$1.34 Billion is the total value of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's 14 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Sell | ALPHABET INCcap stk cl a | $345,324,000 | -4.0% | 124,157 | -0.0% | 25.79% | +4.3% |
| MSFT | Sell | MICROSOFT CORP | $239,881,000 | -8.7% | 778,050 | -0.4% | 17.92% | -0.8% |
| GOOG | ALPHABET INCcap stk cl c | $239,569,000 | -3.5% | 85,775 | 0.0% | 17.89% | +4.9% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $158,676,000 | +17.4% | 300 | 0.0% | 11.85% | +27.5% | |
| TCX | Sell | TUCOWS INC | $113,272,000 | -19.2% | 1,658,439 | -0.9% | 8.46% | -12.3% |
| CACC | CREDIT ACCEP CORP MICH | $81,019,000 | -20.0% | 147,208 | 0.0% | 6.05% | -13.0% | |
| CVNA | Buy | CARVANA COcl a | $42,348,000 | +46.2% | 355,000 | +184.0% | 3.16% | +58.8% |
| CRM | Sell | SALESFORCE COM INC | $37,268,000 | -30.3% | 175,528 | -16.6% | 2.78% | -24.3% |
| FB | Sell | META PLATFORMS INCcl a | $28,907,000 | -50.9% | 130,000 | -25.7% | 2.16% | -46.6% |
| WIX | WIX COM LTD | $27,160,000 | -33.8% | 260,000 | 0.0% | 2.03% | -28.1% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $11,215,000 | +18.0% | 31,780 | 0.0% | 0.84% | +28.3% | |
| IBKR | Sell | INTERACTIVE BROKERS GROUP IN | $5,212,000 | -24.6% | 79,074 | -9.2% | 0.39% | -18.1% |
| MELI | Buy | MERCADOLIBRE INC | $3,866,000 | -1.1% | 3,250 | +12.1% | 0.29% | +7.4% |
| MKL | MARKEL CORP | $3,430,000 | +19.6% | 2,325 | 0.0% | 0.26% | +29.9% | |
| STNE | Buy | STONECO LTD | $1,756,000 | +30.2% | 150,000 | +87.5% | 0.13% | +40.9% |
| RDCM | New | Radcom LTD | $72,000 | – | 5,519 | +100.0% | 0.01% | – |
| CRESY | Exit | CRESUD S A C I F Y Asponsored adr | $0 | – | -60,000 | -100.0% | -0.02% | – |
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 2022-04-28
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.