Aquamarine Capital Guy Spier

Top positions activity

Value History

Quarterly report: Q1 2024

Total portfolio value: $261.9K
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.B
Berkshire Hathaway Inc. - Class B 59.1K 22.57% 140.6K =
AXP
American Express Co. 47.8K 18.25% 210.0K =
MA
Mastercard Incorporated - Class A 31.7K 12.08% 65.8K =
BAC
Bank Of America Corp. 29.1K 11.11% 767.8K =
RACE
Ferrari N.V. 26.2K 9.98% 60.0K -20.0K ↓25.00%
MU
Micron Technology Inc. 23.6K 9% 200.0K =
BRK.A
Berkshire Hathaway Inc. - Class A 19.0K 7.26% 30 =
MCO
Moody`s Corp. 10.6K 4.05% 27.0K =
SRG
Seritage Growth Properties - Class A 4.8K 1.84% 500.0K =
DJCO
Daily Journal Corporation 4.2K 1.58% 11.5K =
BABA
Alibaba Group Holding Ltd - ADR 3.4K 1.31% 47.5K =
GOOGL
Alphabet Inc - Class A 2.4K 0.92% 16.0K =