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 | 12.10% | Reduce -6.4% | 12,674,188 | $402.03M | $31.72 | No quote |
| 2 | JNJ | JOHNSON & JOHNSON | 10.59% | Reduce -7.4% | 2,978,783 | $351.88M | $118.13 | No quote |
| 3 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 7.11% | Reduce -6.7% | 1,092 | $236.11M | No quote | No quote |
| 4 | WFC | WELLS FARGO & CO | 5.86% | Reduce -12.2% | 4,393,961 | $194.57M | $44.28 | No quote |
| 5 | HAL | HALLIBURTON CO | 5.55% | Reduce -19.6% | 4,106,254 | $184.29M | $44.88 | No quote |
| 6 | BK | BANK OF NEW YORK MELLON CORP | 5.43% | Reduce -11.4% | 4,518,942 | $180.22M | $39.88 | No quote |
| 7 | DVN | DEVON ENERGY CORP | 4.48% | Reduce -10.7% | 3,374,439 | $148.85M | $44.11 | No quote |
| 8 | MMM | 3M CO | 4.13% | Reduce -15.2% | 777,926 | $137.09M | $176.23 | No quote |
| 9 | PM | PHILIP MORRIS INTERNATIONAL | 4.06% | Reduce -5.8% | 1,386,581 | $134.8M | $97.22 | No quote |
| 10 | COP | CONOCOPHILLIPS | 3.19% | Reduce -5.8% | 2,433,789 | $105.8M | $43.47 | No quote |
| 11 | BAX | BAXTER INTERNATIONAL INC | 3.09% | Reduce -9.9% | 2,157,391 | $102.69M | $47.60 | No quote |
| 12 | GOOGL | ALPHABET INC-CL A | 3.07% | Reduce -9.1% | 126,903 | $102.04M | $804.06 | No quote |
| 13 | GOOG | ALPHABET INC-CL C | 2.98% | Reduce -9.2% | 127,131 | $98.82M | $777.29 | No quote |
| 14 | EMR | EMERSON ELECTRIC CO | 2.80% | Reduce -6.6% | 1,707,757 | $93.09M | $54.51 | No quote |
| 15 | VZ | VERIZON COMMUNICATIONS | 2.51% | Reduce -3.0% | 1,605,125 | $83.43M | $51.98 | No quote |
| 16 | MRC | MRC GLOBAL INC | 2.21% | Reduce -22.0% | 4,464,901 | $73.36M | No quote | No quote |
| 17 | IBM | INT'L BUSINESS MACHINE CORP. | 1.89% | Reduce -2.0% | 394,950 | $62.74M | $158.85 | No quote |
| 18 | CMCSA | COMCAST CORPORATION CLASS A | 1.83% | Reduce -15.7% | 917,276 | $60.85M | $66.34 | No quote |
| 19 | AGCO | AGCO CORP. | 1.29% | Add +11.5% | 865,624 | $42.69M | $49.32 | No quote |
| 20 | KOF | COCA COLA FEMSA | 1.17% | - | 520,112 | $39.01M | $75.00 | No quote |
| 21 | UN | UNILEVER N V YORK SHS ADR | 1.15% | Reduce -6.6% | 825,918 | $38.08M | No quote | No quote |
| 22 | DEO | DIAGEO PLC-SPONSORED ADR REPST | 1.11% | Reduce -0.7% | 317,010 | $36.79M | $116.04 | No quote |
| 23 | UNP | UNION PACIFIC CORP | 1.03% | Reduce -23.4% | 350,086 | $34.14M | $97.53 | No quote |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670702 | 0.96% | Reduce -41.8% | 220,834 | $31.9M | No quote | No quote |
| 25 | PSX | PHILLIPS 66 | 0.96% | Reduce -0.3% | 393,939 | $31.73M | $80.55 | No quote |
| 26 | AVT | AVNET | 0.89% | Add +0.0% | 722,296 | $29.66M | $41.06 | No quote |
| 27 | MA | MASTERCARD INC - CLASS A | 0.82% | Reduce -0.6% | 267,170 | $27.19M | $101.77 | No quote |
| 28 | ITW | ILLINOIS TOOL WORKS | 0.82% | - | 226,655 | $27.16M | $119.84 | No quote |
| 29 | USB | US BANCORP | 0.70% | - | 539,800 | $23.15M | $42.89 | No quote |
| 30 | UNF | UNIFIRST CORP | 0.63% | Reduce -15.1% | 158,960 | $20.96M | $131.86 | No quote |
| 31 | LMT | LOCKHEED MARTIN CORP COM | 0.58% | Reduce -4.1% | 80,175 | $19.22M | $239.73 | No quote |
| 32 | WMT | WALMART STORES INC | 0.57% | Reduce -14.8% | 263,389 | $19M | $72.12 | No quote |
| 33 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.55% | Reduce -0.6% | 88,445 | $18.16M | No quote | No quote |
| 34 | GE | GENERAL ELECTRIC CO | 0.55% | Add +0.1% | 613,133 | $18.16M | $29.62 | No quote |
| 35 | NVS | NOVARTIS AG AMERICAN DEPOSITAR | 0.52% | Reduce -5.8% | 220,115 | $17.38M | $78.96 | No quote |
| 36 | TTE | TOTAL S A 1 ADR REPRESENTING 1 | 0.48% | Reduce -7.2% | 333,305 | $15.9M | $47.70 | No quote |
| 37 | AXP | AMERICAN EXPRESS CO | 0.45% | Reduce -9.6% | 232,098 | $14.86M | $64.04 | No quote |
| 38 | UL | UNILEVER PLC SPONSORED ADR | 0.40% | Reduce -0.3% | 283,727 | $13.45M | $47.40 | No quote |
| 39 | TMK | TORCHMARK CORP | 0.36% | Reduce -0.6% | 189,402 | $12.1M | No quote | No quote |
| 40 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.35% | Reduce -0.5% | 95,225 | $11.61M | No quote | No quote |
| 41 | SHPG | SHIRE PLC-ADR - adus shpg | 0.21% | Reduce -14.1% | 36,304 | $7.04M | No quote | No quote |
| 42 | HSBC | HSBC HOLDINGS PLC SPONSORED AD | 0.21% | Add +1.3% | 181,797 | $6.84M | $37.61 | No quote |
| 43 | GSK | GLAXO SMITHKLINE PLC ADR | 0.15% | Reduce -1.4% | 114,844 | $4.95M | $43.13 | No quote |
| 44 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS A | 0.07% | Reduce -15.1% | 48,370 | $2.42M | No quote | No quote |
| 45 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.07% | - | 79,680 | $2.17M | $27.21 | No quote |
| 46 | LUK | LEUCADIA NATIONAL CORP | 0.04% | Reduce -7.8% | 75,008 | $1.43M | No quote | No quote |
| 47 | DNOW | NOW INC/DE | 0.03% | Reduce -1.4% | 50,595 | $1.08M | $21.43 | No quote |
| 48 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $322K | No quote | No quote |
| 49 | MRK | MERCK & COMPANY INC. | 0.01% | New | 3,306 | $206K | $62.31 | No quote |
| 50 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $113K | No quote | No quote |
| 51 | XOM | EXXON MOBIL CORPORATION | - | Sold | 0 | $0 | No quote | No quote |