Guy Spier's Portfolio

Aquamarine Capital 13F holdings

What is Guy Spier's portfolio?

Aquamarine Capital has disclosed a total of 14 security holdings in their (2024 Q3) SEC 13F filing(s) with portfolio value of $285,595,000.

What stocks does Guy Spier own?

In Guy Spier's portfolio as of 30 Sep 2024, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (22.66%), (AXP) AMERICAN EXPRESS CO (19.94%), (MA) MASTERCARD INC - A (11.37%), (BAC) BANK OF AMERICA CORP (10.67%) and (RACE) FERRARI NV (9.82%).

To see the historical data of Aquamarine Capital's portfolio holdings please click on the "2024 Q3" dropdown menu and select the date.

To see Aquamarine Capital's original 13F reports (2024 Q3), please click on the "important" button.

Portfolio value: $285M+
Period: 2024 Q3
Number of stock: 14
Update: 16 Oct 2024
BABA
1.77%
47,500
$106.13
15.36% $89.83
$5,041,000
AMR
0.66%
8,000
$236.13
0.30% $235.42
$1,889,000
GOOGL
0.93%
16,000
$165.88
11.63% $185.17
$2,654,000
AXP
19.94%
210,000
$271.20
11.40% $302.11
$56,952,000
ARCH
0.39%
8,100
$138.15
11.47% $153.99
$1,119,000
BAC
10.67%
767,845
$39.68
15.30% $45.75
$30,468,000
BRK.A
7.26%
30
$691,166.67
0.50% $694,620.00
$20,735,000
BRK.B
22.66%
140,600
$460.26
0.48% $462.49
$64,713,000
DJCO
1.97%
11,500
$490.09
18.45% $580.51
$5,636,000
RACE
9.82%
60,000
$467.33
4.02% $448.56
$28,040,000
MA
11.37%
65,750
$493.79
7.13% $529.01
$32,467,000
MU
7.26%
200,000
$103.71
5.41% $98.10
$20,742,000
MCO
4.49%
27,000
$474.59
3.55% $491.46
$12,814,000
SRG
0.81%
500,000
$4.65
4.95% $4.42
$2,325,000
14 of 14

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.