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 | 22.66% | - | 140,600 | $64.71M | $460.26 | |
| 2 | AXP | AMERICAN EXPRESS CO | 19.94% | - | 210,000 | $56.95M | $271.20 | |
| 3 | MA | MASTERCARD INCORPORATED | 11.37% | - | 65,750 | $32.47M | $493.79 | |
| 4 | BAC | BANK AMERICA CORP | 10.67% | - | 767,845 | $30.47M | $39.68 | |
| 5 | RACE | FERRARI N V | 9.82% | - | 60,000 | $28.04M | $467.33 | |
| 6 | MU | MICRON TECHNOLOGY INC | 7.26% | - | 200,000 | $20.74M | $103.71 | |
| 7 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 7.26% | - | 30 | $20.74M | $691166.67 | |
| 8 | MCO | MOODYS CORP | 4.49% | - | 27,000 | $12.81M | $474.59 | |
| 9 | DJCO | DAILY JOURNAL CORP | 1.97% | - | 11,500 | $5.64M | $490.09 | |
| 10 | BABA | ALIBABA GROUP HLDG LTD | 1.77% | - | 47,500 | $5.04M | $106.13 | |
| 11 | GOOGL | ALPHABET INC | 0.93% | - | 16,000 | $2.65M | $165.88 | |
| 12 | SRG | SERITAGE GROWTH PPTYS | 0.81% | - | 500,000 | $2.33M | No quote | No quote |
| 13 | AMR | ALPHA METALLURGICAL RESOUR I | 0.66% | - | 8,000 | $1.89M | $236.13 | |
| 14 | ARCH | ARCH RESOURCES INC | 0.39% | - | 8,100 | $1.12M | No quote | No quote |