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.
Get email alerts when Tweedy Browne Co. files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 37 of 58 rows. Rows without a quote are marked unavailable.
| 1 | PM | PHILIP MORRIS INTERNATIONAL COM | 14.98% | Reduce -0.7% | 6,466,470 | $424.39M | $65.63 | No quote |
| 2 | COP | CONOCOPHILLIPS COM | 7.05% | Reduce -0.4% | 2,502,454 | $199.85M | $79.86 | No quote |
| 3 | JNJ | JOHNSON & JOHNSON COM | 5.99% | Add +8.1% | 2,863,448 | $169.66M | $59.25 | No quote |
| 4 | BAX | BAXTER INTERNATIONAL INC COM | 5.70% | Reduce -0.2% | 3,005,438 | $161.6M | $53.77 | No quote |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL-A COMCUSIP 084670108 | 5.39% | Reduce -0.3% | 1,219 | $152.74M | No quote | No quote |
| 6 | KOF | COCA COLA FEMSA COM | 5.15% | Reduce -0.2% | 1,895,208 | $145.91M | $76.99 | No quote |
| 7 | SKM | SK TELECOM - ADR ADR | 4.82% | Add +3.5% | 7,264,337 | $136.64M | No quote | No quote |
| 8 | DVN | DEVON ENERGY COM | 3.92% | Reduce -0.4% | 1,211,006 | $111.13M | $91.77 | No quote |
| 9 | UNP | UNION PACIFIC COM | 3.50% | Reduce -0.1% | 1,008,897 | $99.21M | $98.33 | No quote |
| 10 | EMR | EMERSON ELECTRIC COMPANY COM | 3.45% | Reduce -15.7% | 1,674,740 | $97.86M | $58.43 | No quote |
| 11 | MMM | 3M CO COM | 2.97% | Reduce -0.1% | 899,810 | $84.13M | $93.50 | No quote |
| 12 | WMT | WAL-MART STORES INC COM | 2.88% | Reduce -0.1% | 1,568,863 | $81.66M | $52.05 | No quote |
| 13 | TRH | TRANSATLANTIC HLDGS COM | 2.66% | Add +1.2% | 1,551,349 | $75.5M | No quote | No quote |
| 14 | BRO | BROWN AND BROWN INC. COM | 2.26% | Reduce -0.5% | 2,487,793 | $64.19M | $25.80 | No quote |
| 15 | CSCO | CISCO SYSTEMS INC COM | 2.24% | New | 3,697,747 | $63.42M | $17.15 | No quote |
| 16 | WFC | WELLS FARGO & COMPANY COM | 1.83% | Add +22.6% | 1,633,279 | $51.79M | $31.71 | No quote |
| 17 | FHI | FEDERATED INVESTORS INC (PA.) COM | 1.73% | Add +0.1% | 1,831,847 | $49M | No quote | No quote |
| 18 | TMK | TORCHMARK CORP COM | 1.69% | Reduce -0.1% | 720,058 | $47.87M | No quote | No quote |
| 19 | NSC | NORFOLK SOUTHERN CORP COM | 1.65% | Reduce -0.3% | 674,699 | $46.74M | $69.27 | No quote |
| 20 | DEO | DIAGEO PLC- SPONSORED ADR ADR | 1.54% | Add +0.0% | 572,805 | $43.66M | $76.22 | No quote |
| 21 | CMCSK | COMCAST CORP SPECIAL CLASS A COM | 1.52% | Reduce -1.1% | 1,861,167 | $43.22M | No quote | No quote |
| 22 | BK | BANK OF NEW YORK MELLON CORP COM | 1.52% | Add +1.0% | 1,442,702 | $43.09M | $29.87 | No quote |
| 23 | UN | UNILEVER (UN) ADR | 1.49% | Add +0.0% | 1,349,917 | $42.33M | No quote | No quote |
| 24 | UNF | UNIFIRST CORP COM | 1.40% | Reduce -0.8% | 749,936 | $39.75M | $53.01 | No quote |
| 25 | ANAT | AMERICAN NATIONAL INSURANCE CO COM | 1.20% | Add +0.5% | 430,861 | $34.11M | No quote | No quote |
| 26 | HSIC | HENRY SCHEIN INC COM | 1.01% | Reduce -0.1% | 407,634 | $28.6M | $70.17 | No quote |
| 27 | MA | MASTERCARD INC. COM | 0.95% | Add +5.9% | 106,645 | $26.85M | $251.72 | No quote |
| 28 | USB | US BANCORP COM | 0.79% | - | 850,700 | $22.48M | $26.43 | No quote |
| 29 | LUK | LEUCADIA NATIONAL CORP COM | 0.73% | Reduce -51.7% | 550,546 | $20.67M | No quote | No quote |
| 30 | NWLI | NATIONAL WESTERN LIFE INS CO COM | 0.72% | Reduce -0.6% | 126,446 | $20.52M | No quote | No quote |
| 31 | NVS | NOVARTIS AG ADR ADR | 0.69% | Reduce -1.8% | 357,391 | $19.42M | $54.35 | No quote |
| 32 | CTAS | CINTAS CORP. COM | 0.64% | Add +4.0% | 595,146 | $18.02M | $30.28 | No quote |
| 33 | AXP | AMERICAN EXPRESS COMPANY COM | 0.62% | Reduce -0.5% | 386,685 | $17.48M | $45.20 | No quote |
| 34 | GPC | GENUINE PARTS CO COM | 0.59% | Reduce -1.3% | 311,869 | $16.73M | $53.64 | No quote |
| 35 | BR | BROADRIDGE FINANCIAL SOLUTIONS COM | 0.55% | Reduce -0.5% | 687,195 | $15.59M | $22.69 | No quote |
| 36 | ADP | AUTOMATIC DATA PROCESSING COM | 0.50% | - | 276,554 | $14.19M | $51.31 | No quote |
| 37 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-B COMCUSIP 084670702 | 0.45% | Reduce -0.6% | 150,962 | $12.63M | No quote | No quote |
| 38 | T | AT&T INC COM | 0.43% | - | 395,291 | $12.1M | $30.61 | No quote |
| 39 | SYY | SYSCO CORP COM | 0.43% | Add +34.5% | 436,543 | $12.09M | $27.70 | No quote |
| 40 | AKZOY | AKZO NOBEL NV SPONSORED ADR ADR | 0.39% | Reduce -1.8% | 161,845 | $11.14M | No quote | No quote |
| 41 | KO | COCA COLA COMPANY COM | 0.33% | - | 142,569 | $9.46M | $66.34 | No quote |
| 42 | UL | UNILEVER ( ul ) ADR | 0.33% | Add +1.5% | 301,180 | $9.22M | $30.62 | No quote |
| 43 | GSK | GLAXO SMITHKLINE PLC, ADR ADR | 0.27% | Add +1.9% | 196,737 | $7.56M | $38.41 | No quote |
| 44 | AJG | ARTHUR J GALLAGHER COM | 0.26% | - | 240,049 | $7.3M | $30.41 | No quote |
| 45 | MCD | MCDONALDS CORP COM | 0.24% | - | 90,606 | $6.89M | $76.09 | No quote |
| 46 | AVTR | AVATAR HOLDINGS INC COM | 0.20% | Reduce -1.3% | 282,620 | $5.59M | $19.79 | No quote |
| 47 | LMT | LOCKHEED MARTIN CORP COM COM | 0.18% | - | 64,155 | $5.16M | $80.40 | No quote |
| 48 | GKSR | G & K SERVICES INC COM | 0.07% | Reduce -62.9% | 58,072 | $1.93M | No quote | No quote |
| 49 | ACMTA | ACMAT CORP CLASS A COM | 0.05% | - | 51,890 | $1.35M | No quote | No quote |
| 50 | SHEN | SHENANDOAH TELECOMMUNICATIONS COM | 0.03% | - | 39,840 | $720K | $18.07 | No quote |
| 51 | KFT | KRAFT FOODS INC-A COM | 0.01% | - | 9,498 | $298K | No quote | No quote |
| 52 | XOM | EXXON MOBIL CORPORATION COM | 0.01% | - | 3,070 | $258K | $84.04 | No quote |
| 53 | - | TRUMANSBURG HOME TEL CO COMCUSIP 897991105 | 0.01% | - | 15,100 | $151K | No quote | No quote |
| 58 | TW | TOWERS WATSON COM | - | Sold | 0 | $0 | No quote | No quote |
| 57 | RYN | RAYONIER INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 56 | JEF | JEFFERIES GROUP INC. NEW COM | - | Sold | 0 | $0 | No quote | No quote |
| 55 | HD | HOME DEPOT INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 54 | FMST | FINISHMASTER COM | - | Sold | 0 | $0 | No quote | No quote |