Aquamarine Capital Guy Spier

Top positions activity

Value History

Quarterly report: Q4 2023

Total portfolio value: $228.7K
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.B
Berkshire Hathaway Inc. - Class B 50.1K 21.92% 140.6K =
AXP
American Express Co. 39.3K 17.19% 210.0K =
MA
Mastercard Incorporated - Class A 28.0K 12.25% 65.8K =
RACE
Ferrari N.V. 27.0K 11.78% 80.0K =
BAC
Bank Of America Corp. 25.9K 11.3% 767.8K =
MU
Micron Technology Inc. 17.1K 7.46% 200.0K =
BRK.A
Berkshire Hathaway Inc. - Class A 16.3K 7.11% 30 =
MCO
Moody`s Corp. 10.5K 4.61% 27.0K =
SRG
Seritage Growth Properties - Class A 4.7K 2.04% 500.0K =
DJCO
Daily Journal Corporation 3.9K 1.71% 11.5K =
BABA
Alibaba Group Holding Ltd - ADR 3.7K 1.6% 47.5K =
GOOGL
Alphabet Inc - Class A 2.2K 0.97% 16.0K =