$912 Million is the total value of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's 19 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 17.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Sell | ALPHABET INCcap stk cl a | $185,448,000 | +8.9% | 138,457 | -0.7% | 20.34% | -6.1% |
| MSFT | Buy | MICROSOFT CORP | $123,243,000 | +16.9% | 781,500 | +3.1% | 13.52% | +0.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $116,020,000 | +9.2% | 86,775 | -0.5% | 12.72% | -5.9% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $101,877,000 | +8.9% | 300 | 0.0% | 11.17% | -6.1% | |
| TCX | Buy | TUCOWS INC | $99,164,000 | +17.2% | 1,605,127 | +2.8% | 10.88% | +1.1% |
| FAST | Buy | FASTENAL CO | $77,595,000 | +18.8% | 2,100,006 | +5.0% | 8.51% | +2.4% |
| CACC | CREDIT ACCEP CORP MICH | $48,656,000 | -4.1% | 110,000 | 0.0% | 5.34% | -17.3% | |
| FB | FACEBOOK INCcl a | $45,155,000 | +15.3% | 220,000 | 0.0% | 4.95% | -0.6% | |
| WAB | WABTEC CORP | $36,605,000 | +8.3% | 470,500 | 0.0% | 4.01% | -6.6% | |
| WIX | New | WIX COM LTD | $29,983,000 | – | 245,000 | +100.0% | 3.29% | – |
| TRUP | Buy | TRUPANION INC | $29,968,000 | +57.2% | 800,000 | +6.7% | 3.29% | +35.6% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $7,198,000 | +8.9% | 31,780 | 0.0% | 0.79% | -6.2% | |
| IBKR | Sell | INTERACTIVE BROKERS GROUP IN | $2,847,000 | -23.4% | 61,074 | -11.8% | 0.31% | -34.0% |
| MKL | MARKEL CORP | $2,658,000 | -3.3% | 2,325 | 0.0% | 0.29% | -16.6% | |
| CBB | CINCINNATI BELL INC | $2,094,000 | +106.5% | 200,000 | 0.0% | 0.23% | +78.3% | |
| MELI | Buy | MERCADOLIBRE INC | $1,287,000 | +13.9% | 2,250 | +9.8% | 0.14% | -2.1% |
| AMZN | AMAZON COM INC | $1,108,000 | +6.3% | 600 | 0.0% | 0.12% | -7.6% | |
| UNVR | New | UNIVAR SOLUTIONS INC | $970,000 | – | 40,000 | +100.0% | 0.11% | – |
| DNOW | Exit | NOW INC | $0 | – | -175,000 | -100.0% | -0.26% | – |
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 2020-01-28
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.