$907 Thousand is the total value of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's 16 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 5.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INCcap stk cl a | $219,088 | -99.9% | 2,483,140 | 0.0% | 24.16% | -6.0% | |
| MSFT | Sell | MICROSOFT CORP | $186,388 | -99.9% | 777,200 | -0.0% | 20.55% | +4.9% |
| GOOG | ALPHABET INCcap stk cl c | $152,216 | -99.9% | 1,715,500 | 0.0% | 16.78% | -6.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $140,613 | -99.9% | 300 | 0.0% | 15.50% | +17.5% | |
| CACC | CREDIT ACCEP CORP MICH | $69,835 | -99.9% | 147,208 | 0.0% | 7.70% | +10.4% | |
| TCX | Buy | TUCOWS INC | $58,089 | -99.9% | 1,712,539 | +1.0% | 6.40% | -6.7% |
| CRM | Sell | SALESFORCE INC | $19,296 | -99.9% | 145,528 | -17.1% | 2.13% | -22.1% |
| WIX | WIX COM LTD | $19,208 | -99.9% | 250,000 | 0.0% | 2.12% | +0.1% | |
| FB | META PLATFORMS INCcl a | $13,719 | -99.9% | 114,000 | 0.0% | 1.51% | -9.6% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $9,817 | -99.9% | 31,780 | 0.0% | 1.08% | +17.9% | |
| FERG | Sell | FERGUSON PLC NEW | $5,714 | -99.9% | 45,000 | -10.0% | 0.63% | +13.1% |
| MKL | MARKEL CORP | $3,063 | -99.9% | 2,325 | 0.0% | 0.34% | +23.8% | |
| MELI | MERCADOLIBRE INC | $3,004 | -99.9% | 3,550 | 0.0% | 0.33% | +4.1% | |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A | $2,487 | -99.8% | 31,500 | +90.9% | 0.27% | +77.9% |
| CVNA | Buy | CARVANA COcl a | $2,015 | -100.0% | 425,000 | +19.7% | 0.22% | -71.5% |
| IBKR | Sell | INTERACTIVE BROKERS GROUP IN | $1,163 | -99.9% | 16,074 | -35.9% | 0.13% | -26.0% |
| STNE | Sell | STONECO LTD | $802 | -99.9% | 85,000 | -38.2% | 0.09% | -38.0% |
| New | NU HLDGS LTD | $407 | – | 100,000 | +100.0% | 0.04% | – |
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 2023-01-26
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.