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 39 of 47 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 14.43% | - | 863 | $352.92M | No quote | No quote |
| 2 | JNJ | JOHNSON & JOHNSON | 10.83% | Reduce -4.6% | 1,492,146 | $264.87M | $177.51 | |
| 3 | GOOGL | ALPHABET INC-CL A | 10.65% | Reduce -5.9% | 119,490 | $260.4M | $2179.26 | |
| 4 | GOOG | ALPHABET INC-CL C | 7.32% | Reduce -0.5% | 81,803 | $178.94M | $2187.45 | |
| 5 | KOF | COCA COLA FEMSA | 5.50% | Reduce -9.3% | 2,434,974 | $134.61M | $55.28 | |
| 6 | FMC | FMC CORP. | 5.20% | Reduce -0.4% | 1,187,367 | $127.06M | $107.01 | |
| 7 | AZO | AUTOZONE, INC. | 4.72% | Reduce -26.3% | 53,746 | $115.51M | $2149.13 | |
| 8 | IONS | IONIS PHARMACEUTICALS INC. | 4.13% | Reduce -6.8% | 2,726,778 | $100.95M | $37.02 | |
| 9 | ALV | AUTOLIV INC. | 3.21% | Reduce -2.2% | 1,095,510 | $78.41M | $71.57 | |
| 10 | WFC | WELLS FARGO & CO | 2.61% | Reduce -19.9% | 1,632,373 | $63.94M | $39.17 | |
| 11 | BK | BANK OF NEW YORK MELLON CORP | 2.58% | Reduce -13.8% | 1,512,376 | $63.08M | $41.71 | |
| 12 | BAC | BANK OF AMERICA CORP COM | 2.39% | Reduce -2.5% | 1,878,523 | $58.48M | $31.13 | |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 2.18% | Reduce -29.9% | 195,475 | $53.37M | No quote | No quote |
| 14 | CSCO | CISCO SYSTEMS INC | 2.07% | Reduce -27.8% | 1,189,354 | $50.71M | $42.64 | |
| 15 | FOX | FOX CORP CLASS B | 2.03% | Reduce -23.9% | 1,669,868 | $49.6M | $29.70 | |
| 16 | INTC | INTEL CORP | 1.94% | Add +0.7% | 1,268,690 | $47.46M | $37.41 | |
| 17 | USB | US BANCORP | 1.76% | Reduce -12.9% | 935,930 | $43.07M | $46.02 | |
| 18 | FDX | FEDEX CORP. | 1.70% | New | 183,723 | $41.65M | $226.71 | |
| 19 | CMCSA | COMCAST CORPORATION - CLASS A | 1.68% | Reduce -0.5% | 1,047,683 | $41.11M | $39.24 | |
| 20 | TFC | TRUIST FINANCIAL CORP | 1.59% | Reduce -2.6% | 821,582 | $38.97M | $47.43 | |
| 21 | UNP | UNION PACIFIC CORP | 1.38% | Reduce -0.5% | 158,658 | $33.84M | $213.28 | |
| 22 | DEO | DIAGEO P L C - ADR | 1.06% | Reduce -1.3% | 148,423 | $25.84M | $174.12 | |
| 23 | FMS | FRESENIUS MEDICAL CARE-ADR | 1.04% | Reduce -1.0% | 1,016,440 | $25.35M | $24.94 | |
| 24 | UL | UNILEVER PLC SPONSORED ADR | 0.86% | Reduce -1.3% | 458,561 | $21.02M | $45.83 | |
| 25 | PGR | PROGRESSIVE CORP | 0.78% | - | 163,518 | $19.01M | $116.27 | |
| 26 | AXP | AMERICAN EXPRESS CO | 0.70% | New | 123,989 | $17.19M | $138.62 | |
| 27 | PARA | PARAMOUNT GLOBAL - CLASS B | 0.65% | New | 646,810 | $15.96M | No quote | No quote |
| 28 | THO | THOR INDUSTRIES INC. | 0.60% | Reduce -15.2% | 195,679 | $14.62M | $74.73 | |
| 29 | CNXC | CONCENTRIX CORP | 0.51% | Reduce -1.1% | 92,660 | $12.57M | $135.64 | |
| 30 | CNHI | CNH INDUSTRIALS | 0.46% | Reduce -3.9% | 970,133 | $11.24M | No quote | No quote |
| 31 | MS | MORGAN STANLEY | 0.38% | Reduce -45.8% | 122,670 | $9.33M | $76.06 | |
| 32 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.37% | Reduce -0.8% | 44,969 | $9.12M | No quote | No quote |
| 33 | TTE | TOTALENERGIES SE ADR | 0.37% | Reduce -3.7% | 171,162 | $9.01M | $52.64 | |
| 34 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.34% | Reduce -3.4% | 98,430 | $8.32M | $84.53 | |
| 35 | GSK | GSK PLC ADR | 0.34% | Reduce -3.3% | 190,421 | $8.29M | $43.53 | |
| 36 | CSL | CARLISLE COS INC | 0.33% | Reduce -60.7% | 33,384 | $7.97M | $238.62 | |
| 37 | VZ | VERIZON COMMUNICATIONS | 0.28% | Reduce -53.5% | 136,681 | $6.94M | $50.75 | |
| 38 | EMR | EMERSON ELECTRIC CO | 0.20% | Reduce -53.7% | 62,465 | $4.97M | $79.53 | |
| 39 | BABA | ALIBABA GROUP HOLDING SP-ADR | 0.19% | Reduce -30.3% | 41,840 | $4.76M | $113.67 | |
| 40 | BIDU | BAIDU INC. - SPON ADR | 0.15% | Reduce -10.2% | 24,496 | $3.64M | $148.72 | |
| 41 | EPD | ENTERPRISE PRODUCTS PARTNERS | 0.14% | - | 136,295 | $3.32M | $24.37 | |
| 42 | COP | CONOCOPHILLIPS | 0.12% | Reduce -3.3% | 33,197 | $2.98M | $89.80 | |
| 43 | PSX | PHILLIPS 66 | 0.11% | Reduce -4.0% | 32,493 | $2.66M | $81.99 | |
| 44 | BAX | BAXTER INTERNATIONAL INC | 0.10% | Reduce -0.1% | 39,222 | $2.52M | $64.22 | |
| 45 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $118K | No quote | No quote |
| 47 | ANATZZZZ | AMERICAN NATIONAL GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 46 | MMM | 3M CO | - | Sold | 0 | $0 | No quote | No quote |