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 33 of 47 rows. Rows without a quote are marked unavailable.
| 1 | CSCO | CISCO SYSTEMS INC | 12.01% | Reduce -7.6% | 8,982,762 | $386.53M | $43.03 | No quote |
| 2 | BIDU | BAIDU INC. - SPON ADR | 10.37% | Reduce -0.9% | 1,374,125 | $333.91M | $243.00 | No quote |
| 3 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 9.16% | Reduce -1.9% | 1,045 | $294.73M | No quote | No quote |
| 4 | JNJ | JOHNSON & JOHNSON | 8.21% | Reduce -2.0% | 2,177,149 | $264.18M | $121.34 | No quote |
| 5 | BK | BANK OF NEW YORK MELLON CORP | 7.23% | Reduce -2.1% | 4,317,528 | $232.84M | $53.93 | No quote |
| 6 | WFC | WELLS FARGO & CO | 5.63% | Reduce -2.3% | 3,270,561 | $181.32M | $55.44 | No quote |
| 7 | GOOGL | ALPHABET INC-CL A | 4.55% | Reduce -1.5% | 129,608 | $146.35M | $1129.19 | No quote |
| 8 | GOOG | ALPHABET INC-CL C | 4.24% | Reduce -1.6% | 122,390 | $136.54M | $1115.65 | No quote |
| 9 | AZO | AUTOZONE, INC. | 3.74% | Add +73.1% | 179,507 | $120.44M | $670.93 | No quote |
| 10 | COP | CONOCOPHILLIPS | 3.66% | Reduce -8.7% | 1,692,382 | $117.82M | $69.62 | No quote |
| 11 | MRC | MRC GLOBAL INC. | 3.20% | Reduce -4.4% | 4,754,127 | $103.02M | No quote | No quote |
| 12 | DVN | DEVON ENERGY CORP | 2.83% | Reduce -23.7% | 2,070,716 | $91.03M | $43.96 | No quote |
| 13 | MMM | 3M CO | 2.50% | Reduce -2.3% | 408,852 | $80.43M | $196.72 | No quote |
| 14 | EMR | EMERSON ELECTRIC CO | 2.27% | Reduce -3.7% | 1,055,850 | $73M | $69.14 | No quote |
| 15 | HAL | HALLIBURTON CO | 2.18% | Reduce -52.8% | 1,557,429 | $70.18M | $45.06 | No quote |
| 16 | MA | MASTERCARD INC - CLASS A | 1.50% | Reduce -0.4% | 245,569 | $48.26M | $196.52 | No quote |
| 17 | UNP | UNION PACIFIC CORP | 1.47% | Reduce -1.2% | 333,162 | $47.2M | $141.68 | No quote |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 1.38% | Reduce -3.5% | 238,490 | $44.51M | No quote | No quote |
| 19 | PSX | PHILLIPS 66 | 1.29% | Reduce -0.3% | 370,717 | $41.64M | $112.31 | No quote |
| 20 | DEO | DIAGEO P L C - ADR | 1.24% | Reduce -0.4% | 277,452 | $39.96M | $144.01 | No quote |
| 21 | AGCO | AGCO CORP. | 1.21% | - | 642,169 | $38.99M | $60.72 | No quote |
| 22 | UN | UNILEVER N V - ADR | 1.12% | Reduce -1.3% | 648,797 | $36.15M | No quote | No quote |
| 23 | KOF | COCA COLA FEMSA | 0.91% | - | 520,112 | $29.35M | $56.43 | No quote |
| 24 | AXP | AMERICAN EXPRESS CO | 0.91% | Reduce -1.1% | 299,380 | $29.34M | $98.00 | No quote |
| 25 | VZ | VERIZON COMMUNICATIONS | 0.86% | Add +3.3% | 549,274 | $27.63M | $50.31 | No quote |
| 26 | USB | US BANCORP | 0.84% | - | 539,800 | $27M | $50.02 | No quote |
| 27 | AVT | AVNET | 0.79% | Add +1.8% | 589,387 | $25.28M | $42.89 | No quote |
| 28 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.75% | Reduce -4.1% | 78,723 | $24.19M | No quote | No quote |
| 29 | CMCSA | COMCAST CORPORATION - CLASS A | 0.64% | Reduce -0.6% | 630,593 | $20.69M | $32.81 | No quote |
| 30 | WPP | WPP PLC - ADR | 0.54% | Reduce -0.4% | 222,499 | $17.48M | No quote | No quote |
| 31 | TTE | TOTAL SA - ADR | 0.50% | Reduce -1.6% | 266,029 | $16.11M | $60.56 | No quote |
| 32 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.43% | Reduce -1.4% | 184,913 | $13.97M | $75.54 | No quote |
| 33 | UL | UNILEVER PLC SPONSORED ADR | 0.38% | Reduce -0.1% | 222,477 | $12.3M | $55.28 | No quote |
| 34 | TMK | TORCHMARK CORP | 0.30% | Reduce -0.8% | 117,155 | $9.54M | No quote | No quote |
| 35 | GSK | GLAXO SMITHKLINE PLC ADR | 0.24% | Reduce -0.1% | 194,005 | $7.82M | $40.31 | No quote |
| 36 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.21% | Add +1.0% | 143,537 | $6.77M | $47.14 | No quote |
| 37 | UNF | UNIFIRST CORP | 0.19% | - | 35,311 | $6.25M | $176.91 | No quote |
| 38 | BAX | BAXTER INTERNATIONAL INC | 0.17% | - | 72,485 | $5.35M | $73.84 | No quote |
| 39 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.12% | Reduce -64.6% | 33,543 | $4.01M | No quote | No quote |
| 40 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS ADR | 0.10% | Add +0.3% | 46,814 | $3.24M | No quote | No quote |
| 41 | SHEN | SHENANDOAH TELECOMMUNICATIONS CO. | 0.08% | - | 79,680 | $2.61M | $32.71 | No quote |
| 42 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $423K | No quote | No quote |
| 43 | MRK | MERCK & COMPANY INC. | 0.01% | New | 3,306 | $201K | $60.80 | No quote |
| 44 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $111K | No quote | No quote |
| 47 | WSM | WILLIAMS-SONOMA INC | - | Sold | 0 | $0 | No quote | No quote |
| 46 | PM | PHILIP MORRIS INTERNATIONAL | - | Sold | 0 | $0 | No quote | No quote |
| 45 | LUK | LEUCADIA NATIONAL CORP | - | Sold | 0 | $0 | No quote | No quote |