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 37 of 55 rows. Rows without a quote are marked unavailable.
| 1 | PM | PHILIP MORRIS INTERNATIONAL COM | 13.99% | Reduce -7.2% | 6,004,092 | $400.89M | $66.77 | No quote |
| 2 | JNJ | JOHNSON & JOHNSON COM | 6.90% | Add +3.9% | 2,974,366 | $197.86M | $66.52 | No quote |
| 3 | COP | CONOCOPHILLIPS COM | 6.73% | Add +2.5% | 2,565,742 | $192.92M | $75.19 | No quote |
| 4 | BAX | BAXTER INTERNATIONAL INC COM | 6.22% | Reduce -0.6% | 2,988,245 | $178.37M | $59.69 | No quote |
| 5 | KOF | COCA COLA FEMSA COM | 5.94% | Reduce -3.5% | 1,829,916 | $170.2M | $93.01 | No quote |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL-A COMCUSIP 084670108 | 4.93% | Reduce -0.3% | 1,216 | $141.18M | No quote | No quote |
| 7 | SKM | SK TELECOM - ADR ADR | 4.66% | Reduce -1.7% | 7,143,923 | $133.59M | No quote | No quote |
| 8 | UNP | UNION PACIFIC COM | 3.65% | Reduce -0.6% | 1,002,677 | $104.68M | $104.40 | No quote |
| 9 | WFC | WELLS FARGO & COMPANY COM | 3.60% | Add +125.0% | 3,674,844 | $103.12M | $28.06 | No quote |
| 10 | DVN | DEVON ENERGY COM | 3.41% | Add +2.4% | 1,239,496 | $97.69M | $78.81 | No quote |
| 11 | MMM | 3M CO COM | 2.97% | Reduce -0.4% | 895,955 | $84.98M | $94.85 | No quote |
| 12 | WMT | WAL-MART STORES INC COM | 2.88% | Reduce -1.0% | 1,552,716 | $82.51M | $53.14 | No quote |
| 13 | EMR | EMERSON ELECTRIC COMPANY COM | 2.74% | Reduce -16.6% | 1,396,900 | $78.58M | $56.25 | No quote |
| 14 | TRH | TRANSATLANTIC HLDGS COM | 2.63% | Reduce -0.9% | 1,537,689 | $75.36M | No quote | No quote |
| 15 | CSCO | CISCO SYSTEMS INC COM | 2.01% | Reduce -0.4% | 3,683,997 | $57.51M | $15.61 | No quote |
| 16 | BRO | BROWN AND BROWN INC. COM | 1.89% | Reduce -15.2% | 2,109,004 | $54.12M | $25.66 | No quote |
| 17 | FHI | FEDERATED INVESTORS INC (PA.) COM | 1.75% | Add +15.0% | 2,107,314 | $50.24M | No quote | No quote |
| 18 | TMK | TORCHMARK CORP COM | 1.58% | Reduce -1.8% | 707,018 | $45.35M | No quote | No quote |
| 19 | CMCSK | COMCAST CORP SPECIAL CLASS A COM | 1.56% | Reduce -0.8% | 1,846,659 | $44.75M | No quote | No quote |
| 20 | DEO | DIAGEO PLC- SPONSORED ADR ADR | 1.52% | Reduce -7.0% | 532,690 | $43.61M | $81.87 | No quote |
| 21 | NSC | NORFOLK SOUTHERN CORP COM | 1.52% | Reduce -13.8% | 581,774 | $43.59M | $74.93 | No quote |
| 22 | UN | UNILEVER (UN) ADR | 1.50% | Reduce -2.9% | 1,311,384 | $43.08M | No quote | No quote |
| 23 | UNF | UNIFIRST CORP COM | 1.45% | Reduce -1.4% | 739,084 | $41.53M | $56.19 | No quote |
| 24 | BK | BANK OF NEW YORK MELLON CORP COM | 1.38% | Add +7.3% | 1,547,983 | $39.66M | $25.62 | No quote |
| 25 | MA | MASTERCARD INC. COM | 1.27% | Add +12.9% | 120,460 | $36.3M | $301.34 | No quote |
| 26 | ANAT | AMERICAN NATIONAL INSURANCE CO COM | 1.22% | Add +4.3% | 449,251 | $34.82M | No quote | No quote |
| 27 | USB | US BANCORP COM | 0.76% | - | 850,700 | $21.7M | $25.51 | No quote |
| 28 | NVS | NOVARTIS AG ADR ADR | 0.75% | Reduce -2.0% | 350,100 | $21.4M | $61.11 | No quote |
| 29 | HSIC | HENRY SCHEIN INC COM | 0.72% | Reduce -28.8% | 290,144 | $20.77M | $71.59 | No quote |
| 30 | AXP | AMERICAN EXPRESS COMPANY COM | 0.68% | Reduce -3.2% | 374,166 | $19.34M | $51.70 | No quote |
| 31 | SYY | SYSCO CORP COM | 0.64% | Add +35.3% | 590,693 | $18.42M | $31.18 | No quote |
| 32 | LUK | LEUCADIA NATIONAL CORP COM | 0.64% | Reduce -1.9% | 539,806 | $18.41M | No quote | No quote |
| 33 | NWLI | NATIONAL WESTERN LIFE INS CO COM | 0.59% | Reduce -16.5% | 105,632 | $16.85M | No quote | No quote |
| 34 | CTAS | CINTAS CORP. COM | 0.58% | Reduce -15.5% | 502,947 | $16.61M | $33.03 | No quote |
| 35 | BR | BROADRIDGE FINANCIAL SOLUTIONS COM | 0.56% | Reduce -3.0% | 666,560 | $16.04M | $24.07 | No quote |
| 36 | ADP | AUTOMATIC DATA PROCESSING COM | 0.50% | Reduce -1.9% | 271,169 | $14.29M | $52.68 | No quote |
| 37 | T | AT&T INC COM | 0.50% | Add +14.3% | 451,891 | $14.19M | $31.41 | No quote |
| 38 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-B COMCUSIP 084670702 | 0.41% | Reduce -0.5% | 150,199 | $11.62M | No quote | No quote |
| 39 | GPC | GENUINE PARTS CO COM | 0.38% | Reduce -35.6% | 200,725 | $10.92M | $54.40 | No quote |
| 40 | UL | UNILEVER ( ul ) ADR | 0.34% | Reduce -0.1% | 300,780 | $9.74M | $32.39 | No quote |
| 41 | KO | COCA COLA COMPANY COM | 0.33% | - | 142,569 | $9.59M | $67.29 | No quote |
| 42 | AKZOY | AKZO NOBEL NV SPONSORED ADR ADR | 0.32% | Reduce -9.8% | 146,055 | $9.21M | No quote | No quote |
| 43 | GSK | GLAXO SMITHKLINE PLC, ADR ADR | 0.28% | Reduce -5.2% | 186,452 | $8M | $42.90 | No quote |
| 44 | LMT | LOCKHEED MARTIN CORP COM COM | 0.28% | Add +52.2% | 97,630 | $7.91M | $80.97 | No quote |
| 45 | MCD | MCDONALDS CORP COM | 0.27% | - | 90,606 | $7.64M | $84.32 | No quote |
| 46 | AJG | ARTHUR J GALLAGHER COM | 0.24% | - | 240,049 | $6.85M | $28.54 | No quote |
| 47 | AVTR | AVATAR HOLDINGS INC COM | 0.14% | Reduce -8.3% | 259,263 | $3.94M | $15.21 | No quote |
| 48 | GKSR | G & K SERVICES INC COM | 0.05% | Reduce -28.2% | 41,691 | $1.41M | No quote | No quote |
| 49 | ACMTA | ACMAT CORP CLASS A COM | 0.05% | - | 51,890 | $1.35M | No quote | No quote |
| 50 | CAJPY | CANON INC SPONSORED ADR ADR | 0.04% | New | 25,575 | $1.22M | No quote | No quote |
| 51 | SHEN | SHENANDOAH TELECOMMUNICATIONS COM | 0.02% | - | 39,840 | $678K | $17.02 | No quote |
| 52 | KFT | KRAFT FOODS INC-A COM | 0.01% | - | 9,498 | $335K | No quote | No quote |
| 53 | XOM | EXXON MOBIL CORPORATION COM | 0.01% | - | 3,070 | $250K | $81.43 | No quote |
| 54 | - | VODAFONE GROUP-SP ADR ADRCUSIP 92857W200 | 0.01% | New | 8,200 | $219K | No quote | No quote |
| 55 | - | TRUMANSBURG HOME TEL CO COMCUSIP 897991105 | 0.01% | - | 15,100 | $151K | No quote | No quote |