Aquamarine Capital Guy Spier
Top positions activity
Value History
Quarterly report: Q3 2025
Total portfolio value: $317.4K
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 70.7K 22.27% | 140.6K | = | |
|
AXP
|
American Express Co. | 69.8K 21.97% | 210.0K | = | |
|
BAC
|
Bank Of America Corp. | 39.6K 12.48% | 767.8K | = | |
|
MA
|
Mastercard Incorporated - Class A | 37.4K 11.78% | 65.8K | = | |
|
RACE
|
Ferrari N.V. | 29.0K 9.13% | 60.0K | = | |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 22.6K 7.12% | 30 | = | |
|
MU
|
Micron Technology Inc. | 13.4K 4.21% | 80.0K | -120.0K ↓60.00% | |
|
MCO
|
Moody`s Corp. | 12.9K 4.05% | 27.0K | = | |
|
BABA
|
Alibaba Group Holding Ltd - ADR | 8.5K 2.67% | 47.5K | = | |
|
DJCO
|
Daily Journal Corporation | 5.3K 1.68% | 11.5K | = | |
|
GOOGL
|
Alphabet Inc - Class A | 3.9K 1.22% | 16.0K | = | |
|
SRG
|
Seritage Growth Properties - Class A | 2.1K 0.66% | 500.0K | = |