$892 Million is the total value of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's 18 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Sell | ALPHABET INCcap stk cl a | $179,252,000 | +12.7% | 126,407 | -7.7% | 20.09% | -4.5% |
| MSFT | MICROSOFT CORP | $159,043,000 | +29.0% | 781,500 | 0.0% | 17.82% | +9.3% | |
| GOOG | ALPHABET INCcap stk cl c | $122,242,000 | +21.6% | 86,475 | 0.0% | 13.70% | +3.0% | |
| TCX | Sell | TUCOWS INC | $91,892,000 | +18.7% | 1,603,127 | -0.1% | 10.30% | +0.5% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $80,190,000 | -1.7% | 300 | 0.0% | 8.99% | -16.8% | |
| CACC | Buy | CREDIT ACCEP CORP MICH | $67,660,000 | +129.2% | 161,477 | +39.8% | 7.58% | +94.1% |
| WIX | WIX COM LTD | $62,774,000 | +154.1% | 245,000 | 0.0% | 7.04% | +115.3% | |
| FB | FACEBOOK INCcl a | $49,955,000 | +36.1% | 220,000 | 0.0% | 5.60% | +15.3% | |
| TRUP | TRUPANION INC | $34,152,000 | +64.0% | 800,000 | 0.0% | 3.83% | +38.9% | |
| WAB | WABTEC CORP | $27,259,000 | +19.6% | 473,500 | 0.0% | 3.06% | +1.3% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $5,673,000 | -2.4% | 31,780 | 0.0% | 0.64% | -17.3% | |
| CVNA | CARVANA COcl a | $3,293,000 | +118.2% | 27,400 | 0.0% | 0.37% | +84.5% | |
| IBKR | Buy | INTERACTIVE BROKERS GROUP IN | $2,593,000 | +251.8% | 62,074 | +263.6% | 0.29% | +196.9% |
| MKL | MARKEL CORP | $2,146,000 | -0.5% | 2,325 | 0.0% | 0.24% | -15.4% | |
| AMZN | AMAZON COM INC | $1,656,000 | +41.5% | 600 | 0.0% | 0.19% | +20.0% | |
| MELI | MERCADOLIBRE INC | $1,084,000 | +101.9% | 1,100 | 0.0% | 0.12% | +70.4% | |
| UNVR | Sell | UNIVAR SOLUTIONS INC | $843,000 | -34.4% | 50,000 | -58.3% | 0.09% | -44.7% |
| V | Buy | VISA INC | $580,000 | +38.4% | 3,000 | +15.4% | 0.06% | +18.2% |
| CLB | Exit | CORE LABORATORIES N V | $0 | – | -15,000 | -100.0% | -0.02% | – |
| FAST | Exit | FASTENAL CO | $0 | – | -2,100,006 | -100.0% | -8.68% | – |
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 2020-07-16
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.