Aquamarine Capital Guy Spier

Top positions activity

Value History

Quarterly report: Q2 2025

Total portfolio value: $309.8K
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.B
Berkshire Hathaway Inc. - Class B 68.3K 22.04% 140.6K =
AXP
American Express Co. 67.0K 21.61% 210.0K =
MA
Mastercard Incorporated - Class A 36.9K 11.92% 65.8K =
BAC
Bank Of America Corp. 36.3K 11.72% 767.8K =
RACE
Ferrari N.V. 25.0K 8.05% 60.0K =
MU
Micron Technology Inc. 24.6K 7.95% 200.0K =
BRK.A
Berkshire Hathaway Inc. - Class A 21.9K 7.05% 30 =
MCO
Moody`s Corp. 13.5K 4.37% 27.0K =
BABA
Alibaba Group Holding Ltd - ADR 5.4K 1.73% 47.5K =
DJCO
Daily Journal Corporation 4.9K 1.56% 11.5K =
GOOGL
Alphabet Inc - Class A 2.8K 0.91% 16.0K =
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
SRG
Seritage Growth Properties - Class A 1.6K 0.54% 500.0K Sold Out