$1.45 Billion is the total value of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's 14 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 28.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Sell | ALPHABET INCcap stk cl a | $359,833,000 | +8.3% | 124,207 | -0.1% | 24.74% | -1.3% |
| MSFT | Sell | MICROSOFT CORP | $262,835,000 | +19.1% | 781,500 | -0.1% | 18.07% | +8.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $248,198,000 | +8.1% | 85,775 | -0.5% | 17.06% | -1.5% |
| TCX | Buy | TUCOWS INC | $140,268,000 | +6.6% | 1,673,439 | +0.4% | 9.64% | -2.8% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $135,199,000 | +9.5% | 300 | 0.0% | 9.29% | -0.1% | |
| CACC | Sell | CREDIT ACCEP CORP MICH | $101,232,000 | +0.8% | 147,208 | -14.2% | 6.96% | -8.0% |
| FB | META PLATFORMS INCcl a | $58,861,000 | -0.9% | 175,000 | 0.0% | 4.05% | -9.6% | |
| CRM | SALESFORCE COM INC | $53,501,000 | -6.3% | 210,528 | 0.0% | 3.68% | -14.5% | |
| WIX | WIX COM LTD | $41,025,000 | -19.5% | 260,000 | 0.0% | 2.82% | -26.6% | |
| CVNA | New | CARVANA COcl a | $28,974,000 | – | 125,000 | +100.0% | 1.99% | – |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $9,502,000 | +9.5% | 31,780 | 0.0% | 0.65% | -0.2% | |
| IBKR | INTERACTIVE BROKERS GROUP IN | $6,915,000 | +27.4% | 87,074 | 0.0% | 0.48% | +16.1% | |
| MELI | Buy | MERCADOLIBRE INC | $3,910,000 | +16.4% | 2,900 | +45.0% | 0.27% | +6.3% |
| MKL | MARKEL CORP | $2,869,000 | +3.2% | 2,325 | 0.0% | 0.20% | -5.7% | |
| STNE | New | STONECO LTD | $1,349,000 | – | 80,000 | +100.0% | 0.09% | – |
| CRESY | New | CRESUD S A C I F Y Asponsored adr | $283,000 | – | 60,000 | +100.0% | 0.02% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -250 | -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 2022-01-27
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.