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User

Guy Spier

Aquamarine Capital

Aquamarine Capital Portfolio 13F

Guy Spier Holdings Activity

Portfolio value:
$135.30M~ (-$12M~)
Previous value:
$147.54M~
# of changes:
0
New positions:
0
Reported for:
31 Mar 2026 (Q1)
Latest filing date:
17 Apr 2026
Aquamarine Capital has not disclosed any changes to the portfolio in the (2026 Q1) SEC report(s).

What stocks did Guy Spier buy in 2026 Q1?

During 2026 Q1 Guy Spier has not purchased any securities.

What did Guy Spier invest in during 2026 Q1?

Guy Spier's top 5 holdings (by % of portfolio) were (BRK-B) Berkshire Hathaway Inc (34.57%), (BRK-A) Berkshire Hathaway Inc (15.92%), (MA) Mastercard Inc (14.77%), (AXP) American Express Company (14.53%) and (MCO) Moodys Corp (8.71%).
In the 2026 Q1 report(s) no changes have been made to any of these investments.
No results
History Ticker Name % or
activity 		Shares
change 		Shares
held after* 		% change
to portfolio 		Reported
price* 		% difference
current price* 		% of
portfolio 		Held since* Held for*

No changed positions

* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".