Aquamarine Capital historical reports.

Top positions activity

Quarterly report: Q2 2022

Total 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 =

Quarterly report: Q1 2022

Total value: $220.7M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.B
Berkshire Hathaway Inc. - Class B 49.6M 22.48% 140.6K =
AXP
American Express Co. 39.3M 17.79% 210.0K =
BAC
Bank Of America Corp. 31.7M 14.34% 767.8K =
MA
Mastercard Incorporated - Class A 23.5M 10.64% 65.8K =
RACE
Ferrari N.V. 17.6M 7.97% 80.0K =
BRK.A
Berkshire Hathaway Inc. - Class A 15.9M 7.19% 30 =
MU
Micron Technology Inc. 15.6M 7.05% 200.0K =
MCO
Moody`s Corp. 9.1M 4.12% 27.0K =
SRG
Seritage Growth Properties - Class A 6.3M 2.86% 500.0K =
BABA
Alibaba Group Holding Ltd - ADR 5.2M 2.34% 47.5K =
DJCO
Daily Journal Corporation 3.6M 1.62% 11.5K =
GOOGL
Alphabet Inc - Class A 2.2M 1% 800 =
TWTR
Twitter Inc 1.2M 0.52% 30.0K =

Quarterly report: Q4 2021

Total value: $217.6M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.B
Berkshire Hathaway Inc. - Class B 42.0M 19.32% 140.6K =
AXP
American Express Co. 34.4M 15.79% 210.0K =
BAC
Bank Of America Corp. 34.2M 15.7% 767.8K =
MA
Mastercard Incorporated - Class A 23.6M 10.85% 65.8K =
RACE
Ferrari N.V. 20.7M 9.51% 80.0K =
MU
Micron Technology Inc. 18.6M 8.56% 200.0K =
BRK.A
Berkshire Hathaway Inc. - Class A 13.5M 6.21% 30 =
MCO
Moody`s Corp. 10.5M 4.84% 27.0K =
SRG
Seritage Growth Properties - Class A 6.6M 3.04% 500.0K =
BABA
Alibaba Group Holding Ltd - ADR 5.6M 2.59% 47.5K =
DJCO
Daily Journal Corporation 4.1M 1.88% 11.5K =
GOOGL
Alphabet Inc - Class A 2.3M 1.06% 800 =
TWTR
Twitter Inc 1.3M 0.59% 30.0K =

Quarterly report: Q3 2021

Total value: $204.0M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.B
Berkshire Hathaway Inc. - Class B 38.4M 18.81% 140.6K =
AXP
American Express Co. 35.2M 17.24% 210.0K =
BAC
Bank Of America Corp. 32.6M 15.97% 767.8K =
MA
Mastercard Incorporated - Class A 22.9M 11.2% 65.8K =
RACE
Ferrari N.V. 16.8M 8.21% 80.0K =
MU
Micron Technology Inc. 14.2M 6.95% 200.0K =
BRK.A
Berkshire Hathaway Inc. - Class A 12.3M 6.05% 30 =
MCO
Moody`s Corp. 9.6M 4.7% 27.0K =
SRG
Seritage Growth Properties - Class A 7.4M 3.63% 500.0K =
BABA
Alibaba Group Holding Ltd - ADR 7.0M 3.44% 47.5K =
DJCO
Daily Journal Corporation 3.7M 1.8% 11.5K =
GOOGL
Alphabet Inc - Class A 2.1M 1.04% 800 =
TWTR
Twitter Inc 1.8M 0.88% 30.0K =

Quarterly report: Q2 2021

Total value: $213.2M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.B
Berkshire Hathaway Inc. - Class B 39.1M 18.33% 140.6K =
AXP
American Express Co. 34.7M 16.27% 210.0K =
BAC
Bank Of America Corp. 31.7M 14.85% 767.8K =
MA
Mastercard Incorporated - Class A 24.0M 11.26% 65.8K =
MU
Micron Technology Inc. 17.0M 7.97% 200.0K =
RACE
Ferrari N.V. 16.5M 7.74% 80.0K =
BRK.A
Berkshire Hathaway Inc. - Class A 12.6M 5.89% 30 =
BABA
Alibaba Group Holding Ltd - ADR 10.8M 5.05% 47.5K +47.5K Newly Added
MCO
Moody`s Corp. 9.8M 4.58% 27.0K =
SRG
Seritage Growth Properties - Class A 9.2M 4.31% 500.0K =
DJCO
Daily Journal Corporation 3.9M 1.82% 11.5K +11.5K Newly Added
TWTR
Twitter Inc 2.1M 0.96% 30.0K =
GOOGL
Alphabet Inc - Class A 2.0M 0.91% 800 =

Quarterly report: Q1 2021

Total value: $191.4M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.B
Berkshire Hathaway Inc. - Class B 35.9M 18.76% 140.6K =
BAC
Bank Of America Corp. 29.7M 15.52% 767.8K =
AXP
American Express Co. 29.7M 15.51% 210.0K =
MA
Mastercard Incorporated - Class A 23.4M 12.23% 65.8K =
MU
Micron Technology Inc. 17.6M 9.21% 200.0K =
RACE
Ferrari N.V. 16.7M 8.74% 80.0K =
BRK.A
Berkshire Hathaway Inc. - Class A 11.6M 6.04% 30 =
SRG
Seritage Growth Properties - Class A 9.2M 4.79% 500.0K =
MCO
Moody`s Corp. 8.1M 4.21% 27.0K =
WFC
Wells Fargo & Co. 5.9M 3.09% 151.7K =
TWTR
Twitter Inc 1.9M 0.99% 30.0K =
GOOGL
Alphabet Inc - Class A 1.6M 0.86% 800 =

Quarterly report: Q4 2020

Total value: $171.4M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.B
Berkshire Hathaway Inc. - Class B 32.6M 19.01% 140.6K =
AXP
American Express Co. 25.4M 14.81% 210.0K =
MA
Mastercard Incorporated - Class A 23.5M 13.69% 65.8K =
BAC
Bank Of America Corp. 23.3M 13.57% 767.8K =
RACE
Ferrari N.V. 18.4M 10.75% 80.0K =
MU
Micron Technology Inc. 15.0M 8.77% 200.0K +80.0K ↑66.67%
BRK.A
Berkshire Hathaway Inc. - Class A 10.4M 6.08% 30 =
MCO
Moody`s Corp. 7.8M 4.57% 27.0K =
SRG
Seritage Growth Properties - Class A 7.3M 4.28% 500.0K =
WFC
Wells Fargo & Co. 4.6M 2.67% 151.7K =
TWTR
Twitter Inc 1.6M 0.94% 30.0K =
GOOGL
Alphabet Inc - Class A 1.4M 0.81% 800 =

Quarterly report: Q3 2020

Total value: $151.6M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.B
Berkshire Hathaway Inc. - Class B 29.9M 19.74% 140.6K =
MA
Mastercard Incorporated - Class A 22.2M 14.66% 65.8K =
AXP
American Express Co. 21.1M 13.88% 210.0K =
BAC
Bank Of America Corp. 18.5M 12.2% 767.8K =
RACE
Ferrari N.V. 14.7M 9.68% 80.0K =
BRK.A
Berkshire Hathaway Inc. - Class A 9.6M 6.33% 30 =
STLA
Stellantis N.V 9.3M 6.15% 760.0K =
MCO
Moody`s Corp. 7.8M 5.16% 27.0K =
SRG
Seritage Growth Properties - Class A 6.7M 4.43% 500.0K =
MU
Micron Technology Inc. 5.6M 3.71% 120.0K =
WFC
Wells Fargo & Co. 3.6M 2.35% 151.7K =
TWTR
Twitter Inc 1.3M 0.88% 30.0K =
GOOGL
Alphabet Inc - Class A 1.2M 0.77% 800 =

Quarterly report: Q2 2020

Total value: $137.3M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.B
Berkshire Hathaway Inc. - Class B 25.1M 18.28% 140.6K =
AXP
American Express Co. 20.0M 14.56% 210.0K =
MA
Mastercard Incorporated - Class A 19.4M 14.16% 65.8K =
BAC
Bank Of America Corp. 18.2M 13.28% 767.8K =
RACE
Ferrari N.V. 13.6M 9.94% 80.0K -120.0K ↓60.00%
BRK.A
Berkshire Hathaway Inc. - Class A 8.0M 5.84% 30 =
STLA
Stellantis N.V 7.6M 5.56% 760.0K -1.0M ↓57.78%
MCO
Moody`s Corp. 7.4M 5.4% 27.0K +2.0K ↑8.00%
MU
Micron Technology Inc. 6.2M 4.5% 120.0K =
SRG
Seritage Growth Properties - Class A 5.7M 4.15% 500.0K +100.0K ↑25.00%
WFC
Wells Fargo & Co. 3.9M 2.82% 151.7K =
GOOGL
Alphabet Inc - Class A 1.1M 0.82% 800 +800 Newly Added
TWTR
Twitter Inc 894.0K 0.65% 30.0K +30.0K Newly Added

Quarterly report: Q1 2020

Total value: $146.6M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
RACE
Ferrari N.V. 31.2M 21.29% 200.0K =
BRK.B
Berkshire Hathaway Inc. - Class B 25.7M 17.53% 140.6K =
AXP
American Express Co. 18.0M 12.25% 210.0K -12.4K ↓5.59%
BAC
Bank Of America Corp. 16.3M 11.11% 767.8K =
MA
Mastercard Incorporated - Class A 15.9M 10.83% 65.8K =
STLA
Stellantis N.V 13.0M 8.89% 1.8M -200.0K ↓10.00%
BRK.A
Berkshire Hathaway Inc. - Class A 8.2M 5.56% 30 =
MCO
Moody`s Corp. 5.3M 3.6% 25.0K =
MU
Micron Technology Inc. 5.0M 3.44% 120.0K =
WFC
Wells Fargo & Co. 4.4M 2.96% 151.7K =
SRG
Seritage Growth Properties - Class A 3.6M 2.48% 400.0K =

Quarterly report: Q4 2019

Total value: $217.3M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
RACE
Ferrari N.V. 33.2M 15.26% 200.0K =
BRK.B
Berkshire Hathaway Inc. - Class B 31.8M 14.65% 140.6K =
STLA
Stellantis N.V 29.6M 13.61% 2.0M =
AXP
American Express Co. 27.7M 12.74% 222.4K =
BAC
Bank Of America Corp. 27.0M 12.44% 767.8K =
MA
Mastercard Incorporated - Class A 19.6M 9.03% 65.8K =
SRG
Seritage Growth Properties - Class A 16.0M 7.37% 400.0K =
BRK.A
Berkshire Hathaway Inc. - Class A 10.2M 4.68% 30 =
WFC
Wells Fargo & Co. 8.2M 3.75% 151.7K =
MU
Micron Technology Inc. 6.5M 2.97% 120.0K =
MCO
Moody`s Corp. 5.9M 2.73% 25.0K =

Quarterly report: Q3 2019

Total value: $198.0M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
RACE
Ferrari N.V. 30.9M 15.58% 200.0K =
BRK.B
Berkshire Hathaway Inc. - Class B 29.2M 14.77% 140.6K =
AXP
American Express Co. 26.3M 13.28% 222.4K =
STLA
Stellantis N.V 25.9M 13.07% 2.0M =
BAC
Bank Of America Corp. 22.4M 11.31% 767.8K =
MA
Mastercard Incorporated - Class A 17.9M 9.01% 65.8K =
SRG
Seritage Growth Properties - Class A 17.0M 8.58% 400.0K =
BRK.A
Berkshire Hathaway Inc. - Class A 9.4M 4.72% 30 =
WFC
Wells Fargo & Co. 7.7M 3.86% 151.7K =
MU
Micron Technology Inc. 5.1M 2.59% 120.0K =
MCO
Moody`s Corp. 5.1M 2.58% 25.0K =