$198 Million is the total value of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's 41 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 3.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $90,907,000 | +4.4% | 511 | 0.0% | 45.84% | -6.7% | |
| GOOGL | Sell | GOOGLE INCcl a | $47,832,000 | +27.8% | 42,680 | -0.1% | 24.12% | +14.2% |
| BIDU | BAIDU INCspon adr rep a | $20,456,000 | +14.6% | 115,000 | 0.0% | 10.31% | +2.4% | |
| DLB | DOLBY LABORATORIES INC | $18,123,000 | +11.7% | 470,000 | 0.0% | 9.14% | -0.2% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $3,768,000 | +4.4% | 31,780 | 0.0% | 1.90% | -6.7% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $2,240,000 | +0.7% | 57,700 | 0.0% | 1.13% | -10.0% | |
| GE | GENERAL ELECTRIC CO | $1,864,000 | +17.3% | 66,500 | 0.0% | 0.94% | +4.8% | |
| BH | BIGLARI HLDGS INC | $1,558,000 | +22.8% | 3,076 | 0.0% | 0.79% | +9.8% | |
| WFCWS | WELLS FARGO & CO NEW*w exp 10/28/201 | $1,355,000 | +13.3% | 85,200 | 0.0% | 0.68% | +1.2% | |
| MKL | MARKEL CORP | $1,349,000 | +12.0% | 2,325 | 0.0% | 0.68% | +0.1% | |
| KMIWS | New | KINDER MORGAN INC DEL*w exp 05/25/201 | $1,015,000 | – | 250,000 | +100.0% | 0.51% | – |
| DHR | DANAHER CORP DEL | $849,000 | +11.3% | 11,000 | 0.0% | 0.43% | -0.7% | |
| NOV | NATIONAL OILWELL VARCO INC | $835,000 | +1.8% | 10,500 | 0.0% | 0.42% | -9.1% | |
| JOE | ST JOE CO | $808,000 | -2.2% | 42,100 | 0.0% | 0.41% | -12.7% | |
| BK | BANK NEW YORK MELLON CORP | $546,000 | +15.7% | 15,630 | 0.0% | 0.28% | +3.4% | |
| WFC | WELLS FARGO & CO NEW | $477,000 | +9.9% | 10,515 | 0.0% | 0.24% | -1.6% | |
| DVN | DEVON ENERGY CORP NEW | $449,000 | +7.2% | 7,260 | 0.0% | 0.23% | -4.2% | |
| HAL | HALLIBURTON CO | $435,000 | +5.6% | 8,565 | 0.0% | 0.22% | -6.0% | |
| CSCO | CISCO SYS INC | $385,000 | -4.2% | 17,150 | 0.0% | 0.19% | -14.5% | |
| MMM | 3M CO | $311,000 | +17.8% | 2,215 | 0.0% | 0.16% | +5.4% | |
| BSBR | BANCO SANTANDER BRASIL S Aads rep 1 unit | $304,000 | -12.1% | 49,800 | 0.0% | 0.15% | -21.5% | |
| EMR | EMERSON ELEC CO | $263,000 | +8.7% | 3,745 | 0.0% | 0.13% | -2.9% | |
| BAX | BAXTER INTL INC | $241,000 | +5.7% | 3,465 | 0.0% | 0.12% | -5.4% | |
| NWLI | NATIONAL WESTN LIFE INS COcl a | $236,000 | +10.8% | 1,055 | 0.0% | 0.12% | -0.8% | |
| PM | PHILIP MORRIS INTL INC | $227,000 | +0.4% | 2,610 | 0.0% | 0.11% | -10.9% | |
| JOY | JOY GLOBAL INC | $216,000 | +14.3% | 3,700 | 0.0% | 0.11% | +1.9% | |
| UNP | Sell | UNION PAC CORP | $200,000 | -26.7% | 1,190 | -32.4% | 0.10% | -34.4% |
| COP | CONOCOPHILLIPS | $196,000 | +1.6% | 2,775 | 0.0% | 0.10% | -9.2% | |
| ANAT | AMERICAN NATL INS CO | $195,000 | +16.8% | 1,700 | 0.0% | 0.10% | +4.3% | |
| JNJ | JOHNSON & JOHNSON | $194,000 | +5.4% | 2,120 | 0.0% | 0.10% | -5.8% | |
| UNF | UNIFIRST CORP MASS | $192,000 | +2.7% | 1,790 | 0.0% | 0.10% | -8.5% | |
| MORN | MORNINGSTAR INC | $156,000 | -1.9% | 2,000 | 0.0% | 0.08% | -12.2% | |
| PSX | PHILLIPS 66 | $107,000 | +33.8% | 1,387 | 0.0% | 0.05% | +20.0% | |
| BPY | BROOKFIELD PPTY PARTNERS L Punit ltd partn | $34,000 | -2.9% | 1,727 | 0.0% | 0.02% | -15.0% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Tweedy Browne Co LLC #1
- Fiducia Treuhand AG #2
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-27
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 54.1% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 2.3% |
| MARKEL CORP | 42 | Q3 2023 | 0.8% |
| CREDIT ACCEP CORP MICH | 37 | Q3 2023 | 7.7% |
| MICROSOFT CORP | 35 | Q3 2023 | 26.9% |
| ALPHABET INC | 32 | Q3 2023 | 18.5% |
| ALPHABET INC | 31 | Q3 2023 | 26.5% |
| TUCOWS INC | 30 | Q3 2023 | 13.1% |
| META PLATFORMS INC | 28 | Q3 2023 | 6.2% |
| INTERACTIVE BROKERS GROUP IN | 23 | Q3 2023 | 1.4% |
View INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR/A | 2024-03-07 |
| 13F-HR/A | 2024-03-07 |
| 13F-HR/A | 2024-03-07 |
| 13F-HR/A | 2024-03-07 |
| 13F-HR/A | 2024-03-01 |
| 13F-HR | 2024-02-13 |
| SC 13G/A | 2024-02-13 |
| SC 13G/A | 2024-02-13 |
| 13F-HR | 2023-10-18 |
View INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.