13F-HR 1 b71584a1e13fvhr.txt TWEEDY, BROWNE COMPANY LLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2008 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: 350 Park Avenue, 9th Floor New York, NY 10022 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: 212-916-0600 Signature, Place, and Date of Signing: Kenneth E. Leopold New York, New York 08/05/2008 ------------------------------------ ------------------ -------------------- Signature City, State Date Report Type (Check only one): [X] 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).) [ ] 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).) Page 1 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 64 Form 13F Information Table Value Total: $2,105,026 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.

FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY 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 14221 206737 SH SOLE 206737 DIAGEO PLC- SPONSORED ADR ADR 25243Q205 47427 642028 SH SOLE 642028 ENI SPONSORED ADR ADR 26874R108 1357 18285 SH SOLE 18285 GLAXO SMITHKLINE PLC, ADR ADR 37733W105 47294 1069505 SH SOLE 1069505 HEINEKEN HOLDINGS 'A' ADRS ADR B0DM8G4 25384 551828 SH SOLE 551828 HEINEKEN NV ADR ADR 2419176 24782 970322 SH SOLE 970322 NOVARTIS AG ADR ADR 66987V109 9114 165595 SH SOLE 165595 SANOFI-AVENTIS ADR ADR 80105N105 27299 821510 SH SOLE 821510 SK TELECOM - ADR ADR 78440P108 171533 8258684 SH SOLE 7654384 604300 UNILEVER (UL) ADR 904767704 11725 412708 SH SOLE 412708 UNILEVER (UN) ADR 904784709 48836 1719581 SH SOLE 1719581 HONDA MOTOR CO LTD COM 6435145 92544 2717500 SH SOLE 2443500 274000 ACMAT CORP CLASS A COM 004616207 843 51890 SH SOLE 51890 ALTRIA GROUP, INC. COM 02209S103 582 28323 SH SOLE 28323 AMERICAN EXPRESS COMPANY COM 025816109 276989 7353042 SH SOLE 6708327 644715 AMERICAN NATIONAL INSURANCE CO COM 028591105 33236 339069 SH SOLE 314388 24681 ANHEUSER-BUSCH COS. INC. COM 035229103 944 15200 SH SOLE 15200 AT&T INC COM 00206R102 736 21860 SH SOLE 21860

Page 2 AVATAR HOLDINGS INC COM 053494100 21699 716380 SH SOLE 511630 204750 BERKSHIRE HATHAWAY INC DEL COM 084670108 22339 185 SH SOLE 185 BURLINGTON NORTHERN SANTA FE C COM 12189T104 51043 510996 SH SOLE 372839 138157 CINTAS CORP. COM 172908105 6935 261610 SH SOLE 12910 248700 COMCAST CORP - CLASS A COM 20030N101 623 32850 SH SOLE 32850 COMCAST CORP SPECIAL CLASS A COM 20030N200 110147 5871363 SH SOLE 4377479 1493884 CON-WAY INC. COM 205944101 21554 456072 SH SOLE 422442 33630 CONOCOPHILLIPS COM 20825c104 944 10000 SH SOLE 10000 DOW CHEMICAL COMPANY COM 260543103 763 21860 SH SOLE 21860 EXXON MOBIL CORPORATION COM 30231G102 259 2942 SH SOLE 2942 FEDERATED INVESTORS INC (PA.) COM 314211103 32254 937073 SH SOLE 845073 92000 FINISHMASTER COM 31787p108 1596 72560 SH SOLE 72560 FIRST LONG ISLAND CORP - NY COM 320734106 1977 100088 SH SOLE 100088 FISHER COMPANIES INC COM 337756209 201 5824 SH SOLE 5824 G & K SERVICES INC COM 361268105 6693 219735 SH SOLE 126776 92959 GENERAL ELECTRIC CO COM 369604103 2739 102615 SH SOLE 102615 GENUINE PARTS CO COM 372460105 972 24495 SH SOLE 24495 HOME DEPOT INC COM 437076102 102251 4365972 SH SOLE 3690797 675175 JEFFERIES GROUP INC. NEW COM 472319102 4764 283225 SH SOLE 186385 96840 KRAFT FOODS INC-A COM 50075n104 340 11948 SH SOLE 11948 LEUCADIA NATIONAL CORP COM 527288104 31107 662691 SH SOLE 662691 MASCO CORP COM 574599106 1001 63640 SH SOLE 63640 MICROSOFT CORP COM 594918104 220 8000 SH SOLE 8000 NATIONAL WESTERN LIFE INS CO COM 638522102 26820 122748 SH SOLE 122748 NORFOLK SOUTHERN CORP COM 655844108 47505 758013 SH SOLE 619958 138055 PHILIP MORRIS INTERNATIONAL COM 718172109 1399 28323 SH SOLE 28323 PNC FINANCIAL SERVICES GROUP I COM 693475105 17763 311088 SH SOLE 260088 51000 RAMCO GERSHENSON PROPERTIES TR COM 751452202 2285 111225 SH SOLE 111225 RAYONIER INC COM 754907103 19004 447563 SH SOLE 447563 SAGA COMMUNICATIONS COM 786598102 1280 255520 SH SOLE 255520 SHENANDOAH TELECOMMUNICATIONS COM 82312B106 519 39840 SH SOLE 39840 Page 3 SHERWIN WILLIAMS CO COM 824348106 358 7800 SH SOLE 7800 TORCHMARK CORP COM 891027104 59747 1018710 SH SOLE 1018710 TRANSATLANTIC HLDGS COM 893521104 78854 1396388 SH SOLE 1250064 146324 UNIFIRST CORP COM 904708104 87765 1965176 SH SOLE 1579870 385306 URSTADT BIDDLE PROPERTIES INC. COM 917286106 229 15000 SH SOLE 15000 US BANCORP DEL COM 902973304 198 7095 SH SOLE 7095 UST INC COM 902911106 1192 21820 SH SOLE 21820 VERIZON COMMUNICATIONS COM 92343V104 404 11418 SH SOLE 11418 WAL-MART STORES INC COM 931142103 73633 1310196 SH SOLE 1159386 150810 WELLPOINT COM 94973v107 38578 809435 SH SOLE 658685 150750 WELLS FARGO & COMPANY COM 949746101 47175 1986307 SH SOLE 1986307 AMERICAN INT'L GROUP COM 026874107 124610 4709375 SH SOLE 4392725 316650 COCA COLA FEMSA COM 191241108 190545 3379062 SH SOLE 3207562 171500 JOHNSON & JOHNSON COM 478160104 26815 416775 SH SOLE 416775 SUN-TIMES MEDIA GROUP INC-A COM 86688Q100 1081 2206892 SH SOLE 2206892 Page 4