Guy Spier Holdings Activity

Aquamarine Capital Portfolio 13F

Aquamarine Capital has disclosed a total of 1 change to the portfolio in the latest (2024 Q1) SEC report(s): decreased the number of shares of 1 position(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 (22.57%), (AXP) AMERICAN EXPRESS CO (18.25%), (MA) MASTERCARD INC - A (12.09%), (BAC) BANK OF AMERICA CORP (11.12%) and (RACE) FERRARI NV (9.99%).

In the latest report(s) the following change has been made to the top investments: (RACE) FERRARI NV (reduced shares -25%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2015 Q1 (4 results)
GM.WS.B
GENERAL MOTORS-CW19
+42.86%
+300,000
+3.89%
$19.65
-
12.98%
ZINCQ
AMERICAN ZINC RECYCLING LLC
+8.20%
+100,000
+0.84%
$12.66
-
11.04%
1448062D
DIRECTV
-100.00%
-50,000
-2.86%
$86.70
-
0.00%
GS
GOLDMAN SACHS GROUP INC
-100.00%
-30,502
-3.90%
$193.82
108.14% $403.42
0.00%
4 of 52

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.