$373 Million is the total value of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's 19 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 5.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $113,044,000 | +1.7% | 521 | 0.0% | 30.28% | +4.1% | |
| GOOGL | ALPHABET INCcap stk cl a | $51,836,000 | -7.8% | 73,680 | 0.0% | 13.88% | -5.6% | |
| MSFT | Buy | MICROSOFT CORP | $44,109,000 | +20.6% | 862,000 | +30.2% | 11.81% | +23.5% |
| FAST | FASTENAL CO | $36,178,000 | -9.4% | 815,000 | 0.0% | 9.69% | -7.2% | |
| GOOG | ALPHABET INCcap stk cl c | $24,068,000 | -7.1% | 34,775 | 0.0% | 6.45% | -4.9% | |
| Sell | VERISIGN INC | $21,326,000 | -39.8% | 246,662 | -38.3% | 5.71% | -38.3% | |
| DE | DEERE & CO | $20,047,000 | +5.3% | 247,373 | 0.0% | 5.37% | +7.8% | |
| CACC | Buy | CREDIT ACCEP CORP MICH | $18,508,000 | +19.2% | 100,000 | +17.0% | 4.96% | +22.1% |
| TRUP | TRUPANION INC | $12,284,000 | +34.5% | 927,091 | 0.0% | 3.29% | +37.7% | |
| BIDU | BAIDU INCspon adr rep a | $11,561,000 | -13.5% | 70,000 | 0.0% | 3.10% | -11.4% | |
| WAB | Buy | WABTEC | $5,970,000 | +8308.5% | 85,000 | +9344.4% | 1.60% | +8315.8% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $4,601,000 | +2.0% | 31,780 | 0.0% | 1.23% | +4.5% | |
| MKL | MARKEL CORP | $2,215,000 | +6.8% | 2,325 | 0.0% | 0.59% | +9.4% | |
| LUK | Buy | LEUCADIA NATL CORP | $2,010,000 | +24.3% | 116,000 | +16.0% | 0.54% | +27.2% |
| DNOW | Sell | NOW INC | $1,814,000 | -79.1% | 100,000 | -79.6% | 0.49% | -78.6% |
| NOV | NATIONAL OILWELL VARCO INC | $1,666,000 | +8.2% | 49,500 | 0.0% | 0.45% | +10.7% | |
| DHR | DANAHER CORP DEL | $1,111,000 | +6.5% | 11,000 | 0.0% | 0.30% | +9.2% | |
| AMZN | AMAZON INC | $537,000 | +20.7% | 750 | 0.0% | 0.14% | +24.1% | |
| TCX | New | TUCOWS INC | $463,000 | – | 19,000 | +100.0% | 0.12% | – |
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 2016-07-07
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.