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 7 of 7 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 34.57% | - | 97,600 | $46.77M | $479.20 | |
| 2 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 15.92% | - | 30 | $21.54M | $718133.33 | |
| 3 | MA | MASTERCARD INCORPORATED | 14.77% | - | 40,000 | $19.99M | $499.65 | |
| 4 | AXP | AMERICAN EXPRESS CO | 14.53% | - | 65,000 | $19.66M | $302.48 | |
| 5 | MCO | MOODYS CORP | 8.71% | - | 27,000 | $11.78M | $436.26 | |
| 6 | RACE | FERRARI N V | 7.40% | - | 30,000 | $10.02M | $333.87 | |
| 7 | DJCO | DAILY JOURNAL CORP | 4.10% | - | 11,500 | $5.55M | $482.35 |