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 51 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON | 10.72% | Reduce -1.6% | 3,855,936 | $359.95M | $93.35 | No quote |
| 2 | WFC | WELLS FARGO & CO | 7.69% | Reduce -0.7% | 5,024,899 | $258.03M | $51.35 | No quote |
| 3 | CSCO | CISCO SYSTEMS INC | 7.68% | Reduce -1.6% | 9,826,121 | $257.94M | $26.25 | No quote |
| 4 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 6.81% | Reduce -0.3% | 1,171 | $228.63M | No quote | No quote |
| 5 | HAL | HALLIBURTON CO | 5.58% | Reduce -0.3% | 5,296,728 | $187.24M | $35.35 | No quote |
| 6 | BK | BANK OF NEW YORK MELLON CORP | 4.74% | Reduce -0.6% | 4,065,878 | $159.18M | $39.15 | No quote |
| 7 | DVN | DEVON ENERGY CORP | 4.44% | Reduce -3.2% | 4,018,419 | $149.04M | $37.09 | No quote |
| 8 | MMM | 3M CO | 4.39% | Reduce -0.2% | 1,038,793 | $147.27M | $141.77 | No quote |
| 9 | PM | PHILIP MORRIS INTERNATIONAL | 4.34% | Reduce -0.0% | 1,838,570 | $145.85M | $79.33 | No quote |
| 10 | COP | CONOCOPHILLIPS | 3.89% | Reduce -0.2% | 2,726,543 | $130.77M | $47.96 | No quote |
| 11 | GOOGL | GOOGLE INC CLASS A | 2.66% | Reduce -0.1% | 140,025 | $89.39M | $638.37 | No quote |
| 12 | GOOG | GOOGLE INC CL C | 2.54% | Reduce -0.1% | 140,376 | $85.41M | $608.42 | No quote |
| 13 | BAX | BAXTER INTERNATIONAL INC | 2.44% | Reduce -1.8% | 2,498,141 | $82.06M | $32.85 | No quote |
| 14 | EMR | EMERSON ELECTRIC CO | 2.36% | Reduce -0.6% | 1,796,921 | $79.37M | $44.17 | No quote |
| 15 | BXLT | BAXALTA INC | 2.35% | New | 2,499,326 | $78.75M | No quote | No quote |
| 16 | TMK | TORCHMARK CORP | 2.33% | Reduce -0.5% | 1,389,902 | $78.39M | No quote | No quote |
| 17 | VZ | VERIZON COMMUNICATIONS | 2.14% | Reduce -5.8% | 1,653,640 | $71.95M | $43.51 | No quote |
| 18 | CMCSK | COMCAST CORPORATION | 2.11% | Reduce -0.2% | 1,237,183 | $70.82M | No quote | No quote |
| 19 | WMT | WALMART STORES INC | 1.88% | Reduce -0.2% | 973,785 | $63.14M | $64.84 | No quote |
| 20 | MRC | MRC GLOBAL INC | 1.64% | New | 4,938,719 | $55.07M | No quote | No quote |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670702 | 1.50% | Reduce -0.8% | 386,806 | $50.44M | No quote | No quote |
| 22 | IBM | INT'L BUSINESS MACHINE CORP. | 1.36% | New | 315,210 | $45.7M | $144.97 | No quote |
| 23 | UNP | UNION PACIFIC CORP | 1.23% | Reduce -0.2% | 465,378 | $41.14M | $88.41 | No quote |
| 24 | UN | UNILEVER N V YORK SHS ADR | 1.09% | Reduce -1.0% | 907,505 | $36.48M | No quote | No quote |
| 25 | KOF | COCA COLA FEMSA | 1.07% | - | 520,112 | $36.09M | $69.38 | No quote |
| 26 | DEO | DIAGEO PLC-SPONSORED ADR REPST | 1.04% | Reduce -0.7% | 323,932 | $34.92M | $107.79 | No quote |
| 27 | ANAT | AMERICAN NATIONAL INSURANCE CO | 1.04% | Reduce -5.8% | 356,417 | $34.8M | No quote | No quote |
| 28 | LMT | LOCKHEED MARTIN CORP COM | 0.93% | - | 149,917 | $31.08M | $207.31 | No quote |
| 29 | PSX | PHILLIPS 66 | 0.91% | Reduce -0.2% | 397,744 | $30.56M | $76.84 | No quote |
| 30 | ITW | ILLINOIS TOOL WORKS | 0.86% | - | 352,727 | $29.03M | $82.31 | No quote |
| 31 | MA | MASTERCARD INC - CLASS A | 0.73% | Reduce -7.0% | 271,995 | $24.51M | $90.12 | No quote |
| 32 | NVS | NOVARTIS AG AMERICAN DEPOSITAR | 0.68% | Reduce -2.0% | 249,022 | $22.89M | $91.92 | No quote |
| 33 | USB | US BANCORP | 0.66% | - | 539,800 | $22.14M | $41.01 | No quote |
| 34 | NWLI | NATIONAL WESTERN LIFE INS CO | 0.63% | Reduce -0.4% | 94,448 | $21.03M | No quote | No quote |
| 35 | UNF | UNIFIRST CORP | 0.61% | Reduce -0.3% | 190,598 | $20.36M | $106.81 | No quote |
| 36 | AXP | AMERICAN EXPRESS CO | 0.58% | Reduce -1.0% | 264,742 | $19.63M | $74.13 | No quote |
| 37 | TTE | TOTAL S A 1 ADR REPRESENTING 1 | 0.49% | Reduce -0.2% | 370,242 | $16.55M | $44.71 | No quote |
| 38 | GE | GENERAL ELECTRIC CO | 0.48% | New | 632,513 | $15.95M | $25.22 | No quote |
| 39 | AGCO | AGCO CORP. | 0.38% | Reduce -0.1% | 271,243 | $12.65M | $46.63 | No quote |
| 40 | UL | UNILEVER PLC SPONSORED ADR | 0.35% | Reduce -0.1% | 284,532 | $11.6M | $40.78 | No quote |
| 41 | HSBC | HSBC HOLDINGS PLC SPONSORED AD | 0.19% | Add +1.3% | 172,314 | $6.53M | $37.88 | No quote |
| 42 | GSK | GLAXO SMITHKLINE PLC ADR | 0.15% | Add +4.0% | 133,458 | $5.13M | $38.45 | No quote |
| 43 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS A | 0.08% | Add +3.3% | 55,514 | $2.63M | No quote | No quote |
| 44 | NOV | NATIONAL OILWELL VARCO | 0.06% | Reduce -85.1% | 54,299 | $2.04M | $37.64 | No quote |
| 45 | LUK | LEUCADIA NATIONAL CORP | 0.05% | Reduce -74.5% | 85,865 | $1.74M | No quote | No quote |
| 46 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.05% | - | 39,840 | $1.71M | $42.82 | No quote |
| 47 | DNOW | NOW INC/DE | 0.04% | Reduce -0.1% | 84,948 | $1.26M | $14.80 | No quote |
| 48 | BRO | BROWN & BROWN INC | 0.01% | Reduce -3.0% | 13,500 | $418K | $30.96 | No quote |
| 49 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $237K | No quote | No quote |
| 51 | XOM | EXXON MOBIL CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 50 | CNQ | CANADIAN NATURAL RESOURCES | - | Sold | 0 | $0 | No quote | No quote |