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 40 of 50 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 11.18% | Reduce -0.3% | 996 | $384.16M | No quote | No quote |
| 2 | JNJ | JOHNSON & JOHNSON | 8.43% | Reduce -1.5% | 1,762,952 | $289.74M | $164.35 | |
| 3 | GOOGL | ALPHABET INC-CL A | 7.71% | Reduce -0.2% | 128,497 | $265.03M | $2062.52 | |
| 4 | BABA | ALIBABA GROUP HOLDING SP-ADR | 7.32% | Add +67.8% | 1,108,910 | $251.42M | $226.73 | |
| 5 | GOOG | ALPHABET INC-CL C | 7.02% | Reduce -0.2% | 116,668 | $241.34M | $2068.63 | |
| 6 | BIDU | BAIDU INC. - SPON ADR | 6.19% | Reduce -30.7% | 978,153 | $212.8M | $217.55 | |
| 7 | CSCO | CISCO SYSTEMS INC | 6.00% | Reduce -18.8% | 3,988,652 | $206.25M | $51.71 | |
| 8 | BK | BANK OF NEW YORK MELLON CORP | 4.05% | Reduce -4.3% | 2,941,660 | $139.11M | $47.29 | |
| 9 | KOF | COCA COLA FEMSA | 3.81% | Reduce -0.6% | 2,837,663 | $131.1M | $46.20 | |
| 10 | AZO | AUTOZONE, INC. | 3.67% | Reduce -1.0% | 89,851 | $126.18M | $1404.30 | |
| 11 | ALV | AUTOLIV INC. | 3.06% | Reduce -0.2% | 1,131,828 | $105.03M | $92.80 | |
| 12 | WFC | WELLS FARGO & CO | 2.69% | Reduce -0.8% | 2,368,122 | $92.52M | $39.07 | |
| 13 | FOX | FOX CORP CLASS B | 2.56% | Reduce -1.2% | 2,517,748 | $87.95M | $34.93 | |
| 14 | BAC | BANK OF AMERICA CORP COM | 2.20% | Reduce -0.2% | 1,957,367 | $75.73M | $38.69 | |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL BCUSIP 084670702 | 2.19% | Reduce -3.4% | 295,259 | $75.43M | No quote | No quote |
| 16 | MMM | 3M CO | 2.07% | Reduce -0.7% | 368,335 | $70.97M | $192.68 | |
| 17 | USB | US BANCORP | 1.90% | Reduce -0.4% | 1,182,691 | $65.42M | $55.31 | |
| 18 | CMCSA | COMCAST CORPORATION - CLASS A | 1.80% | Reduce -0.3% | 1,145,598 | $61.99M | $54.11 | |
| 19 | TFC | TRUIST FINANCIAL CORP | 1.47% | Reduce -0.5% | 864,344 | $50.41M | $58.32 | |
| 20 | EMR | EMERSON ELECTRIC CO | 1.39% | Reduce -7.5% | 527,861 | $47.62M | $90.22 | |
| 21 | ABBV | ABBVIE INC. | 1.23% | Reduce -0.2% | 391,595 | $42.38M | $108.22 | |
| 22 | AXP | AMERICAN EXPRESS CO | 1.20% | Reduce -1.3% | 291,836 | $41.28M | $141.44 | |
| 23 | INTC | INTEL CORP | 1.20% | Reduce -0.4% | 641,959 | $41.09M | $64.00 | |
| 24 | UNP | UNION PACIFIC CORP | 1.15% | Reduce -0.7% | 179,576 | $39.58M | $220.41 | |
| 25 | CSL | CARLISLE COS INC | 1.09% | Reduce -0.6% | 227,982 | $37.52M | $164.58 | |
| 26 | MS | MORGAN STANLEY | 0.91% | Reduce -12.8% | 403,620 | $31.35M | $77.66 | |
| 27 | UL | UNILEVER PLC SPONSORED ADR | 0.91% | Reduce -0.7% | 559,501 | $31.24M | $55.83 | |
| 28 | DEO | DIAGEO P L C - ADR | 0.88% | Reduce -10.0% | 183,449 | $30.12M | $164.21 | |
| 29 | FMS | FRESENIUS MEDICAL CARE-ADR | 0.57% | New | 530,064 | $19.55M | $36.88 | |
| 30 | CNHI | CNH INDUSTRIALS | 0.57% | Reduce -1.2% | 1,241,743 | $19.42M | No quote | No quote |
| 31 | VZ | VERIZON COMMUNICATIONS | 0.53% | Reduce -5.0% | 315,745 | $18.36M | $58.15 | |
| 32 | CNXC | CONCENTRIX CORP | 0.44% | Add +42.4% | 102,092 | $15.29M | $149.72 | |
| 33 | COP | CONOCOPHILLIPS | 0.39% | Reduce -69.3% | 251,575 | $13.33M | $52.97 | |
| 34 | PGR | PROGRESSIVE CORP | 0.38% | New | 136,403 | $13.04M | $95.61 | |
| 35 | NWLI | NATIONAL WESTERN LIFE GROUP | 0.36% | Reduce -26.5% | 49,302 | $12.28M | No quote | No quote |
| 36 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0.32% | Reduce -1.6% | 127,704 | $10.92M | $85.48 | |
| 37 | TTE | TOTAL SA - ADR | 0.30% | Reduce -1.5% | 219,937 | $10.24M | $46.54 | |
| 38 | GSK | GLAXO SMITHKLINE PLC ADR | 0.20% | Add +26.1% | 192,699 | $6.88M | $35.69 | |
| 39 | PSX | PHILLIPS 66 | 0.15% | Reduce -1.3% | 62,987 | $5.14M | $81.54 | |
| 40 | AIT | APPLIED INDUSTRIAL TECH INC. | 0.13% | Reduce -2.1% | 50,066 | $4.57M | $91.18 | |
| 41 | BAX | BAXTER INTERNATIONAL INC | 0.10% | Reduce -22.7% | 41,923 | $3.54M | $84.35 | |
| 42 | JEF | JEFFERIES FINANCIAL GROUP INC | 0.09% | Reduce -2.3% | 99,725 | $3M | $30.10 | |
| 43 | EPD | ENTERPRISE PRODUCTS PARTNERS | 0.09% | - | 136,295 | $3M | $22.02 | |
| 44 | ANATZZZZ | AMERICAN NATIONAL GROUP INC | 0.05% | Reduce -1.7% | 15,252 | $1.65M | No quote | No quote |
| 45 | HSBC | HSBC HOLDINGS PLC SPONSORED ADR | 0.05% | Reduce -2.9% | 54,010 | $1.57M | $29.14 | |
| 46 | CKX | CKX LANDS INC | 0.00% | - | 10,600 | $137K | No quote | No quote |
| 50 | UNF | UNIFIRST CORP | - | Sold | 0 | $0 | No quote | No quote |
| 49 | SHEN | SHENANDOAH TELECOMMUNICATIONS CO. | - | Sold | 0 | $0 | No quote | No quote |
| 48 | GS | GOLDMAN SACHS | - | Sold | 0 | $0 | No quote | No quote |
| 47 | ALC | ALCON INC ADR | - | Sold | 0 | $0 | No quote | No quote |