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INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV

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BONN 2M
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
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Equal-WT
WhaleScore 1.0 ?

Investmentaktiengesellschaft Fuer Langfristige Investoren TGV is based out of Bonn. Their last reported 13F filing for Q4 2023 included $1,355,575,961 in managed 13F securities and a top 10 holdings concentration of 94.88%. Investmentaktiengesellschaft Fuer Langfristige Investoren TGV's largest holding is Alphabet Inc. Class A with shares held of 2,476,140. Whalewisdom has at least 51 13F filings, and 9 13G filings

2023-12-31

Top Buys (13F)

Name % Change
TCX Tucows Inc 0.68%
CVNA Carvana Co 0.5%
MIXT MiX Telematics Ltd A 0.13%
BNTX BioNTech SE ADR 0.01%
IBKR Interactive Brokers -0.15%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
GOOGL Alphabet Inc. Class 25.52%
MSFT Microsoft Corp. 21.5%
GOOG Alphabet Inc. Class 17.83%
BRK.A Berkshire Hathaway I 12.01%
CACC Credit Acceptance Co 4.01%
Correction of the values in column 4 in the information table

2023-12-31

13F Activity

Market Value $1.36b, Prior: $1.23b
New Purchases 1 stocks
Added To 4 stocks
Sold out of 0 stocks
Reduced holdings in 7 stocks
Top 10 Holdings % 94.88%
Turnover %[1] 4.76%
Turnover Alt %[2] 0.53%
Time Held Top 20 21.55 quarters
Time Held Top 10 27.7 quarters
Time Held All 20.71 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance