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 55 rows. Rows without a quote are marked unavailable.
| 1 | CSCO | CISCO SYSTEMS INC | 9.58% | Reduce -0.1% | 10,470,841 | $352.13M | $33.63 | No quote |
| 2 | BIDU | BAIDU INC. - SPON ADR | 9.48% | Add +0.0% | 1,406,604 | $348.4M | $247.69 | No quote |
| 3 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 8.12% | - | 1,087 | $298.64M | No quote | No quote |
| 4 | JNJ | JOHNSON & JOHNSON | 8.11% | Reduce -0.3% | 2,292,554 | $298.06M | $130.01 | No quote |
| 5 | BK | BANK OF NEW YORK MELLON CORP | 6.65% | Reduce -0.3% | 4,612,087 | $244.53M | $53.02 | No quote |
| 6 | WFC | WELLS FARGO & CO | 5.28% | Reduce -0.1% | 3,518,438 | $194.04M | $55.15 | No quote |
| 7 | HAL | HALLIBURTON CO | 4.33% | Reduce -1.2% | 3,460,174 | $159.27M | $46.03 | No quote |
| 8 | PM | PHILIP MORRIS INTERNATIONAL | 3.71% | Reduce -0.2% | 1,227,518 | $136.27M | $111.01 | No quote |
| 9 | GOOGL | ALPHABET INC-CL A | 3.54% | Reduce -0.3% | 133,486 | $129.98M | $973.72 | No quote |
| 10 | GOOG | ALPHABET INCL-CL C | 3.29% | Reduce -0.3% | 126,185 | $121.03M | $959.11 | No quote |
| 11 | MMM | 3M CO | 3.17% | Reduce -0.2% | 555,986 | $116.7M | $209.90 | No quote |
| 12 | DVN | DEVON ENERGY CORP | 2.80% | Reduce -2.1% | 2,802,928 | $102.9M | $36.71 | No quote |
| 13 | BAX | BAXTER INTERNATIONAL INC | 2.62% | Reduce -0.2% | 1,532,534 | $96.17M | $62.75 | No quote |
| 14 | COP | CONOCOPHILLIPS | 2.61% | Reduce -2.2% | 1,919,576 | $96.08M | $50.05 | No quote |
| 15 | MRC | MRC GLOBAL INC. | 2.45% | Add +15.3% | 5,155,340 | $90.17M | No quote | No quote |
| 16 | EMR | EMERSON ELECTRIC CO | 2.11% | Reduce -1.6% | 1,235,088 | $77.61M | $62.84 | No quote |
| 17 | AGCO | AGCO CORP. | 1.89% | Reduce -7.0% | 941,890 | $69.48M | $73.77 | No quote |
| 18 | CMCSA | COMCAST CORPORATION - CLASS A | 1.86% | Reduce -0.1% | 1,776,843 | $68.37M | $38.48 | No quote |
| 19 | AZO | AUTOZONE, INC. | 1.65% | New | 102,089 | $60.75M | $595.11 | No quote |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 1.45% | Reduce -2.8% | 290,911 | $53.33M | No quote | No quote |
| 21 | UN | UNILEVER N V - ADR | 1.15% | Reduce -8.0% | 716,644 | $42.31M | No quote | No quote |
| 22 | KOF | COCA COLA FEMSA | 1.09% | - | 520,112 | $40.12M | $77.13 | No quote |
| 23 | DEO | DIAGEO P L C - ADR | 1.09% | Reduce -0.3% | 302,825 | $40.01M | $132.13 | No quote |
| 24 | UNP | UNION PACIFIC CORP | 1.07% | Add +0.1% | 339,128 | $39.33M | $115.97 | No quote |
| 25 | MA | MASTERCARD INC - CLASS A | 1.01% | Reduce -0.4% | 262,263 | $37.03M | $141.20 | No quote |
| 26 | PSX | PHILLIPS 66 | 0.98% | Reduce -0.1% | 392,922 | $36M | $91.61 | No quote |
| 27 | IBM | INT'L BUSINESS MACHINE CORP. | 0.93% | - | 234,755 | $34.06M | $145.08 | No quote |
| 28 | AXP | AMERICAN EXPRESS CO | 0.86% | Reduce -0.6% | 350,431 | $31.7M | $90.46 | No quote |
| 29 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.82% | Reduce -0.6% | 85,895 | $29.98M | No quote | No quote |
| 30 | USB | US BANCORP | 0.79% | - | 539,800 | $28.93M | $53.59 | No quote |
| 31 | VZ | VERIZON COMMUNICATIONS | 0.74% | Add +0.0% | 549,074 | $27.17M | $49.49 | No quote |
| 32 | SNI | SCRIPPS NETWORKS INTER- CL A | 0.64% | New | 275,890 | $23.7M | No quote | No quote |
| 33 | AVT | AVNET | 0.63% | - | 589,146 | $23.15M | $39.30 | No quote |
| 34 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.46% | Add +0.3% | 196,952 | $16.91M | $85.85 | No quote |
| 35 | - | TOTAL SA - ADRCUSIP 89151E909 | 0.45% | New | 308,210 | $16.5M | No quote | No quote |
| 36 | UL | UNILEVER PLC SPONSORED ADR | 0.44% | Add +0.1% | 279,724 | $16.21M | $57.96 | No quote |
| 37 | - | SIGNET JEWELERS LIMITEDCUSIP G81276900 | 0.41% | New | 225,198 | $14.99M | No quote | No quote |
| 38 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.31% | - | 95,045 | $11.22M | No quote | No quote |
| 39 | WSM | WILLIAMS-SONOMA INC | 0.27% | - | 197,245 | $9.84M | No quote | No quote |
| 40 | TMK | TORCHMARK CORP | 0.27% | Reduce -1.1% | 122,093 | $9.78M | No quote | No quote |
| 41 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.23% | Reduce -1.3% | 169,393 | $8.37M | $49.41 | No quote |
| 42 | UNF | UNIFIRST CORP | 0.15% | - | 36,016 | $5.46M | $151.49 | No quote |
| 43 | SHPG | SHIRE PLC-ADR | 0.14% | Reduce -1.0% | 32,558 | $4.99M | No quote | No quote |
| 44 | GSK | GLAXO SMITHKLINE PLC ADR | 0.12% | Reduce -0.4% | 109,194 | $4.43M | $40.60 | No quote |
| 45 | SHEN | SHENANDOAH TELECOMMUNICATIONS CO. | 0.08% | - | 79,680 | $2.96M | $37.20 | No quote |
| 46 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS ADR | 0.08% | Reduce -3.7% | 47,158 | $2.86M | No quote | No quote |
| 47 | LUK | LEUCADIA NATIONAL CORP | 0.05% | Reduce -2.8% | 68,684 | $1.73M | No quote | No quote |
| 48 | GE | GENERAL ELECTRIC CO | 0.03% | - | 50,008 | $1.21M | $24.18 | No quote |
| 49 | DNOW | NOW INC/DE | 0.02% | Reduce -0.2% | 50,062 | $691K | $13.80 | No quote |
| 50 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $384K | No quote | No quote |
| 51 | TRMK | TRUSTMARK CORPORATION | 0.01% | - | 7,200 | $238K | No quote | No quote |
| 52 | MRK | MERCK & COMPANY INC. | 0.01% | - | 3,306 | $212K | $64.13 | No quote |
| 53 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $112K | No quote | No quote |
| 55 | TTE | TOTAL S A 1 ADR REPRESENTING 1 | - | Sold | 0 | $0 | No quote | No quote |
| 54 | SIG | SIGNET JEWELERS LIMITED | - | Sold | 0 | $0 | No quote | No quote |