$1.07 Billion is the total value of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's 17 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 5.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Sell | ALPHABET INCcap stk cl a | $218,216,000 | +19.1% | 124,507 | -0.4% | 20.41% | +6.9% |
| MSFT | Buy | MICROSOFT CORP | $173,933,000 | +5.8% | 782,000 | +0.1% | 16.27% | -5.0% |
| GOOG | ALPHABET INCcap stk cl c | $151,267,000 | +19.2% | 86,345 | 0.0% | 14.15% | +7.0% | |
| TCX | Sell | TUCOWS INC | $117,827,000 | +6.2% | 1,594,627 | -0.9% | 11.02% | -4.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $104,345,000 | +8.7% | 300 | 0.0% | 9.76% | -2.4% | |
| CACC | Buy | CREDIT ACCEP CORP MICH | $65,767,000 | +20.3% | 190,000 | +17.7% | 6.15% | +8.0% |
| FB | FACEBOOK INCcl a | $60,095,000 | +4.3% | 220,000 | 0.0% | 5.62% | -6.3% | |
| WIX | Buy | WIX COM LTD | $54,284,000 | +1.4% | 217,169 | +3.4% | 5.08% | -8.9% |
| WORK | Buy | SLACK TECHNOLOGIES INC | $42,240,000 | +214.5% | 1,000,000 | +100.0% | 3.95% | +182.4% |
| WAB | WABTEC CORP | $34,770,000 | +18.3% | 475,000 | 0.0% | 3.25% | +6.2% | |
| TRUP | Sell | TRUPANION INC | $27,533,000 | -50.1% | 230,000 | -67.1% | 2.58% | -55.2% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $7,369,000 | +8.9% | 31,780 | 0.0% | 0.69% | -2.3% | |
| IBKR | Buy | INTERACTIVE BROKERS GROUP IN | $4,086,000 | +212.1% | 67,074 | +147.7% | 0.38% | +180.9% |
| MKL | MARKEL CORP | $2,402,000 | +6.1% | 2,325 | 0.0% | 0.22% | -4.7% | |
| MELI | MERCADOLIBRE INC | $2,379,000 | +54.8% | 1,420 | 0.0% | 0.22% | +38.8% | |
| ITRN | ITURAN LOCATION AND CONTROL | $1,143,000 | +36.9% | 60,000 | 0.0% | 0.11% | +23.0% | |
| AMZN | Sell | AMAZON COM INC | $814,000 | -13.9% | 250 | -16.7% | 0.08% | -22.4% |
| STNE | STONECO LTD | $755,000 | +58.6% | 9,000 | 0.0% | 0.07% | +42.0% | |
| V | Exit | VISA INC | $0 | – | -3,000 | -100.0% | -0.06% | – |
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 2021-01-29
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/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 |
| 13F-HR | 2023-07-11 |
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.