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 35 of 51 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON | 9.01% | Reduce -0.3% | 4,324,131 | $374.86M | $86.69 | No quote |
| 2 | BSBR | BANCO SANTANDER BRASIL ADS | 8.10% | Add +21.3% | 48,487,074 | $336.99M | No quote | No quote |
| 3 | HAL | HALLIBURTON CO | 6.40% | Reduce -0.2% | 5,527,392 | $266.14M | $48.15 | No quote |
| 4 | CSCO | CISCO SYSTEMS INC | 6.22% | Reduce -0.3% | 11,030,309 | $258.45M | $23.43 | No quote |
| 5 | DVN | DEVON ENERGY | 5.87% | Reduce -0.2% | 4,229,160 | $244.28M | $57.76 | No quote |
| 6 | WFC | WELLS FARGO & COMPANY | 5.29% | Reduce -0.3% | 5,323,295 | $219.96M | $41.32 | No quote |
| 7 | COP | CONOCOPHILLIPS | 4.97% | Reduce -0.3% | 2,973,875 | $206.71M | $69.51 | No quote |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL-ACUSIP 084670108 | 4.85% | - | 1,184 | $201.77M | No quote | No quote |
| 9 | JOY | JOY GLOBAL | 4.12% | Add +0.3% | 3,357,154 | $171.35M | No quote | No quote |
| 10 | BAX | BAXTER INTERNATIONAL INC | 4.11% | Reduce -0.1% | 2,603,888 | $171.05M | $65.69 | No quote |
| 11 | PM | PHILIP MORRIS INTERNATIONAL | 3.98% | - | 1,911,076 | $165.48M | $86.59 | No quote |
| 12 | GOOGL | 3.49% | Reduce -0.1% | 165,790 | $145.22M | $875.91 | No quote | |
| 13 | EMR | EMERSON ELECTRIC COMPANY | 3.40% | Reduce -0.2% | 2,184,982 | $141.37M | $64.70 | No quote |
| 14 | BK | BANK OF NEW YORK MELLON CORP | 3.34% | Reduce -6.8% | 4,599,980 | $138.87M | $30.19 | No quote |
| 15 | MMM | 3M CO | 3.06% | Reduce -0.3% | 1,064,814 | $127.15M | $119.41 | No quote |
| 16 | UNP | UNION PACIFIC | 2.61% | Reduce -0.3% | 699,632 | $108.68M | $155.34 | No quote |
| 17 | WMT | WAL-MART STORES INC | 2.25% | Reduce -0.0% | 1,264,160 | $93.5M | $73.96 | No quote |
| 18 | KOF | COCA COLA FEMSA | 1.83% | Reduce -21.9% | 603,220 | $75.99M | $125.98 | No quote |
| 19 | TMK | TORCHMARK CORP | 1.72% | Reduce -0.1% | 986,106 | $71.35M | No quote | No quote |
| 20 | CMCSK | COMCAST CORP SPECIAL CLASS A | 1.44% | Reduce -3.9% | 1,378,815 | $59.77M | No quote | No quote |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-BCUSIP 084670702 | 1.13% | Reduce -0.8% | 414,085 | $47M | No quote | No quote |
| 22 | DEO | DIAGEO PLC- SPONSORED ADR | 1.04% | Reduce -0.3% | 340,069 | $43.22M | $127.08 | No quote |
| 23 | SYY | SYSCO CORP | 0.97% | Reduce -13.6% | 1,270,938 | $40.45M | $31.83 | No quote |
| 24 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.95% | Reduce -1.7% | 401,923 | $39.41M | No quote | No quote |
| 25 | UN | UNILEVER (UN) | 0.89% | Reduce -0.2% | 983,826 | $37.11M | No quote | No quote |
| 26 | UNF | UNIFIRST CORP | 0.86% | Reduce -8.9% | 344,165 | $35.94M | $104.42 | No quote |
| 27 | MA | MASTERCARD INC. | 0.77% | Reduce -47.4% | 47,478 | $31.94M | $672.77 | No quote |
| 28 | ITW | ILLINOIS TOOL WORKS | 0.65% | - | 353,253 | $26.94M | $76.27 | No quote |
| 29 | LMT | LOCKHEED MARTIN CORP COM | 0.65% | - | 210,922 | $26.9M | $127.55 | No quote |
| 30 | LUK | LEUCADIA NATIONAL CORP | 0.62% | - | 953,769 | $25.98M | No quote | No quote |
| 31 | NOV | NATIONAL OILWELL VARCO | 0.62% | Add +68.3% | 331,370 | $25.88M | $78.11 | No quote |
| 32 | PSX | PHILLIPS 66 | 0.59% | Reduce -41.6% | 423,760 | $24.5M | $57.82 | No quote |
| 33 | TTE | TOTAL SA - SPON ADR | 0.57% | Reduce -0.3% | 407,408 | $23.6M | $57.92 | No quote |
| 34 | NVS | NOVARTIS AG ADR | 0.54% | Reduce -0.3% | 295,290 | $22.65M | $76.71 | No quote |
| 35 | AXP | AMERICAN EXPRESS COMPANY | 0.53% | Reduce -0.2% | 293,022 | $22.13M | $75.52 | No quote |
| 36 | CNQ | CANADIAN NATURAL RESOURCES | 0.51% | - | 670,700 | $21.12M | $31.49 | No quote |
| 37 | NWLI | NATIONAL WESTERN LIFE INS CO | 0.49% | Reduce -5.9% | 100,537 | $20.29M | No quote | No quote |
| 38 | USB | US BANCORP | 0.47% | - | 539,800 | $19.75M | $36.58 | No quote |
| 39 | UL | UNILEVER ( ul ) | 0.27% | - | 289,817 | $11.18M | $38.58 | No quote |
| 40 | ADP | AUTOMATIC DATA PROCESSING | 0.25% | - | 141,914 | $10.27M | $72.38 | No quote |
| 41 | HSBC | HSBC HOLDINGS PLC SPONSOR ADR' | 0.22% | Reduce -0.0% | 167,735 | $9.1M | $54.26 | No quote |
| 42 | GSK | GLAXO SMITHKLINE PLC, ADR | 0.18% | Reduce -0.0% | 151,030 | $7.58M | $50.17 | No quote |
| 43 | RDSA | ROYAL DUTCH SHELL PLC-A SHARES | 0.08% | Reduce -0.1% | 53,744 | $3.53M | No quote | No quote |
| 44 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.02% | - | 39,840 | $960K | $24.10 | No quote |
| 45 | FHI | FEDERATED INVESTORS INC (PA.) | 0.02% | - | 29,406 | $799K | No quote | No quote |
| 46 | BRO | BROWN AND BROWN INC. | 0.01% | - | 13,925 | $447K | $32.10 | No quote |
| 47 | CAJPY | CANON INC SPONSORED ADR | 0.01% | - | 8,230 | $263K | No quote | No quote |
| 48 | XOM | EXXON MOBIL CORPORATION | 0.01% | - | 2,534 | $218K | $86.03 | No quote |
| 49 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | New | 6,483 | $208K | No quote | No quote |
| 51 | FSCI | FISHER COMMUNICATIONS INC. | - | Sold | 0 | $0 | No quote | No quote |
| 50 | AJG | ARTHUR J GALLAGHER | - | Sold | 0 | $0 | No quote | No quote |