$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 40.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | Buy | MICROSOFT CORP | $123,243,000 | +16.9% | 781,500 | +3.1% | 13.52% | +0.9% |
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% |
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% |
MELI | Buy | MERCADOLIBRE INC | $1,287,000 | +13.9% | 2,250 | +9.8% | 0.14% | -2.1% |
UNVR | New | UNIVAR SOLUTIONS INC | $970,000 | – | 40,000 | +100.0% | 0.11% | – |
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.