INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV

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Investmentaktiengesellschaft Fuer Langfristige Investoren TGV is based out of Bonn. Their last reported 13F filing for Q3 2018 included $720,159,000 in managed 13F securities and a top 10 holdings concentration of 95.44%. Investmentaktiengesellschaft Fuer Langfristige Investoren TGV's largest holding is Microsoft Corp. with shares held of 1,530,000. Investmentaktiengesellschaft Fuer Langfristige Investoren TGV has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 25 13F filings, and 2 13G filings

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09/30/2018

13F Sector Allocation Over Time

09/30/2018

13F Activity

  • Market Value $720.159 Million
  • Prior Market Value $660.698 Million
  • New Purchases0 stocks
  • Additional Purchases2 stocks
  • Sold out of0 stocks
  • Reduced holdings in3 stocks
  • Top 10 Holdings % 95.44 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: 1.91 %
  • Time Held Top20:13.69 quarters
  • Time Held Top10:13.10 quarters
  • Time Held All:13.81 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: -12.09%
Performance Last 4 Quarters: 12.76%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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13F Filings Available:
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
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Form 4 - Non-derivative Insider Transactions Since 09/30/2018

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WhaleScore history for INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV

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**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV GRAFENIA 2015-11-18 10,272,001 22.3%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights

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