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 40 of 46 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 10.72% | Reduce -8.4% | 912 | $381.76M | No quote | No quote |
| 2 | BABA | ALIBABA GROUP HOLDING SP-ADR | 9.86% | Add +39.5% | 1,547,316 | $350.9M | $226.78 | |
| 3 | GOOGL | ALPHABET INC-CL A | 8.75% | Reduce -0.7% | 127,560 | $311.48M | $2441.79 | |
| 4 | GOOG | ALPHABET INC-CL C | 8.06% | Reduce -1.8% | 114,540 | $287.07M | $2506.32 | |
| 5 | JNJ | JOHNSON & JOHNSON | 8.01% | Reduce -1.9% | 1,730,200 | $285.03M | $164.74 | |
| 6 | BIDU | BAIDU INC. - SPON ADR | 5.58% | Reduce -0.5% | 973,657 | $198.53M | $203.90 | |
| 7 | CSCO | CISCO SYSTEMS INC | 5.29% | Reduce -10.9% | 3,555,515 | $188.44M | $53.00 | |
| 8 | KOF | COCA COLA FEMSA | 4.17% | Reduce -1.1% | 2,805,906 | $148.52M | $52.93 | |
| 9 | AZO | AUTOZONE, INC. | 3.68% | Reduce -2.4% | 87,711 | $130.88M | $1492.22 | |
| 10 | ALV | AUTOLIV INC. | 3.09% | Reduce -0.5% | 1,125,938 | $110.07M | $97.76 | |
| 11 | WFC | WELLS FARGO & CO | 2.87% | Reduce -4.7% | 2,257,353 | $102.24M | $45.29 | |
| 12 | BK | BANK OF NEW YORK MELLON CORP | 2.74% | Reduce -35.3% | 1,904,650 | $97.58M | $51.23 | |
| 13 | BAC | BANK OF AMERICA CORP COM | 2.24% | Reduce -1.2% | 1,933,102 | $79.7M | $41.23 | |
| 14 | FOX | FOX CORP CLASS B | 2.23% | Reduce -10.4% | 2,256,543 | $79.43M | $35.20 | |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 2.14% | Reduce -7.3% | 273,546 | $76.02M | No quote | No quote |
| 16 | MMM | 3M CO | 1.96% | Reduce -4.6% | 351,251 | $69.77M | $198.63 | |
| 17 | USB | US BANCORP | 1.81% | Reduce -4.5% | 1,129,228 | $64.33M | $56.97 | |
| 18 | CMCSA | COMCAST CORPORATION - CLASS A | 1.80% | Reduce -1.9% | 1,123,714 | $64.07M | $57.02 | |
| 19 | TFC | TRUIST FINANCIAL CORP | 1.32% | Reduce -1.9% | 848,104 | $47.07M | $55.50 | |
| 20 | AXP | AMERICAN EXPRESS CO | 1.26% | Reduce -6.7% | 272,355 | $45M | $165.23 | |
| 21 | ABBV | ABBVIE INC. | 1.24% | Reduce -0.3% | 390,370 | $43.97M | $112.64 | |
| 22 | CSL | CARLISLE COS INC | 1.20% | Reduce -2.2% | 223,027 | $42.68M | $191.38 | |
| 23 | UNP | UNION PACIFIC CORP | 1.09% | Reduce -1.4% | 176,964 | $38.92M | $219.93 | |
| 24 | INTC | INTEL CORP | 0.99% | Reduce -1.7% | 630,969 | $35.42M | $56.14 | |
| 25 | DEO | DIAGEO P L C - ADR | 0.94% | Reduce -5.0% | 174,340 | $33.42M | $191.69 | |
| 26 | UL | UNILEVER PLC SPONSORED ADR | 0.83% | Reduce -9.8% | 504,880 | $29.54M | $58.50 | |
| 27 | EMR | EMERSON ELECTRIC CO | 0.80% | Reduce -44.1% | 295,256 | $28.42M | $96.24 | |
| 28 | MS | MORGAN STANLEY | 0.73% | Reduce -30.1% | 282,035 | $25.86M | $91.69 | |
| 29 | FMS | FRESENIUS MEDICAL CARE-ADR | 0.71% | Add +14.1% | 604,964 | $25.15M | $41.57 | |
| 30 | CNHI | CNH INDUSTRIALS | 0.52% | Reduce -10.8% | 1,107,302 | $18.51M | No quote | No quote |
| 31 | VZ | VERIZON COMMUNICATIONS | 0.47% | Reduce -6.0% | 296,926 | $16.64M | $56.03 | |
| 32 | CNXC | CONCENTRIX CORP | 0.44% | Reduce -4.4% | 97,622 | $15.7M | $160.80 | |
| 33 | COP | CONOCOPHILLIPS | 0.43% | Reduce -1.0% | 249,108 | $15.17M | $60.90 | |
| 34 | PGR | PROGRESSIVE CORP | 0.37% | Reduce -0.9% | 135,183 | $13.28M | $98.21 | |
| 35 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.31% | Reduce -0.3% | 49,139 | $11.03M | No quote | No quote |
| 36 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.30% | Reduce -9.6% | 115,403 | $10.53M | $91.24 | |
| 37 | TTE | TOTALENERGIES SE ADR | 0.26% | Reduce -8.5% | 201,184 | $9.11M | $45.26 | |
| 38 | GSK | GLAXO SMITHKLINE PLC ADR | 0.21% | Reduce -2.0% | 188,915 | $7.52M | $39.82 | |
| 39 | PSX | PHILLIPS 66 | 0.15% | Reduce -2.2% | 61,608 | $5.29M | $85.82 | |
| 40 | BAX | BAXTER INTERNATIONAL INC | 0.09% | Reduce -1.0% | 41,516 | $3.34M | $80.50 | |
| 41 | EPD | ENTERPRISE PRODUCTS PARTNERS | 0.09% | - | 136,295 | $3.29M | $24.13 | |
| 42 | JEF | JEFFERIES FINANCIAL GROUP INC | 0.09% | Reduce -11.2% | 88,595 | $3.03M | $34.20 | |
| 43 | AIT | APPLIED INDUSTRIAL TECH INC. | 0.08% | Reduce -34.3% | 32,890 | $3M | $91.06 | |
| 44 | ANATZZZZ | AMERICAN NATIONAL GROUP INC | 0.06% | Reduce -0.8% | 15,127 | $2.25M | No quote | No quote |
| 45 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.04% | Reduce -16.4% | 45,137 | $1.3M | $28.85 | |
| 46 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $132K | No quote | No quote |