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 Q2) SEC 13F filing(s) with portfolio value of $262,557,000.

What stocks does Guy Spier own?

In Guy Spier's portfolio as of 30 Jun 2024, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (21.78%), (AXP) AMERICAN EXPRESS CO (18.52%), (BAC) BANK OF AMERICA CORP (11.63%), (MA) MASTERCARD INC - A (11.05%) and (MU) MICRON TECHNOLOGY INC (10.02%).

To see the historical data of Aquamarine Capital's portfolio holdings please click on the "2024 Q2" dropdown menu and select the date.

To see Aquamarine Capital's original 13F reports (2024 Q2), please click on the "important" button.

Portfolio value: $262M+
Period: 2024 Q2
Number of stock: 14
Update: 11 Jul 2024
SRG
0.89%
500,000
$4.67
15.63% $5.40
$2,335,000
AMR
0.85%
7,400
$280.50
12.48% $315.50
$2,075,700
buy
+0.85%
BABA
1.30%
46,787
$72.00
10.63% $79.65
$3,368,700
RACE
9.32%
60,000
$407.85
6.70% $435.16
$24,471,000
DJCO
1.73%
10,982
$394.52
6.43% $419.87
$4,332,835
ARCH
0.47%
8,100
$152.22
6.25% $161.74
$1,233,000
buy
+0.47%
MCO
4.33%
27,000
$420.93
5.95% $445.98
$11,365,000
BAC
11.63%
744,809
$39.77
4.58% $41.59
$29,620,890
BRK.A
7.00%
30
$612,233.33
4.45% $639,500.00
$18,367,000
BRK.B
21.78%
140,600
$406.80
4.34% $424.44
$57,196,000
AXP
18.52%
210,000
$231.55
3.06% $238.63
$48,626,000
GOOGL
1.11%
16,000
$182.13
1.62% $185.07
$2,914,000
MU
10.02%
188,000
$131.53
1.54% $133.55
$24,727,640
MA
11.05%
65,750
$441.16
0.24% $440.11
$29,006,000
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.