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 40 of 46 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 15.44% | - | 863 | $350.78M | No quote | No quote |
| 2 | JNJ | JOHNSON & JOHNSON | 10.71% | Reduce -0.2% | 1,488,820 | $243.21M | $163.36 | |
| 3 | GOOGL | ALPHABET INC-CL A | 10.07% | Add +0.1%20:1 split | 2,391,480 | $228.75M | $95.65 | |
| 4 | GOOG | ALPHABET INC-CL C | 6.68% | Reduce -3.5%20:1 split | 1,578,765 | $151.8M | $96.15 | |
| 5 | KOF | COCA COLA FEMSA | 6.01% | Reduce -3.9% | 2,339,541 | $136.61M | $58.39 | |
| 6 | FMC | FMC CORP. | 5.76% | Add +4.3% | 1,238,282 | $130.89M | $105.70 | |
| 7 | IONS | IONIS PHARMACEUTICALS INC. | 5.30% | Reduce -0.1% | 2,722,988 | $120.44M | $44.23 | |
| 8 | AZO | AUTOZONE, INC. | 4.60% | Reduce -9.1% | 48,839 | $104.61M | $2141.94 | |
| 9 | ALV | AUTOLIV INC. | 3.27% | Add +1.8% | 1,115,317 | $74.31M | $66.63 | |
| 10 | WFC | WELLS FARGO & CO | 2.75% | Reduce -4.7% | 1,555,090 | $62.55M | $40.22 | |
| 11 | BK | BANK OF NEW YORK MELLON CORP | 2.53% | Reduce -1.4% | 1,490,827 | $57.43M | $38.52 | |
| 12 | CNXC | CONCENTRIX CORP | 2.48% | Add +444.3% | 504,353 | $56.3M | $111.63 | |
| 13 | BAC | BANK OF AMERICA CORP COM | 2.32% | Reduce -7.1% | 1,744,903 | $52.7M | $30.20 | |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 2.27% | Reduce -1.4% | 192,829 | $51.49M | No quote | No quote |
| 15 | CSCO | CISCO SYSTEMS INC | 1.87% | Reduce -10.6% | 1,063,483 | $42.54M | $40.00 | |
| 16 | USB | US BANCORP | 1.63% | Reduce -1.9% | 918,298 | $37.03M | $40.32 | |
| 17 | TFC | TRUIST FINANCIAL CORP | 1.57% | Reduce -0.3% | 818,904 | $35.66M | $43.54 | |
| 18 | INTC | INTEL CORP | 1.39% | Reduce -3.5% | 1,223,850 | $31.54M | $25.77 | |
| 19 | FOX | FOX CORP CLASS B | 1.38% | Reduce -34.1% | 1,100,270 | $31.36M | $28.50 | |
| 20 | UNP | UNION PACIFIC CORP | 1.36% | Reduce -0.1% | 158,458 | $30.87M | $194.82 | |
| 21 | FDX | FEDEX CORP. | 1.24% | Add +3.4% | 189,887 | $28.19M | $148.47 | |
| 22 | DEO | DIAGEO P L C - ADR | 1.10% | Reduce -0.6% | 147,583 | $25.06M | $169.81 | |
| 23 | UL | UNILEVER PLC SPONSORED ADR | 0.88% | Reduce 0.0% | 458,543 | $20.1M | $43.84 | |
| 24 | PGR | PROGRESSIVE CORP | 0.83% | Reduce -1.0% | 161,908 | $18.82M | $116.21 | |
| 25 | AXP | AMERICAN EXPRESS CO | 0.74% | Reduce -0.2% | 123,794 | $16.7M | $134.91 | |
| 26 | FMS | FRESENIUS MEDICAL CARE-ADR | 0.62% | Reduce -1.3% | 1,003,036 | $14.08M | $14.04 | |
| 27 | THO | THOR INDUSTRIES INC. | 0.60% | Reduce -0.1% | 195,584 | $13.69M | $69.98 | |
| 28 | PARA | PARAMOUNT GLOBAL - CLASS B | 0.56% | Add +2.6% | 663,765 | $12.64M | No quote | No quote |
| 29 | CMCSA | COMCAST CORPORATION - CLASS A | 0.50% | Reduce -63.0% | 387,756 | $11.37M | $29.33 | |
| 30 | CNHI | CNH INDUSTRIALS | 0.48% | Reduce -0.2% | 967,803 | $10.81M | No quote | No quote |
| 31 | CSL | CARLISLE COS INC | 0.41% | Add +0.1% | 33,404 | $9.37M | $280.42 | |
| 32 | MS | MORGAN STANLEY | 0.37% | Reduce -14.4% | 105,055 | $8.3M | $79.01 | |
| 33 | TTE | TOTALENERGIES SE ADR | 0.35% | Add +0.4% | 171,887 | $8M | $46.52 | |
| 34 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.34% | Add +2.3% | 100,709 | $7.66M | $76.01 | |
| 35 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.33% | Reduce -1.2% | 44,434 | $7.59M | No quote | No quote |
| 36 | GSK | GSK PLC ADR | 0.19% | Reduce -22.0%1:1 reverse | 145,663 | $4.29M | $29.43 | |
| 37 | EMR | EMERSON ELECTRIC CO | 0.15% | Reduce -24.0% | 47,451 | $3.47M | $73.21 | |
| 38 | BABA | ALIBABA GROUP HOLDING SP-ADR | 0.15% | Reduce -1.4% | 41,240 | $3.3M | $80.00 | |
| 39 | EPD | ENTERPRISE PRODUCTS PARTNERS | 0.14% | - | 136,295 | $3.24M | $23.78 | |
| 40 | COP | CONOCOPHILLIPS | 0.14% | Reduce -5.9% | 31,252 | $3.2M | $102.33 | |
| 41 | BIDU | BAIDU INC. - SPON ADR | 0.13% | Reduce -0.5% | 24,371 | $2.86M | $117.48 | |
| 42 | PSX | PHILLIPS 66 | 0.12% | - | 32,493 | $2.62M | $80.73 | |
| 43 | VZ | VERIZON COMMUNICATIONS | 0.10% | Reduce -55.2% | 61,229 | $2.33M | $37.97 | |
| 44 | BAX | BAXTER INTERNATIONAL INC | 0.09% | Reduce -0.6% | 38,991 | $2.1M | $53.86 | |
| 45 | HLN | HALEON PLC ADR | 0.05% | New | 179,811 | $1.1M | $6.09 | |
| 46 | CKX | CKX LANDS INC | 0.01% | - | 10,600 | $116K | No quote | No quote |