$731 Million is the total value of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's 16 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 17.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $176,910,000 | +13.8% | 1,500,000 | -2.0% | 24.22% | +1.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $102,424,000 | +13.2% | 87,030 | +0.5% | 14.02% | +0.7% |
| TCX | Sell | TUCOWS INC | $95,735,000 | +32.4% | 1,179,293 | -2.1% | 13.10% | +17.8% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $90,365,000 | -1.6% | 300 | 0.0% | 12.37% | -12.4% | |
| FAST | Sell | FASTENAL CO | $64,310,000 | +11.8% | 1,000,000 | -9.1% | 8.80% | -0.5% |
| CACC | CREDIT ACCEP CORP MICH | $49,712,000 | +18.4% | 110,000 | 0.0% | 6.80% | +5.3% | |
| GOOG | ALPHABET INCcap stk cl c | $40,802,000 | +13.3% | 34,775 | 0.0% | 5.58% | +0.8% | |
| FB | FACEBOOK INCcl a | $36,672,000 | +27.2% | 220,000 | 0.0% | 5.02% | +13.1% | |
| WAB | WABTEC CORP | $33,543,000 | +4.9% | 455,000 | 0.0% | 4.59% | -6.6% | |
| TRUP | TRUPANION INC | $22,918,000 | +28.6% | 700,000 | 0.0% | 3.14% | +14.4% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $6,384,000 | -1.6% | 31,780 | 0.0% | 0.87% | -12.4% | |
| IBKR | Buy | INTERACTIVE BROKERS GROUP IN | $3,026,000 | +121.5% | 58,000 | +132.0% | 0.41% | +97.1% |
| DNOW | Sell | NOW INC | $2,429,000 | -8.9% | 174,000 | -24.0% | 0.33% | -19.0% |
| MKL | MARKEL CORP | $2,316,000 | -4.0% | 2,325 | 0.0% | 0.32% | -14.6% | |
| CBB | New | CINCINNATI BELL INC | $1,717,000 | – | 180,000 | +100.0% | 0.24% | – |
| NOV | NATIONAL OILWELL VARCO INC | $1,332,000 | +3.7% | 50,000 | 0.0% | 0.18% | -8.1% | |
| TRIP | Exit | TRIPADVISOR INC | $0 | – | -35,000 | -100.0% | -0.29% | – |
| SHAK | Exit | SHAKE SHACK INCcl a | $0 | – | -215,000 | -100.0% | -1.50% | – |
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 2019-04-18
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.