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 | 21.92% | - | 140,600 | $50.15M | $356.66 | |
| 2 | AXP | AMERICAN EXPRESS CO | 17.20% | - | 210,000 | $39.34M | $187.34 | |
| 3 | MA | MASTERCARD INCORPORATED | 12.26% | - | 65,750 | $28.04M | $426.51 | |
| 4 | RACE | FERRARI N V | 11.78% | - | 80,000 | $26.95M | $336.91 | |
| 5 | BAC | BANK AMERICA CORP | 11.30% | - | 767,845 | $25.85M | $33.67 | |
| 6 | MU | MICRON TECHNOLOGY INC | 7.46% | - | 200,000 | $17.07M | $85.34 | |
| 7 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 7.12% | - | 30 | $16.28M | $542633.33 | |
| 8 | MCO | MOODYS CORP | 4.61% | - | 27,000 | $10.55M | $390.56 | |
| 9 | SRG | SERITAGE GROWTH PPTYS | 2.04% | - | 500,000 | $4.68M | No quote | No quote |
| 10 | DJCO | DAILY JOURNAL CORP | 1.71% | - | 11,500 | $3.92M | $340.78 | |
| 11 | BABA | ALIBABA GROUP HLDG LTD | 1.61% | - | 47,500 | $3.68M | $77.52 | |
| 12 | GOOGL | ALPHABET INC | 0.98% | - | 16,000 | $2.24M | $139.69 |