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 42 of 51 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 10.80% | Reduce -3.5% | 999 | $347.47M | No quote | No quote |
| 2 | BIDU | BAIDU INC. - SPON ADR | 9.48% | Add +0.8% | 1,410,732 | $305.06M | $216.24 | |
| 3 | JNJ | JOHNSON & JOHNSON | 8.75% | Reduce -0.7% | 1,790,087 | $281.72M | $157.38 | |
| 4 | GOOGL | ALPHABET INC-CL A | 7.01% | Reduce -0.6% | 128,736 | $225.63M | $1752.64 | |
| 5 | CSCO | CISCO SYSTEMS INC | 6.83% | Reduce -8.3% | 4,913,172 | $219.86M | $44.75 | |
| 6 | GOOG | ALPHABET INC-CL C | 6.36% | Reduce -1.3% | 116,863 | $204.73M | $1751.88 | |
| 7 | BABA | ALIBABA GROUP HOLDING SP-ADR | 4.78% | New | 661,015 | $153.84M | $232.73 | |
| 8 | KOF | COCA COLA FEMSA | 4.09% | Add +1.0% | 2,854,508 | $131.59M | $46.10 | |
| 9 | BK | BANK OF NEW YORK MELLON CORP | 4.05% | Reduce -17.6% | 3,073,096 | $130.42M | $42.44 | |
| 10 | AZO | AUTOZONE, INC. | 3.34% | Reduce -3.5% | 90,783 | $107.62M | $1185.44 | |
| 11 | ALV | AUTOLIV INC. | 3.24% | Reduce -0.7% | 1,133,878 | $104.43M | $92.10 | |
| 12 | FOX | FOX CORP CLASS B | 2.29% | Add +1.1% | 2,548,343 | $73.6M | $28.88 | |
| 13 | WFC | WELLS FARGO & CO | 2.24% | Reduce -0.8% | 2,386,746 | $72.03M | $30.18 | |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 2.20% | Reduce -2.2% | 305,715 | $70.89M | No quote | No quote |
| 15 | MMM | 3M CO | 2.01% | Reduce -2.7% | 370,949 | $64.84M | $174.79 | |
| 16 | CMCSA | COMCAST CORPORATION - CLASS A | 1.87% | Add +1.8% | 1,148,683 | $60.19M | $52.40 | |
| 17 | BAC | BANK OF AMERICA CORP COM | 1.85% | Add +218.0% | 1,962,127 | $59.47M | $30.31 | |
| 18 | USB | US BANCORP | 1.72% | Reduce -1.1% | 1,187,536 | $55.33M | $46.59 | |
| 19 | EMR | EMERSON ELECTRIC CO | 1.42% | Reduce -2.8% | 570,479 | $45.85M | $80.37 | |
| 20 | ABBV | ABBVIE INC. | 1.31% | Add +29.7% | 392,235 | $42.03M | $107.15 | |
| 21 | TFC | TRUIST FINANCIAL CORP | 1.29% | Add +81.1% | 868,449 | $41.63M | $47.93 | |
| 22 | UNP | UNION PACIFIC CORP | 1.17% | Reduce -3.0% | 180,823 | $37.65M | $208.22 | |
| 23 | CSL | CARLISLE COS INC | 1.11% | Add +27.2% | 229,242 | $35.8M | $156.18 | |
| 24 | AXP | AMERICAN EXPRESS CO | 1.11% | Reduce -2.3% | 295,796 | $35.77M | $120.91 | |
| 25 | UL | UNILEVER PLC SPONSORED ADR | 1.06% | Add +789.9% | 563,430 | $34.01M | $60.36 | |
| 26 | COP | CONOCOPHILLIPS | 1.02% | Reduce -12.5% | 819,849 | $32.79M | $39.99 | |
| 27 | DEO | DIAGEO P L C - ADR | 1.01% | Reduce -5.8% | 203,785 | $32.36M | $158.81 | |
| 28 | INTC | INTEL CORP | 1.00% | Add +61.9% | 644,759 | $32.12M | $49.82 | |
| 29 | GS | GOLDMAN SACHS | 0.99% | Add +34.5% | 121,185 | $31.96M | $263.71 | |
| 30 | MS | MORGAN STANLEY | 0.99% | - | 463,155 | $31.74M | $68.53 | |
| 31 | VZ | VERIZON COMMUNICATIONS | 0.61% | Reduce -2.2% | 332,200 | $19.52M | $58.75 | |
| 32 | CNHI | CNH INDUSTRIALS | 0.50% | Reduce -2.8% | 1,257,358 | $16.14M | No quote | No quote |
| 33 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.43% | Reduce -2.4% | 67,099 | $13.85M | No quote | No quote |
| 34 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.38% | Reduce -7.3% | 129,832 | $12.26M | $94.43 | |
| 35 | TTE | TOTAL SA - ADR | 0.29% | Reduce -5.4% | 223,236 | $9.36M | $41.91 | |
| 36 | CNXC | CONCENTRIX CORP | 0.22% | New | 71,717 | $7.08M | $98.69 | |
| 37 | UNF | UNIFIRST CORP | 0.20% | Reduce -0.1% | 30,937 | $6.55M | $211.69 | |
| 38 | GSK | GLAXO SMITHKLINE PLC ADR | 0.17% | Reduce -4.3% | 152,805 | $5.62M | $36.80 | |
| 39 | PSX | PHILLIPS 66 | 0.14% | Reduce -8.0% | 63,834 | $4.47M | $69.95 | |
| 40 | BAX | BAXTER INTERNATIONAL INC | 0.14% | Reduce -2.2% | 54,248 | $4.35M | $80.24 | |
| 41 | AIT | APPLIED INDUSTRIAL TECH INC. | 0.12% | Reduce -3.9% | 51,146 | $3.99M | $77.99 | |
| 42 | SHEN | SHENANDOAH TELECOMMUNICATIONS CO. | 0.11% | - | 79,680 | $3.45M | $43.25 | |
| 43 | EPD | ENTERPRISE PRODUCTS PARTNERS | 0.08% | New | 136,295 | $2.67M | $19.59 | |
| 44 | JEF | JEFFERIES FINANCIAL GROUP INC | 0.08% | New | 102,055 | $2.51M | $24.60 | |
| 45 | ANATZZZZ | AMERICAN NATIONAL GROUP INC | 0.05% | Reduce -48.3% | 15,522 | $1.49M | No quote | No quote |
| 46 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.04% | Reduce -34.4% | 55,636 | $1.44M | $25.92 | |
| 47 | ALC | ALCON INC ADR | 0.03% | Reduce -37.0% | 14,751 | $973K | $65.96 | |
| 48 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $101K | No quote | No quote |
| 51 | UN | UNILEVER N V - ADR | - | Sold | 0 | $0 | No quote | No quote |
| 50 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS ADR | - | Sold | 0 | $0 | No quote | No quote |
| 49 | MRK | MERCK & COMPANY INC. | - | Sold | 0 | $0 | No quote | No quote |