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.
Get email alerts when Guy Spier files a new 13F — sign in or create a free account.
Updated 2026-05-10 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 | 24.28% | - | 140,600 | $49.25M | $350.30 | |
| 2 | AXP | AMERICAN EXPRESS CO | 15.45% | - | 210,000 | $31.33M | $149.19 | |
| 3 | MA | MASTERCARD INCORPORATED | 12.83% | - | 65,750 | $26.03M | $395.91 | |
| 4 | RACE | FERRARI N V | 11.66% | - | 80,000 | $23.66M | $295.73 | |
| 5 | BAC | BANK AMERICA CORP | 10.36% | - | 767,845 | $21.02M | $27.38 | |
| 6 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 7.86% | - | 30 | $15.94M | $531466.67 | |
| 7 | MU | MICRON TECHNOLOGY INC | 6.71% | - | 200,000 | $13.61M | $68.03 | |
| 8 | MCO | MOODYS CORP | 4.21% | - | 27,000 | $8.54M | $316.19 | |
| 9 | BABA | ALIBABA GROUP HLDG LTD | 2.03% | - | 47,500 | $4.12M | $86.74 | |
| 10 | SRG | SERITAGE GROWTH PPTYS | 1.91% | - | 500,000 | $3.87M | No quote | No quote |
| 11 | DJCO | DAILY JOURNAL CORP | 1.67% | - | 11,500 | $3.38M | $294.00 | |
| 12 | GOOGL | ALPHABET INC | 1.03% | - | 16,000 | $2.09M | $130.88 |