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 35 of 47 rows. Rows without a quote are marked unavailable.
| 1 | CSCO | CISCO SYSTEMS INC | 12.64% | Reduce -5.4% | 8,241,170 | $357.09M | $43.33 | No quote |
| 2 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 11.26% | Reduce -0.5% | 1,039 | $317.93M | No quote | No quote |
| 3 | JNJ | JOHNSON & JOHNSON | 9.74% | Reduce -0.4% | 2,131,724 | $275.1M | $129.05 | No quote |
| 4 | BIDU | BAIDU INC. - SPON ADR | 7.80% | Add +0.5% | 1,388,686 | $220.25M | $158.60 | No quote |
| 5 | BK | BANK OF NEW YORK MELLON CORP | 7.03% | Reduce -0.4% | 4,215,736 | $198.44M | $47.07 | No quote |
| 6 | AZO | AUTOZONE, INC. | 5.26% | Reduce -0.4% | 177,358 | $148.69M | $838.34 | No quote |
| 7 | WFC | WELLS FARGO & CO | 5.08% | Reduce -1.8% | 3,114,055 | $143.5M | $46.08 | No quote |
| 8 | GOOGL | ALPHABET INC-CL A | 4.79% | Reduce -0.1% | 129,443 | $135.26M | $1044.96 | No quote |
| 9 | GOOG | ALPHABET INC-CL C | 4.48% | Reduce -0.1% | 122,225 | $126.58M | $1035.61 | No quote |
| 10 | COP | CONOCOPHILLIPS | 3.58% | Reduce -3.0% | 1,621,313 | $101.09M | $62.35 | No quote |
| 11 | MMM | 3M CO | 2.40% | Reduce -8.5% | 356,101 | $67.85M | $190.54 | No quote |
| 12 | MRC | MRC GLOBAL INC. | 2.00% | Reduce -1.8% | 4,615,490 | $56.45M | No quote | No quote |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 1.90% | Add +10.6% | 262,701 | $53.64M | No quote | No quote |
| 14 | EMR | EMERSON ELECTRIC CO | 1.59% | Reduce -22.5% | 751,736 | $44.92M | $59.75 | No quote |
| 15 | HAL | HALLIBURTON CO | 1.59% | Add +9.2% | 1,688,598 | $44.88M | $26.58 | No quote |
| 16 | MA | MASTERCARD INC - CLASS A | 1.50% | Reduce -2.5% | 224,273 | $42.31M | $188.65 | No quote |
| 17 | UNP | UNION PACIFIC CORP | 1.29% | Reduce -19.7% | 263,817 | $36.47M | $138.23 | No quote |
| 18 | AGCO | AGCO CORP. | 1.28% | Add +0.9% | 648,154 | $36.08M | $55.67 | No quote |
| 19 | DEO | DIAGEO P L C - ADR | 1.19% | Reduce -8.2% | 237,500 | $33.68M | $141.80 | No quote |
| 20 | PSX | PHILLIPS 66 | 1.12% | Reduce -0.3% | 368,761 | $31.77M | $86.15 | No quote |
| 21 | DVN | DEVON ENERGY CORP | 1.12% | Reduce -28.2% | 1,409,372 | $31.77M | $22.54 | No quote |
| 22 | KOF | COCA COLA FEMSA | 1.12% | - | 520,112 | $31.64M | $60.84 | No quote |
| 23 | UN | UNILEVER N V - ADR | 1.10% | Reduce -9.0% | 578,646 | $31.13M | No quote | No quote |
| 24 | AXP | AMERICAN EXPRESS CO | 0.98% | Reduce -2.2% | 289,314 | $27.58M | $95.32 | No quote |
| 25 | VZ | VERIZON COMMUNICATIONS | 0.93% | Reduce -9.8% | 465,030 | $26.14M | $56.22 | No quote |
| 26 | USB | US BANCORP | 0.87% | - | 539,800 | $24.67M | $45.70 | No quote |
| 27 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.81% | Reduce -0.9% | 76,084 | $22.88M | No quote | No quote |
| 28 | AVT | AVNET | 0.74% | - | 581,127 | $20.98M | $36.10 | No quote |
| 29 | GS | GOLDMAN SACHS | 0.59% | New | 100,015 | $16.71M | $167.05 | No quote |
| 30 | CMCSA | COMCAST CORPORATION - CLASS A | 0.58% | Reduce -22.9% | 483,100 | $16.45M | $34.05 | No quote |
| 31 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.52% | Reduce -4.7% | 172,040 | $14.76M | $85.81 | No quote |
| 32 | TTE | TOTAL SA - ADR | 0.50% | Add +2.3% | 269,504 | $14.06M | $52.18 | No quote |
| 33 | WPP | WPP PLC - ADR | 0.42% | Reduce -2.0% | 217,128 | $11.9M | No quote | No quote |
| 34 | CNHI | CNH INDUSTRIALS | 0.32% | Add +57.8% | 980,176 | $9.03M | No quote | No quote |
| 35 | TMK | TORCHMARK CORP | 0.30% | Reduce -2.7% | 111,878 | $8.34M | No quote | No quote |
| 36 | GSK | GLAXO SMITHKLINE PLC ADR | 0.26% | Reduce -2.1% | 189,261 | $7.23M | $38.21 | No quote |
| 37 | UL | UNILEVER PLC SPONSORED ADR | 0.24% | - | 130,720 | $6.83M | $52.25 | No quote |
| 38 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.20% | Reduce -1.5% | 137,905 | $5.67M | $41.11 | No quote |
| 39 | BAX | BAXTER INTERNATIONAL INC | 0.17% | Reduce -0.3% | 72,305 | $4.76M | $65.82 | No quote |
| 40 | UNF | UNIFIRST CORP | 0.17% | Reduce -5.0% | 33,235 | $4.76M | $143.07 | No quote |
| 41 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.15% | - | 33,218 | $4.23M | No quote | No quote |
| 42 | CCL | CARNIVAL CORP | 0.13% | New | 75,125 | $3.7M | $49.30 | No quote |
| 43 | SHEN | SHENANDOAH TELECOMMUNICATIONS CO. | 0.12% | - | 79,680 | $3.53M | $44.25 | No quote |
| 44 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS ADR | 0.10% | Add +3.5% | 48,446 | $2.82M | No quote | No quote |
| 45 | CTWS | CONNECTICUT WATER SERVICE INC | 0.02% | - | 6,483 | $434K | No quote | No quote |
| 46 | MRK | MERCK & COMPANY INC. | 0.01% | - | 3,306 | $253K | $76.53 | No quote |
| 47 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $109K | No quote | No quote |