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 56 rows. Rows without a quote are marked unavailable.
| 1 | PM | PHILIP MORRIS INTERNATIONAL COM | 14.07% | Add +0.1% | 6,543,508 | $366.57M | $56.02 | No quote |
| 2 | KOF | COCA COLA FEMSA COM | 6.19% | Reduce -11.1% | 2,063,250 | $161.39M | $78.22 | No quote |
| 3 | JNJ | JOHNSON & JOHNSON COM | 6.18% | Add +3.7% | 2,596,770 | $160.9M | $61.96 | No quote |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL-A COMCUSIP 084670108 | 5.84% | Reduce -0.1% | 1,222 | $152.14M | No quote | No quote |
| 5 | COP | CONOCOPHILLIPS COM | 5.55% | Add +1.0% | 2,519,109 | $144.67M | $57.43 | No quote |
| 6 | BAX | BAXTER INTERNATIONAL INC COM | 5.53% | Add +17.7% | 3,017,466 | $143.96M | $47.71 | No quote |
| 7 | SKM | SK TELECOM - ADR ADR | 4.64% | Add +0.2% | 6,923,406 | $120.95M | No quote | No quote |
| 8 | EMR | EMERSON ELECTRIC COMPANY COM | 4.41% | Reduce -17.8% | 2,179,385 | $114.77M | $52.66 | No quote |
| 9 | WMT | WAL-MART STORES INC COM | 3.26% | Reduce -0.3% | 1,585,469 | $84.85M | $53.52 | No quote |
| 10 | UNP | UNION PACIFIC COM | 3.21% | Reduce -0.2% | 1,020,784 | $83.5M | $81.80 | No quote |
| 11 | TRH | TRANSATLANTIC HLDGS COM | 3.05% | Reduce -0.0% | 1,563,046 | $79.43M | No quote | No quote |
| 12 | DVN | DEVON ENERGY COM | 3.04% | Reduce -0.0% | 1,222,471 | $79.14M | $64.74 | No quote |
| 13 | MMM | 3M CO COM | 3.01% | Reduce -2.1% | 905,793 | $78.54M | $86.71 | No quote |
| 14 | CMCSK | COMCAST CORP SPECIAL CLASS A COM | 2.52% | Reduce -0.1% | 3,866,622 | $65.77M | No quote | No quote |
| 15 | HD | HOME DEPOT INC COM | 2.37% | Reduce -38.7% | 1,952,562 | $61.86M | $31.68 | No quote |
| 16 | BRO | BROWN AND BROWN INC. COM | 1.95% | Reduce -0.1% | 2,513,413 | $50.75M | $20.19 | No quote |
| 17 | UN | UNILEVER (UN) ADR | 1.56% | Reduce -0.4% | 1,364,368 | $40.77M | No quote | No quote |
| 18 | NSC | NORFOLK SOUTHERN CORP COM | 1.56% | Reduce -2.3% | 683,362 | $40.67M | $59.51 | No quote |
| 19 | FHI | FEDERATED INVESTORS INC (PA.) COM | 1.53% | Reduce -23.1% | 1,749,639 | $39.82M | No quote | No quote |
| 20 | DEO | DIAGEO PLC- SPONSORED ADR ADR | 1.53% | Reduce -0.8% | 576,390 | $39.78M | $69.01 | No quote |
| 21 | TMK | TORCHMARK CORP COM | 1.50% | Reduce -0.1% | 734,574 | $39.04M | No quote | No quote |
| 22 | BK | BANK OF NEW YORK MELLON CORP COM | 1.44% | Add +328.1% | 1,431,817 | $37.41M | $26.13 | No quote |
| 23 | UNF | UNIFIRST CORP COM | 1.29% | Add +2.2% | 762,596 | $33.67M | $44.15 | No quote |
| 24 | ANAT | AMERICAN NATIONAL INSURANCE CO COM | 1.25% | Add +3.3% | 429,818 | $32.65M | No quote | No quote |
| 25 | WFC | WELLS FARGO & COMPANY COM | 1.14% | New | 1,179,221 | $29.62M | $25.11 | No quote |
| 26 | LUK | LEUCADIA NATIONAL CORP COM | 1.04% | Reduce -0.2% | 1,143,084 | $27M | No quote | No quote |
| 27 | HSIC | HENRY SCHEIN INC COM | 0.93% | Reduce -0.3% | 413,734 | $24.24M | $58.58 | No quote |
| 28 | MA | MASTERCARD INC. COM | 0.87% | New | 100,815 | $22.58M | $224.00 | No quote |
| 29 | NVS | NOVARTIS AG ADR ADR | 0.82% | Reduce -1.6% | 370,402 | $21.36M | $57.67 | No quote |
| 30 | NWLI | NATIONAL WESTERN LIFE INS CO COM | 0.72% | Reduce -0.0% | 132,809 | $18.68M | No quote | No quote |
| 31 | USB | US BANCORP COM | 0.71% | - | 850,700 | $18.39M | $21.62 | No quote |
| 32 | AXP | AMERICAN EXPRESS COMPANY COM | 0.63% | Reduce -1.3% | 392,726 | $16.51M | $42.03 | No quote |
| 33 | CTAS | CINTAS CORP. COM | 0.60% | Add +1.2% | 571,561 | $15.75M | $27.55 | No quote |
| 34 | BR | BROADRIDGE FINANCIAL SOLUTIONS COM | 0.60% | Add +53.6% | 681,945 | $15.6M | $22.87 | No quote |
| 35 | GPC | GENUINE PARTS CO COM | 0.56% | Add +7.8% | 327,032 | $14.58M | $44.59 | No quote |
| 36 | TW | TOWERS WATSON COM | 0.50% | Reduce -0.1% | 266,196 | $13.09M | $49.18 | No quote |
| 37 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-B COMCUSIP 084670702 | 0.49% | Reduce -0.7% | 153,251 | $12.67M | No quote | No quote |
| 38 | ADP | AUTOMATIC DATA PROCESSING COM | 0.45% | Add +83.2% | 278,974 | $11.73M | $42.03 | No quote |
| 39 | T | AT&T INC COM | 0.44% | Add +34.6% | 399,822 | $11.44M | $28.60 | No quote |
| 40 | AKZOY | AKZO NOBEL NV SPONSORED ADR ADR | 0.40% | Reduce -1.1% | 168,438 | $10.41M | No quote | No quote |
| 41 | SYY | SYSCO CORP COM | 0.36% | - | 327,868 | $9.35M | $28.52 | No quote |
| 42 | KO | COCA COLA COMPANY COM | 0.33% | - | 148,919 | $8.72M | $58.52 | No quote |
| 43 | UL | UNILEVER ( ul ) ADR | 0.33% | - | 296,208 | $8.62M | $29.10 | No quote |
| 44 | GSK | GLAXO SMITHKLINE PLC, ADR ADR | 0.30% | Reduce -13.4% | 195,730 | $7.74M | $39.52 | No quote |
| 45 | GKSR | G & K SERVICES INC COM | 0.28% | Add +26.4% | 317,148 | $7.25M | No quote | No quote |
| 46 | MCD | MCDONALDS CORP COM | 0.28% | - | 96,173 | $7.17M | $74.51 | No quote |
| 47 | AJG | ARTHUR J GALLAGHER COM | 0.24% | Add +85.0% | 240,049 | $6.33M | $26.37 | No quote |
| 48 | AVTR | AVATAR HOLDINGS INC COM | 0.22% | Reduce -1.8% | 301,857 | $5.76M | $19.08 | No quote |
| 49 | JEF | JEFFERIES GROUP INC. NEW COM | 0.06% | Reduce -0.6% | 72,795 | $1.65M | $22.69 | No quote |
| 50 | RYN | RAYONIER INC COM | 0.06% | Reduce -5.1% | 30,476 | $1.53M | $50.10 | No quote |
| 51 | FMST | FINISHMASTER COM | 0.06% | - | 75,560 | $1.49M | No quote | No quote |
| 52 | ACMTA | ACMAT CORP CLASS A COM | 0.03% | - | 51,890 | $843K | No quote | No quote |
| 53 | SHEN | SHENANDOAH TELECOMMUNICATIONS COM | 0.03% | - | 39,840 | $724K | $18.17 | No quote |
| 54 | CMCSA | COMCAST CORP - CLASS A COM | 0.02% | - | 32,850 | $594K | $18.08 | No quote |
| 55 | MO | ALTRIA GROUP, INC. COM | 0.02% | - | 21,060 | $506K | $24.03 | No quote |
| 56 | KFT | KRAFT FOODS INC-A COM | 0.01% | - | 9,498 | $293K | No quote | No quote |