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 36 of 57 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON | 9.31% | Reduce -0.4% | 4,339,144 | $372.56M | $85.86 | No quote |
| 2 | CSCO | CISCO SYSTEMS INC | 6.73% | Add +8.7% | 11,069,499 | $269.38M | $24.34 | No quote |
| 3 | BSBR | BANCO SANTANDER BRASIL ADS | 6.21% | New | 39,984,793 | $248.71M | No quote | No quote |
| 4 | HAL | HALLIBURTON CO | 5.77% | Reduce -0.1% | 5,537,542 | $231.03M | $41.72 | No quote |
| 5 | WFC | WELLS FARGO & COMPANY | 5.51% | Reduce -0.2% | 5,339,395 | $220.36M | $41.27 | No quote |
| 6 | DVN | DEVON ENERGY | 5.49% | Add +13.2% | 4,236,700 | $219.8M | $51.88 | No quote |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL-ACUSIP 084670108 | 4.99% | Reduce -0.9% | 1,184 | $199.62M | No quote | No quote |
| 8 | BAX | BAXTER INTERNATIONAL INC | 4.51% | Reduce -0.1% | 2,607,066 | $180.59M | $69.27 | No quote |
| 9 | COP | CONOCOPHILLIPS | 4.51% | Reduce -0.1% | 2,982,565 | $180.45M | $60.50 | No quote |
| 10 | PM | PHILIP MORRIS INTERNATIONAL | 4.14% | Reduce -6.0% | 1,911,076 | $165.54M | $86.62 | No quote |
| 11 | JOY | JOY GLOBAL | 4.06% | Add +154.3% | 3,346,754 | $162.42M | No quote | No quote |
| 12 | GOOGL | 3.65% | Reduce -0.0% | 165,975 | $146.12M | $880.37 | No quote | |
| 13 | BK | BANK OF NEW YORK MELLON CORP | 3.46% | Reduce -5.3% | 4,937,028 | $138.48M | $28.05 | No quote |
| 14 | EMR | EMERSON ELECTRIC COMPANY | 2.98% | Add +0.1% | 2,189,087 | $119.39M | $54.54 | No quote |
| 15 | MMM | 3M CO | 2.92% | Reduce -0.0% | 1,067,615 | $116.74M | $109.35 | No quote |
| 16 | KOF | COCA COLA FEMSA | 2.71% | Reduce -0.7% | 772,663 | $108.4M | $140.29 | No quote |
| 17 | UNP | UNION PACIFIC | 2.71% | Reduce -0.3% | 701,981 | $108.3M | $154.28 | No quote |
| 18 | WMT | WAL-MART STORES INC | 2.35% | Reduce -0.1% | 1,264,270 | $94.18M | $74.49 | No quote |
| 19 | TMK | TORCHMARK CORP | 1.61% | Reduce -2.6% | 987,448 | $64.32M | No quote | No quote |
| 20 | CMCSK | COMCAST CORP SPECIAL CLASS A | 1.42% | Reduce -0.3% | 1,434,659 | $56.91M | No quote | No quote |
| 21 | MA | MASTERCARD INC. | 1.30% | Reduce -16.9% | 90,259 | $51.85M | $574.50 | No quote |
| 22 | SYY | SYSCO CORP | 1.26% | - | 1,471,283 | $50.26M | $34.16 | No quote |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-BCUSIP 084670702 | 1.17% | Reduce -0.1% | 417,263 | $46.7M | No quote | No quote |
| 24 | PSX | PHILLIPS 66 | 1.07% | Reduce -10.4% | 726,116 | $42.78M | $58.91 | No quote |
| 25 | ANAT | AMERICAN NATIONAL INSURANCE CO | 1.02% | Reduce -5.0% | 408,984 | $40.68M | No quote | No quote |
| 26 | DEO | DIAGEO PLC- SPONSORED ADR | 0.98% | Reduce -0.5% | 341,149 | $39.22M | $114.95 | No quote |
| 27 | UN | UNILEVER (UN) | 0.97% | Reduce -0.1% | 986,093 | $38.76M | No quote | No quote |
| 28 | UNF | UNIFIRST CORP | 0.86% | Reduce -42.5% | 377,713 | $34.47M | $91.25 | No quote |
| 29 | LUK | LEUCADIA NATIONAL CORP | 0.62% | Reduce -5.3% | 953,769 | $25.01M | No quote | No quote |
| 30 | ITW | ILLINOIS TOOL WORKS | 0.61% | - | 353,253 | $24.44M | $69.17 | No quote |
| 31 | LMT | LOCKHEED MARTIN CORP COM | 0.57% | - | 210,922 | $22.88M | $108.46 | No quote |
| 32 | AXP | AMERICAN EXPRESS COMPANY | 0.55% | Reduce -0.9% | 293,591 | $21.95M | $74.76 | No quote |
| 33 | NVS | NOVARTIS AG ADR | 0.52% | Reduce -1.9% | 296,095 | $20.94M | $70.71 | No quote |
| 34 | NWLI | NATIONAL WESTERN LIFE INS CO | 0.51% | Reduce -0.1% | 106,849 | $20.29M | No quote | No quote |
| 35 | TTE | TOTAL SA - SPON ADR | 0.50% | Reduce -2.1% | 408,453 | $19.89M | $48.70 | No quote |
| 36 | USB | US BANCORP | 0.49% | - | 539,800 | $19.51M | $36.15 | No quote |
| 37 | CNQ | CANADIAN NATURAL RESOURCES | 0.47% | Add +0.5% | 670,700 | $18.85M | $28.11 | No quote |
| 38 | NOV | NATIONAL OILWELL VARCO | 0.34% | New | 196,877 | $13.57M | $68.90 | No quote |
| 39 | UL | UNILEVER ( ul ) | 0.29% | Reduce -0.8% | 289,817 | $11.72M | $40.45 | No quote |
| 40 | ADP | AUTOMATIC DATA PROCESSING | 0.24% | - | 141,914 | $9.77M | $68.86 | No quote |
| 41 | HSBC | HSBC HOLDINGS PLC SPONSOR ADR' | 0.22% | Reduce -0.1% | 167,785 | $8.71M | $51.90 | No quote |
| 42 | GSK | GLAXO SMITHKLINE PLC, ADR | 0.19% | Reduce -0.1% | 151,090 | $7.55M | $49.97 | No quote |
| 43 | RDSA | ROYAL DUTCH SHELL PLC-A SHARES | 0.09% | Add +1.2% | 53,805 | $3.43M | No quote | No quote |
| 44 | AJG | ARTHUR J GALLAGHER | 0.07% | - | 63,723 | $2.78M | $43.69 | No quote |
| 45 | FHI | FEDERATED INVESTORS INC (PA.) | 0.02% | - | 29,406 | $806K | No quote | No quote |
| 46 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.02% | - | 39,840 | $665K | $16.69 | No quote |
| 47 | BRO | BROWN AND BROWN INC. | 0.01% | Reduce -99.0% | 13,925 | $449K | $32.24 | No quote |
| 48 | CAJPY | CANON INC SPONSORED ADR | 0.01% | - | 8,230 | $271K | No quote | No quote |
| 49 | FSCI | FISHER COMMUNICATIONS INC. | 0.01% | - | 5,824 | $239K | No quote | No quote |
| 50 | XOM | EXXON MOBIL CORPORATION | 0.01% | - | 2,534 | $229K | $90.37 | No quote |
| 57 | - | TRUMANSBURG HOME TEL CO COMCUSIP 897991105 | - | Sold | 0 | $0 | No quote | No quote |
| 56 | RHHBY | ROCHE HOLDINGS ADR ADR | - | Sold | 0 | $0 | No quote | No quote |
| 55 | NSC | NORFOLK SOUTHERN CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 54 | HNZ | HEINZ H J CO COM | - | Sold | 0 | $0 | No quote | No quote |
| 53 | HINKY | HEINEKEN NV ADR ADR | - | Sold | 0 | $0 | No quote | No quote |
| 52 | AKZOY | AKZO NOBEL NV SPONSORED ADR ADR | - | Sold | 0 | $0 | No quote | No quote |
| 51 | ACMTA | ACMAT CORP CLASS A COM | - | Sold | 0 | $0 | No quote | No quote |