FLOSSBACH VON STORCH AG Diversified Active

CIK: 0001575677 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 9, 2017

Total Value ($000): $9,590,299 (99.4% shares, 0.6% debt)

Holdings (100)

BRK/B BERKSHIRE HATHAWAY B 12.4%
Value ($000) $1,187,106 Shares 6,475,596 Est. Cost $149.51 Unrealized +18.2%
GOOGL ALPHABET - CLASS A 6.7%
Value ($000) $646,606 Shares 664,057 Est. Cost $40.25 Unrealized +16.9%
ABT ABBOTT LABORATORIES 6.2%
Value ($000) $598,806 Shares 11,222,009 Est. Cost $34.48 Unrealized +25.7%
DHR DANAHER 6.1%
Value ($000) $581,324 Shares 6,776,921 Est. Cost $58.57 Unrealized +21.4%
MICHAEL KORS 5.9%
Value ($000) $562,475 Shares 11,754,963 Est. Cost $55.23 Unrealized
MONSANTO 4.9%
Value ($000) $467,437 Shares 3,901,160 Est. Cost $106.41 Unrealized
BARRICK GOLD 4.8%
Value ($000) $461,427 Shares 28,677,838 Est. Cost $16.02 Unrealized
IBM IBM 4.2%
Value ($000) $405,657 Shares 2,796,089 Est. Cost $101.36 Unrealized -4.4%
PM PHILIP MORRIS INTL. 4.0%
Value ($000) $387,544 Shares 3,491,075 Est. Cost $75.07 Unrealized +0.2%
ROST ROSS STORES 3.7%
Value ($000) $357,277 Shares 5,533,170 Est. Cost $56.76 Unrealized -6.8%
TJX TJX COMPANIES 3.3%
Value ($000) $318,202 Shares 4,315,770 Est. Cost $32.42 Unrealized -2.2%
NEM NEWMONT MINING 3.2%
Value ($000) $302,785 Shares 8,072,121 Est. Cost $26.57 Unrealized +8.0%
UNITED TECHNOLOGIES 2.4%
Value ($000) $229,985 Shares 1,981,265 Est. Cost $113.00 Unrealized
LOW LOWE'S COS 2.3%
Value ($000) $221,618 Shares 2,772,300 Est. Cost $62.67 Unrealized +4.8%
GIS GENERAL MILLS 2.2%
Value ($000) $210,755 Shares 4,071,779 Est. Cost $42.00 Unrealized -3.1%
MDT MEDTRONIC 1.9%
Value ($000) $184,685 Shares 2,374,756 Est. Cost $60.38 Unrealized +10.9%
MSFT MICROSOFT 1.9%
Value ($000) $184,034 Shares 2,470,583 Est. Cost $35.01 Unrealized +90.5%
PRICELINE GROUP 1.6%
Value ($000) $156,032 Shares 85,225 Est. Cost $1829.08 Unrealized
AMZN AMAZON.COM 1.6%
Value ($000) $151,735 Shares 157,835 Est. Cost $41.72 Unrealized +17.7%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $150,275 Shares 1,155,870 Est. Cost $70.64 Unrealized +48.6%
VANTIV CLASS A 1.5%
Value ($000) $148,023 Shares 2,100,506 Est. Cost $70.47 Unrealized
OXY OCCIDENTAL PETROLEUM 1.3%
Value ($000) $125,094 Shares 1,948,195 Est. Cost $50.05 Unrealized -2.4%
GOLDCORP 1.2%
Value ($000) $118,681 Shares 9,157,520 Est. Cost $14.04 Unrealized
MA MASTERCARD 1.2%
Value ($000) $113,703 Shares 805,260 Est. Cost $83.08 Unrealized +52.1%
META FACEBOOK 1.1%
Value ($000) $106,711 Shares 624,515 Est. Cost $155.50 Unrealized +6.6%
NKE NIKE 1.1%
Value ($000) $100,729 Shares 1,942,700 Est. Cost $47.96 Unrealized +5.1%
VZ VERIZON COMMUNICATIONS 1.0%
Value ($000) $97,468 Shares 1,969,440 Est. Cost $29.78 Unrealized +1.5%
V VISA - CLASS A 0.9%
Value ($000) $86,565 Shares 822,550 Est. Cost $69.81 Unrealized +37.1%
L BRANDS 0.9%
Value ($000) $85,468 Shares 2,054,020 Est. Cost $57.17 Unrealized
AMGN AMGEN 0.7%
Value ($000) $64,189 Shares 344,270 Est. Cost $112.56 Unrealized +22.2%
QCOM QUALCOMM 0.6%
Value ($000) $54,702 Shares 1,055,200 Est. Cost $47.57 Unrealized -11.1%
AME AMETEK 0.5%
Value ($000) $49,756 Shares 753,427 Est. Cost $45.61 Unrealized +31.0%
MONSANTO CALL 0.5%
Value ($000) $46,251 Shares 3,860 Est. Cost Unrealized
FTV FORTIVE 0.4%
Value ($000) $42,251 Shares 596,845 Est. Cost $31.25 Unrealized +28.7%
MMM 3M 0.4%
Value ($000) $38,231 Shares 182,140 Est. Cost $90.08 Unrealized +44.2%
KO COCA-COLA 0.4%
Value ($000) $36,523 Shares 811,440 Est. Cost $30.72 Unrealized +13.7%
SLB SCHLUMBERGER 0.4%
Value ($000) $35,089 Shares 503,000 Est. Cost $54.55 Unrealized -4.9%
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $33,090 Shares 454,220 Est. Cost $55.74 Unrealized +6.2%
PYPL PAYPAL 0.3%
Value ($000) $30,151 Shares 470,895 Est. Cost $36.94 Unrealized +61.8%
COACH 0.3%
Value ($000) $27,537 Shares 683,650 Est. Cost $42.06 Unrealized
EBAY EBAY 0.2%
Value ($000) $20,856 Shares 542,290 Est. Cost $32.09 Unrealized +0.8%
UNP UNION PACIFIC 0.2%
Value ($000) $20,851 Shares 179,800 Est. Cost $78.84 Unrealized +13.0%
AAPL APPLE 0.2%
Value ($000) $20,726 Shares 134,480 Est. Cost $25.60 Unrealized +41.2%
XOM EXXON MOBIL 0.2%
Value ($000) $17,969 Shares 219,190 Est. Cost $56.24 Unrealized -3.4%
CTSH COGNIZANT TECH SOLUTIONS 0.2%
Value ($000) $17,370 Shares 239,450 Est. Cost $62.47 Unrealized 0.0%
PG PROCTER & GAMBLE 0.2%
Value ($000) $16,976 Shares 186,590 Est. Cost $58.74 Unrealized +24.3%
EL ESTEE LAUDER 0.2%
Value ($000) $16,815 Shares 155,925 Est. Cost $72.37 Unrealized +27.7%
MARATHON OIL 0.1%
Value ($000) $14,211 Shares 1,048,000 Est. Cost $12.89 Unrealized
EMR EMERSON ELECTRIC 0.1%
Value ($000) $13,869 Shares 220,700 Est. Cost $42.57 Unrealized +15.6%
NATIONAL OILWELL VARCO 0.1%
Value ($000) $13,351 Shares 373,650 Est. Cost $63.16 Unrealized
ORCL ORACLE 0.1%
Value ($000) $13,220 Shares 273,425 Est. Cost $31.44 Unrealized +39.8%
2,250 LIBERTY MEDIA 30.09.2046 0.1%
Value ($000) $12,750 Shares 12,000,000 Est. Cost $1.06 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $12,452 Shares 248,800 Est. Cost $51.92 Unrealized -33.7%
1,375 LIBERTY MEDIA 15.10.2023 0.1%
Value ($000) $12,149 Shares 10,000,000 Est. Cost $0.99 Unrealized
WMT WAL-MART STORES 0.1%
Value ($000) $10,049 Shares 128,600 Est. Cost $20.72 Unrealized +10.5%
ROP ROPER TECHNOLOGIES 0.1%
Value ($000) $9,505 Shares 39,050 Est. Cost $165.84 Unrealized +34.8%
LIBERTY INTERACTIVE A 0.1%
Value ($000) $9,428 Shares 400,000 Est. Cost $23.35 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $8,137 Shares 43,010 Est. Cost $118.66 Unrealized +49.2%
1,250 CTRIP.COM 15.09.2022 0.1%
Value ($000) $8,115 Shares 7,500,000 Est. Cost $1.08 Unrealized
WFC WELLS FARGO 0.1%
Value ($000) $7,931 Shares 143,810 Est. Cost $39.71 Unrealized +6.1%
MCD MCDONALDS 0.1%
Value ($000) $6,804 Shares 43,428 Est. Cost $80.86 Unrealized +59.1%
BIDU BAIDU ADR 0.1%
Value ($000) $6,539 Shares 26,400 Est. Cost $179.27 Unrealized
1,875 JAZZ INVESTMENTS 15.08.2021 0.1%
Value ($000) $6,354 Shares 6,000,000 Est. Cost $1.03 Unrealized
0,900 PRICELINE 15.09.2021 0.1%
Value ($000) $5,762 Shares 5,000,000 Est. Cost $1.07 Unrealized
WU WESTERN UNION 0.1%
Value ($000) $5,568 Shares 290,000 Est. Cost $17.61 Unrealized
DIS WALT DISNEY 0.1%
Value ($000) $5,027 Shares 51,000 Est. Cost $102.22 Unrealized -5.2%
ALPHABET - CLASS A CALL 0.1%
Value ($000) $4,869 Shares 50 Est. Cost Unrealized
QUALCOMM CALL 0.0%
Value ($000) $4,666 Shares 900 Est. Cost Unrealized
EXPEDIA CALL 0.0%
Value ($000) $4,318 Shares 300 Est. Cost Unrealized
2,000 MACQUARIE INFRASTRUCTURE 01.10.2023 0.0%
Value ($000) $4,169 Shares 4,250,000 Est. Cost $1.01 Unrealized
CHD CHURCH & DWIGHT 0.0%
Value ($000) $3,997 Shares 82,500 Est. Cost $45.66 Unrealized 0.0%
1,250 HURON CONSULTING GROUP 01.10.2019 0.0%
Value ($000) $3,754 Shares 4,000,000 Est. Cost $0.98 Unrealized
NEWMONT MINING CALL 0.0%
Value ($000) $3,751 Shares 1,000 Est. Cost Unrealized
1,000 ON SEMICONDUCTOR 01.12.2020 0.0%
Value ($000) $3,708 Shares 3,100,000 Est. Cost $0.90 Unrealized
DB DEUTSCHE BANK 0.0%
Value ($000) $3,284 Shares 190,001 Est. Cost $15.12 Unrealized 0.0%
BARRICK GOLD CALL 0.0%
Value ($000) $3,057 Shares 1,900 Est. Cost Unrealized
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value ($000) $2,936 Shares 16,300 Est. Cost $149.80 Unrealized +0.2%
GWW WW GRAINGER 0.0%
Value ($000) $2,894 Shares 16,100 Est. Cost $184.72 Unrealized -19.0%
MO ALTRIA GROUP 0.0%
Value ($000) $2,892 Shares 45,600 Est. Cost $39.19 Unrealized -7.9%
1,000 NUANCE COMMUNICATIONS 15.12.2035 0.0%
Value ($000) $2,828 Shares 3,000,000 Est. Cost $0.91 Unrealized
DDS DILLARDS 0.0%
Value ($000) $2,534 Shares 45,200 Est. Cost $66.25 Unrealized -30.2%
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $2,441 Shares 65,000 Est. Cost $22.98 Unrealized
ABEV AMBEV ADR 0.0%
Value ($000) $1,648 Shares 250,000 Est. Cost $5.59 Unrealized
FMX FEMSA ADR 0.0%
Value ($000) $1,528 Shares 16,000 Est. Cost $84.69 Unrealized
2,950 INTEL 15.12.2035 0.0%
Value ($000) $1,432 Shares 1,000,000 Est. Cost $1.43 Unrealized
CSCO CISCO SYSTEMS 0.0%
Value ($000) $1,264 Shares 37,590 Est. Cost $19.76 Unrealized +25.1%
1,000 CTRIP.COM 01.07.2020 0.0%
Value ($000) $1,139 Shares 1,000,000 Est. Cost $1.06 Unrealized
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value ($000) $1,099 Shares 4 Est. Cost $186480.80 Unrealized +42.3%
INFY INFOSYS ADR 0.0%
Value ($000) $1,076 Shares 73,740 Est. Cost $16.17 Unrealized
CHINA MOBILE ADR 0.0%
Value ($000) $1,029 Shares 20,340 Est. Cost $52.61 Unrealized
GRUPO SANTANDER MEXICO ADR 0.0%
Value ($000) $1,009 Shares 100,000 Est. Cost $9.66 Unrealized
UGP ULTRAPAR ADR 0.0%
Value ($000) $953 Shares 40,000 Est. Cost $19.51 Unrealized
YUM YUM! BRANDS 0.0%
Value ($000) $766 Shares 10,400 Est. Cost $57.10 Unrealized +13.4%
BAP CREDICORP 0.0%
Value ($000) $718 Shares 3,500 Est. Cost $117.38 Unrealized +34.7%
NTES NETEASE ADR 0.0%
Value ($000) $396 Shares 1,500 Est. Cost $264.00 Unrealized
MELI MERCADOLIBRE 0.0%
Value ($000) $388 Shares 1,500 Est. Cost $264.74 Unrealized 0.0%
GILD GILEAD SCIENCES 0.0%
Value ($000) $293 Shares 3,620 Est. Cost $52.65 Unrealized +6.2%
RDY DR REDDY'S LABORATORIES ADR 0.0%
Value ($000) $285 Shares 8,000 Est. Cost $47.58 Unrealized
APACHE 0.0%
Value ($000) $209 Shares 4,553 Est. Cost $45.90 Unrealized
DISCOVERY COMMUNICATIONS-A 0.0%
Value ($000) $208 Shares 9,780 Est. Cost $21.27 Unrealized