Aquamarine Capital Guy Spier

Top positions activity

Value History

Quarterly report: Q4 2025

Total portfolio value: $147.5K
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.B
Berkshire Hathaway Inc. - Class B 49.1K 33.25% 97.6K -43.0K ↓30.58%
AXP
American Express Co. 24.0K 16.29% 65.0K -145.0K ↓69.05%
MA
Mastercard Incorporated - Class A 22.8K 15.47% 40.0K -25.8K ↓39.16%
BRK.A
Berkshire Hathaway Inc. - Class A 22.6K 15.34% 30 =
MCO
Moody`s Corp. 13.8K 9.34% 27.0K =
RACE
Ferrari N.V. 9.6K 6.48% 30.0K -30.0K ↓50.00%
DJCO
Daily Journal Corporation 5.6K 3.79% 11.5K =
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
BAC
Bank Of America Corp. 39.6K 12.48% 767.8K Sold Out
MU
Micron Technology Inc. 13.4K 4.21% 80.0K Sold Out
BABA
Alibaba Group Holding Ltd - ADR 8.5K 2.67% 47.5K Sold Out
GOOGL
Alphabet Inc - Class A 3.9K 1.22% 16.0K Sold Out
SRG
Seritage Growth Properties - Class A 2.1K 0.66% 500.0K Sold Out