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 46 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 13.00% | Reduce -1.0% | 1,030 | $280.16M | No quote | No quote |
| 2 | JNJ | JOHNSON & JOHNSON | 11.36% | Reduce -5.1% | 1,866,770 | $244.79M | $131.13 | |
| 3 | CSCO | CISCO SYSTEMS INC | 10.04% | Reduce -1.1% | 5,503,094 | $216.33M | $39.31 | |
| 4 | GOOGL | ALPHABET INC-CL A | 7.15% | Reduce -1.0% | 132,658 | $154.14M | $1161.95 | |
| 5 | GOOG | ALPHABET INC-CL C | 6.49% | Reduce -0.5% | 120,198 | $139.77M | $1162.81 | |
| 6 | BIDU | BAIDU INC. - SPON ADR | 6.32% | Reduce -16.6% | 1,351,528 | $136.22M | $100.79 | |
| 7 | BK | BANK OF NEW YORK MELLON CORP | 6.05% | Reduce -2.1% | 3,870,599 | $130.36M | $33.68 | |
| 8 | AZO | AUTOZONE, INC. | 4.02% | Reduce -0.3% | 102,444 | $86.67M | $846.00 | |
| 9 | WFC | WELLS FARGO & CO | 3.35% | Reduce -1.6% | 2,512,634 | $72.11M | $28.70 | |
| 10 | KOF | COCA COLA FEMSA | 2.79% | Add +84.0% | 1,496,041 | $60.19M | $40.23 | |
| 11 | FOX | FOX CORP CLASS B | 2.72% | Add +72.1% | 2,561,065 | $58.6M | $22.88 | |
| 12 | MMM | 3M CO | 2.48% | Add +11.5% | 391,362 | $53.43M | $136.51 | |
| 13 | ALV | AUTOLIV INC. | 2.45% | New | 1,146,783 | $52.76M | $46.01 | |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 2.40% | Add +15.9% | 282,732 | $51.69M | No quote | No quote |
| 15 | COP | CONOCOPHILLIPS | 2.29% | Reduce -0.3% | 1,598,595 | $49.24M | $30.80 | |
| 16 | USB | US BANCORP | 1.51% | Add +13.8% | 945,691 | $32.58M | $34.45 | |
| 17 | EMR | EMERSON ELECTRIC CO | 1.37% | Reduce -6.6% | 618,562 | $29.47M | $47.65 | |
| 18 | DEO | DIAGEO P L C - ADR | 1.33% | Reduce -0.8% | 225,097 | $28.61M | $127.12 | |
| 19 | UNP | UNION PACIFIC CORP | 1.24% | Add +0.9% | 190,106 | $26.81M | $141.04 | |
| 20 | UN | UNILEVER N V - ADR | 1.24% | Add +0.1% | 545,536 | $26.62M | No quote | No quote |
| 21 | DAL | DELTA AIR LINES INC. | 1.23% | New | 927,620 | $26.47M | $28.53 | |
| 22 | AXP | AMERICAN EXPRESS CO | 1.20% | Add +8.4% | 301,119 | $25.78M | $85.61 | |
| 23 | PSX | PHILLIPS 66 | 0.90% | Reduce -0.6% | 362,182 | $19.43M | $53.65 | |
| 24 | VZ | VERIZON COMMUNICATIONS | 0.90% | Reduce -16.0% | 360,039 | $19.35M | $53.73 | |
| 25 | CMCSA | COMCAST CORPORATION - CLASS A | 0.76% | Add +5.5% | 476,957 | $16.4M | $34.38 | |
| 26 | MRC | MRC GLOBAL INC. | 0.66% | Reduce -7.3% | 3,362,721 | $14.33M | No quote | No quote |
| 27 | GS | GOLDMAN SACHS | 0.66% | Reduce -0.9% | 91,977 | $14.22M | $154.59 | |
| 28 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.58% | Reduce -1.4% | 151,610 | $12.5M | $82.45 | |
| 29 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.55% | Reduce -1.2% | 69,506 | $11.96M | No quote | No quote |
| 30 | TMK | TOTAL SA - ADR | 0.44% | Add +4.9% | 255,324 | $9.51M | No quote | No quote |
| 31 | CNHI | CNH INDUSTRIALS | 0.36% | Add +48.3% | 1,396,913 | $7.84M | No quote | No quote |
| 32 | UL | UNILEVER PLC SPONSORED ADR | 0.29% | Reduce -0.2% | 125,425 | $6.34M | $50.57 | |
| 33 | GSK | GLAXO SMITHKLINE PLC ADR | 0.29% | Reduce -3.7% | 164,631 | $6.24M | $37.89 | |
| 34 | WPP | WPP PLC - ADR | 0.27% | Reduce -16.8% | 171,217 | $5.78M | No quote | No quote |
| 35 | BAX | BAXTER INTERNATIONAL INC | 0.24% | Reduce -0.8% | 63,193 | $5.13M | $81.20 | |
| 36 | UNF | UNIFIRST CORP | 0.22% | Reduce -0.7% | 31,557 | $4.77M | $151.09 | |
| 37 | SHEN | SHENANDOAH TELECOMMUNICATIONS CO. | 0.18% | - | 79,680 | $3.92M | $49.25 | |
| 38 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.12% | Reduce -6.0% | 94,200 | $2.64M | $28.01 | |
| 39 | AIT | APPLIED INDUSTRIAL TECH INC. | 0.12% | New | 56,686 | $2.59M | $45.73 | |
| 40 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.12% | Reduce -0.1% | 30,584 | $2.52M | No quote | No quote |
| 41 | HAL | HALLIBURTON CO | 0.10% | Reduce -26.1% | 327,225 | $2.24M | $6.85 | |
| 42 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS ADR | 0.08% | Reduce -2.9% | 46,374 | $1.62M | No quote | No quote |
| 43 | ALC | ALCON INC ADR | 0.06% | Reduce -8.0% | 25,991 | $1.32M | $50.83 | |
| 44 | CCL | CARNIVAL CORP | 0.05% | Reduce -45.9% | 76,025 | $1M | $13.17 | |
| 45 | MRK | MERCK & COMPANY INC. | 0.01% | - | 3,306 | $254K | $76.83 | |
| 46 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $90K | No quote | No quote |