Guy Spier Holdings Activity

Aquamarine Capital Portfolio 13F

Aquamarine Capital has not disclosed any changes to the portfolio in the latest (2022 Q4) SEC report(s).

What stocks is Guy Spier buying now?

In the recent quarter Guy Spier has not purchased any securities.

What does Guy Spier invest in?

Guy Spier's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (23.37%), (AXP) AMERICAN EXPRESS CO (16.69%), (BAC) BANK OF AMERICA CORP (13.68%), (MA) MASTERCARD INC - A (12.3%) and (RACE) FERRARI NV (9.22%).

In the latest report(s) no changes have been made to any of these investments.

2022 Q2 (1 result)
TWTR
-100.00%
-24,750
-0.68%
$38.70
38.76% $53.70
0.00%
2021 Q2 (3 results)
BABA
buy
+27,550
+5.05%
$226.78
53.48% $105.50
5.05%
DJCO
buy
+6,325
+1.83%
$338.52
9.90% $305.00
1.83%
WFC
-100.00%
-151,741
-2.78%
$39.07
23.18% $48.13
0.00%
2020 Q4 (2 results)
MU
+66.67%
+80,000
+3.51%
$75.18
17.36% $62.13
8.77%
FCAU
-100.00%
-760,000
-5.44%
$12.27
-
0.00%
2020 Q2 (6 results)
GOOGL
buy
+16,000
+0.83%
$70.88
51.87% $107.64
0.83%
TWTR
buy
+23,250
+0.65%
$29.80
80.20% $53.70
0.65%
SRG
+25.00%
+100,000
+0.83%
$11.40
10.18% $12.56
4.15%
MCO
+8.00%
+1,580
+0.40%
$274.74
15.71% $317.89
5.40%
FCAU
-57.78%
-837,199
-7.61%
$10.05
-
5.56%
RACE
-60.00%
-120,000
-14.91%
$170.59
56.47% $266.91
9.94%
2020 Q1 (3 results)
AXP
-5.59%
-12,430
-0.73%
$85.61
108.74% $178.70
12.26%
FCAU
-10.00%
-200,000
-0.99%
$7.25
-
8.90%
TOO
-100.00%
-895,000
-1.05%
$1.54
-
0.00%
2019 Q3 (2 results)
MU
buy
+116,400
+2.60%
$42.85
44.99% $62.13
2.60%
SRG
+33.33%
+100,000
+2.15%
$42.49
70.44% $12.56
8.59%
2019 Q1 (5 results)
BAC
+30.14%
+177,845
+2.71%
$27.59
33.27% $36.77
11.69%
SRG
+13.69%
+20,775
+0.89%
$44.44
71.74% $12.56
7.36%
BAC.WS.A
-100.00%
-320,000
-2.27%
$12.84
-
0.00%
GM.WS.B
-100.00%
-650,000
-8.66%
$15.69
-
0.00%
TERP
-100.00%
-231,183
-1.43%
$11.22
-
0.00%
2018 Q4 (3 results)
WFC
+31.95%
+22,779
+0.95%
$46.08
4.45% $48.13
3.94%
SRG
+23.38%
+31,750
+0.91%
$32.33
61.15% $12.56
4.80%
WFC.WS
-100.00%
-110,000
-1.19%
$19.27
-
0.00%
2018 Q3 (4 results)
SRG
+221.09%
+104,556
+3.37%
$47.49
73.55% $12.56
4.89%
AXP
-18.35%
-50,000
-2.56%
$106.49
67.81% $178.70
11.40%
C
-100.00%
-106,000
-3.41%
$66.92
23.60% $51.13
0.00%
PKX
-100.00%
-1,281
-0.05%
$74.16
19.78% $59.49
0.00%
2018 Q2 (2 results)
SRG
+51.83%
+17,849
+0.45%
$42.43
70.40% $12.56
1.33%
PKX
-93.60%
-18,719
-0.65%
$74.16
19.78% $59.49
0.00%
2018 Q1 (1 result)
PKX
-55.56%
-21,875
-0.95%
$78.85
24.55% $59.49
0.76%
2017 Q4 (5 results)
TOO
buy
+950,000
+1.13%
$2.36
-
1.13%
TERP
buy
+231,183
+1.32%
$11.96
-
1.32%
PKX
-35.71%
-25,000
-0.94%
$78.13
23.86% $59.49
1.68%
ENLC
-100.00%
-409
-0.01%
$16.69
24.33% $12.63
0.00%
2T4
-100.00%
-209,435
-1.33%
$13.22
-
0.00%
2017 Q2 (2 results)
2T4
buy
+128,802
+1.53%
$12.00
-
1.53%
SRG
-75.63%
-136,131
-3.49%
$41.94
70.05% $12.56
1.12%
2016 Q3 (1 result)
SRG
+80.00%
+80,000
+3.23%
$50.68
75.22% $12.56
7.27%
2016 Q2 (1 result)
SRG
+33.33%
+25,000
+1.12%
$49.84
74.80% $12.56
4.50%
2016 Q1 (5 results)
MCO
buy
+25,000
+2.05%
$96.56
229.21% $317.89
2.05%
SRG
buy
+39,000
+3.18%
$49.97
74.87% $12.56
3.18%
ENLC
buy
+719
+0.01%
$11.13
13.51% $12.63
0.01%
RACE
buy
+110,000
+7.05%
$41.54
542.61% $266.91
7.05%
ZINCQ
-100.00%
-1,320,000
-2.30%
$2.05
-
0.00%
2015 Q2 (1 result)
CRESW
-100.00%
-271,944
-0.00%
$0.02
1K+% $0.33
0.00%
47 of 51

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.