INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV Long-Term Concentrated

Name: INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV Q4 2014 13F Filing | 13F Explorer
Creator: INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
Published: 2015-01-08

CIK: 0001569606 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 8, 2015

Total Value: $251M (100.0% shares, 0.0% debt)

Holdings (11)

BRK/A BERKSHIRE HATHAWAY INC DEL 45.9%

Value $115M Shares 511 Est. Cost $165023.42 Unrealized +31.2%

— GOOGLE INC 17.9%

Value $45.12M Shares 85,360 Est. Cost $729.82 Unrealized —

BIDU BAIDU INC 10.4%

Value $26.22M Shares 115,000 Est. Cost $94.53 Unrealized —

— VERISIGN INC 9.1%

Value $22.8M Shares 400,000 Est. Cost $57.00 Unrealized —

DLB DOLBY LABORATORIES INC 6.3%

Value $15.95M Shares 370,000 Est. Cost $28.86 Unrealized +27.1%

— MRC Global INC 3.3%

Value $8.333M Shares 550,000 Est. Cost $22.91 Unrealized —

CACC CREDIT ACCEP CORP MICH 2.7%

Value $6.889M Shares 50,503 Est. Cost $122.56 Unrealized +15.2%

BRK/B BERKSHIRE HATHAWAY INC DEL 1.9%

Value $4.772M Shares 31,780 Est. Cost $110.02 Unrealized +31.2%

DNOW NOW INC 1.3%

Value $3.373M Shares 131,100 Est. Cost $27.35 Unrealized 0.0%

MKL MARKEL CORP 0.6%

Value $1.588M Shares 2,325 Est. Cost $523.59 Unrealized +29.5%

DHR DANAHER CORP DEL 0.4%

Value $943K Shares 11,000 Est. Cost $25.01 Unrealized +31.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC DEL	511	$115M	45.9%	$165023.42	+31.2%	CL A	084670108
—	GOOGLE INC	85,360	$45.12M	17.9%	$729.82	—	CL A	38259P508
BIDU	BAIDU INC	115,000	$26.22M	10.4%	$94.53	—	SPON ADR REP A	056752108
—	VERISIGN INC	400,000	$22.8M	9.1%	$57.00	—	COM	93243E102
DLB	DOLBY LABORATORIES INC	370,000	$15.95M	6.3%	$28.86	+27.1%	COM	25659T107
—	MRC Global INC	550,000	$8.333M	3.3%	$22.91	—	COM	55345K103
CACC	CREDIT ACCEP CORP MICH	50,503	$6.889M	2.7%	$122.56	+15.2%	COM	225310101
BRK/B	BERKSHIRE HATHAWAY INC DEL	31,780	$4.772M	1.9%	$110.02	+31.2%	CL B NEW	084670702
DNOW	NOW INC	131,100	$3.373M	1.3%	$27.35	0.0%	COM	67011P100
MKL	MARKEL CORP	2,325	$1.588M	0.6%	$523.59	+29.5%	COM	570535104
DHR	DANAHER CORP DEL	11,000	$943K	0.4%	$25.01	+31.7%	COM	235851102