Aquamarine Capital Guy Spier

Top positions activity

Value History

Quarterly report: Q2 2022

Total portfolio value: $170.2M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.B
Berkshire Hathaway Inc. - Class B 38.4M 22.55% 140.6K =
AXP
American Express Co. 29.1M 17.1% 210.0K =
BAC
Bank Of America Corp. 23.9M 14.04% 767.8K =
MA
Mastercard Incorporated - Class A 20.7M 12.18% 65.8K =
RACE
Ferrari N.V. 14.7M 8.63% 80.0K =
BRK.A
Berkshire Hathaway Inc. - Class A 12.3M 7.2% 30 =
MU
Micron Technology Inc. 11.1M 6.49% 200.0K =
MCO
Moody`s Corp. 7.3M 4.31% 27.0K =
BABA
Alibaba Group Holding Ltd - ADR 5.4M 3.17% 47.5K =
DJCO
Daily Journal Corporation 3.0M 1.74% 11.5K =
SRG
Seritage Growth Properties - Class A 2.6M 1.53% 500.0K =
GOOGL
Alphabet Inc - Class A 1.7M 1.02% 800 =
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
TWTR
Twitter Inc 1.2M 0.52% 30.0K Sold Out