$650 Million is the total value of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's 17 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 6.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $155,402,000 | -11.2% | 1,530,000 | 0.0% | 23.91% | -1.6% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $91,800,000 | -4.4% | 300 | 0.0% | 14.12% | +5.9% | |
| GOOGL | ALPHABET INCcap stk cl a | $90,473,000 | -13.4% | 86,580 | 0.0% | 13.92% | -4.1% | |
| TCX | Buy | TUCOWS INC | $72,330,000 | +13.6% | 1,204,293 | +5.4% | 11.13% | +25.8% |
| FAST | Buy | FASTENAL CO | $57,519,000 | -0.9% | 1,100,000 | +10.0% | 8.85% | +9.8% |
| CACC | CREDIT ACCEP CORP MICH | $41,994,000 | -12.9% | 110,000 | 0.0% | 6.46% | -3.5% | |
| GOOG | ALPHABET INCcap stk cl c | $36,013,000 | -13.2% | 34,775 | 0.0% | 5.54% | -3.9% | |
| WAB | WABTEC CORP | $31,964,000 | -33.0% | 455,000 | 0.0% | 4.92% | -25.8% | |
| FB | Buy | FACEBOOK INCcl a | $28,840,000 | -7.7% | 220,000 | +15.8% | 4.44% | +2.3% |
| TRUP | Buy | TRUPANION INC | $17,822,000 | -16.9% | 700,000 | +16.7% | 2.74% | -7.9% |
| SHAK | SHAKE SHACK INCcl a | $9,765,000 | -27.9% | 215,000 | 0.0% | 1.50% | -20.1% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $6,489,000 | -4.6% | 31,780 | 0.0% | 1.00% | +5.6% | |
| DNOW | Sell | NOW INC | $2,666,000 | -49.5% | 229,000 | -28.2% | 0.41% | -44.1% |
| MKL | MARKEL CORP | $2,413,000 | -12.7% | 2,325 | 0.0% | 0.37% | -3.4% | |
| TRIP | Sell | TRIPADVISOR INC | $1,888,000 | -40.4% | 35,000 | -43.5% | 0.29% | -34.1% |
| IBKR | New | INTERACTIVE BROKERS GROUP IN | $1,366,000 | – | 25,000 | +100.0% | 0.21% | – |
| NOV | Buy | NATIONAL OILWELL VARCO INC | $1,285,000 | -0.5% | 50,000 | +66.7% | 0.20% | +10.6% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Norman Rentrop #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-22
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.