$275 Million is the total value of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's 17 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $106,727,000 | -4.0% | 521 | +2.0% | 38.82% | -11.4% |
| GOOGL | Buy | GOOGLE INCcl c | $50,007,000 | +6.1% | 93,855 | +10.0% | 18.19% | -2.1% |
| BIDU | Buy | BAIDU INCspon adr rep a | $26,876,000 | +8.8% | 135,000 | +13.9% | 9.78% | +0.4% |
| Buy | VERISIGN INC | $25,305,000 | -5.5% | 410,000 | +2.5% | 9.20% | -12.8% | |
| MSFT | Buy | MICROSOFT CORP | $19,073,000 | +134.5% | 432,000 | +116.0% | 6.94% | +116.4% |
| CACC | CREDIT ACCEP CORP MICH | $13,664,000 | +26.2% | 55,503 | 0.0% | 4.97% | +16.5% | |
| MRC | MRC Global INC | $8,492,000 | +30.3% | 550,000 | 0.0% | 3.09% | +20.2% | |
| DLB | Buy | DOLBY LABORATORIES INC | $7,222,000 | +11.3% | 182,000 | +7.1% | 2.63% | +2.7% |
| DNOW | Buy | NOW INC | $5,942,000 | +25.7% | 298,500 | +36.6% | 2.16% | +16.0% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $4,326,000 | -5.7% | 31,780 | 0.0% | 1.57% | -12.9% | |
| NOV | New | NATIONAL OILWELL VARCO INC | $1,907,000 | – | 39,500 | +100.0% | 0.69% | – |
| MKL | MARKEL CORP | $1,862,000 | +4.1% | 2,325 | 0.0% | 0.68% | -4.0% | |
| LUK | New | LEUCADIA NATL CORP | $1,772,000 | – | 73,000 | +100.0% | 0.64% | – |
| DHR | DANAHER CORP DEL | $941,000 | +0.7% | 11,000 | 0.0% | 0.34% | -7.1% | |
| AMZN | New | AMAZON COM INC | $434,000 | – | 1,000 | +100.0% | 0.16% | – |
| MORN | New | MORNINGSTAR INC | $398,000 | – | 5,000 | +100.0% | 0.14% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-07-13
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.