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 34 of 55 rows. Rows without a quote are marked unavailable.
| 1 | CSCO | CISCO SYSTEMS INC | 10.75% | Reduce -2.2% | 10,239,000 | $392.15M | $38.30 | No quote |
| 2 | BIDU | BAIDU INC. - SPON ADR | 8.93% | Reduce -1.2% | 1,389,864 | $325.52M | $234.21 | No quote |
| 3 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 8.74% | Reduce -1.5% | 1,071 | $318.73M | No quote | No quote |
| 4 | JNJ | JOHNSON & JOHNSON | 8.61% | Reduce -1.9% | 2,248,251 | $314.13M | $139.72 | No quote |
| 5 | BK | BANK OF NEW YORK MELLON CORP | 6.61% | Reduce -3.0% | 4,474,186 | $240.98M | $53.86 | No quote |
| 6 | WFC | WELLS FARGO & CO | 5.52% | Reduce -5.7% | 3,318,819 | $201.35M | $60.67 | No quote |
| 7 | HAL | HALLIBURTON CO | 4.49% | Reduce -3.1% | 3,353,454 | $163.88M | $48.87 | No quote |
| 8 | GOOGL | ALPHABET INC-CL A | 3.81% | Reduce -1.2% | 131,877 | $138.92M | $1053.40 | No quote |
| 9 | GOOG | ALPHABET INC-CL C | 3.58% | Reduce -1.2% | 124,667 | $130.45M | $1046.40 | No quote |
| 10 | PM | PHILIP MORRIS INTERNATIONAL | 3.40% | Reduce -4.4% | 1,174,033 | $124.04M | $105.65 | No quote |
| 11 | MMM | 3M CO | 3.30% | Reduce -8.1% | 510,722 | $120.21M | $235.37 | No quote |
| 12 | DVN | DEVON ENERGY CORP | 3.09% | Reduce -2.9% | 2,722,648 | $112.72M | $41.40 | No quote |
| 13 | COP | CONOCOPHILLIPS | 2.85% | Reduce -1.5% | 1,891,226 | $103.81M | $54.89 | No quote |
| 14 | BAX | BAXTER INTERNATIONAL INC | 2.69% | Reduce -1.0% | 1,517,179 | $98.07M | $64.64 | No quote |
| 15 | MRC | MRC GLOBAL INC. | 2.32% | Reduce -2.9% | 5,006,479 | $84.71M | No quote | No quote |
| 16 | EMR | EMERSON ELECTRIC CO | 2.20% | Reduce -7.0% | 1,148,881 | $80.07M | $69.69 | No quote |
| 17 | AZO | AUTOZONE, INC. | 1.95% | Reduce -2.1% | 99,919 | $71.08M | $711.37 | No quote |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 1.36% | Reduce -14.2% | 249,479 | $49.45M | No quote | No quote |
| 19 | AGCO | AGCO CORP. | 1.26% | Reduce -31.6% | 644,229 | $46.02M | $71.43 | No quote |
| 20 | UNP | UNION PACIFIC CORP | 1.24% | Reduce -0.3% | 337,940 | $45.32M | $134.10 | No quote |
| 21 | DEO | DIAGEO P L C - ADR | 1.18% | Reduce -2.9% | 294,207 | $42.96M | $146.03 | No quote |
| 22 | UN | UNILEVER N V - ADR | 1.05% | Reduce -5.3% | 678,830 | $38.23M | No quote | No quote |
| 23 | PSX | PHILLIPS 66 | 1.04% | Reduce -4.9% | 373,642 | $37.79M | $101.15 | No quote |
| 24 | MA | MASTERCARD INC - CLASS A | 1.03% | Reduce -5.3% | 248,429 | $37.6M | $151.36 | No quote |
| 25 | KOF | COCA COLA FEMSA | 0.99% | - | 520,112 | $36.21M | $69.62 | No quote |
| 26 | AXP | AMERICAN EXPRESS CO | 0.85% | Reduce -11.0% | 311,996 | $30.98M | $99.31 | No quote |
| 27 | VZ | VERIZON COMMUNICATIONS | 0.80% | - | 549,074 | $29.06M | $52.93 | No quote |
| 28 | USB | US BANCORP | 0.79% | - | 539,800 | $28.92M | $53.58 | No quote |
| 29 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.75% | Reduce -3.3% | 83,069 | $27.5M | No quote | No quote |
| 30 | CMCSA | COMCAST CORPORATION - CLASS A | 0.70% | Reduce -64.2% | 636,706 | $25.5M | $40.05 | No quote |
| 31 | AVT | AVNET | 0.63% | Reduce -1.0% | 583,291 | $23.11M | $39.62 | No quote |
| 32 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.43% | Reduce -4.2% | 188,746 | $15.85M | $83.96 | No quote |
| 33 | - | TOTAL SA - ADRCUSIP 89151E909 | 0.42% | Reduce -10.3% | 276,494 | $15.29M | No quote | No quote |
| 34 | UL | UNILEVER PLC SPONSORED ADR | 0.34% | Reduce -20.4% | 222,677 | $12.32M | $55.34 | No quote |
| 35 | WPP | WPP PLC - ADR | 0.34% | New | 135,252 | $12.25M | No quote | No quote |
| 36 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.33% | Reduce -0.3% | 94,740 | $12.15M | No quote | No quote |
| 37 | TMK | TORCHMARK CORP | 0.30% | Reduce -2.8% | 118,734 | $10.77M | No quote | No quote |
| 38 | WSM | WILLIAMS-SONOMA INC | 0.28% | - | 197,245 | $10.2M | No quote | No quote |
| 39 | SIG | SIGNET JEWELERS LIMITED | 0.24% | New | 156,307 | $8.84M | No quote | No quote |
| 40 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.20% | Reduce -15.6% | 142,903 | $7.38M | $51.64 | No quote |
| 41 | GSK | GLAXO SMITHKLINE PLC ADR | 0.19% | Add +80.7% | 197,274 | $7M | $35.47 | No quote |
| 42 | UNF | UNIFIRST CORP | 0.16% | Reduce -0.5% | 35,836 | $5.91M | $164.89 | No quote |
| 43 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS ADR | 0.09% | Reduce -1.0% | 46,699 | $3.12M | No quote | No quote |
| 44 | SHEN | SHENANDOAH TELECOMMUNICATIONS CO. | 0.07% | - | 79,680 | $2.69M | $33.80 | No quote |
| 45 | LUK | LEUCADIA NATIONAL CORP | 0.05% | Reduce -5.7% | 64,800 | $1.72M | No quote | No quote |
| 46 | GE | GENERAL ELECTRIC CO | 0.02% | - | 50,008 | $873K | $17.46 | No quote |
| 47 | DNOW | NOW INC/DE | 0.02% | Reduce -0.2% | 49,982 | $551K | $11.02 | No quote |
| 48 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $372K | No quote | No quote |
| 49 | TRMK | TRUSTMARK CORPORATION | 0.01% | - | 7,200 | $229K | No quote | No quote |
| 50 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $108K | No quote | No quote |
| 55 | - | SIGNET JEWELERS LIMITEDCUSIP G81276900 | - | Sold | 0 | $0 | No quote | No quote |
| 54 | SHPG | SHIRE PLC-ADR | - | Sold | 0 | $0 | No quote | No quote |
| 53 | SNI | SCRIPPS NETWORKS INTER- CL A | - | Sold | 0 | $0 | No quote | No quote |
| 52 | MRK | MERCK & COMPANY INC. | - | Sold | 0 | $0 | No quote | No quote |
| 51 | IBM | INT'L BUSINESS MACHINE CORP. | - | Sold | 0 | $0 | No quote | No quote |