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 47 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 12.18% | Reduce -2.9% | 886 | $364.48M | No quote | No quote |
| 2 | GOOGL | ALPHABET INC-CL A | 11.36% | Reduce -0.3% | 127,195 | $340.06M | $2673.52 | |
| 3 | JNJ | JOHNSON & JOHNSON | 9.04% | Reduce -3.2% | 1,674,726 | $270.47M | $161.50 | |
| 4 | GOOG | ALPHABET INC-CL C | 7.98% | Reduce -21.7% | 89,645 | $238.93M | $2665.31 | |
| 5 | CSCO | CISCO SYSTEMS INC | 5.47% | Reduce -15.4% | 3,007,873 | $163.72M | $54.43 | |
| 6 | KOF | COCA COLA FEMSA | 5.27% | Reduce -0.1% | 2,802,434 | $157.69M | $56.27 | |
| 7 | AZO | AUTOZONE, INC. | 4.95% | Reduce -0.5% | 87,253 | $148.16M | $1697.99 | |
| 8 | WFC | WELLS FARGO & CO | 3.38% | Reduce -3.5% | 2,177,243 | $101.05M | $46.41 | |
| 9 | BK | BANK OF NEW YORK MELLON CORP | 3.24% | Reduce -1.9% | 1,868,974 | $96.89M | $51.84 | |
| 10 | ALV | AUTOLIV INC. | 3.19% | Reduce -1.1% | 1,113,530 | $95.45M | $85.72 | |
| 11 | FMC | FMC CORP. | 3.03% | New | 991,210 | $90.76M | $91.56 | |
| 12 | FOX | FOX CORP CLASS B | 2.79% | Reduce -0.3% | 2,249,220 | $83.49M | $37.12 | |
| 13 | BAC | BANK OF AMERICA CORP COM | 2.74% | Reduce -0.2% | 1,928,858 | $81.88M | $42.45 | |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 2.61% | Add +4.5% | 285,756 | $77.99M | No quote | No quote |
| 15 | USB | US BANCORP | 2.17% | Reduce -3.4% | 1,090,847 | $64.84M | $59.44 | |
| 16 | CMCSA | COMCAST CORPORATION - CLASS A | 2.10% | Reduce -0.2% | 1,121,847 | $62.75M | $55.93 | |
| 17 | MMM | 3M CO | 2.05% | Reduce -0.6% | 349,172 | $61.25M | $175.42 | |
| 18 | TFC | TRUIST FINANCIAL CORP | 1.66% | Reduce -0.3% | 845,291 | $49.58M | $58.65 | |
| 19 | AXP | AMERICAN EXPRESS CO | 1.51% | Reduce -0.8% | 270,039 | $45.24M | $167.53 | |
| 20 | CSL | CARLISLE COS INC | 1.43% | Reduce -3.4% | 215,401 | $42.82M | $198.79 | |
| 21 | INTC | INTEL CORP | 1.12% | Reduce -0.0% | 630,833 | $33.61M | $53.28 | |
| 22 | UNP | UNION PACIFIC CORP | 1.06% | Reduce -8.6% | 161,762 | $31.71M | $196.01 | |
| 23 | DEO | DIAGEO P L C - ADR | 1.03% | Reduce -8.0% | 160,419 | $30.96M | $193.00 | |
| 24 | FMS | FRESENIUS MEDICAL CARE-ADR | 0.99% | Add +40.5% | 849,722 | $29.72M | $34.97 | |
| 25 | EMR | EMERSON ELECTRIC CO | 0.91% | Reduce -1.8% | 290,078 | $27.33M | $94.20 | |
| 26 | UL | UNILEVER PLC SPONSORED ADR | 0.90% | Reduce -1.2% | 498,692 | $27.04M | $54.22 | |
| 27 | MS | MORGAN STANLEY | 0.77% | Reduce -15.7% | 237,835 | $23.14M | $97.31 | |
| 28 | CNHI | CNH INDUSTRIALS | 0.59% | Reduce -3.4% | 1,069,327 | $17.76M | No quote | No quote |
| 29 | CNXC | CONCENTRIX CORP | 0.57% | Reduce -1.5% | 96,154 | $17.02M | $177.00 | |
| 30 | COP | CONOCOPHILLIPS | 0.56% | Reduce -0.9% | 246,883 | $16.73M | $67.77 | |
| 31 | VZ | VERIZON COMMUNICATIONS | 0.53% | Reduce -0.9% | 294,281 | $15.89M | $54.01 | |
| 32 | PGR | PROGRESSIVE CORP | 0.50% | Add +21.6% | 164,438 | $14.86M | $90.39 | |
| 33 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.35% | Reduce -0.1% | 49,094 | $10.34M | No quote | No quote |
| 34 | TTE | TOTALENERGIES SE ADR | 0.31% | Reduce -3.1% | 194,908 | $9.34M | $47.93 | |
| 35 | BABA | ALIBABA GROUP HOLDING SP-ADR | 0.31% | Reduce -95.9% | 62,975 | $9.32M | $148.04 | |
| 36 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.30% | Reduce -3.7% | 111,180 | $9.09M | $81.78 | |
| 37 | GSK | GLAXO SMITHKLINE PLC ADR | 0.24% | Reduce -1.7% | 185,716 | $7.1M | $38.21 | |
| 38 | BIDU | BAIDU INC. - SPON ADR | 0.16% | Reduce -96.9% | 30,280 | $4.66M | $153.76 | |
| 39 | PSX | PHILLIPS 66 | 0.14% | Reduce -1.1% | 60,899 | $4.27M | $70.03 | |
| 40 | BAX | BAXTER INTERNATIONAL INC | 0.11% | - | 41,516 | $3.34M | $80.43 | |
| 41 | JEF | JEFFERIES FINANCIAL GROUP INC | 0.10% | Reduce -4.7% | 84,440 | $3.14M | $37.13 | |
| 42 | EPD | ENTERPRISE PRODUCTS PARTNERS | 0.10% | - | 136,295 | $2.95M | $21.64 | |
| 43 | ANATZZZZ | AMERICAN NATIONAL GROUP INC | 0.09% | Reduce -3.5% | 14,597 | $2.76M | No quote | No quote |
| 44 | AIT | APPLIED INDUSTRIAL TECH INC. | 0.09% | Reduce -10.7% | 29,370 | $2.65M | $90.13 | |
| 45 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.03% | Reduce -18.5% | 36,786 | $962K | $26.15 | |
| 46 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $117K | No quote | No quote |
| 47 | ABBV | ABBVIE INC. | - | Sold | 0 | $0 | No quote | No quote |