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 35 of 52 rows. Rows without a quote are marked unavailable.
| 1 | CSCO | CISCO SYSTEMS INC | 10.85% | Reduce -9.3% | 11,490,655 | $347.25M | $30.22 | No quote |
| 2 | JNJ | JOHNSON & JOHNSON | 8.59% | Reduce -19.9% | 2,386,562 | $274.96M | $115.21 | No quote |
| 3 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 8.30% | Reduce -0.3% | 1,089 | $265.85M | No quote | No quote |
| 4 | BK | BANK OF NEW YORK MELLON CORP | 6.96% | Add +4.0% | 4,702,087 | $222.79M | $47.38 | No quote |
| 5 | WFC | WELLS FARGO & CO | 6.52% | Reduce -13.8% | 3,787,181 | $208.71M | $55.11 | No quote |
| 6 | HAL | HALLIBURTON CO | 6.03% | Reduce -13.1% | 3,567,361 | $192.96M | $54.09 | No quote |
| 7 | DVN | DEVON ENERGY CORP | 5.05% | Add +4.9% | 3,540,679 | $161.7M | $45.67 | No quote |
| 8 | PM | PHILIP MORRIS INTERNATIONAL | 3.64% | Reduce -8.2% | 1,273,219 | $116.49M | $91.49 | No quote |
| 9 | MMM | 3M CO | 3.57% | Reduce -17.7% | 640,453 | $114.37M | $178.57 | No quote |
| 10 | GOOGL | ALPHABET INC-CL A | 3.32% | Add +5.7% | 134,110 | $106.28M | $792.45 | No quote |
| 11 | COP | CONOCOPHILLIPS | 3.27% | Reduce -14.2% | 2,087,479 | $104.67M | $50.14 | No quote |
| 12 | GOOG | ALPHABET INC-CL C | 3.06% | Reduce -0.3% | 126,768 | $97.84M | $771.82 | No quote |
| 13 | MRC | MRC GLOBAL INC | 3.04% | Add +7.6% | 4,805,543 | $97.36M | No quote | No quote |
| 14 | BAX | BAXTER INTERNATIONAL INC | 2.98% | Reduce -0.3% | 2,150,819 | $95.37M | $44.34 | No quote |
| 15 | EMR | EMERSON ELECTRIC CO | 2.42% | Reduce -18.7% | 1,387,802 | $77.37M | $55.75 | No quote |
| 16 | CMCSA | COMCAST CORPORATION CLASS A | 1.96% | Reduce -1.2% | 906,483 | $62.59M | $69.05 | No quote |
| 17 | AGCO | AGCO CORP. | 1.84% | Add +17.7% | 1,018,578 | $58.94M | $57.86 | No quote |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670702 | 1.54% | Add +36.8% | 302,180 | $49.25M | No quote | No quote |
| 19 | IBM | INT'L BUSINESS MACHINE CORP. | 1.42% | Reduce -30.5% | 274,590 | $45.58M | $165.99 | No quote |
| 20 | AVT | AVNET | 1.28% | Add +19.4% | 862,098 | $41.04M | $47.61 | No quote |
| 21 | VZ | VERIZON COMMUNICATIONS | 1.20% | Reduce -55.0% | 721,800 | $38.53M | $53.38 | No quote |
| 22 | UNP | UNION PACIFIC CORP | 1.12% | Reduce -0.9% | 347,015 | $35.98M | $103.68 | No quote |
| 23 | PSX | PHILLIPS 66 | 1.06% | Reduce -0.0% | 393,902 | $34.04M | $86.41 | No quote |
| 24 | UN | UNILEVER N V YORK SHS ADR | 1.04% | Reduce -1.9% | 810,067 | $33.26M | No quote | No quote |
| 25 | KOF | COCA COLA FEMSA | 1.03% | - | 520,112 | $33.05M | $63.54 | No quote |
| 26 | DEO | DIAGEO PLC-SPONSORED ADR REPST | 1.02% | Reduce -0.6% | 315,245 | $32.77M | $103.94 | No quote |
| 27 | USB | US BANCORP | 0.87% | - | 539,800 | $27.73M | $51.37 | No quote |
| 28 | MA | MASTERCARD INC - CLASS A | 0.86% | Reduce -0.3% | 266,340 | $27.5M | $103.25 | No quote |
| 29 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.85% | Reduce -0.9% | 87,657 | $27.24M | No quote | No quote |
| 30 | AXP | AMERICAN EXPRESS CO | 0.84% | Add +56.2% | 362,608 | $26.86M | $74.08 | No quote |
| 31 | WMT | WALMART STORES INC | 0.56% | Reduce -1.3% | 260,025 | $17.97M | $69.12 | No quote |
| 32 | TTE | TOTAL S A 1 ADR REPRESENTING 1 | 0.52% | Reduce -2.0% | 326,646 | $16.65M | $50.97 | No quote |
| 33 | NVS | NOVARTIS AG AMERICAN DEPOSITAR | 0.49% | Reduce -1.6% | 216,590 | $15.78M | $72.84 | No quote |
| 34 | UNF | UNIFIRST CORP | 0.43% | Reduce -39.1% | 96,774 | $13.9M | $143.65 | No quote |
| 35 | TMK | TORCHMARK CORP | 0.43% | Reduce -2.0% | 185,565 | $13.69M | No quote | No quote |
| 36 | WSM | WILLIAMS-SONOMA INC | 0.38% | New | 248,200 | $12.01M | No quote | No quote |
| 37 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.37% | - | 95,225 | $11.87M | No quote | No quote |
| 38 | UL | UNILEVER PLC SPONSORED ADR | 0.36% | Reduce -0.6% | 282,056 | $11.48M | $40.70 | No quote |
| 39 | HSBC | HSBC HOLDINGS PLC SPONSORED AD | 0.22% | Reduce -1.7% | 178,649 | $7.18M | $40.18 | No quote |
| 40 | SHPG | SHIRE PLC-ADR | 0.19% | Reduce -2.1% | 35,534 | $6.05M | No quote | No quote |
| 41 | GSK | GLAXO SMITHKLINE PLC ADR | 0.14% | Reduce -0.3% | 114,437 | $4.41M | $38.51 | No quote |
| 42 | GE | GENERAL ELECTRIC CO | 0.12% | Reduce -79.7% | 124,733 | $3.94M | $31.60 | No quote |
| 43 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS A | 0.08% | Add +1.7% | 49,177 | $2.67M | No quote | No quote |
| 44 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.07% | - | 79,680 | $2.18M | $27.30 | No quote |
| 45 | LUK | LEUCADIA NATIONAL CORP | 0.05% | - | 75,008 | $1.74M | No quote | No quote |
| 46 | DNOW | NOW INC/DE | 0.03% | Reduce -0.6% | 50,312 | $1.03M | $20.47 | No quote |
| 47 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $362K | No quote | No quote |
| 48 | TRMK | TRUSTMARK CORPORATION | 0.01% | New | 7,200 | $257K | No quote | No quote |
| 49 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $117K | No quote | No quote |
| 52 | MRK | MERCK & COMPANY INC. | - | Sold | 0 | $0 | No quote | No quote |
| 51 | LMT | LOCKHEED MARTIN CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 50 | ITW | ILLINOIS TOOL WORKS | - | Sold | 0 | $0 | No quote | No quote |