 | $15.61M | $60.76 | No quote |
| 38 | UL | UNILEVER PLC SPONSORED ADR | 0.38% | - | 284,532 | $13.63M | $47.91 | No quote |
| 39 | TMK | TORCHMARK CORP | 0.33% | Reduce -0.7% | 190,529 | $11.78M | No quote | No quote |
| 40 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.30% | Reduce -34.0% | 95,732 | $10.83M | No quote | No quote |
| 41 | SHPG | SHIRE PLC-ADR | 0.22% | New | 42,247 | $7.78M | No quote | No quote |
| 42 | HSBC | HSBC HOLDINGS PLC SPONSORED AD | 0.16% | Add +3.9% | 179,538 | $5.62M | $31.31 | No quote |
| 43 | GSK | GLAXO SMITHKLINE PLC ADR | 0.14% | Add +0.4% | 116,491 | $5.05M | $43.34 | No quote |
| 44 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS A | 0.09% | Add +5.3% | 56,965 | $3.15M | No quote | No quote |
| 45 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.09% | - | 79,680 | $3.11M | $39.06 | No quote |
| 46 | LUK | LEUCADIA NATIONAL CORP | 0.04% | Reduce -1.6% | 81,358 | $1.41M | No quote | No quote |
| 47 | DNOW | NOW INC/DE | 0.03% | Reduce -28.1% | 51,321 | $931K | $18.14 | No quote |
| 48 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $364K | No quote | No quote |
| 49 | XOM | EXXON MOBIL CORPORATION | 0.01% | New | 2,364 | $222K | $93.91 | No quote |
| 50 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $120K | No quote | No quote |
| 52 | NOV | NATIONAL OILWELL VARCO | - | Sold | 0 | $0 | No quote | No quote |
| 51 | BXLT | BAXALTA INC | - | Sold | 0 | $0 | No quote | No quote |