Guy Spier - Aquamarine Capital
As of Q2 2026, this manager reported 7 long-equity positions worth $144.09M in aggregate.
As of Q2 2026, Guy Spier's Aquamarine Capital held 7 long-equity positions with a reported value of $144.09M.
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Updated 2026-05-11 from SEC 13F data.
Live quotes available for 11 of 12 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 22.45% | - | 140,600 | $43.41M | $308.77 | |
| 2 | AXP | AMERICAN EXPRESS CO | 17.82% | - | 210,000 | $34.45M | $164.05 | |
| 3 | MA | MASTERCARD INCORPORATED | 12.36% | - | 65,750 | $23.89M | $363.41 | |
| 4 | BAC | BANK AMERICA CORP | 11.36% | - | 767,845 | $21.96M | $28.60 | |
| 5 | RACE | FERRARI N V | 11.18% | - | 80,000 | $21.62M | $270.21 | |
| 6 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 7.22% | - | 30 | $13.97M | $465600.00 | |
| 7 | MU | MICRON TECHNOLOGY INC | 6.24% | - | 200,000 | $12.07M | $60.34 | |
| 8 | MCO | MOODYS CORP | 4.27% | - | 27,000 | $8.26M | $306.04 | |
| 9 | BABA | ALIBABA GROUP HLDG LTD | 2.51% | - | 47,500 | $4.85M | $102.19 | |
| 10 | SRG | SERITAGE GROWTH PPTYS | 2.04% | - | 500,000 | $3.94M | No quote | No quote |
| 11 | DJCO | DAILY JOURNAL CORP | 1.69% | - | 11,500 | $3.28M | $284.96 | |
| 12 | GOOGL | ALPHABET INC | 0.86% | - | 16,000 | $1.66M | $103.75 |