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 13 of 14 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 22.27% | - | 140,600 | $70.69M | $502.74 | |
| 2 | AXP | AMERICAN EXPRESS CO | 21.98% | - | 210,000 | $69.75M | $332.16 | |
| 3 | BAC | BANK AMERICA CORP | 12.48% | - | 767,845 | $39.61M | $51.59 | |
| 4 | MA | MASTERCARD INCORPORATED | 11.78% | - | 65,750 | $37.4M | $568.81 | |
| 5 | RACE | FERRARI N V | 9.13% | - | 60,000 | $28.98M | $482.97 | |
| 6 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 7.13% | - | 30 | $22.63M | $754200.00 | |
| 7 | MU | MICRON TECHNOLOGY INC | 4.22% | Reduce -60.0% | 80,000 | $13.39M | $167.32 | |
| 8 | MCO | MOODYS CORP | 4.05% | - | 27,000 | $12.87M | $476.48 | |
| 9 | BABA | ALIBABA GROUP HLDG LTD | 2.68% | - | 47,500 | $8.49M | $178.74 | |
| 10 | DJCO | DAILY JOURNAL CORP | 1.69% | - | 11,500 | $5.35M | $465.13 | |
| 11 | GOOGL | ALPHABET INC | 1.23% | - | 16,000 | $3.89M | $243.13 | |
| 12 | SRG | SERITAGE GROWTH PPTYS | 0.67% | - | 500,000 | $2.13M | No quote | No quote |
| 13 | AMR | ALPHA METALLURGICAL RESOUR I | 0.41% | - | 8,000 | $1.31M | $164.13 | |
| 14 | CNR | CORE NATURAL RESOURCES INC | 0.28% | Add +32.6% | 10,740 | $897K | $83.52 |