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 32 of 48 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 12.77% | Reduce -0.6% | 1,040 | $353.17M | No quote | No quote |
| 2 | JNJ | JOHNSON & JOHNSON | 10.38% | Reduce -3.7% | 1,967,904 | $287.06M | $145.87 | No quote |
| 3 | CSCO | CISCO SYSTEMS INC | 9.65% | Reduce -3.1% | 5,564,370 | $266.87M | $47.96 | No quote |
| 4 | BIDU | BAIDU INC. - SPON ADR | 7.41% | Add +14.8% | 1,621,572 | $204.97M | $126.40 | No quote |
| 5 | BK | BANK OF NEW YORK MELLON CORP | 7.19% | Reduce -4.7% | 3,952,731 | $198.94M | $50.33 | No quote |
| 6 | GOOGL | ALPHABET INC-CL A | 6.49% | Reduce -0.4% | 133,957 | $179.42M | $1339.39 | No quote |
| 7 | GOOG | ALPHABET INC-CL C | 5.84% | Reduce -0.6% | 120,743 | $161.44M | $1337.02 | No quote |
| 8 | WFC | WELLS FARGO & CO | 4.97% | Reduce -2.9% | 2,553,906 | $137.4M | $53.80 | No quote |
| 9 | AZO | AUTOZONE, INC. | 4.42% | Reduce -1.9% | 102,752 | $122.41M | $1191.31 | No quote |
| 10 | COP | CONOCOPHILLIPS | 3.77% | Reduce -0.3% | 1,604,003 | $104.31M | $65.03 | No quote |
| 11 | MMM | 3M CO | 2.24% | Reduce -0.4% | 350,909 | $61.91M | $176.42 | No quote |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 2.00% | Reduce -1.9% | 243,999 | $55.27M | No quote | No quote |
| 13 | FOX | FOX CORP CLASS B | 1.96% | New | 1,488,056 | $54.17M | $36.40 | No quote |
| 14 | EMR | EMERSON ELECTRIC CO | 1.82% | Reduce -8.4% | 661,985 | $50.48M | $76.26 | No quote |
| 15 | MRC | MRC GLOBAL INC. | 1.79% | Reduce -19.5% | 3,626,551 | $49.47M | No quote | No quote |
| 16 | KOF | COCA COLA FEMSA | 1.78% | Add +56.4% | 813,199 | $49.3M | $60.62 | No quote |
| 17 | USB | US BANCORP | 1.78% | Reduce -0.3% | 831,300 | $49.29M | $59.29 | No quote |
| 18 | PSX | PHILLIPS 66 | 1.47% | Reduce -0.1% | 364,329 | $40.59M | $111.41 | No quote |
| 19 | DEO | DIAGEO P L C - ADR | 1.38% | Reduce -2.0% | 226,880 | $38.21M | $168.42 | No quote |
| 20 | AXP | AMERICAN EXPRESS CO | 1.25% | Reduce -0.3% | 277,857 | $34.59M | $124.49 | No quote |
| 21 | UNP | UNION PACIFIC CORP | 1.23% | Reduce -3.1% | 188,371 | $34.06M | $180.79 | No quote |
| 22 | UN | UNILEVER N V - ADR | 1.13% | Reduce -84.8% | 544,772 | $31.3M | No quote | No quote |
| 23 | VZ | VERIZON COMMUNICATIONS | 0.95% | Reduce -0.6% | 428,774 | $26.33M | $61.40 | No quote |
| 24 | GS | GOLDMAN SACHS | 0.77% | Reduce -4.9% | 92,852 | $21.35M | $229.93 | No quote |
| 25 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.74% | Reduce -5.7% | 70,353 | $20.46M | No quote | No quote |
| 26 | CMCSA | COMCAST CORPORATION - CLASS A | 0.74% | Reduce -0.3% | 452,312 | $20.34M | $44.97 | No quote |
| 27 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.53% | Reduce -0.9% | 153,795 | $14.56M | $94.69 | No quote |
| 28 | WPP | WPP PLC - ADR | 0.52% | Reduce -1.5% | 205,861 | $14.47M | No quote | No quote |
| 29 | TMK | TOTAL SA - ADR | 0.49% | Reduce -0.5% | 243,452 | $13.46M | No quote | No quote |
| 30 | HAL | HALLIBURTON CO | 0.39% | Reduce -16.3% | 442,630 | $10.83M | $24.47 | No quote |
| 31 | CNHI | CNH INDUSTRIALS | 0.37% | Reduce -1.0% | 942,093 | $10.36M | No quote | No quote |
| 32 | GSK | GLAXO SMITHKLINE PLC ADR | 0.29% | Reduce -1.6% | 171,009 | $8.04M | $46.99 | No quote |
| 33 | UL | UNILEVER PLC SPONSORED ADR | 0.26% | Reduce -3.2% | 125,695 | $7.19M | $57.17 | No quote |
| 34 | CCL | CARNIVAL CORP | 0.26% | - | 140,420 | $7.14M | $50.83 | No quote |
| 35 | UNF | UNIFIRST CORP | 0.23% | Reduce -94.3% | 31,762 | $6.42M | $201.97 | No quote |
| 36 | BAX | BAXTER INTERNATIONAL INC | 0.19% | Reduce -11.8% | 63,688 | $5.33M | $83.63 | No quote |
| 37 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.14% | Reduce -5.9% | 100,218 | $3.92M | $39.09 | No quote |
| 38 | ANAT | AMERICAN NATIONAL INSURANCE CO | 0.13% | Reduce -0.9% | 30,614 | $3.6M | No quote | No quote |
| 39 | SHEN | SHENANDOAH TELECOMMUNICATIONS CO. | 0.12% | - | 79,680 | $3.32M | $41.60 | No quote |
| 40 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS ADR | 0.10% | Reduce -1.8% | 47,762 | $2.82M | No quote | No quote |
| 41 | ALC | ALCON INC ADR | 0.06% | Reduce -7.8% | 28,248 | $1.6M | $56.57 | No quote |
| 42 | MRK | MERCK & COMPANY INC. | 0.01% | - | 3,306 | $301K | $91.05 | No quote |
| 43 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $99K | No quote | No quote |
| 48 | TTE | UNIFIRST CORP | - | Sold | 0 | $0 | No quote | No quote |
| 47 | FOXA | FOX CORP CLASS B | - | Sold | 0 | $0 | No quote | No quote |
| 46 | DVN | DEVON ENERGY CORP | - | Sold | 0 | $0 | No quote | No quote |
| 45 | CTWS | CONNECTICUT WATER SERVICE INC | - | Sold | 0 | $0 | No quote | No quote |
| 44 | AVT | AVNET | - | Sold | 0 | $0 | No quote | No quote |