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 12 of 14 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 21.78% | - | 140,600 | $57.2M | $406.80 | |
| 2 | AXP | AMERICAN EXPRESS CO | 18.52% | - | 210,000 | $48.63M | $231.55 | |
| 3 | BAC | BANK AMERICA CORP | 11.63% | - | 767,845 | $30.54M | $39.77 | |
| 4 | MA | MASTERCARD INCORPORATED | 11.05% | - | 65,750 | $29.01M | $441.16 | |
| 5 | MU | MICRON TECHNOLOGY INC | 10.02% | - | 200,000 | $26.31M | $131.53 | |
| 6 | RACE | FERRARI N V | 9.32% | - | 60,000 | $24.47M | $407.85 | |
| 7 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 7.00% | - | 30 | $18.37M | $612233.33 | |
| 8 | MCO | MOODYS CORP | 4.33% | - | 27,000 | $11.37M | $420.93 | |
| 9 | DJCO | DAILY JOURNAL CORP | 1.73% | - | 11,500 | $4.54M | $394.52 | |
| 10 | BABA | ALIBABA GROUP HLDG LTD | 1.30% | - | 47,500 | $3.42M | $72.00 | |
| 11 | GOOGL | ALPHABET INC | 1.11% | - | 16,000 | $2.91M | $182.13 | |
| 12 | SRG | SERITAGE GROWTH PPTYS | 0.89% | - | 500,000 | $2.34M | No quote | No quote |
| 13 | AMR | ALPHA METALLURGICAL RESOUR I | 0.85% | New | 8,000 | $2.24M | $280.50 | |
| 14 | ARCH | ARCH RESOURCES INC | 0.47% | New | 8,100 | $1.23M | No quote | No quote |