Guy Spier - Aquamarine Capital
As of Q2 2026, Guy Spier reported 7 long-equity positions worth $144.09M in aggregate.
Copy-investor backtest
- Latest quarter
- +3.96%
- 1-year
- +26.52%
- 3-year
- +68.32%
- 3-year top 5
- +50.23%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 9 of 13 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 22.55% | - | 140,600 | $38.39M | No quote | No quote |
| 2 | AXP | AMERICAN EXPRESS CO | 17.10% | - | 210,000 | $29.11M | $138.62 | |
| 3 | BAC | BK OF AMERICA CORP | 14.04% | - | 767,845 | $23.9M | $31.13 | |
| 4 | MA | MASTERCARD INCORPORATED | 12.19% | - | 65,750 | $20.74M | $315.48 | |
| 5 | RACE | FERRARI N V | 8.63% | - | 80,000 | $14.69M | $183.68 | |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 7.21% | - | 30 | $12.27M | No quote | No quote |
| 7 | MU | MICRON TECHNOLOGY INC | 6.49% | - | 200,000 | $11.06M | $55.28 | |
| 8 | MCO | MOODYS CORP | 4.31% | - | 27,000 | $7.34M | $271.96 | |
| 9 | BABA | ALIBABA GROUP HLDG LTD | 3.17% | - | 47,500 | $5.4M | $113.68 | |
| 10 | DJCO | DAILY JOURNAL CORP | 1.75% | - | 11,500 | $2.98M | $258.78 | |
| 11 | SRG | SERITAGE GROWTH PPTYS | 1.53% | - | 500,000 | $2.61M | No quote | No quote |
| 12 | GOOGL | ALPHABET INC | 1.02% | - | 800 | $1.74M | $2178.75 | |
| 13 | TWTR | TWITTER INC | - | Sold | 0 | $0 | No quote | No quote |