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 39 of 47 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 12.84% | Reduce -0.6% | 1,035 | $331.2M | No quote | No quote |
| 2 | JNJ | JOHNSON & JOHNSON | 10.40% | Reduce -2.1% | 1,802,726 | $268.39M | $148.88 | |
| 3 | CSCO | CISCO SYSTEMS INC | 8.18% | Reduce -1.2% | 5,359,540 | $211.11M | $39.39 | |
| 4 | GOOGL | ALPHABET INC-CL A | 7.36% | Reduce -0.2% | 129,566 | $189.89M | $1465.60 | |
| 5 | BIDU | BAIDU INC. - SPON ADR | 6.87% | Reduce -0.1% | 1,399,783 | $177.2M | $126.59 | |
| 6 | GOOG | ALPHABET INC-CL C | 6.74% | Reduce -0.3% | 118,357 | $173.94M | $1469.60 | |
| 7 | BK | BANK OF NEW YORK MELLON CORP | 4.96% | Reduce -0.6% | 3,728,931 | $128.05M | $34.34 | |
| 8 | KOF | COCA COLA FEMSA | 4.46% | Add +3.0% | 2,826,143 | $115.08M | $40.72 | |
| 9 | AZO | AUTOZONE, INC. | 4.30% | Reduce -4.7% | 94,090 | $110.8M | $1177.64 | |
| 10 | ALV | AUTOLIV INC. | 3.23% | Reduce -0.1% | 1,142,383 | $83.26M | $72.88 | |
| 11 | FOX | FOX CORP CLASS B | 2.73% | Reduce -1.1% | 2,520,408 | $70.5M | $27.97 | |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 2.58% | Reduce -1.1% | 312,514 | $66.55M | No quote | No quote |
| 13 | MMM | 3M CO | 2.37% | Reduce -0.7% | 381,124 | $61.05M | $160.18 | |
| 14 | WFC | WELLS FARGO & CO | 2.19% | Reduce -2.3% | 2,405,145 | $56.55M | $23.51 | |
| 15 | CMCSA | COMCAST CORPORATION - CLASS A | 2.02% | Reduce -0.4% | 1,128,215 | $52.19M | $46.26 | |
| 16 | USB | US BANCORP | 1.67% | Add +5.9% | 1,200,266 | $43.03M | $35.85 | |
| 17 | EMR | EMERSON ELECTRIC CO | 1.49% | Reduce -2.4% | 586,772 | $38.48M | $65.57 | |
| 18 | UNP | UNION PACIFIC CORP | 1.42% | Reduce -0.6% | 186,429 | $36.7M | $196.87 | |
| 19 | UN | UNILEVER N V - ADR | 1.24% | Reduce -0.8% | 530,833 | $32.06M | No quote | No quote |
| 20 | COP | CONOCOPHILLIPS | 1.19% | Reduce -40.1% | 936,526 | $30.76M | $32.84 | |
| 21 | AXP | AMERICAN EXPRESS CO | 1.18% | Reduce -1.4% | 302,624 | $30.34M | $100.25 | |
| 22 | DEO | DIAGEO P L C - ADR | 1.16% | Reduce -2.1% | 216,422 | $29.79M | $137.66 | |
| 23 | ABBV | ABBVIE INC. | 1.03% | Add +46.8% | 302,320 | $26.48M | $87.59 | |
| 24 | MS | MORGAN STANLEY | 0.87% | Add +0.1% | 463,155 | $22.39M | $48.35 | |
| 25 | CSL | CARLISLE COS INC | 0.85% | New | 180,194 | $22.05M | $122.37 | |
| 26 | INTC | INTEL CORP | 0.80% | New | 398,350 | $20.63M | $51.78 | |
| 27 | VZ | VERIZON COMMUNICATIONS | 0.78% | Reduce -2.8% | 339,610 | $20.2M | $59.49 | |
| 28 | TFC | TRUIST FINANCIAL CORP | 0.71% | New | 479,476 | $18.24M | $38.05 | |
| 29 | GS | GOLDMAN SACHS | 0.70% | Reduce -0.3% | 90,137 | $18.12M | $200.97 | |
| 30 | BAC | BANK OF AMERICA CORP COM | 0.58% | New | 616,960 | $14.86M | $24.09 | |
| 31 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.49% | Reduce -0.2% | 68,734 | $12.56M | No quote | No quote |
| 32 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.47% | Reduce -2.8% | 140,023 | $12.18M | $86.96 | |
| 33 | CNHI | CNH INDUSTRIALS | 0.39% | Reduce -2.5% | 1,292,855 | $10.11M | No quote | No quote |
| 34 | TTE | TOTAL SA - ADR | 0.31% | Reduce -2.5% | 235,879 | $8.09M | $34.30 | |
| 35 | GSK | GLAXO SMITHKLINE PLC ADR | 0.23% | Add +2.6% | 159,639 | $6.01M | $37.64 | |
| 36 | UNF | UNIFIRST CORP | 0.23% | - | 30,962 | $5.86M | $189.36 | |
| 37 | BAX | BAXTER INTERNATIONAL INC | 0.17% | Reduce -11.8% | 55,468 | $4.46M | $80.42 | |
| 38 | UL | UNILEVER PLC SPONSORED ADR | 0.15% | Reduce -49.4% | 63,315 | $3.91M | $61.68 | |
| 39 | PSX | PHILLIPS 66 | 0.14% | Reduce -80.8% | 69,415 | $3.6M | $51.83 | |
| 40 | SHEN | SHENANDOAH TELECOMMUNICATIONS CO. | 0.14% | - | 79,680 | $3.54M | $44.44 | |
| 41 | AIT | APPLIED INDUSTRIAL TECH INC. | 0.11% | Reduce -2.4% | 53,198 | $2.93M | $55.10 | |
| 42 | ANATZZZZ | AMERICAN NATIONAL GROUP INC | 0.08% | Reduce -0.1% | 30,025 | $2.03M | No quote | No quote |
| 43 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.06% | Reduce -1.5% | 84,866 | $1.66M | $19.58 | |
| 44 | ALC | ALCON INC ADR | 0.05% | Reduce -5.4% | 23,426 | $1.33M | $56.95 | |
| 45 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS ADR | 0.04% | Reduce -4.2% | 40,292 | $1.01M | No quote | No quote |
| 46 | MRK | MERCK & COMPANY INC. | 0.01% | - | 3,306 | $274K | $82.88 | |
| 47 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $99K | No quote | No quote |