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 2026-06-06 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 | 22.57% | - | 140,600 | $59.13M | $420.52 | |
| 2 | AXP | AMERICAN EXPRESS CO | 18.25% | - | 210,000 | $47.82M | $227.69 | |
| 3 | MA | MASTERCARD INCORPORATED | 12.09% | - | 65,750 | $31.66M | $481.57 | |
| 4 | BAC | BANK AMERICA CORP | 11.12% | - | 767,845 | $29.12M | $37.92 | |
| 5 | RACE | FERRARI N V | 9.99% | Reduce -25.0% | 60,000 | $26.16M | $435.92 | |
| 6 | MU | MICRON TECHNOLOGY INC | 9.00% | - | 200,000 | $23.58M | $117.89 | |
| 7 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 7.27% | - | 30 | $19.03M | $634433.33 | |
| 8 | MCO | MOODYS CORP | 4.05% | - | 27,000 | $10.61M | $393.04 | |
| 9 | SRG | SERITAGE GROWTH PPTYS | 1.84% | - | 500,000 | $4.83M | No quote | No quote |
| 10 | DJCO | DAILY JOURNAL CORP | 1.59% | - | 11,500 | $4.16M | $361.65 | |
| 11 | BABA | ALIBABA GROUP HLDG LTD | 1.31% | - | 47,500 | $3.44M | $72.36 | |
| 12 | GOOGL | ALPHABET INC | 0.92% | - | 16,000 | $2.42M | $150.94 |