Guy Spier - Aquamarine Capital
As of Q2 2026, Guy Spier reported 7 long-equity positions worth $144.09M in aggregate.
Copy-investor backtest
- Latest quarter
- +3.96%
- 1-year
- +26.52%
- 3-year
- +68.32%
- 3-year top 5
- +50.23%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 9 of 13 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 22.49% | - | 140,600 | $49.62M | No quote | No quote |
| 2 | AXP | AMERICAN EXPRESS CO | 17.80% | - | 210,000 | $39.27M | $187.00 | |
| 3 | BAC | BK OF AMERICA CORP | 14.34% | - | 767,845 | $31.65M | $41.22 | |
| 4 | MA | MASTERCARD INC | 10.65% | - | 65,750 | $23.5M | $357.38 | |
| 5 | RACE | FERRARI N V | 7.97% | - | 80,000 | $17.59M | $219.90 | |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 7.19% | - | 30 | $15.87M | No quote | No quote |
| 7 | MU | MICRON TECHNOLOGY INC | 7.06% | - | 200,000 | $15.58M | $77.89 | |
| 8 | MCO | MOODYS CORP | 4.13% | - | 27,000 | $9.11M | $337.41 | |
| 9 | SRG | SERITAGE GROWTH PPTYS | 2.87% | - | 500,000 | $6.33M | No quote | No quote |
| 10 | BABA | ALIBABA GROUP HLDG LTD | 2.34% | - | 47,500 | $5.17M | $108.80 | |
| 11 | DJCO | DAILY JOURNAL CORP | 1.63% | - | 11,500 | $3.59M | $312.00 | |
| 12 | GOOGL | ALPHABET INC | 1.01% | - | 800 | $2.23M | $2781.25 | |
| 13 | TWTR | TWITTER INC | 0.53% | - | 30,000 | $1.16M | No quote | No quote |