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 | 22.86% | - | 140,600 | $47.95M | $341.00 | |
| 2 | AXP | AMERICAN EXPRESS CO | 17.44% | - | 210,000 | $36.58M | $174.20 | |
| 3 | RACE | FERRARI N V | 12.46% | - | 80,000 | $26.14M | $326.73 | |
| 4 | MA | MASTERCARD INCORPORATED | 12.33% | - | 65,750 | $25.86M | $393.29 | |
| 5 | BAC | BANK AMERICA CORP | 10.50% | - | 767,845 | $22.03M | $28.69 | |
| 6 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 7.41% | - | 30 | $15.53M | $517800.00 | |
| 7 | MU | MICRON TECHNOLOGY INC | 6.02% | - | 200,000 | $12.62M | $63.11 | |
| 8 | MCO | MOODYS CORP | 4.48% | - | 27,000 | $9.39M | $347.70 | |
| 9 | SRG | SERITAGE GROWTH PPTYS | 2.13% | - | 500,000 | $4.46M | No quote | No quote |
| 10 | BABA | ALIBABA GROUP HLDG LTD | 1.89% | - | 47,500 | $3.96M | $83.35 | |
| 11 | DJCO | DAILY JOURNAL CORP | 1.59% | - | 11,500 | $3.33M | $289.30 | |
| 12 | GOOGL | ALPHABET INC | 0.91% | - | 16,000 | $1.92M | $119.69 |