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 49 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 11.55% | Reduce -0.2% | 1,027 | $326.95M | No quote | No quote |
| 2 | CSCO | CISCO SYSTEMS INC | 11.12% | Reduce -25.4% | 5,752,519 | $314.84M | $54.73 | No quote |
| 3 | JNJ | JOHNSON & JOHNSON | 10.07% | Reduce -0.5% | 2,046,979 | $285.1M | $139.28 | No quote |
| 4 | BIDU | BAIDU INC. - SPON ADR | 9.82% | Add +64.8% | 2,367,889 | $277.9M | $117.36 | No quote |
| 5 | BK | BANK OF NEW YORK MELLON CORP | 6.50% | Reduce -0.7% | 4,170,387 | $184.12M | $44.15 | No quote |
| 6 | GOOGL | ALPHABET INC-CL A | 5.15% | Reduce -0.3% | 134,619 | $145.77M | $1082.80 | No quote |
| 7 | GOOG | ALPHABET INC-CL C | 4.64% | Reduce -0.3% | 121,652 | $131.5M | $1080.91 | No quote |
| 8 | WFC | WELLS FARGO & CO | 4.41% | Reduce -0.5% | 2,639,775 | $124.91M | $47.32 | No quote |
| 9 | AZO | AUTOZONE, INC. | 4.20% | Reduce -10.8% | 108,144 | $118.9M | $1099.47 | No quote |
| 10 | COP | CONOCOPHILLIPS | 3.47% | Reduce -0.2% | 1,612,130 | $98.34M | $61.00 | No quote |
| 11 | MRC | MRC GLOBAL INC. | 2.73% | Reduce -1.7% | 4,521,843 | $77.41M | No quote | No quote |
| 12 | MMM | 3M CO | 2.16% | Reduce -0.6% | 353,196 | $61.22M | $173.34 | No quote |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 1.92% | Reduce -2.4% | 254,610 | $54.28M | No quote | No quote |
| 14 | EMR | EMERSON ELECTRIC CO | 1.76% | Reduce -0.3% | 747,184 | $49.85M | $66.72 | No quote |
| 15 | MA | MASTERCARD INC - CLASS A | 1.63% | Reduce -18.5% | 173,994 | $46.03M | $264.53 | No quote |
| 16 | USB | US BANCORP | 1.55% | Add +0.9% | 837,925 | $43.91M | $52.40 | No quote |
| 17 | DEO | DIAGEO P L C - ADR | 1.41% | Reduce -1.1% | 232,363 | $40.04M | $172.32 | No quote |
| 18 | DVN | DEVON ENERGY CORP | 1.36% | Reduce -2.3% | 1,352,365 | $38.57M | $28.52 | No quote |
| 19 | AXP | AMERICAN EXPRESS CO | 1.23% | Reduce -1.1% | 282,768 | $34.91M | $123.44 | No quote |
| 20 | PSX | PHILLIPS 66 | 1.21% | Reduce -0.3% | 366,209 | $34.26M | $93.54 | No quote |
| 21 | UN | UNILEVER N V - ADR | 1.20% | Reduce -0.9% | 559,671 | $33.98M | No quote | No quote |
| 22 | UNP | UNION PACIFIC CORP | 1.16% | Reduce -0.3% | 195,003 | $32.98M | $169.11 | No quote |
| 23 | KOF | COCA COLA FEMSA | 1.14% | - | 520,112 | $32.32M | $62.14 | No quote |
| 24 | AVT | AVNET | 0.93% | Reduce -0.2% | 581,227 | $26.31M | $45.27 | No quote |
| 25 | VZ | VERIZON COMMUNICATIONS | 0.89% | Reduce -2.8% | 438,609 | $25.06M | $57.13 | No quote |
| 26 | GS | GOLDMAN SACHS | 0.71% | Reduce -1.6% | 98,174 | $20.09M | $204.60 | No quote |
| 27 | CMCSA | COMCAST CORPORATION - CLASS A | 0.69% | Reduce -2.5% | 462,813 | $19.57M | $42.28 | No quote |
| 28 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.68% | Reduce -0.8% | 75,062 | $19.29M | No quote | No quote |
| 29 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.51% | Reduce -2.5% | 159,259 | $14.54M | $91.31 | No quote |
| 30 | TTE | TOTAL SA - ADR | 0.50% | Reduce -5.1% | 251,269 | $14.02M | $55.79 | No quote |
| 31 | WPP | WPP PLC - ADR | 0.47% | Reduce -1.5% | 213,631 | $13.44M | No quote | No quote |
| 32 | HAL | HALLIBURTON CO | 0.46% | Reduce -66.2% | 570,003 | $12.96M | $22.74 | No quote |
| 33 | CNHI | CNH INDUSTRIALS | 0.35% | Reduce -1.0% | 964,152 | $9.91M | No quote | No quote |
| 34 | TMK | TORCHMARK CORP | 0.33% | Reduce -5.1% | 105,371 | $9.43M | No quote | No quote |
| 35 | UL | UNILEVER PLC SPONSORED ADR | 0.28% | Reduce -0.1% | 130,176 | $8.07M | $61.97 | No quote |
| 36 | GSK | GLAXO SMITHKLINE PLC ADR | 0.25% | Reduce -4.4% | 180,147 | $7.21M | $40.02 | No quote |
| 37 | CCL | CARNIVAL CORP | 0.25% | Add +92.3% | 149,825 | $6.97M | $46.55 | No quote |
| 38 | UNF | UNIFIRST CORP | 0.22% | Reduce -2.4% | 32,437 | $6.12M | $188.58 | No quote |
| 39 | BAX | BAXTER INTERNATIONAL INC | 0.21% | Reduce -0.2% | 72,182 | $5.91M | $81.90 | No quote |
| 40 | AGCO | AGCO CORP. | 0.17% | Reduce -90.6% | 61,058 | $4.74M | $77.57 | No quote |
| 41 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.17% | Reduce -6.9% | 113,351 | $4.73M | $41.74 | No quote |
| 42 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.13% | Reduce -3.1% | 31,279 | $3.64M | No quote | No quote |
| 43 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS ADR | 0.11% | Reduce -2.2% | 49,066 | $3.19M | No quote | No quote |
| 44 | SHEN | SHENANDOAH TELECOMMUNICATIONS CO. | 0.11% | - | 79,680 | $3.07M | $38.52 | No quote |
| 45 | FOXA | FOX CORP CLASS B | 0.08% | New | 58,250 | $2.13M | $36.53 | No quote |
| 46 | ALC | ALCON INC ADR | 0.07% | New | 32,641 | $2.03M | $62.04 | No quote |
| 47 | CTWS | CONNECTICUT WATER SERVICE INC | 0.02% | - | 6,483 | $452K | No quote | No quote |
| 48 | MRK | MERCK & COMPANY INC. | 0.01% | - | 3,306 | $277K | $83.79 | No quote |
| 49 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $103K | No quote | No quote |