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 37 of 52 rows. Rows without a quote are marked unavailable.
| 1 | CSCO | CISCO SYSTEMS INC | 10.82% | Reduce -2.9% | 11,153,333 | $376.98M | $33.80 | No quote |
| 2 | JNJ | JOHNSON & JOHNSON | 8.47% | Reduce -0.8% | 2,368,267 | $294.97M | $124.55 | No quote |
| 3 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 7.81% | - | 1,089 | $272.09M | No quote | No quote |
| 4 | BIDU | BAIDU INC. - SPON ADR | 6.85% | New | 1,382,979 | $238.59M | $172.52 | No quote |
| 5 | BK | BANK OF NEW YORK MELLON CORP | 6.34% | Reduce -0.5% | 4,676,782 | $220.88M | $47.23 | No quote |
| 6 | WFC | WELLS FARGO & CO | 5.89% | Reduce -2.7% | 3,685,380 | $205.13M | $55.66 | No quote |
| 7 | HAL | HALLIBURTON CO | 4.96% | Reduce -1.7% | 3,507,794 | $172.62M | $49.21 | No quote |
| 8 | PM | PHILIP MORRIS INTERNATIONAL | 4.12% | Reduce -0.3% | 1,269,733 | $143.35M | $112.90 | No quote |
| 9 | DVN | DEVON ENERGY CORP | 3.84% | Reduce -9.4% | 3,208,360 | $133.85M | $41.72 | No quote |
| 10 | MMM | 3M CO | 3.27% | Reduce -7.0% | 595,577 | $113.95M | $191.33 | No quote |
| 11 | GOOGL | ALPHABET INC-CL A | 3.26% | Reduce -0.0% | 134,087 | $113.68M | $847.80 | No quote |
| 12 | GOOG | ALPHABET INC-CL C | 3.02% | Reduce -0.0% | 126,745 | $105.14M | $829.56 | No quote |
| 13 | COP | CONOCOPHILLIPS | 2.92% | Reduce -2.5% | 2,036,400 | $101.56M | $49.87 | No quote |
| 14 | MRC | MRC GLOBAL INC | 2.37% | Reduce -6.3% | 4,501,936 | $82.52M | No quote | No quote |
| 15 | BAX | BAXTER INTERNATIONAL INC | 2.32% | Reduce -27.5% | 1,559,436 | $80.87M | $51.86 | No quote |
| 16 | EMR | EMERSON ELECTRIC CO | 2.29% | Reduce -4.2% | 1,330,159 | $79.62M | $59.86 | No quote |
| 17 | CMCSA | COMCAST CORPORATION CLASS A | 1.95% | Add +98.9% | 1,803,203 | $67.78M | $37.59 | No quote |
| 18 | AGCO | AGCO CORP. | 1.75% | Reduce -0.4% | 1,014,738 | $61.07M | $60.18 | No quote |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670702 | 1.44% | Reduce -0.5% | 300,655 | $50.11M | No quote | No quote |
| 20 | IBM | INT'L BUSINESS MACHINE CORP. | 1.37% | Reduce -0.3% | 273,780 | $47.68M | $174.14 | No quote |
| 21 | AVT | AVNET | 1.12% | Reduce -1.0% | 853,743 | $39.07M | $45.76 | No quote |
| 22 | UN | UNILEVER N V YORK SHS ADR | 1.12% | Reduce -3.0% | 786,146 | $39.06M | No quote | No quote |
| 23 | KOF | COCA COLA FEMSA | 1.07% | - | 520,112 | $37.29M | $71.70 | No quote |
| 24 | UNP | UNION PACIFIC CORP | 1.04% | Reduce -1.4% | 341,994 | $36.22M | $105.92 | No quote |
| 25 | DEO | DIAGEO PLC-SPONSORED ADR REPST | 1.02% | Reduce -2.5% | 307,465 | $35.54M | $115.58 | No quote |
| 26 | VZ | VERIZON COMMUNICATIONS | 1.00% | Reduce -1.3% | 712,495 | $34.73M | $48.75 | No quote |
| 27 | PSX | PHILLIPS 66 | 0.89% | Reduce -0.1% | 393,473 | $31.17M | $79.22 | No quote |
| 28 | MA | MASTERCARD INC - CLASS A | 0.86% | Reduce -0.4% | 265,232 | $29.83M | $112.47 | No quote |
| 29 | AXP | AMERICAN EXPRESS CO | 0.81% | Reduce -1.2% | 358,162 | $28.33M | $79.11 | No quote |
| 30 | USB | US BANCORP | 0.80% | - | 539,800 | $27.8M | $51.50 | No quote |
| 31 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.76% | Reduce -0.5% | 87,237 | $26.53M | No quote | No quote |
| 32 | WMT | WALMART STORES INC | 0.53% | Reduce -1.9% | 255,015 | $18.38M | $72.08 | No quote |
| 33 | TTE | TOTAL S A 1 ADR REPRESENTING 1 | 0.46% | Reduce -2.0% | 320,154 | $16.14M | $50.42 | No quote |
| 34 | SIG | SIGNET JEWELERS LIMITED | 0.45% | New | 225,918 | $15.65M | No quote | No quote |
| 35 | NVS | NOVARTIS AG AMERICAN DEPOSITAR | 0.44% | Reduce -5.5% | 204,747 | $15.21M | $74.27 | No quote |
| 36 | TMK | TORCHMARK CORP | 0.40% | Reduce -2.3% | 181,238 | $13.96M | No quote | No quote |
| 37 | UL | UNILEVER PLC SPONSORED ADR | 0.40% | Reduce -0.1% | 281,727 | $13.9M | $49.34 | No quote |
| 38 | WSM | WILLIAMS-SONOMA INC | 0.38% | Reduce -1.8% | 243,830 | $13.07M | No quote | No quote |
| 39 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.32% | - | 95,225 | $11.24M | No quote | No quote |
| 40 | UNF | UNIFIRST CORP | 0.21% | Reduce -46.1% | 52,132 | $7.37M | $141.45 | No quote |
| 41 | HSBC | HSBC HOLDINGS PLC SPONSORED AD | 0.21% | Reduce -1.4% | 176,153 | $7.19M | $40.82 | No quote |
| 42 | SHPG | SHIRE PLC-ADR | 0.17% | Reduce -2.5% | 34,653 | $6.04M | No quote | No quote |
| 43 | GSK | GLAXO SMITHKLINE PLC ADR | 0.13% | Reduce -3.4% | 110,579 | $4.66M | $42.16 | No quote |
| 44 | GE | GENERAL ELECTRIC CO | 0.10% | Reduce -1.9% | 122,408 | $3.65M | $29.80 | No quote |
| 45 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS A | 0.07% | Reduce -1.4% | 48,505 | $2.56M | No quote | No quote |
| 46 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.06% | - | 79,680 | $2.24M | $28.05 | No quote |
| 47 | LUK | LEUCADIA NATIONAL CORP | 0.06% | Reduce -0.5% | 74,664 | $1.94M | No quote | No quote |
| 48 | DNOW | NOW INC/DE | 0.02% | Reduce -0.2% | 50,227 | $852K | $16.96 | No quote |
| 49 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $345K | No quote | No quote |
| 50 | TRMK | TRUSTMARK CORPORATION | 0.01% | - | 7,200 | $229K | No quote | No quote |
| 51 | MRK | MERCK & COMPANY INC. | 0.01% | New | 3,306 | $210K | $63.52 | No quote |
| 52 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $126K | No quote | No quote |