$756 Million is the total value of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's 21 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 22.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Sell | ALPHABET INCcap stk cl a | $159,080,000 | -14.2% | 136,907 | -1.1% | 21.05% | +3.5% |
| MSFT | MICROSOFT CORP | $123,251,000 | +0.0% | 781,500 | 0.0% | 16.31% | +20.7% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $100,554,000 | -13.3% | 86,475 | -0.3% | 13.30% | +4.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $81,600,000 | -19.9% | 300 | 0.0% | 10.80% | -3.4% | |
| TCX | Sell | TUCOWS INC | $77,439,000 | -21.9% | 1,604,627 | -0.0% | 10.24% | -5.8% |
| FAST | FASTENAL CO | $65,625,000 | -15.4% | 2,100,006 | 0.0% | 8.68% | +2.0% | |
| FB | FACEBOOK INCcl a | $36,696,000 | -18.7% | 220,000 | 0.0% | 4.86% | -2.0% | |
| CACC | Buy | CREDIT ACCEP CORP MICH | $29,526,000 | -39.3% | 115,477 | +5.0% | 3.91% | -26.8% |
| WIX | WIX COM LTD | $24,701,000 | -17.6% | 245,000 | 0.0% | 3.27% | -0.6% | |
| WAB | Buy | WABTEC CORP | $22,789,000 | -37.7% | 473,500 | +0.6% | 3.02% | -24.9% |
| TRUP | TRUPANION INC | $20,824,000 | -30.5% | 800,000 | 0.0% | 2.76% | -16.2% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $5,810,000 | -19.3% | 31,780 | 0.0% | 0.77% | -2.5% | |
| MKL | MARKEL CORP | $2,157,000 | -18.8% | 2,325 | 0.0% | 0.28% | -2.1% | |
| CVNA | New | CARVANA COcl a | $1,509,000 | – | 27,400 | +100.0% | 0.20% | – |
| UNVR | Buy | UNIVAR SOLUTIONS INC | $1,286,000 | +32.6% | 120,000 | +200.0% | 0.17% | +60.4% |
| AMZN | AMAZON COM INC | $1,170,000 | +5.6% | 600 | 0.0% | 0.16% | +27.0% | |
| IBKR | Sell | INTERACTIVE BROKERS GROUP IN | $737,000 | -74.1% | 17,074 | -72.0% | 0.10% | -68.6% |
| MELI | Sell | MERCADOLIBRE INC | $537,000 | -58.3% | 1,100 | -51.1% | 0.07% | -49.6% |
| V | New | VISA INC | $419,000 | – | 2,600 | +100.0% | 0.06% | – |
| CLB | New | CORE LABORATORIES N V | $155,000 | – | 15,000 | +100.0% | 0.02% | – |
| CBB | Exit | CINCINNATI BELL INC | $0 | – | -200,000 | -100.0% | -0.23% | – |
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 2020-04-24
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.