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 50 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 11.10% | Add +1.1% | 1,041 | $278.26M | No quote | No quote |
| 2 | JNJ | JOHNSON & JOHNSON | 10.33% | Reduce -1.4% | 1,841,597 | $258.98M | $140.63 | |
| 3 | CSCO | CISCO SYSTEMS INC | 10.10% | Reduce -1.4% | 5,425,411 | $253.04M | $46.64 | |
| 4 | GOOGL | ALPHABET INC-CL A | 7.35% | Reduce -2.1% | 129,825 | $184.1M | $1418.05 | |
| 5 | BIDU | BAIDU INC. - SPON ADR | 6.70% | Add +3.7% | 1,401,429 | $168.02M | $119.89 | |
| 6 | GOOG | ALPHABET INC-CL C | 6.70% | Reduce -1.2% | 118,746 | $167.86M | $1413.61 | |
| 7 | BK | BANK OF NEW YORK MELLON CORP | 5.78% | Reduce -3.1% | 3,750,817 | $144.97M | $38.65 | |
| 8 | KOF | COCA COLA FEMSA | 4.80% | Add +83.3% | 2,742,756 | $120.27M | $43.85 | |
| 9 | AZO | AUTOZONE, INC. | 4.44% | Reduce -3.7% | 98,698 | $111.34M | $1128.12 | |
| 10 | ALV | AUTOLIV INC. | 2.94% | Reduce -0.3% | 1,143,918 | $73.79M | $64.51 | |
| 11 | FOX | FOX CORP CLASS B | 2.73% | Reduce -0.5% | 2,548,915 | $68.41M | $26.84 | |
| 12 | COP | CONOCOPHILLIPS | 2.62% | Reduce -2.2% | 1,563,556 | $65.7M | $42.02 | |
| 13 | WFC | WELLS FARGO & CO | 2.52% | Reduce -2.0% | 2,462,083 | $63.03M | $25.60 | |
| 14 | MMM | 3M CO | 2.39% | Reduce -1.9% | 383,808 | $59.87M | $155.99 | |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 2.25% | Add +11.8% | 316,029 | $56.41M | No quote | No quote |
| 16 | CMCSA | COMCAST CORPORATION - CLASS A | 1.76% | Add +137.4% | 1,132,324 | $44.14M | $38.98 | |
| 17 | USB | US BANCORP | 1.67% | Add +19.8% | 1,133,346 | $41.73M | $36.82 | |
| 18 | EMR | EMERSON ELECTRIC CO | 1.49% | Reduce -2.9% | 600,870 | $37.27M | $62.03 | |
| 19 | UNP | UNION PACIFIC CORP | 1.27% | Reduce -1.3% | 187,631 | $31.72M | $169.07 | |
| 20 | DEO | DIAGEO P L C - ADR | 1.19% | Reduce -1.8% | 221,083 | $29.71M | $134.39 | |
| 21 | AXP | AMERICAN EXPRESS CO | 1.17% | Add +1.9% | 306,820 | $29.21M | $95.20 | |
| 22 | UN | UNILEVER N V - ADR | 1.14% | Reduce -1.9% | 535,339 | $28.52M | No quote | No quote |
| 23 | PSX | PHILLIPS 66 | 1.04% | Reduce -0.1% | 361,715 | $26.01M | $71.90 | |
| 24 | MS | MORGAN STANLEY | 0.89% | New | 462,500 | $22.34M | $48.30 | |
| 25 | ABBV | ABBVIE INC. | 0.81% | New | 206,000 | $20.23M | $98.18 | |
| 26 | VZ | VERIZON COMMUNICATIONS | 0.77% | Reduce -2.9% | 349,484 | $19.27M | $55.13 | |
| 27 | GS | GOLDMAN SACHS | 0.71% | Reduce -1.7% | 90,402 | $17.87M | $197.62 | |
| 28 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.56% | Reduce -0.9% | 68,874 | $14M | No quote | No quote |
| 29 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.50% | Reduce -4.9% | 144,121 | $12.59M | $87.34 | |
| 30 | CNHI | CNH INDUSTRIALS | 0.37% | Reduce -5.1% | 1,326,255 | $9.32M | No quote | No quote |
| 31 | TTE | TOTAL SA - ADR | 0.37% | New | 242,029 | $9.31M | $38.46 | |
| 32 | UL | UNILEVER PLC SPONSORED ADR | 0.27% | Reduce -0.3% | 125,115 | $6.87M | $54.88 | |
| 33 | GSK | GLAXO SMITHKLINE PLC ADR | 0.25% | Reduce -5.5% | 155,520 | $6.34M | $40.79 | |
| 34 | UNF | UNIFIRST CORP | 0.22% | Reduce -1.9% | 30,962 | $5.54M | $178.96 | |
| 35 | BAX | BAXTER INTERNATIONAL INC | 0.22% | Reduce -0.5% | 62,883 | $5.41M | $86.10 | |
| 36 | SHEN | SHENANDOAH TELECOMMUNICATIONS CO. | 0.16% | - | 79,680 | $3.93M | $49.28 | |
| 37 | AIT | APPLIED INDUSTRIAL TECH INC. | 0.14% | Reduce -3.8% | 54,516 | $3.4M | $62.39 | |
| 38 | ANATZZZZ | AMERICAN NATIONAL GROUP INC | 0.09% | New | 30,056 | $2.17M | No quote | No quote |
| 39 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.08% | Reduce -8.6% | 86,139 | $2.01M | $23.33 | |
| 40 | ALC | ALCON INC ADR | 0.06% | Reduce -4.8% | 24,755 | $1.42M | $57.32 | |
| 41 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS ADR | 0.05% | Reduce -9.3% | 42,065 | $1.38M | No quote | No quote |
| 42 | MRK | MERCK & COMPANY INC. | 0.01% | - | 3,306 | $256K | $77.44 | |
| 43 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $85K | No quote | No quote |
| 50 | WPP | WPP PLC - ADR | - | Sold | 0 | $0 | No quote | No quote |
| 49 | TMK | TOTAL SA - ADR | - | Sold | 0 | $0 | No quote | No quote |
| 48 | MRC | MRC GLOBAL INC. | - | Sold | 0 | $0 | No quote | No quote |
| 47 | HAL | HALLIBURTON CO | - | Sold | 0 | $0 | No quote | No quote |
| 46 | DAL | DELTA AIR LINES INC. | - | Sold | 0 | $0 | No quote | No quote |
| 45 | CCL | CARNIVAL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 44 | ANAT | AMERICAN NATIONAL INSURANCE CO | - | Sold | 0 | $0 | No quote | No quote |