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 50 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON | 11.09% | Reduce -0.5% | 4,142,445 | $433.18M | $104.57 | No quote |
| 2 | CSCO | CISCO SYSTEMS INC | 7.59% | Reduce -0.2% | 10,655,032 | $296.37M | $27.82 | No quote |
| 3 | WFC | WELLS FARGO & CO | 7.24% | Reduce -0.7% | 5,160,107 | $282.88M | $54.82 | No quote |
| 4 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 6.81% | Reduce -0.2% | 1,177 | $266M | No quote | No quote |
| 5 | DVN | DEVON ENERGY CORP | 6.55% | Reduce -0.3% | 4,181,163 | $255.93M | $61.21 | No quote |
| 6 | HAL | HALLIBURTON CO | 5.39% | Add +0.3% | 5,350,020 | $210.42M | $39.33 | No quote |
| 7 | COP | CONOCOPHILLIPS | 5.01% | Reduce -0.3% | 2,832,147 | $195.59M | $69.06 | No quote |
| 8 | BAX | BAXTER INTERNATIONAL INC | 4.83% | Reduce -0.3% | 2,572,339 | $188.53M | $73.29 | No quote |
| 9 | MMM | 3M CO | 4.40% | Reduce -0.8% | 1,046,520 | $171.96M | $164.32 | No quote |
| 10 | BK | BANK OF NEW YORK MELLON CORP | 4.28% | Reduce -0.8% | 4,120,768 | $167.18M | $40.57 | No quote |
| 11 | PM | PHILIP MORRIS INTERNATIONAL | 3.87% | - | 1,854,479 | $151.05M | $81.45 | No quote |
| 12 | EMR | EMERSON ELECTRIC CO | 3.32% | Reduce -0.4% | 2,099,523 | $129.6M | $61.73 | No quote |
| 13 | WMT | WALMART STORES INC | 2.18% | Reduce -0.2% | 989,978 | $85.02M | $85.88 | No quote |
| 14 | TMK | TORCHMARK CORP | 2.04% | Reduce -0.2% | 1,469,530 | $79.6M | No quote | No quote |
| 15 | JOY | JOY GLOBAL INC | 2.02% | Reduce -48.5% | 1,692,117 | $78.72M | No quote | No quote |
| 16 | GOOGL | GOOGLE INC CLASS A | 1.91% | Reduce -0.3% | 140,487 | $74.55M | $530.66 | No quote |
| 17 | GOOG | GOOGLE INC CLASS C | 1.89% | Reduce -0.3% | 140,487 | $73.95M | $526.40 | No quote |
| 18 | CMCSK | COMCAST CORPORATION | 1.84% | Reduce -0.2% | 1,247,247 | $71.8M | No quote | No quote |
| 19 | VZ | VERIZON COMMUNICATIONS | 1.68% | Add +37.6% | 1,400,454 | $65.51M | $46.78 | No quote |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670702 | 1.52% | Reduce -1.7% | 395,834 | $59.43M | No quote | No quote |
| 21 | UNP | UNION PACIFIC CORP | 1.43% | Reduce -0.8% | 469,931 | $55.98M | $119.13 | No quote |
| 22 | KOF | COCA COLA FEMSA | 1.15% | Reduce -0.5% | 520,470 | $45.03M | $86.52 | No quote |
| 23 | ANAT | AMERICAN NATIONAL INSURANCE CO | 1.12% | Reduce -0.6% | 383,356 | $43.8M | No quote | No quote |
| 24 | DEO | DIAGEO P L C - ADR | 0.96% | Reduce -2.1% | 329,124 | $37.55M | $114.09 | No quote |
| 25 | UN | UNILEVER N V - ADR | 0.93% | Reduce -2.7% | 925,492 | $36.13M | No quote | No quote |
| 26 | ITW | ILLINOIS TOOL WORKS | 0.86% | Reduce -0.1% | 352,727 | $33.4M | $94.70 | No quote |
| 27 | LMT | LOCKHEED MARTIN CORP COM | 0.77% | - | 156,052 | $30.05M | $192.57 | No quote |
| 28 | PSX | PHILLIPS 66 | 0.74% | Reduce -0.6% | 400,488 | $28.72M | $71.70 | No quote |
| 29 | MA | MASTERCARD INC - CLASS A | 0.67% | Reduce -0.6% | 302,450 | $26.06M | $86.16 | No quote |
| 30 | NWLI | NATIONAL WESTERN LIFE INS CO | 0.66% | Reduce -0.6% | 95,872 | $25.81M | No quote | No quote |
| 31 | AXP | AMERICAN EXPRESS CO | 0.65% | Reduce -3.6% | 272,094 | $25.32M | $93.04 | No quote |
| 32 | NVS | NOVARTIS A G - ADR | 0.63% | Reduce -6.3% | 266,037 | $24.65M | $92.66 | No quote |
| 33 | NOV | NATIONAL OILWELL VARCO | 0.62% | Reduce -0.1% | 370,883 | $24.3M | $65.53 | No quote |
| 34 | USB | US BANCORP | 0.62% | - | 539,800 | $24.26M | $44.95 | No quote |
| 35 | UNF | UNIFIRST CORP | 0.61% | Reduce -0.5% | 195,259 | $23.71M | $121.45 | No quote |
| 36 | TTE | TOTAL SA - ADR | 0.50% | Reduce -3.0% | 384,880 | $19.71M | $51.20 | No quote |
| 37 | LUK | LEUCADIA NATIONAL CORP | 0.34% | Reduce -0.0% | 595,315 | $13.35M | No quote | No quote |
| 38 | AGCO | AGCO CORP. | 0.34% | New | 292,573 | $13.22M | $45.20 | No quote |
| 39 | UL | UNILEVER PLC - ADR | 0.30% | Reduce -1.0% | 285,957 | $11.58M | $40.48 | No quote |
| 40 | HSBC | HSBC HOLDINGS PLC - ADR | 0.20% | Reduce -2.6% | 167,595 | $7.92M | $47.23 | No quote |
| 41 | GSK | GLAXO SMITHKLINE PLC ADR | 0.15% | Reduce -4.3% | 134,293 | $5.74M | $42.74 | No quote |
| 42 | CNQ | CANADIAN NATURAL RESOURCES | 0.10% | Reduce -81.4% | 125,000 | $3.88M | $31.02 | No quote |
| 43 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS A | 0.09% | Reduce -0.4% | 53,184 | $3.56M | No quote | No quote |
| 44 | DNOW | NOW INC/DE | 0.06% | Reduce -0.1% | 86,072 | $2.22M | $25.73 | No quote |
| 45 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.03% | - | 39,840 | $1.25M | $31.25 | No quote |
| 46 | FHI | FEDERATED INVESTORS INC (PA.) | 0.02% | - | 25,906 | $853K | No quote | No quote |
| 47 | BRO | BROWN & BROWN INC | 0.01% | - | 13,925 | $458K | $32.89 | No quote |
| 48 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $235K | No quote | No quote |
| 49 | XOM | EXXON MOBIL CORPORATION | 0.01% | - | 2,364 | $219K | $92.64 | No quote |
| 50 | BSBR | BANCO SANTANDER ADR | - | Sold | 0 | $0 | No quote | No quote |