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.
Get email alerts when Tweedy Browne Co. files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 33 of 51 rows. Rows without a quote are marked unavailable.
| 1 | CSCO | CISCO SYSTEMS INC | 12.77% | Reduce -5.0% | 9,723,092 | $417.02M | $42.89 | No quote |
| 2 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 9.75% | Reduce -0.6% | 1,065 | $318.54M | No quote | No quote |
| 3 | BIDU | BAIDU INC. - SPON ADR | 9.47% | Reduce -0.3% | 1,386,073 | $309.36M | $223.19 | No quote |
| 4 | JNJ | JOHNSON & JOHNSON | 8.72% | Reduce -1.2% | 2,221,515 | $284.69M | $128.15 | No quote |
| 5 | BK | BANK OF NEW YORK MELLON CORP | 6.96% | Reduce -1.4% | 4,411,873 | $227.34M | $51.53 | No quote |
| 6 | WFC | WELLS FARGO & CO | 5.37% | Add +0.9% | 3,348,724 | $175.51M | $52.41 | No quote |
| 7 | HAL | HALLIBURTON CO | 4.74% | Reduce -1.7% | 3,296,184 | $154.72M | $46.94 | No quote |
| 8 | GOOGL | ALPHABET INC-CL A | 4.18% | Reduce -0.2% | 131,579 | $136.47M | $1037.14 | No quote |
| 9 | GOOG | ALPHABET INC-CL C | 3.93% | Reduce -0.2% | 124,370 | $128.32M | $1031.79 | No quote |
| 10 | COP | CONOCOPHILLIPS | 3.36% | Reduce -2.0% | 1,852,953 | $109.86M | $59.29 | No quote |
| 11 | MMM | 3M CO | 2.81% | Reduce -18.1% | 418,551 | $91.88M | $219.52 | No quote |
| 12 | DVN | DEVON ENERGY CORP | 2.64% | Reduce -0.4% | 2,712,672 | $86.24M | $31.79 | No quote |
| 13 | MRC | MRC GLOBAL INC. | 2.50% | Reduce -0.6% | 4,975,137 | $81.79M | No quote | No quote |
| 14 | EMR | EMERSON ELECTRIC CO | 2.29% | Reduce -4.6% | 1,096,124 | $74.87M | $68.30 | No quote |
| 15 | AZO | AUTOZONE, INC. | 2.06% | Add +3.8% | 103,711 | $67.28M | $648.69 | No quote |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 1.51% | Reduce -0.9% | 247,117 | $49.3M | No quote | No quote |
| 17 | UNP | UNION PACIFIC CORP | 1.39% | Reduce -0.3% | 337,093 | $45.32M | $134.43 | No quote |
| 18 | MA | MASTERCARD INC - CLASS A | 1.32% | Reduce -0.7% | 246,587 | $43.19M | $175.16 | No quote |
| 19 | AGCO | AGCO CORP. | 1.28% | Reduce -0.3% | 642,169 | $41.65M | $64.85 | No quote |
| 20 | DEO | DIAGEO P L C - ADR | 1.16% | Reduce -5.3% | 278,659 | $37.74M | $135.42 | No quote |
| 21 | UN | UNILEVER N V - ADR | 1.14% | Reduce -3.1% | 657,611 | $37.08M | No quote | No quote |
| 22 | PSX | PHILLIPS 66 | 1.09% | Reduce -0.5% | 371,846 | $35.67M | $95.92 | No quote |
| 23 | KOF | COCA COLA FEMSA | 1.06% | - | 520,112 | $34.55M | $66.43 | No quote |
| 24 | AXP | AMERICAN EXPRESS CO | 0.86% | Reduce -2.9% | 302,841 | $28.25M | $93.28 | No quote |
| 25 | USB | US BANCORP | 0.83% | - | 539,800 | $27.26M | $50.50 | No quote |
| 26 | VZ | VERIZON COMMUNICATIONS | 0.78% | Reduce -3.2% | 531,614 | $25.42M | $47.82 | No quote |
| 27 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.77% | Reduce -1.2% | 82,083 | $25.03M | No quote | No quote |
| 28 | AVT | AVNET | 0.74% | Reduce -0.8% | 578,834 | $24.17M | $41.76 | No quote |
| 29 | CMCSA | COMCAST CORPORATION - CLASS A | 0.66% | Reduce -0.4% | 634,202 | $21.67M | $34.17 | No quote |
| 30 | WPP | WPP PLC - ADR | 0.54% | Add +65.2% | 223,465 | $17.78M | No quote | No quote |
| 31 | TTE | TOTAL SA - ADR | 0.48% | New | 270,423 | $15.6M | $57.69 | No quote |
| 32 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.46% | Reduce -0.6% | 187,636 | $15.17M | $80.85 | No quote |
| 33 | UL | UNILEVER PLC SPONSORED ADR | 0.38% | - | 222,677 | $12.37M | $55.56 | No quote |
| 34 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.34% | - | 94,740 | $11.08M | No quote | No quote |
| 35 | TMK | TORCHMARK CORP | 0.30% | Reduce -0.5% | 118,129 | $9.94M | No quote | No quote |
| 36 | GSK | GLAXO SMITHKLINE PLC ADR | 0.23% | Reduce -1.6% | 194,093 | $7.58M | $39.07 | No quote |
| 37 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.21% | Reduce -0.5% | 142,169 | $6.78M | $47.67 | No quote |
| 38 | WSM | WILLIAMS-SONOMA INC | 0.21% | Reduce -35.0% | 128,185 | $6.76M | No quote | No quote |
| 39 | UNF | UNIFIRST CORP | 0.17% | Reduce -1.5% | 35,311 | $5.71M | $161.65 | No quote |
| 40 | BAX | BAXTER INTERNATIONAL INC | 0.14% | Reduce -95.2% | 72,485 | $4.71M | $65.03 | No quote |
| 41 | PM | PHILIP MORRIS INTERNATIONAL | 0.13% | Reduce -96.4% | 41,843 | $4.16M | $99.40 | No quote |
| 42 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS ADR | 0.09% | - | 46,699 | $2.98M | No quote | No quote |
| 43 | SHEN | SHENANDOAH TELECOMMUNICATIONS CO. | 0.09% | - | 79,680 | $2.87M | $35.99 | No quote |
| 44 | LUK | LEUCADIA NATIONAL CORP | 0.04% | Reduce -1.0% | 64,162 | $1.46M | No quote | No quote |
| 45 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $392K | No quote | No quote |
| 46 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $109K | No quote | No quote |
| 51 | TRMK | TRUSTMARK CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 50 | - | TOTAL SA - ADRCUSIP 89151E909 | - | Sold | 0 | $0 | No quote | No quote |
| 49 | SIG | SIGNET JEWELERS LIMITED | - | Sold | 0 | $0 | No quote | No quote |
| 48 | DNOW | NOW INC/DE | - | Sold | 0 | $0 | No quote | No quote |
| 47 | GE | GENERAL ELECTRIC CO | - | Sold | 0 | $0 | No quote | No quote |