FLOSSBACH VON STORCH SE Diversified Active

Location: Cologne, Germany

CIK: 0001575677 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 7, 2018

Total Value: $10.46B (99.3% shares, 0.7% debt)

Holdings (102)

BRK/B BERKSHIRE HATHAWAY B 12.4%
Value $1.3B Shares 6,560,571 Share Price $198.22 * Est. Cost/Share $150.03 Unrealized @ Report Date +26.6%
GOOGL ALPHABET - CLASS A 6.7%
Value $701M Shares 665,394 Share Price $1053.40 * Est. Cost/Share $40.25 Unrealized @ Report Date +27.3%
PM PHILIP MORRIS INTL. 6.7%
Value $699M Shares 6,612,322 Share Price $105.65 * Est. Cost/Share $72.48 Unrealized @ Report Date -4.0%
DHR DANAHER 6.0%
Value $628M Shares 6,764,501 Share Price $92.82 * Est. Cost/Share $58.57 Unrealized @ Report Date +33.6%
ABT ABBOTT LABORATORIES 5.0%
Value $518M Shares 9,080,680 Share Price $57.07 * Est. Cost/Share $34.48 Unrealized @ Report Date +39.6%
— PRICELINE GROUP 4.4%
Value $456M Shares 262,682 Share Price $1737.74 Est. Cost/Share $1767.37 Unrealized @ Report Date —
— BARRICK GOLD 4.2%
Value $440M Shares 30,419,688 Share Price $14.47 Est. Cost/Share $15.93 Unrealized @ Report Date —
— MONSANTO 4.0%
Value $420M Shares 3,595,314 Share Price $116.78 Est. Cost/Share $106.41 Unrealized @ Report Date —
IBM IBM 4.0%
Value $414M Shares 2,701,356 Share Price $153.42 * Est. Cost/Share $101.36 Unrealized @ Report Date +0.7%
TJX TJX COMPANIES 3.7%
Value $387M Shares 5,065,875 Share Price $76.46 * Est. Cost/Share $32.41 Unrealized @ Report Date -0.0%
— VANTIV CLASS A 3.7%
Value $386M Shares 5,247,346 Share Price $73.55 Est. Cost/Share $72.32 Unrealized @ Report Date —
NEM NEWMONT MINING 3.0%
Value $319M Shares 8,500,271 Share Price $37.52 * Est. Cost/Share $26.70 Unrealized @ Report Date +9.1%
— UNITED TECHNOLOGIES 2.6%
Value $270M Shares 2,114,253 Share Price $127.57 Est. Cost/Share $113.92 Unrealized @ Report Date —
LOW LOWE'S COS 2.3%
Value $246M Shares 2,642,550 Share Price $92.94 * Est. Cost/Share $62.67 Unrealized @ Report Date +13.7%
ROST ROSS STORES 2.3%
Value $245M Shares 3,058,616 Share Price $80.25 * Est. Cost/Share $56.76 Unrealized @ Report Date +13.6%
— MICHAEL KORS 2.3%
Value $239M Shares 3,800,247 Share Price $62.95 Est. Cost/Share $55.23 Unrealized @ Report Date —
GIS GENERAL MILLS 2.1%
Value $215M Shares 3,622,280 Share Price $59.29 * Est. Cost/Share $42.00 Unrealized @ Report Date -3.5%
MDT MEDTRONIC 2.0%
Value $208M Shares 2,574,631 Share Price $80.75 * Est. Cost/Share $60.73 Unrealized @ Report Date +7.0%
MSFT MICROSOFT 2.0%
Value $207M Shares 2,418,602 Share Price $85.54 * Est. Cost/Share $35.01 Unrealized @ Report Date +115.0%
OXY OCCIDENTAL PETROLEUM 1.6%
Value $165M Shares 2,240,020 Share Price $73.66 * Est. Cost/Share $50.71 Unrealized @ Report Date +8.7%
JNJ JOHNSON & JOHNSON 1.5%
Value $162M Shares 1,158,760 Share Price $139.72 * Est. Cost/Share $70.64 Unrealized @ Report Date +57.1%
META FACEBOOK 1.5%
Value $162M Shares 915,745 Share Price $176.46 Est. Cost/Share $161.86 Unrealized @ Report Date +8.4%
EA ELECTRONICS ARTS 1.3%
Value $140M Shares 1,330,500 Share Price $105.06 * Est. Cost/Share $108.08 Unrealized @ Report Date 0.0%
AMZN AMAZON.COM 1.1%
Value $111M Shares 95,270 Share Price $1169.47 * Est. Cost/Share $41.72 Unrealized @ Report Date +31.9%
MA MASTERCARD 1.0%
Value $109M Shares 723,175 Share Price $151.36 * Est. Cost/Share $83.08 Unrealized @ Report Date +71.2%
— L BRANDS 0.9%
Value $98.17M Shares 1,630,190 Share Price $60.22 Est. Cost/Share $57.17 Unrealized @ Report Date —
NKE NIKE 0.9%
Value $95.86M Shares 1,532,550 Share Price $62.55 * Est. Cost/Share $47.96 Unrealized @ Report Date +8.0%
— GOLDCORP 0.7%
Value $76.41M Shares 5,983,720 Share Price $12.77 Est. Cost/Share $14.04 Unrealized @ Report Date —
V VISA - CLASS A 0.7%
Value $73.78M Shares 647,100 Share Price $114.02 * Est. Cost/Share $69.81 Unrealized @ Report Date +49.5%
ORCL ORACLE 0.7%
Value $71.19M Shares 1,505,825 Share Price $47.28 * Est. Cost/Share $41.30 Unrealized @ Report Date +5.3%
VZ VERIZON COMMUNICATIONS 0.6%
Value $67.91M Shares 1,283,020 Share Price $52.93 * Est. Cost/Share $29.78 Unrealized @ Report Date +7.3%
— KELLOGG 0.6%
Value $59.5M Shares 875,250 Share Price $67.98 * Est. Cost/Share $44.70 Unrealized @ Report Date 0.0%
SLB SCHLUMBERGER 0.4%
Value $46.38M Shares 688,200 Share Price $67.39 * Est. Cost/Share $53.65 Unrealized @ Report Date -4.5%
MMM 3M 0.4%
Value $41.77M Shares 177,480 Share Price $235.37 * Est. Cost/Share $90.08 Unrealized @ Report Date +60.9%
KO COCA-COLA 0.4%
Value $40.35M Shares 879,490 Share Price $45.88 * Est. Cost/Share $31.10 Unrealized @ Report Date +14.6%
CL COLGATE-PALMOLIVE 0.4%
Value $38.76M Shares 513,675 Share Price $75.45 * Est. Cost/Share $56.27 Unrealized @ Report Date +7.1%
AEM AGNICO EAGLE MINES 0.4%
Value $38.36M Shares 830,600 Share Price $46.18 * Est. Cost/Share $37.85 Unrealized @ Report Date 0.0%
TPR TAPESTRY 0.4%
Value $38.24M Shares 864,650 Share Price $44.23 * Est. Cost/Share $32.95 Unrealized @ Report Date 0.0%
FTV FORTIVE 0.4%
Value $37.18M Shares 513,845 Share Price $72.35 * Est. Cost/Share $31.25 Unrealized @ Report Date +41.8%
PYPL PAYPAL 0.3%
Value $32.77M Shares 445,175 Share Price $73.62 * Est. Cost/Share $36.94 Unrealized @ Report Date +95.3%
— MONSANTO CALL 0.3%
Value $32M Shares 2,740 Share Price $11678.10 Est. Cost/Share — Unrealized @ Report Date —
EXPE EXPEDIA 0.3%
Value $31.1M Shares 259,680 Share Price $119.77 * Est. Cost/Share $125.31 Unrealized @ Report Date 0.0%
CTSH COGNIZANT TECH SOLUTIONS 0.2%
Value $24.4M Shares 343,530 Share Price $71.02 * Est. Cost/Share $63.28 Unrealized @ Report Date +2.9%
AAPL APPLE 0.2%
Value $23.74M Shares 140,295 Share Price $169.23 * Est. Cost/Share $26.16 Unrealized @ Report Date +49.4%
AMGN AMGEN 0.2%
Value $22.85M Shares 131,400 Share Price $173.90 * Est. Cost/Share $112.56 Unrealized @ Report Date +22.8%
— 2,250 LIBERTY MEDIA 30.09.2046 0.2%
Value $21.92M Shares 21,000,000 Share Price $1.04 Est. Cost/Share $1.05 Unrealized @ Report Date —
QCOM QUALCOMM 0.2%
Value $20.81M Shares 325,000 Share Price $64.02 * Est. Cost/Share $47.57 Unrealized @ Report Date +3.0%
PG PROCTER & GAMBLE 0.2%
Value $18.37M Shares 199,940 Share Price $91.88 * Est. Cost/Share $59.67 Unrealized @ Report Date +21.7%
EBAY EBAY 0.2%
Value $16.69M Shares 442,290 Share Price $37.74 * Est. Cost/Share $32.09 Unrealized @ Report Date +2.9%
EMR EMERSON ELECTRIC 0.1%
Value $15.17M Shares 217,700 Share Price $69.69 * Est. Cost/Share $42.57 Unrealized @ Report Date +25.1%
UNP UNION PACIFIC 0.1%
Value $14.36M Shares 107,070 Share Price $134.10 * Est. Cost/Share $78.84 Unrealized @ Report Date +27.8%
XOM EXXON MOBIL 0.1%
Value $13.73M Shares 164,140 Share Price $83.64 * Est. Cost/Share $56.24 Unrealized @ Report Date +1.6%
EL ESTEE LAUDER 0.1%
Value $13.56M Shares 106,605 Share Price $127.24 * Est. Cost/Share $72.37 Unrealized @ Report Date +50.0%
— MARATHON OIL 0.1%
Value $13.54M Shares 800,000 Share Price $16.93 Est. Cost/Share $12.89 Unrealized @ Report Date —
COP CONOCOPHILLIPS 0.1%
Value $12.83M Shares 233,800 Share Price $54.89 * Est. Cost/Share $51.92 Unrealized @ Report Date -23.6%
AME AMETEK 0.1%
Value $10.61M Shares 146,371 Share Price $72.47 * Est. Cost/Share $45.61 Unrealized @ Report Date +44.6%
— 1,250 CTRIP.COM 15.09.2022 0.1%
Value $9.759M Shares 9,500,000 Share Price $1.03 Est. Cost/Share $1.07 Unrealized @ Report Date —
— 1,375 LIBERTY MEDIA 15.10.2023 0.1%
Value $9.251M Shares 8,000,000 Share Price $1.16 Est. Cost/Share $0.99 Unrealized @ Report Date —
— NATIONAL OILWELL VARCO 0.1%
Value $8.91M Shares 247,350 Share Price $36.02 Est. Cost/Share $63.16 Unrealized @ Report Date —
WFC WELLS FARGO 0.1%
Value $8.725M Shares 143,810 Share Price $60.67 * Est. Cost/Share $39.71 Unrealized @ Report Date +13.5%
— 0,900 PRICELINE 15.09.2021 0.1%
Value $8.246M Shares 7,000,000 Share Price $1.18 Est. Cost/Share $1.10 Unrealized @ Report Date —
CHD CHURCH & DWIGHT 0.1%
Value $8.097M Shares 161,400 Share Price $50.17 * Est. Cost/Share $44.03 Unrealized @ Report Date -3.9%
TMO THERMO FISHER SCIENTIFIC 0.1%
Value $7.607M Shares 40,060 Share Price $189.89 Est. Cost/Share $118.66 Unrealized @ Report Date +58.0%
MCD MCDONALDS 0.1%
Value $7.475M Shares 43,428 Share Price $172.12 * Est. Cost/Share $80.86 Unrealized @ Report Date +71.5%
WMT WAL-MART STORES 0.1%
Value $6.973M Shares 70,610 Share Price $98.75 * Est. Cost/Share $20.72 Unrealized @ Report Date +29.4%
— 1,000 NUANCE COMMUNICATIONS 15.12.2035 0.1%
Value $6.713M Shares 7,000,000 Share Price $0.96 Est. Cost/Share $0.94 Unrealized @ Report Date —
TSM TAIWAN SEMICONDUCTOR ADR 0.1%
Value $6.126M Shares 154,500 Share Price $39.65 Est. Cost/Share $32.64 Unrealized @ Report Date —
— 1,875 JAZZ INVESTMENTS 15.08.2021 0.1%
Value $6.073M Shares 6,000,000 Share Price $1.01 Est. Cost/Share $1.03 Unrealized @ Report Date —
DIS WALT DISNEY 0.1%
Value $5.483M Shares 51,000 Share Price $107.51 * Est. Cost/Share $102.22 Unrealized @ Report Date -4.8%
— LIBERTY INTERACTIVE A 0.0%
Value $5.128M Shares 210,000 Share Price $24.42 Est. Cost/Share $23.35 Unrealized @ Report Date —
— 2,000 MACQUARIE INFRASTRUCTURE 01.10.2023 0.0%
Value $4.113M Shares 4,250,000 Share Price $0.97 Est. Cost/Share $1.01 Unrealized @ Report Date —
— NEWMONT MINING CALL 0.0%
Value $3.752M Shares 1,000 Share Price $3752.00 Est. Cost/Share — Unrealized @ Report Date —
— EXPEDIA CALL 0.0%
Value $3.593M Shares 300 Share Price $11976.67 Est. Cost/Share — Unrealized @ Report Date —
BIDU BAIDU ADR 0.0%
Value $3.572M Shares 15,250 Share Price $234.23 Est. Cost/Share $179.27 Unrealized @ Report Date —
— QUALCOMM CALL 0.0%
Value $2.881M Shares 450 Share Price $6402.22 Est. Cost/Share — Unrealized @ Report Date —
— BARRICK GOLD CALL 0.0%
Value $2.749M Shares 1,900 Share Price $1446.84 Est. Cost/Share — Unrealized @ Report Date —
— ALPHABET - CLASS A CALL 0.0%
Value $2.634M Shares 25 Share Price $105360.00 Est. Cost/Share — Unrealized @ Report Date —
— 1,000 CTRIP.COM 01.07.2020 0.0%
Value $2.117M Shares 2,000,000 Share Price $1.06 Est. Cost/Share $1.06 Unrealized @ Report Date —
ABEV AMBEV ADR 0.0%
Value $1.615M Shares 250,000 Share Price $6.46 Est. Cost/Share $5.59 Unrealized @ Report Date —
FMX FEMSA ADR 0.0%
Value $1.596M Shares 17,000 Share Price $93.88 Est. Cost/Share $85.23 Unrealized @ Report Date —
MO ALTRIA GROUP 0.0%
Value $1.571M Shares 22,000 Share Price $71.41 * Est. Cost/Share $39.19 Unrealized @ Report Date -6.5%
BABA ALIBABA 0.0%
Value $1.509M Shares 8,750 Share Price $172.46 Est. Cost/Share $172.46 Unrealized @ Report Date —
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value $1.475M Shares 7,650 Share Price $192.81 * Est. Cost/Share $149.80 Unrealized @ Report Date +18.1%
— 0,350 PRICELINE 15.06.2020 0.0%
Value $1.386M Shares 1,000,000 Share Price $1.39 Est. Cost/Share $1.39 Unrealized @ Report Date —
DDS DILLARDS 0.0%
Value $1.201M Shares 20,000 Share Price $60.05 * Est. Cost/Share $66.25 Unrealized @ Report Date -37.1%
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value $1.19M Shares 4 Share Price $297500.00 * Est. Cost/Share $186480.80 Unrealized @ Report Date +52.7%
UGP ULTRAPAR ADR 0.0%
Value $1.137M Shares 50,000 Share Price $22.74 Est. Cost/Share $20.15 Unrealized @ Report Date —
NTES NETEASE ADR 0.0%
Value $1.121M Shares 3,250 Share Price $344.92 Est. Cost/Share $307.57 Unrealized @ Report Date —
— CHINA MOBILE ADR 0.0%
Value $1.028M Shares 20,340 Share Price $50.54 Est. Cost/Share $52.61 Unrealized @ Report Date —
BAP CREDICORP 0.0%
Value $933K Shares 4,500 Share Price $207.33 * Est. Cost/Share $128.86 Unrealized @ Report Date +31.2%
ROP ROPER TECHNOLOGIES 0.0%
Value $907K Shares 3,500 Share Price $259.14 * Est. Cost/Share $165.84 Unrealized @ Report Date +47.5%
YUM YUM! BRANDS 0.0%
Value $849K Shares 10,400 Share Price $81.63 * Est. Cost/Share $57.10 Unrealized @ Report Date +19.5%
INFY INFOSYS ADR 0.0%
Value $750K Shares 46,240 Share Price $16.22 Est. Cost/Share $16.17 Unrealized @ Report Date —
— GRUPO SANTANDER MEXICO ADR 0.0%
Value $731K Shares 100,000 Share Price $7.31 Est. Cost/Share $9.66 Unrealized @ Report Date —
CSCO CISCO SYSTEMS 0.0%
Value $626K Shares 16,340 Share Price $38.31 * Est. Cost/Share $19.76 Unrealized @ Report Date +41.5%
MELI MERCADOLIBRE 0.0%
Value $472K Shares 1,500 Share Price $314.67 * Est. Cost/Share $264.74 Unrealized @ Report Date +2.1%
JD JD.COM ADR 0.0%
Value $311K Shares 7,500 Share Price $41.47 Est. Cost/Share $41.47 Unrealized @ Report Date —
GILD GILEAD SCIENCES 0.0%
Value $270K Shares 3,770 Share Price $71.62 * Est. Cost/Share $52.78 Unrealized @ Report Date +5.9%
— GENERAL ELECTRIC 0.0%
Value $254K Shares 14,560 Share Price $17.45 Est. Cost/Share $17.45 Unrealized @ Report Date —
— DISCOVERY COMMUNICATIONS-A 0.0%
Value $219K Shares 9,780 Share Price $22.39 Est. Cost/Share $21.27 Unrealized @ Report Date —
AFL AFLAC 0.0%
Value $212K Shares 2,410 Share Price $87.97 * Est. Cost/Share $35.30 Unrealized @ Report Date 0.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value $202K Shares 5,220 Share Price $38.70 * Est. Cost/Share $28.01 Unrealized @ Report Date 0.0%