13F-HR 1 d534201d13fhr.txt TWEEDY BROWNE CO LLC ================================================================================ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2013 Check here if Amendment [_]; Amendment number: _______________ This Amendment (Check only one): [_] is a restatement. [_] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Tweedy, Browne Company LLC Address: One Station Place Stamford, CT 06902 Form 13F File Number: 28-1222 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this report on Behalf of Reporting Manager: Name: Kenneth E. Leopold Title: General Counsel Phone: 203-703-0600 Signature Place, and Date of Signing: Kenneth E. Leopold Stamford, CT 5/7/2013 ------------------------ ------------------------- -------------------------- Signature City, State Date Report Type (Check only one): [_] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [_] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [X] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: Form 13F File Number: 28-5810 Name: United Services Automobile Association ================================================================================ FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 57 Form 13F Information Table Value Total: $3,853,248 List of Other Included Managers: Provide a numbered list of the name(s) and Form file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. 1 Form 13F File Number: 28-04975 Name: Affiliated Managers Group Inc.

Voting Authority --------------------------------- Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None ------------------------------- -------------- --------- -------- -------- --- ---- ------- --------- --------- ------ ------ AKZO NOBEL NV SPONSORED ADR ADR 010199305 8815 415863 SH Sole 414753 1110 CANON INC SPONSORED ADR ADR 138006309 302 8230 SH Sole 8230 DIAGEO PLC- SPONSORED ADR ADR 25243Q205 43143 342837 SH Sole 341449 1388 GLAXO SMITHKLINE PLC, ADR ADR 37733W105 7096 151264 SH Sole 138274 12990 HEINEKEN HOLDINGS 'A' ADRS ADR B0DM8G4 17391 271953 SH Sole 269122 2831 HEINEKEN NV ADR ADR 423012202 9654 255707 SH Sole 255707 HSBC HOLDINGS PLC SPONSOR ADR' ADR 404280406 8957 167921 SH Sole 166746 1175 NOVARTIS AG ADR ADR 66987V109 21510 301934 SH Sole 299179 2755 ROCHE HOLDINGS ADR ADR 771195104 3532 60274 SH Sole 60274 ROYAL DUTCH SHELL PLC-A SHARES ADR 780259206 3464 53158 SH Sole 53158 TOTAL SA - SPON ADR ADR 89151E109 20010 417056 SH Sole 414041 3015 UNILEVER ( ul ) ADR 904767704 12338 292095 SH Sole 292095 UNILEVER (UN) ADR 904784709 40462 986887 SH Sole 982576 4311 CANADIAN NATURAL RESOURCES COM 136385101 21402 667600 SH Sole 542600 125000 HONDA MOTOR CO LTD COM 6435145 148091 3867655 SH Sole 3595355 272300 3M CO COM 88579Y101 113525 1067870 SH Sole 1004625 63245 ACMAT CORP CLASS A COM 004616207 980 46682 SH Sole 46682 AMERICAN EXPRESS COMPANY COM 025816109 19985 296245 SH Sole 293717 2528 AMERICAN NATIONAL INSURANCE CO COM 028591105 37380 430293 SH Sole 385303 44990 ARTHUR J GALLAGHER COM 363576109 2632 63723 SH Sole 63723 AUTOMATIC DATA PROCESSING COM 053015103 9229 141914 SH Sole 141914 BANK OF NEW YORK MELLON CORP COM 064058100 145919 5213268 SH Sole 4789943 423325 BAXTER INTERNATIONAL INC COM 071813109 189517 2608989 SH Sole 2515754 93235 BERKSHIRE HATHAWAY INC DEL-A COM 084670108 186755 1195 SH Sole 1118 77 BERKSHIRE HATHAWAY INC-DEL-B COM 084670702 43534 417789 SH Sole 415874 1915 BROWN AND BROWN INC. COM 115236101 42436 1324469 SH Sole 1185519 138950 COMCAST CORP SPECIAL CLASS A COM 20030N200 56974 1438383 SH Sole 1435820 2563 CONOCOPHILLIPS COM 20825c104 179453 2985909 SH Sole 2850489 135420 DEVON ENERGY COM 25179M103 211107 3741710 SH Sole 3556096 185614 EMERSON ELECTRIC COMPANY COM 291011104 122227 2187702 SH Sole 2073532 114170 EXXON MOBIL CORPORATION COM 30231G102 228 2534 SH Sole 2534 FEDERATED INVESTORS INC (PA.) COM 314211103 696 29406 SH Sole 29406 FISHER COMMUNICATIONS INC COM 337756209 229 5824 SH Sole 5824 HEINZ H J CO COM 423074103 428 5926 SH Sole 5926 ILLINOIS TOOL WORKS COM 452308109 21527 353253 SH Sole 353253 LEUCADIA NATIONAL CORP COM 527288104 27627 1007168 SH Sole 1003207 3961 LOCKHEED MARTIN CORP COM COM 539830109 20358 210922 SH Sole 210922 NATIONAL WESTERN LIFE INS CO COM 638522102 18832 106999 SH Sole 106581 418 NORFOLK SOUTHERN CORP COM 655844108 18474 239679 SH Sole 238674 1005 PHILLIPS 66 COM 718546104 56694 810263 SH Sole 809431 832 SHENANDOAH TELECOMMUNICATIONS COM 82312B106 607 39840 SH Sole 39840 SYSCO CORP COM 871829107 51745 1471283 SH Sole 1443983 27300 TORCHMARK CORP COM 891027104 60634 1013944 SH Sole 1010210 3734 TRUMANSBURG HOME TEL CO COM 897991105 151 15100 SH Sole 15100 UNIFIRST CORP COM 904708104 59426 656641 SH Sole 555965 100676 UNION PACIFIC COM 907818108 100280 704166 SH Sole 655511 48655 US BANCORP COM 902973304 18315 539800 SH Sole 539800 WAL-MART STORES INC COM 931142103 94684 1265323 SH Sole 1162068 103255 WELLS FARGO & COMPANY COM 949746101 197919 5350596 SH Sole 5054446 296150 CISCO SYSTEMS INC COM 17275R102 212723 10180574 SH Sole 9637439 543135 COCA COLA FEMSA COM 191241108 127363 777693 SH Sole 777693 GOOGLE COM 38259P508 131831 165995 SH Sole 157200 8795 HALLIBURTON CO COM 406216101 223931 5541477 SH Sole 5095197 446280 JOHNSON & JOHNSON COM 478160104 355096 4355404 SH Sole 4279219 76185 JOY GLOBAL COM 481165108 78341 1316205 SH Sole 1230250 85955 MASTERCARD INC. COM 57636Q104 58758 108584 SH Sole 108524 60 PHILIP MORRIS INTERNATIONAL COM 718172109 188531 2033551 SH Sole 2028424 5127