$748 Million is the total value of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's 17 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $202,012,000 | +14.2% | 1,508,000 | +0.5% | 26.85% | +10.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $95,752,000 | -6.5% | 88,430 | +1.6% | 12.73% | -9.2% |
| TCX | Buy | TUCOWS INC | $76,687,000 | -19.9% | 1,256,776 | +6.6% | 10.19% | -22.2% |
| FAST | Buy | FASTENAL CO | $65,180,000 | +1.4% | 2,000,000 | +100.0% | 8.66% | -1.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $39,124,000 | -4.1% | 36,195 | +4.1% | 5.20% | -6.9% |
| WAB | Buy | WABTEC CORP | $33,763,000 | +0.7% | 470,500 | +3.4% | 4.49% | -2.2% |
| IBKR | Buy | INTERACTIVE BROKERS GROUP IN | $3,731,000 | +23.3% | 68,500 | +18.1% | 0.50% | +19.8% |
| DNOW | Buy | NOW INC | $2,937,000 | +20.9% | 199,000 | +14.4% | 0.39% | +17.5% |
| MELI | New | MERCADOLIBRE INC | $1,254,000 | – | 2,050 | +100.0% | 0.17% | – |
| AMZN | New | AMAZON COM INC | $1,136,000 | – | 600 | +100.0% | 0.15% | – |
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 2019-07-11
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.