Guy Spier — Aquamarine Capital Management, LLC
Guy SpierAquamarine Capital Management, LLC
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Inc. | 97,600 | $48.8M | 33.9% |
| BRK/A | Berkshire Hathaway Inc. | 30 | $22.5M | 15.6% |
| AXP | American Express Company | 65,000 | $22.0M | 15.3% |
| MA | Mastercard Incorporated | 40,000 | $20.5M | 14.3% |
| MCO | Moody's Corporation | 27,000 | $12.2M | 8.5% |
| RACE | Ferrari N.V. | 30,000 | $11.1M | 7.7% |
| DJCO | Daily Journal Corporation | 11,500 | $6.9M | 4.8% |
13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.