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 | 22.16% | - | 140,600 | $63.73M | $453.28 | |
| 2 | AXP | AMERICAN EXPRESS CO | 21.67% | - | 210,000 | $62.33M | $296.79 | |
| 3 | MA | MASTERCARD INCORPORATED | 12.04% | - | 65,750 | $34.62M | $526.57 | |
| 4 | BAC | BANK AMERICA CORP | 11.73% | - | 767,845 | $33.75M | $43.95 | |
| 5 | RACE | FERRARI N V | 8.60% | - | 60,000 | $24.74M | $412.40 | |
| 6 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 7.10% | - | 30 | $20.43M | $680933.33 | |
| 7 | MU | MICRON TECHNOLOGY INC | 5.85% | - | 200,000 | $16.83M | $84.16 | |
| 8 | MCO | MOODYS CORP | 4.44% | - | 27,000 | $12.78M | $473.37 | |
| 9 | DJCO | DAILY JOURNAL CORP | 2.27% | - | 11,500 | $6.53M | $568.00 | |
| 10 | BABA | ALIBABA GROUP HLDG LTD | 1.40% | - | 47,500 | $4.03M | $84.80 | |
| 11 | GOOGL | ALPHABET INC | 1.05% | - | 16,000 | $3.03M | $189.31 | |
| 12 | SRG | SERITAGE GROWTH PPTYS | 0.72% | - | 500,000 | $2.06M | No quote | No quote |
| 13 | AMR | ALPHA METALLURGICAL RESOUR I | 0.56% | - | 8,000 | $1.6M | $200.13 | |
| 14 | ARCH | ARCH RESOURCES INC | 0.40% | - | 8,100 | $1.14M | No quote | No quote |