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 49 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 11.54% | Add +1.9% | 1,046 | $326.18M | No quote | No quote |
| 2 | CSCO | CISCO SYSTEMS INC | 10.04% | Reduce -0.1% | 5,743,887 | $283.81M | $49.41 | No quote |
| 3 | JNJ | JOHNSON & JOHNSON | 9.36% | Reduce -0.2% | 2,043,724 | $264.42M | $129.38 | No quote |
| 4 | UN | UNILEVER NV | 7.60% | Add +538.7% | 3,574,701 | $214.93M | No quote | No quote |
| 5 | BK | BANK OF NEW YORK MELLON CORP | 6.63% | Reduce -0.6% | 4,147,319 | $187.5M | $45.21 | No quote |
| 6 | GOOGL | ALPHABET INC-CL A | 5.81% | Reduce -0.1% | 134,509 | $164.25M | $1221.14 | No quote |
| 7 | GOOG | ALPHABET INC-CL C | 5.24% | Reduce -0.1% | 121,502 | $148.11M | $1219.00 | No quote |
| 8 | BIDU | BAIDU INC. - SPON ADR | 5.14% | Reduce -40.4% | 1,412,405 | $145.14M | $102.76 | No quote |
| 9 | WFC | WELLS FARGO & CO | 4.69% | Reduce -0.4% | 2,629,114 | $132.61M | $50.44 | No quote |
| 10 | AZO | AUTOZONE, INC. | 4.02% | Reduce -3.1% | 104,745 | $113.61M | $1084.62 | No quote |
| 11 | COP | CONOCOPHILLIPS | 3.24% | Reduce -0.2% | 1,609,223 | $91.69M | $56.98 | No quote |
| 12 | MMM | 3M CO | 2.05% | Reduce -0.3% | 352,276 | $57.91M | $164.40 | No quote |
| 13 | MRC | MRC GLOBAL INC. | 1.93% | Reduce -0.4% | 4,504,994 | $54.65M | No quote | No quote |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 1.83% | Reduce -2.4% | 248,589 | $51.71M | No quote | No quote |
| 15 | EMR | EMERSON ELECTRIC CO | 1.71% | Reduce -3.3% | 722,601 | $48.31M | $66.86 | No quote |
| 16 | USB | US BANCORP | 1.63% | Reduce -0.5% | 833,980 | $46.15M | $55.34 | No quote |
| 17 | FOXA | FOX CORP CLASS B | 1.45% | Add +2130.8% | 1,299,471 | $40.99M | $31.54 | No quote |
| 18 | DEO | DIAGEO P L C - ADR | 1.34% | Reduce -0.3% | 231,582 | $37.87M | $163.52 | No quote |
| 19 | PSX | PHILLIPS 66 | 1.32% | Reduce -0.4% | 364,748 | $37.35M | $102.40 | No quote |
| 20 | UNF | UNILEVER N V - ADR | 1.18% | Add +1610.2% | 554,746 | $33.3M | $60.03 | No quote |
| 21 | AXP | AMERICAN EXPRESS CO | 1.17% | Reduce -1.4% | 278,773 | $32.97M | $118.28 | No quote |
| 22 | KOF | COCA COLA FEMSA | 1.12% | - | 520,112 | $31.53M | $60.62 | No quote |
| 23 | UNP | UNION PACIFIC CORP | 1.11% | Reduce -0.3% | 194,503 | $31.51M | $161.98 | No quote |
| 24 | DVN | DEVON ENERGY CORP | 1.00% | Reduce -12.8% | 1,179,525 | $28.38M | $24.06 | No quote |
| 25 | VZ | VERIZON COMMUNICATIONS | 0.92% | Reduce -1.6% | 431,444 | $26.04M | $60.36 | No quote |
| 26 | AVT | AVNET | 0.91% | Reduce -0.2% | 580,127 | $25.81M | $44.49 | No quote |
| 27 | CMCSA | COMCAST CORPORATION - CLASS A | 0.72% | Reduce -1.9% | 453,798 | $20.46M | $45.08 | No quote |
| 28 | GS | GOLDMAN SACHS | 0.72% | Reduce -0.6% | 97,632 | $20.23M | $207.23 | No quote |
| 29 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.71% | Reduce -0.6% | 74,615 | $20.02M | No quote | No quote |
| 30 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.48% | Reduce -2.6% | 155,140 | $13.48M | $86.90 | No quote |
| 31 | WPP | WPP PLC - ADR | 0.46% | Reduce -2.1% | 209,046 | $13.08M | No quote | No quote |
| 32 | TMK | TOTAL SA - ADR | 0.45% | Add +132.2% | 244,661 | $12.72M | No quote | No quote |
| 33 | HAL | HALLIBURTON CO | 0.35% | Reduce -7.2% | 529,099 | $9.97M | $18.85 | No quote |
| 34 | CNHI | CNH INDUSTRIALS | 0.34% | Reduce -1.3% | 951,513 | $9.66M | No quote | No quote |
| 35 | UL | UNILEVER PLC SPONSORED ADR | 0.28% | Reduce -0.3% | 129,810 | $7.8M | $60.10 | No quote |
| 36 | GSK | GLAXO SMITHKLINE PLC ADR | 0.26% | Reduce -3.6% | 173,709 | $7.41M | $42.68 | No quote |
| 37 | BAX | BAXTER INTERNATIONAL INC | 0.22% | - | 72,182 | $6.31M | $87.47 | No quote |
| 38 | TTE | UNIFIRST CORP | 0.22% | Reduce -87.2% | 32,177 | $6.28M | $195.11 | No quote |
| 39 | CCL | CARNIVAL CORP | 0.22% | Reduce -6.3% | 140,420 | $6.14M | $43.71 | No quote |
| 40 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.14% | Reduce -6.1% | 106,475 | $4.08M | $38.27 | No quote |
| 41 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.14% | Reduce -1.3% | 30,889 | $3.82M | No quote | No quote |
| 42 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS ADR | 0.10% | Reduce -0.9% | 48,622 | $2.86M | No quote | No quote |
| 43 | SHEN | SHENANDOAH TELECOMMUNICATIONS CO. | 0.09% | - | 79,680 | $2.53M | $31.76 | No quote |
| 44 | ALC | ALCON INC ADR | 0.06% | Reduce -6.1% | 30,641 | $1.79M | $58.29 | No quote |
| 45 | CTWS | CONNECTICUT WATER SERVICE INC | 0.02% | - | 6,483 | $454K | No quote | No quote |
| 46 | MRK | MERCK & COMPANY INC. | 0.01% | - | 3,306 | $278K | $84.09 | No quote |
| 47 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $103K | No quote | No quote |
| 49 | MA | MASTERCARD INC - CLASS A | - | Sold | 0 | $0 | No quote | No quote |
| 48 | AGCO | AGCO CORP. | - | Sold | 0 | $0 | No quote | No quote |