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 52 rows. Rows without a quote are marked unavailable.
| 1 | CSCO | CISCO SYSTEMS INC | 9.74% | Reduce -6.1% | 10,477,027 | $327.93M | $31.30 | No quote |
| 2 | JNJ | JOHNSON & JOHNSON | 9.03% | Reduce -2.9% | 2,299,019 | $304.14M | $132.29 | No quote |
| 3 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 8.22% | Reduce -0.2% | 1,087 | $276.86M | No quote | No quote |
| 4 | BIDU | BAIDU INC. - SPON ADR | 7.47% | Add +1.7% | 1,406,354 | $251.54M | $178.86 | No quote |
| 5 | BK | BANK OF NEW YORK MELLON CORP | 7.01% | Reduce -1.1% | 4,626,992 | $236.07M | $51.02 | No quote |
| 6 | WFC | WELLS FARGO & CO | 5.80% | Reduce -4.4% | 3,523,050 | $195.21M | $55.41 | No quote |
| 7 | HAL | HALLIBURTON CO | 4.44% | Reduce -0.2% | 3,501,059 | $149.53M | $42.71 | No quote |
| 8 | PM | PHILIP MORRIS INTERNATIONAL | 4.29% | Reduce -3.1% | 1,229,853 | $144.45M | $117.45 | No quote |
| 9 | GOOGL | ALPHABET INC-CL A | 3.70% | Reduce -0.1% | 133,922 | $124.51M | $929.68 | No quote |
| 10 | MMM | 3M CO | 3.44% | Reduce -6.5% | 556,891 | $115.94M | $208.19 | No quote |
| 11 | GOOG | ALPHABET INC-CL C | 3.42% | Reduce -0.1% | 126,580 | $115.03M | $908.73 | No quote |
| 12 | BAX | BAXTER INTERNATIONAL INC | 2.76% | Reduce -1.5% | 1,535,525 | $92.96M | $60.54 | No quote |
| 13 | DVN | DEVON ENERGY CORP | 2.72% | Reduce -10.8% | 2,862,113 | $91.5M | $31.97 | No quote |
| 14 | COP | CONOCOPHILLIPS | 2.56% | Reduce -3.6% | 1,963,191 | $86.3M | $43.96 | No quote |
| 15 | EMR | EMERSON ELECTRIC CO | 2.22% | Reduce -5.7% | 1,254,929 | $74.82M | $59.62 | No quote |
| 16 | MRC | MRC GLOBAL INC | 2.19% | Reduce -0.7% | 4,471,161 | $73.86M | No quote | No quote |
| 17 | CMCSA | COMCAST CORPORATION CLASS A | 2.06% | Reduce -1.4% | 1,778,037 | $69.2M | $38.92 | No quote |
| 18 | AGCO | AGCO CORP. | 2.03% | Reduce -0.2% | 1,013,118 | $68.27M | $67.39 | No quote |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670702 | 1.51% | Reduce -0.5% | 299,226 | $50.68M | No quote | No quote |
| 20 | KOF | COCA COLA FEMSA | 1.31% | - | 520,112 | $44.04M | $84.67 | No quote |
| 21 | UN | UNILEVER N V YORK SHS ADR | 1.28% | Reduce -0.9% | 779,256 | $43.07M | No quote | No quote |
| 22 | UNP | UNION PACIFIC CORP | 1.10% | Reduce -0.9% | 338,944 | $36.91M | $108.91 | No quote |
| 23 | DEO | DIAGEO PLC-SPONSORED ADR REPST | 1.08% | Reduce -1.2% | 303,695 | $36.39M | $119.83 | No quote |
| 24 | IBM | INT'L BUSINESS MACHINE CORP. | 1.07% | Reduce -14.3% | 234,755 | $36.11M | $153.83 | No quote |
| 25 | PSX | PHILLIPS 66 | 0.97% | - | 393,473 | $32.54M | $82.69 | No quote |
| 26 | MA | MASTERCARD INC - CLASS A | 0.95% | Reduce -0.7% | 263,287 | $31.98M | $121.45 | No quote |
| 27 | AXP | AMERICAN EXPRESS CO | 0.88% | Reduce -1.6% | 352,597 | $29.7M | $84.24 | No quote |
| 28 | USB | US BANCORP | 0.83% | - | 539,800 | $28.03M | $51.92 | No quote |
| 29 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.82% | Reduce -0.9% | 86,412 | $27.62M | No quote | No quote |
| 30 | VZ | VERIZON COMMUNICATIONS | 0.73% | Reduce -22.9% | 548,950 | $24.52M | $44.66 | No quote |
| 31 | AVT | AVNET | 0.68% | Reduce -31.0% | 589,146 | $22.91M | $38.88 | No quote |
| 32 | NVS | NOVARTIS AG AMERICAN DEPOSITAR | 0.49% | Reduce -4.1% | 196,422 | $16.4M | $83.47 | No quote |
| 33 | TTE | TOTAL S A 1 ADR REPRESENTING 1 | 0.46% | Reduce -2.7% | 311,632 | $15.45M | $49.59 | No quote |
| 34 | UL | UNILEVER PLC SPONSORED ADR | 0.45% | Reduce -0.8% | 279,409 | $15.12M | $54.12 | No quote |
| 35 | SIG | SIGNET JEWELERS LIMITED | 0.42% | Reduce -0.3% | 225,198 | $14.24M | No quote | No quote |
| 36 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.33% | Reduce -0.2% | 95,045 | $11.07M | No quote | No quote |
| 37 | WSM | WILLIAMS-SONOMA INC | 0.28% | Reduce -19.1% | 197,245 | $9.57M | No quote | No quote |
| 38 | TMK | TORCHMARK CORP | 0.28% | Reduce -31.9% | 123,396 | $9.44M | No quote | No quote |
| 39 | HSBC | HSBC HOLDINGS PLC SPONSORED AD | 0.24% | Reduce -2.6% | 171,648 | $7.96M | $46.39 | No quote |
| 40 | SHPG | SHIRE PLC-ADR | 0.16% | Reduce -5.1% | 32,874 | $5.43M | No quote | No quote |
| 41 | UNF | UNIFIRST CORP | 0.15% | Reduce -30.9% | 36,016 | $5.07M | $140.69 | No quote |
| 42 | GSK | GLAXO SMITHKLINE PLC ADR | 0.14% | Reduce -0.9% | 109,584 | $4.73M | $43.12 | No quote |
| 43 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS A | 0.08% | Add +0.9% | 48,952 | $2.6M | No quote | No quote |
| 44 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.07% | - | 79,680 | $2.45M | $30.70 | No quote |
| 45 | LUK | LEUCADIA NATIONAL CORP | 0.05% | Reduce -5.4% | 70,664 | $1.85M | No quote | No quote |
| 46 | GE | GENERAL ELECTRIC CO | 0.04% | Reduce -59.1% | 50,008 | $1.35M | $27.02 | No quote |
| 47 | DNOW | NOW INC/DE | 0.02% | Reduce -0.1% | 50,181 | $807K | $16.08 | No quote |
| 48 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $360K | No quote | No quote |
| 49 | TRMK | TRUSTMARK CORPORATION | 0.01% | - | 7,200 | $232K | No quote | No quote |
| 50 | MRK | MERCK & COMPANY INC. | 0.01% | - | 3,306 | $212K | $64.13 | No quote |
| 51 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $122K | No quote | No quote |
| 52 | WMT | WALMART STORES INC | - | Sold | 0 | $0 | No quote | No quote |