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 34 of 50 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON | 9.66% | Reduce -0.8% | 4,269,206 | $419.36M | $98.23 | No quote |
| 2 | BSBR | BANCO SANTANDER ADR | 7.87% | Add +24.6% | 61,332,358 | $341.62M | No quote | No quote |
| 3 | HAL | HALLIBURTON CO | 7.43% | Reduce -0.8% | 5,478,207 | $322.61M | $58.89 | No quote |
| 4 | DVN | DEVON ENERGY | 6.52% | Reduce -0.1% | 4,233,015 | $283.32M | $66.93 | No quote |
| 5 | WFC | WELLS FARGO & COMPANY | 6.08% | Reduce -0.0% | 5,310,180 | $264.13M | $49.74 | No quote |
| 6 | CSCO | CISCO SYSTEMS INC | 5.66% | Reduce -1.1% | 10,955,664 | $245.57M | $22.41 | No quote |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL-ACUSIP 084670108 | 5.11% | - | 1,184 | $221.82M | No quote | No quote |
| 8 | COP | CONOCOPHILLIPS | 4.81% | Reduce -0.0% | 2,968,660 | $208.85M | $70.35 | No quote |
| 9 | JOY | JOY GLOBAL | 4.45% | Reduce -0.7% | 3,331,309 | $193.22M | No quote | No quote |
| 10 | BAX | BAXTER INTERNATIONAL INC | 4.41% | Reduce 0.0% | 2,601,848 | $191.44M | $73.58 | No quote |
| 11 | GOOG | 3.63% | New | 141,557 | $157.77M | $1114.51 | No quote | |
| 12 | PM | PHILIP MORRIS INTERNATIONAL | 3.63% | Add +0.3% | 1,922,821 | $157.42M | $81.87 | No quote |
| 13 | BK | BANK OF NEW YORK MELLON CORP | 3.43% | Reduce -0.2% | 4,218,175 | $148.86M | $35.29 | No quote |
| 14 | EMR | EMERSON ELECTRIC COMPANY | 3.36% | - | 2,183,807 | $145.88M | $66.80 | No quote |
| 15 | MMM | 3M CO | 3.32% | Reduce -0.1% | 1,063,289 | $144.25M | $135.66 | No quote |
| 16 | WMT | WAL-MART STORES INC | 1.91% | Reduce -13.9% | 1,087,540 | $83.12M | $76.43 | No quote |
| 17 | TMK | TORCHMARK CORP | 1.78% | Reduce -0.1% | 983,204 | $77.38M | No quote | No quote |
| 18 | CMCSK | COMCAST CORP SPECIAL CLASS A | 1.54% | Reduce -0.2% | 1,374,463 | $67.03M | No quote | No quote |
| 19 | KOF | COCA COLA FEMSA | 1.27% | Reduce -13.3% | 522,877 | $55.17M | $105.52 | No quote |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-BCUSIP 084670702 | 1.19% | - | 412,914 | $51.6M | No quote | No quote |
| 21 | UNP | UNION PACIFIC | 1.04% | Reduce -39.1% | 241,628 | $45.34M | $187.66 | No quote |
| 22 | ANAT | AMERICAN NATIONAL INSURANCE CO | 1.03% | Reduce -1.0% | 397,289 | $44.91M | No quote | No quote |
| 23 | DEO | DIAGEO PLC- SPONSORED ADR | 0.97% | Reduce -0.1% | 338,129 | $42.13M | $124.59 | No quote |
| 24 | UN | UNILEVER (UN) | 0.93% | Reduce -0.1% | 981,775 | $40.37M | No quote | No quote |
| 25 | LMT | LOCKHEED MARTIN CORP COM | 0.79% | - | 210,922 | $34.43M | $163.24 | No quote |
| 26 | PSX | PHILLIPS 66 | 0.72% | Reduce -1.5% | 405,901 | $31.28M | $77.06 | No quote |
| 27 | ITW | ILLINOIS TOOL WORKS | 0.66% | - | 353,253 | $28.73M | $81.33 | No quote |
| 28 | MA | MASTERCARD INC. | 0.63% | Add +759.1% | 365,680 | $27.32M | $74.70 | No quote |
| 29 | NOV | NATIONAL OILWELL VARCO | 0.62% | Add +4.7% | 346,923 | $27.02M | $77.87 | No quote |
| 30 | TTE | TOTAL SA - SPON ADR | 0.61% | Reduce -0.6% | 403,263 | $26.45M | $65.60 | No quote |
| 31 | AXP | AMERICAN EXPRESS COMPANY | 0.60% | Reduce -0.2% | 290,528 | $26.16M | $90.03 | No quote |
| 32 | CNQ | CANADIAN NATURAL RESOURCES | 0.59% | - | 670,700 | $25.75M | $38.39 | No quote |
| 33 | NVS | NOVARTIS AG ADR | 0.57% | Reduce -0.3% | 291,500 | $24.78M | $85.02 | No quote |
| 34 | NWLI | NATIONAL WESTERN LIFE INS CO | 0.56% | Reduce -0.1% | 100,262 | $24.51M | No quote | No quote |
| 35 | USB | US BANCORP | 0.53% | - | 539,800 | $23.14M | $42.86 | No quote |
| 36 | UNF | UNIFIRST CORP | 0.50% | Reduce -39.3% | 199,219 | $21.9M | $109.94 | No quote |
| 37 | LUK | LEUCADIA NATIONAL CORP | 0.39% | Reduce -5.0% | 597,349 | $16.73M | No quote | No quote |
| 38 | SYY | SYSCO CORP | 0.35% | Reduce -63.1% | 424,376 | $15.33M | $36.13 | No quote |
| 39 | UL | UNILEVER ( ul ) | 0.29% | - | 289,817 | $12.4M | $42.78 | No quote |
| 40 | HSBC | HSBC HOLDINGS PLC SPONSOR ADR' | 0.20% | Reduce -4.5% | 168,795 | $8.58M | $50.83 | No quote |
| 41 | GSK | GLAXO SMITHKLINE PLC ADR | 0.18% | Reduce -5.0% | 142,598 | $7.62M | $53.43 | No quote |
| 42 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS A | 0.09% | - | 53,201 | $3.89M | No quote | No quote |
| 43 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.03% | - | 39,840 | $1.29M | $32.28 | No quote |
| 44 | FHI | FEDERATED INVESTORS INC (PA.) | 0.02% | Reduce -11.9% | 25,906 | $791K | No quote | No quote |
| 45 | BRO | BROWN AND BROWN INC. | 0.01% | - | 13,925 | $428K | $30.74 | No quote |
| 46 | XOM | EXXON MOBIL CORPORATION | 0.01% | Reduce -6.7% | 2,364 | $231K | $97.72 | No quote |
| 47 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $222K | No quote | No quote |
| 50 | GOOGL | - | Sold | 0 | $0 | No quote | No quote | |
| 49 | CAJPY | CANON INC SPONSORED ADR | - | Sold | 0 | $0 | No quote | No quote |
| 48 | ADP | AUTOMATIC DATA PROCESSING | - | Sold | 0 | $0 | No quote | No quote |