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 33 of 45 rows. Rows without a quote are marked unavailable.
| 1 | CSCO | CISCO SYSTEMS INC | 12.77% | Reduce -3.0% | 8,713,751 | $423.92M | $48.65 | No quote |
| 2 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 10.07% | Reduce -0.1% | 1,044 | $334.08M | No quote | No quote |
| 3 | BIDU | BAIDU INC. - SPON ADR | 9.53% | Add +0.6% | 1,382,426 | $316.13M | $228.68 | No quote |
| 4 | JNJ | JOHNSON & JOHNSON | 8.91% | Reduce -1.7% | 2,139,592 | $295.63M | $138.17 | No quote |
| 5 | BK | BANK OF NEW YORK MELLON CORP | 6.50% | Reduce -2.0% | 4,232,940 | $215.84M | $50.99 | No quote |
| 6 | WFC | WELLS FARGO & CO | 5.02% | Reduce -3.0% | 3,171,017 | $166.67M | $52.56 | No quote |
| 7 | GOOGL | ALPHABET INC-CL A | 4.71% | - | 129,608 | $156.45M | $1207.08 | No quote |
| 8 | GOOG | ALPHABET INC-CL C | 4.40% | - | 122,390 | $146.07M | $1193.47 | No quote |
| 9 | AZO | AUTOZONE, INC. | 4.16% | Reduce -0.8% | 178,062 | $138.12M | $775.70 | No quote |
| 10 | COP | CONOCOPHILLIPS | 3.90% | Reduce -1.2% | 1,671,498 | $129.37M | $77.40 | No quote |
| 11 | MRC | MRC GLOBAL INC. | 2.66% | Reduce -1.1% | 4,700,260 | $88.22M | No quote | No quote |
| 12 | MMM | 3M CO | 2.47% | Reduce -4.8% | 389,149 | $82M | $210.71 | No quote |
| 13 | DVN | DEVON ENERGY CORP | 2.36% | Reduce -5.3% | 1,961,770 | $78.35M | $39.94 | No quote |
| 14 | EMR | EMERSON ELECTRIC CO | 2.24% | Reduce -8.1% | 970,441 | $74.32M | $76.58 | No quote |
| 15 | HAL | HALLIBURTON CO | 1.89% | Reduce -0.7% | 1,546,393 | $62.68M | $40.53 | No quote |
| 16 | UNP | UNION PACIFIC CORP | 1.61% | Reduce -1.4% | 328,455 | $53.48M | $162.83 | No quote |
| 17 | MA | MASTERCARD INC - CLASS A | 1.54% | Reduce -6.3% | 229,979 | $51.2M | $222.61 | No quote |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 1.53% | Reduce -0.4% | 237,562 | $50.86M | No quote | No quote |
| 19 | PSX | PHILLIPS 66 | 1.26% | Reduce -0.2% | 370,002 | $41.71M | $112.72 | No quote |
| 20 | AGCO | AGCO CORP. | 1.18% | - | 642,169 | $39.04M | $60.79 | No quote |
| 21 | DEO | DIAGEO P L C - ADR | 1.10% | Reduce -6.8% | 258,598 | $36.64M | $141.67 | No quote |
| 22 | UN | UNILEVER N V - ADR | 1.06% | Reduce -1.9% | 636,182 | $35.34M | No quote | No quote |
| 23 | KOF | COCA COLA FEMSA | 0.96% | - | 520,112 | $31.85M | $61.24 | No quote |
| 24 | AXP | AMERICAN EXPRESS CO | 0.95% | Reduce -1.2% | 295,698 | $31.49M | $106.49 | No quote |
| 25 | USB | US BANCORP | 0.86% | - | 539,800 | $28.51M | $52.81 | No quote |
| 26 | VZ | VERIZON COMMUNICATIONS | 0.83% | Reduce -6.2% | 515,509 | $27.52M | $53.39 | No quote |
| 27 | AVT | AVNET | 0.78% | Reduce -1.4% | 581,127 | $26.02M | $44.77 | No quote |
| 28 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.74% | Reduce -2.5% | 76,756 | $24.5M | No quote | No quote |
| 29 | CMCSA | COMCAST CORPORATION - CLASS A | 0.67% | Reduce -0.7% | 626,360 | $22.18M | $35.41 | No quote |
| 30 | TTE | TOTAL SA - ADR | 0.51% | Reduce -1.0% | 263,425 | $16.96M | $64.39 | No quote |
| 31 | WPP | WPP PLC - ADR | 0.49% | Reduce -0.5% | 221,499 | $16.23M | No quote | No quote |
| 32 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.47% | Reduce -2.3% | 180,607 | $15.56M | $86.16 | No quote |
| 33 | TMK | TORCHMARK CORP | 0.30% | Reduce -1.8% | 115,032 | $9.97M | No quote | No quote |
| 34 | GSK | GLAXO SMITHKLINE PLC ADR | 0.23% | Reduce -0.3% | 193,319 | $7.77M | $40.17 | No quote |
| 35 | CNHI | CNH INDUSTRIALS | 0.22% | New | 621,311 | $7.46M | No quote | No quote |
| 36 | UL | UNILEVER PLC SPONSORED ADR | 0.22% | Reduce -41.2% | 130,720 | $7.19M | $54.97 | No quote |
| 37 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.19% | Reduce -2.5% | 139,951 | $6.16M | $43.99 | No quote |
| 38 | UNF | UNIFIRST CORP | 0.18% | Reduce -1.0% | 34,970 | $6.07M | $173.66 | No quote |
| 39 | BAX | BAXTER INTERNATIONAL INC | 0.17% | - | 72,485 | $5.59M | $77.09 | No quote |
| 40 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.13% | Reduce -1.0% | 33,218 | $4.3M | No quote | No quote |
| 41 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS ADR | 0.10% | - | 46,814 | $3.19M | No quote | No quote |
| 42 | SHEN | SHENANDOAH TELECOMMUNICATIONS CO. | 0.09% | - | 79,680 | $3.09M | $38.76 | No quote |
| 43 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $450K | No quote | No quote |
| 44 | MRK | MERCK & COMPANY INC. | 0.01% | - | 3,306 | $235K | $71.08 | No quote |
| 45 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $107K | No quote | No quote |