INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV Long-Term Concentrated

Name: INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV Q4 2021 13F Filing | 13F Explorer
Creator: INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
Published: 2022-01-27

CIK: 0001569606 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 27, 2022

Total Value: $1.455B (100.0% shares, 0.0% debt)

Holdings (16)

GOOGL ALPHABET INC 24.7%

Value $360M Shares 124,207 Est. Cost $45.81 Unrealized +212.0%

MSFT MICROSOFT CORP 18.1%

Value $263M Shares 781,500 Est. Cost $50.70 Unrealized +518.2%

GOOG ALPHABET INC 17.1%

Value $248M Shares 85,775 Est. Cost $49.49 Unrealized +189.9%

TCX TUCOWS INC 9.6%

Value $140M Shares 1,673,439 Est. Cost $51.18 Unrealized +63.4%

BRK/A BERKSHIRE HATHAWAY INC DEL 9.3%

Value $135M Shares 300 Est. Cost $165973.77 Unrealized +160.2%

CACC CREDIT ACCEP CORP MICH 7.0%

Value $101M Shares 147,208 Est. Cost $237.70 Unrealized +170.7%

META META PLATFORMS INC 4.0%

Value $58.86M Shares 175,000 Est. Cost $156.22 Unrealized +111.0%

CRM SALESFORCE COM INC 3.7%

Value $53.5M Shares 210,528 Est. Cost $228.85 Unrealized +21.3%

WIX WIX COM LTD 2.8%

Value $41.02M Shares 260,000 Est. Cost $153.16 Unrealized +13.2%

CVNA CARVANA CO 2.0%

Value $28.97M Shares 125,000 Est. Cost $275.07 Unrealized 0.0%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%

Value $9.502M Shares 31,780 Est. Cost $110.02 Unrealized +160.3%

IBKR INTERACTIVE BROKERS GROUP IN 0.5%

Value $6.915M Shares 87,074 Est. Cost $15.29 Unrealized +18.9%

MELI MERCADOLIBRE INC 0.3%

Value $3.91M Shares 2,900 Est. Cost $1095.59 Unrealized +28.2%

MKL MARKEL CORP 0.2%

Value $2.869M Shares 2,325 Est. Cost $523.59 Unrealized +141.0%

STNE STONECO LTD 0.1%

Value $1.349M Shares 80,000 Est. Cost $16.86 Unrealized —

CRESY CRESUD S A C I F Y A 0.0%

Value $283K Shares 60,000 Est. Cost $4.72 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	124,207	$360M	24.7%	$45.81	+212.0%	CAP STK CL A	02079K305
MSFT	MICROSOFT CORP	781,500	$263M	18.1%	$50.70	+518.2%	COM	594918104
GOOG	ALPHABET INC	85,775	$248M	17.1%	$49.49	+189.9%	CAP STK CL C	02079K107
TCX	TUCOWS INC	1,673,439	$140M	9.6%	$51.18	+63.4%	COM NEW	898697206
BRK/A	BERKSHIRE HATHAWAY INC DEL	300	$135M	9.3%	$165973.77	+160.2%	CL A	084670108
CACC	CREDIT ACCEP CORP MICH	147,208	$101M	7.0%	$237.70	+170.7%	COM	225310101
META	META PLATFORMS INC	175,000	$58.86M	4.0%	$156.22	+111.0%	CL A	30303M102
CRM	SALESFORCE COM INC	210,528	$53.5M	3.7%	$228.85	+21.3%	COM	79466L302
WIX	WIX COM LTD	260,000	$41.02M	2.8%	$153.16	+13.2%	SHS	M98068105
CVNA	CARVANA CO	125,000	$28.97M	2.0%	$275.07	0.0%	CL A	146869102
BRK/B	BERKSHIRE HATHAWAY INC DEL	31,780	$9.502M	0.7%	$110.02	+160.3%	CL B NEW	084670702
IBKR	INTERACTIVE BROKERS GROUP IN	87,074	$6.915M	0.5%	$15.29	+18.9%	COM CL A	45841N107
MELI	MERCADOLIBRE INC	2,900	$3.91M	0.3%	$1095.59	+28.2%	COM	58733R102
MKL	MARKEL CORP	2,325	$2.869M	0.2%	$523.59	+141.0%	COM	570535104
STNE	STONECO LTD	80,000	$1.349M	0.1%	$16.86	—	COM CL A	G85158106
CRESY	CRESUD S A C I F Y A	60,000	$283K	0.0%	$4.72	—	SPONSORED ADR	226406106