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 59 rows. Rows without a quote are marked unavailable.
| 1 | PM | PHILIP MORRIS INTERNATIONAL COM | 14.25% | Reduce -0.5% | 6,512,213 | $381.16M | $58.53 | No quote |
| 2 | COP | CONOCOPHILLIPS COM | 6.39% | Reduce -0.3% | 2,511,969 | $171.07M | $68.10 | No quote |
| 3 | JNJ | JOHNSON & JOHNSON COM | 6.13% | Add +2.0% | 2,649,428 | $163.87M | $61.85 | No quote |
| 4 | KOF | COCA COLA FEMSA COM | 5.85% | Reduce -7.9% | 1,899,534 | $156.58M | $82.43 | No quote |
| 5 | BAX | BAXTER INTERNATIONAL INC COM | 5.70% | Reduce -0.2% | 3,011,480 | $152.44M | $50.62 | No quote |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL-A COMCUSIP 084670108 | 5.50% | - | 1,222 | $147.19M | No quote | No quote |
| 7 | SKM | SK TELECOM - ADR ADR | 4.89% | Add +1.3% | 7,016,467 | $130.72M | No quote | No quote |
| 8 | EMR | EMERSON ELECTRIC COMPANY COM | 4.25% | Reduce -8.8% | 1,986,881 | $113.59M | $57.17 | No quote |
| 9 | DVN | DEVON ENERGY COM | 3.57% | Reduce -0.5% | 1,216,237 | $95.49M | $78.51 | No quote |
| 10 | UNP | UNION PACIFIC COM | 3.50% | Reduce -1.1% | 1,009,668 | $93.56M | $92.66 | No quote |
| 11 | WMT | WAL-MART STORES INC COM | 3.17% | Reduce -0.9% | 1,570,762 | $84.71M | $53.93 | No quote |
| 12 | TRH | TRANSATLANTIC HLDGS COM | 2.96% | Reduce -1.9% | 1,533,086 | $79.14M | No quote | No quote |
| 13 | MMM | 3M CO COM | 2.90% | Reduce -0.6% | 900,471 | $77.71M | $86.30 | No quote |
| 14 | BRO | BROWN AND BROWN INC. COM | 2.24% | Reduce -0.6% | 2,499,603 | $59.84M | $23.94 | No quote |
| 15 | FHI | FEDERATED INVESTORS INC (PA.) COM | 1.79% | Add +4.7% | 1,831,004 | $47.92M | No quote | No quote |
| 16 | BK | BANK OF NEW YORK MELLON CORP COM | 1.61% | Reduce -0.3% | 1,427,962 | $43.12M | $30.20 | No quote |
| 17 | TMK | TORCHMARK CORP COM | 1.61% | Reduce -1.9% | 720,633 | $43.05M | No quote | No quote |
| 18 | DEO | DIAGEO PLC- SPONSORED ADR ADR | 1.59% | Reduce -0.6% | 572,704 | $42.57M | $74.33 | No quote |
| 19 | NSC | NORFOLK SOUTHERN CORP COM | 1.59% | Reduce -1.0% | 676,653 | $42.51M | $62.82 | No quote |
| 20 | UN | UNILEVER (UN) ADR | 1.58% | Reduce -1.1% | 1,349,789 | $42.38M | No quote | No quote |
| 21 | UNF | UNIFIRST CORP COM | 1.56% | Reduce -0.9% | 755,751 | $41.6M | $55.05 | No quote |
| 22 | WFC | WELLS FARGO & COMPANY COM | 1.54% | Add +13.0% | 1,332,119 | $41.28M | $30.99 | No quote |
| 23 | CMCSK | COMCAST CORP SPECIAL CLASS A COM | 1.46% | Reduce -51.3% | 1,881,606 | $39.16M | No quote | No quote |
| 24 | ANAT | AMERICAN NATIONAL INSURANCE CO COM | 1.37% | Reduce -0.2% | 428,873 | $36.72M | No quote | No quote |
| 25 | LUK | LEUCADIA NATIONAL CORP COM | 1.24% | Reduce -0.3% | 1,139,405 | $33.25M | No quote | No quote |
| 26 | HSIC | HENRY SCHEIN INC COM | 0.94% | Reduce -1.3% | 408,254 | $25.06M | $61.39 | No quote |
| 27 | USB | US BANCORP COM | 0.86% | - | 850,700 | $22.94M | $26.97 | No quote |
| 28 | MA | MASTERCARD INC. COM | 0.84% | Reduce -0.1% | 100,695 | $22.57M | $224.11 | No quote |
| 29 | NVS | NOVARTIS AG ADR ADR | 0.80% | Reduce -1.8% | 363,904 | $21.45M | $58.95 | No quote |
| 30 | NWLI | NATIONAL WESTERN LIFE INS CO COM | 0.79% | Reduce -4.3% | 127,170 | $21.2M | No quote | No quote |
| 31 | AXP | AMERICAN EXPRESS COMPANY COM | 0.62% | Reduce -1.1% | 388,571 | $16.68M | $42.92 | No quote |
| 32 | GPC | GENUINE PARTS CO COM | 0.61% | Reduce -3.4% | 315,929 | $16.22M | $51.34 | No quote |
| 33 | CTAS | CINTAS CORP. COM | 0.60% | Add +0.1% | 572,111 | $16M | $27.96 | No quote |
| 34 | BR | BROADRIDGE FINANCIAL SOLUTIONS COM | 0.57% | Add +1.2% | 690,275 | $15.14M | $21.93 | No quote |
| 35 | ADP | AUTOMATIC DATA PROCESSING COM | 0.48% | Reduce -0.9% | 276,554 | $12.8M | $46.28 | No quote |
| 36 | TW | TOWERS WATSON COM | 0.46% | Reduce -10.3% | 238,782 | $12.43M | $52.06 | No quote |
| 37 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-B COMCUSIP 084670702 | 0.45% | Reduce -0.9% | 151,863 | $12.17M | No quote | No quote |
| 38 | T | AT&T INC COM | 0.43% | Reduce -1.1% | 395,291 | $11.61M | $29.38 | No quote |
| 39 | AKZOY | AKZO NOBEL NV SPONSORED ADR ADR | 0.38% | Reduce -2.2% | 164,740 | $10.27M | No quote | No quote |
| 40 | SYY | SYSCO CORP COM | 0.36% | Reduce -1.0% | 324,478 | $9.54M | $29.40 | No quote |
| 41 | KO | COCA COLA COMPANY COM | 0.35% | Reduce -4.3% | 142,569 | $9.38M | $65.77 | No quote |
| 42 | UL | UNILEVER ( ul ) ADR | 0.34% | Add +0.2% | 296,738 | $9.16M | $30.88 | No quote |
| 43 | GSK | GLAXO SMITHKLINE PLC, ADR ADR | 0.28% | Reduce -1.4% | 193,061 | $7.57M | $39.22 | No quote |
| 44 | AJG | ARTHUR J GALLAGHER COM | 0.26% | - | 240,049 | $6.98M | $29.08 | No quote |
| 45 | MCD | MCDONALDS CORP COM | 0.26% | Reduce -5.8% | 90,606 | $6.96M | $76.76 | No quote |
| 46 | HD | HOME DEPOT INC COM | 0.24% | Reduce -90.8% | 179,436 | $6.29M | $35.06 | No quote |
| 47 | AVTR | AVATAR HOLDINGS INC COM | 0.21% | Reduce -5.2% | 286,320 | $5.68M | $19.82 | No quote |
| 48 | GKSR | G & K SERVICES INC COM | 0.18% | Reduce -50.7% | 156,469 | $4.84M | No quote | No quote |
| 49 | LMT | LOCKHEED MARTIN CORP COM COM | 0.17% | New | 64,155 | $4.49M | $69.91 | No quote |
| 50 | JEF | JEFFERIES GROUP INC. NEW COM | 0.07% | Reduce -1.9% | 71,385 | $1.9M | $26.63 | No quote |
| 51 | FMST | FINISHMASTER COM | 0.06% | - | 75,560 | $1.58M | No quote | No quote |
| 52 | ACMTA | ACMAT CORP CLASS A COM | 0.05% | - | 51,890 | $1.35M | No quote | No quote |
| 53 | RYN | RAYONIER INC COM | 0.04% | Reduce -36.8% | 19,256 | $1.01M | $52.50 | No quote |
| 54 | SHEN | SHENANDOAH TELECOMMUNICATIONS COM | 0.03% | - | 39,840 | $746K | $18.72 | No quote |
| 55 | KFT | KRAFT FOODS INC-A COM | 0.01% | - | 9,498 | $299K | No quote | No quote |
| 56 | XOM | EXXON MOBIL CORPORATION COM | 0.01% | New | 3,070 | $224K | $72.96 | No quote |
| 57 | - | TRUMANSBURG HOME TEL CO COMCUSIP 897991105 | 0.01% | New | 15,100 | $151K | No quote | No quote |
| 59 | CMCSA | COMCAST CORP - CLASS A COM | - | Sold | 0 | $0 | No quote | No quote |
| 58 | MO | ALTRIA GROUP, INC. COM | - | Sold | 0 | $0 | No quote | No quote |