Aquamarine Capital Guy Spier

Top positions activity

Value History

Quarterly report: Q4 2024

Total portfolio value: $287.6K
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.B
Berkshire Hathaway Inc. - Class B 63.7K 22.15% 140.6K =
AXP
American Express Co. 62.3K 21.67% 210.0K =
MA
Mastercard Incorporated - Class A 34.6K 12.03% 65.8K =
BAC
Bank Of America Corp. 33.7K 11.73% 767.8K =
RACE
Ferrari N.V. 24.7K 8.6% 60.0K =
BRK.A
Berkshire Hathaway Inc. - Class A 20.4K 7.1% 30 =
MU
Micron Technology Inc. 16.8K 5.85% 200.0K =
MCO
Moody`s Corp. 12.8K 4.44% 27.0K =
DJCO
Daily Journal Corporation 6.5K 2.27% 11.5K =
BABA
Alibaba Group Holding Ltd - ADR 4.0K 1.4% 47.5K =
GOOGL
Alphabet Inc - Class A 3.0K 1.05% 16.0K =
SRG
Seritage Growth Properties - Class A 2.1K 0.71% 500.0K =
AMR
Alpha Metallurgical Resources Inc 1.6K 0.55% 8.0K =