INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV · 13F Holdings
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q4 2024 Value | Q4 2024 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 | 26.87% | 24.8% | $366.9M | 1.9M | $357.8M | 2.2M | -238,615-11.06% | Reduce | |
| AAlphabet Inc Class CGOOG | 18.53% | 17.32% | $253.1M | 1.3M | $249.9M | 1.5M | -181,225-12.13% | Reduce | |
 | 18.41% | 20.09% | $251.4M | 591,835 | $289.8M | 673,500 | -81,665-12.13% | Reduce | |
 | 8.74% | 9.58% | $119.3M | 176 | $138.2M | 200 | -24-12.00% | Reduce | |
| CCARVANA CO CL ACVNA | 5.53% | 6.03% | $75.6M | 358,848 | $87.1M | 500,000 | -141,152-28.23% | Reduce | |
 | 4.5% | 4.13% | $61.5M | 104,000 | $59.5M | 104,000 | 00.00% | Unchanged | |
| WWIX COM LTD SHSWIX | 3.98% | 2.9% | $54.3M | 250,000 | $41.8M | 250,000 | 00.00% | Unchanged | |
 | 3.13% | 2.83% | $42.7M | 92,000 | $40.8M | 92,000 | 00.00% | Unchanged | |
| TTUCOWS INC COM NEWTCX | 2.44% | 2.92% | $33.4M | 2.0M | $42.1M | 2.0M | 00.00% | Unchanged | |
 | 1.64% | 2.44% | $22.4M | 125,000 | $35.2M | 252,747 | -127,747-50.54% | Reduce | |
 | 1.59% | 2.06% | $21.7M | 230,000 | $29.7M | 220,000 | +10,000+4.55% | Add | |
| YYUM CHINA HLDGS INCYUMC | 1.23% | 1.25% | $16.8M | 350,000 | $18.0M | 400,000 | -50,000-12.50% | Reduce | |
 | 1.04% | 1.11% | $14.1M | 430,000 | $16.0M | 430,000 | 00.00% | Unchanged | |
 | 0.81% | 0.88% | $11.0M | 24,325 | $12.7M | 27,680 | -3,355-12.12% | Reduce | |
 | 0.55% | 0.7% | $7.5M | 43,000 | $10.0M | 50,500 | -7,500-14.85% | Reduce | |
 | 0.26% | 0.22% | $3.5M | 2,050 | $3.2M | 2,050 | 00.00% | Unchanged | |
 | 0.22% | 0.21% | $3.1M | 6,800 | $3.0M | 8,250 | -1,450-17.58% | Reduce | |
 | 0.19% | 0.2% | $2.6M | 1,500 | $2.9M | 1,400 | +100+7.14% | Add | |
 | 0.12% | 0.13% | $1.6M | 18,500 | $1.8M | 23,500 | -5,000-21.28% | Reduce | |
 | 0.12% | 0.12% | $1.6M | 14,000 | $1.7M | 14,000 | 00.00% | Unchanged | |
 | 0.11% | 0.09% | $1.5M | 145,000 | $1.4M | 100,000 | +45,000+45.00% | Add | |
 | — | 0.01% | $0 | 0 | $176,400 | 40,000 | -40,000 | Exit |