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Focused investors/Tweedy Browne Co.

Tweedy Browne Co. - Tweedy Browne Value Fund

As of Q1 2026, Tweedy Browne Co. reported 93 long-equity positions worth $1.26B in aggregate.

Copy-investor backtest

Latest quarter
-0.86%
1-year
+27.27%
3-year
+55.47%
3-year top 5
+68.46%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 36 of 46 rows. Rows without a quote are marked unavailable.

1BRK/ABERKSHIRE HATHAWAY INCCUSIP 08467010812.67%-886$399.29MNo quoteNo quote
2GOOGLALPHABET INC-CL A11.68%Reduce -0.1%127,070$368.13M$2897.0452w: $84.81 - $150.97; reported $2897.04
3JNJJOHNSON & JOHNSON9.05%Reduce -0.5%1,666,949$285.17M$171.0752w: $151.47 - $179.92; reported $171.07
4GOOGALPHABET INC-CL C7.91%Reduce -3.9%86,110$249.17M$2893.5952w: $84.95 - $151.85; reported $2893.59
5CSCOCISCO SYSTEMS INC5.62%Reduce -7.1%2,793,769$177.04M$63.3752w: $43.35 - $64.29; reported $63.37
6AZOAUTOZONE, INC.5.57%Reduce -4.0%83,739$175.55M$2096.3952w: $1111.71 - $2110.00; reported $2096.39
7KOFCOCA COLA FEMSA4.83%Reduce -0.9%2,776,228$152.11M$54.7952w: $41.53 - $59.07; reported $54.79
8FMCFMC CORP.4.16%Add +20.3%1,192,500$131.04M$109.8952w: $87.27 - $123.66; reported $109.89
9ALVAUTOLIV INC.3.68%Add +0.6%1,120,565$115.88M$103.4152w: $80.83 - $110.59; reported $103.41
10BKBANK OF NEW YORK MELLON CORP3.32%Reduce -3.7%1,800,356$104.57M$58.0852w: $39.45 - $60.52; reported $58.08
11WFCWELLS FARGO & CO3.28%Reduce -0.9%2,157,631$103.52M$47.9852w: $29.40 - $52.57; reported $47.98
12BACBANK OF AMERICA CORP COM2.72%Reduce -0.2%1,925,093$85.65M$44.4952w: $29.57 - $48.69; reported $44.49
13BRK/BBERKSHIRE HATHAWAY INC DEL CL BCUSIP 0846707022.67%Reduce -1.6%281,043$84.03MNo quoteNo quote
14FOXFOX CORP CLASS B2.42%Reduce -1.0%2,227,228$76.33M$34.2752w: $28.15 - $42.14; reported $34.27
15MMM3M CO1.95%Reduce -0.7%346,800$61.6M$177.6352w: $136.61 - $174.71; reported $177.63
16USBUS BANCORP1.93%Reduce -0.9%1,080,432$60.69M$56.1752w: $42.47 - $63.01; reported $56.17
17CMCSACOMCAST CORPORATION - CLASS A1.69%Reduce -5.6%1,058,753$53.29M$50.3352w: $43.38 - $57.92; reported $50.33
18CSLCARLISLE COS INC1.66%Reduce -2.3%210,551$52.24M$248.1252w: $143.52 - $249.84; reported $248.12
19INTCINTEL CORP1.62%Add +57.6%994,073$51.2M$51.5052w: $47.87 - $68.49; reported $51.50
20TFCTRUIST FINANCIAL CORP1.57%Reduce -0.3%842,806$49.35M$58.5552w: $46.71 - $65.42; reported $58.55
21UNPUNION PACIFIC CORP1.28%Reduce -0.6%160,767$40.5M$251.9352w: $193.14 - $253.33; reported $251.93
22DEODIAGEO P L C - ADR1.07%Reduce -4.4%153,361$33.76M$220.1452w: $153.67 - $222.08; reported $220.14
23FMSFRESENIUS MEDICAL CARE-ADR1.06%Add +20.7%1,025,945$33.3M$32.4652w: $29.71 - $43.33; reported $32.46
24ULUNILEVER PLC SPONSORED ADR0.81%Reduce -5.4%471,705$25.37M$53.7952w: $56.98 - $69.61; reported $53.79
25MSMORGAN STANLEY0.74%-237,835$23.35M$98.1652w: $66.85 - $105.95; reported $98.16
26CNHICNH INDUSTRIALS0.64%Reduce -3.4%1,032,584$20.06MNo quoteNo quote
27CNXCCONCENTRIX CORP0.54%Reduce -1.2%95,019$16.97M$178.6252w: $96.44 - $191.35; reported $178.62
28PGRPROGRESSIVE CORP0.53%Reduce -0.8%163,073$16.74M$102.6552w: $84.89 - $107.59; reported $102.65
29COPCONOCOPHILLIPS0.52%Reduce -8.5%225,883$16.3M$72.1852w: $39.18 - $77.98; reported $72.18
30VZVERIZON COMMUNICATIONS0.48%Reduce -0.3%293,416$15.25M$51.9652w: $49.69 - $59.85; reported $51.96
31EMREMERSON ELECTRIC CO0.40%Reduce -53.0%136,302$12.67M$92.9752w: $77.76 - $105.99; reported $92.97
32NWLINATIONAL WESTERN LIFE GROUP0.33%Reduce -0.6%48,804$10.47MNo quoteNo quote
33NVSNOVARTIS AG AMERICAN DEPOSITORY SHARES0.29%Reduce -4.6%106,089$9.28M$87.4752w: $79.34 - $98.52; reported $87.47
34TTETOTALENERGIES SE ADR0.29%Reduce -5.1%184,933$9.15M$49.4652w: $40.33 - $52.57; reported $49.46
35GSKGLAXO SMITHKLINE PLC ADR0.28%Add +7.5%199,698$8.81M$44.1052w: $33.53 - $44.56; reported $44.10
36BABAALIBABA GROUP HOLDING SP-ADR0.23%Reduce -5.0%59,810$7.11M$118.7952w: $108.70 - $274.29; reported $118.79
37BIDUBAIDU INC. - SPON ADR0.13%Reduce -5.7%28,555$4.25M$148.8052w: $132.14 - $354.82; reported $148.80
38PSXPHILLIPS 660.12%Reduce -17.5%50,228$3.64M$72.4752w: $63.19 - $94.34; reported $72.47
39BAXBAXTER INTERNATIONAL INC0.11%Reduce -4.1%39,801$3.42M$85.8552w: $73.12 - $88.32; reported $85.85
40EPDENTERPRISE PRODUCTS PARTNERS0.10%-136,295$2.99M$21.9652w: $19.28 - $25.69; reported $21.96
41ANATZZZZAMERICAN NATIONAL GROUP INC0.08%Reduce -3.8%14,047$2.65MNo quoteNo quote
42CKXCKX LANDS INC0.00%-10,600$122KNo quoteNo quote
46JEFJEFFERIES FINANCIAL GROUP INC-Sold0$0No quoteNo quote
45HSBCHSBC HOLDINGS PLC SPONSORED ADR-Sold0$0No quoteNo quote
44AITAPPLIED INDUSTRIAL TECH INC.-Sold0$0No quoteNo quote
43AXPAMERICAN EXPRESS CO-Sold0$0No quoteNo quote