← All Managers
Guy Spier
Aquamarine Capital Management
Buffett-style investor
$144.1M
Portfolio Value
7
Holdings
Q2 '26
Period
2026-07-10
Filed
📉
⚠️ ApproximationSimulated 13F Return
Total Return
-1.6%
Q3 '21 → Q2 '22
Annualized
-2.13%/yr
S&P: 0%/yr
Alpha (vs S&P)
-1.6%
3 quarters tracked
1-Year Return
—
⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.
💼 Holdings
🔍
7 of 7 positions · $144.1M
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | SEC | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK.BBerkshire Hathaway Inc. Class B | 33.9% | Held | 97600 | $500.39 | $48.8M | — | — | — | — | 📄 | |
| 2 | BRK.ABerkshire Hathaway Inc. Class A | 15.6% | Held | 30 | $748866.67 | $22.5M | — | — | — | — | 📄 | |
| 3 | AXPAMERICAN EXPRESS CO | 15.3% | Held | 65000 | $338.25 | $22.0M | — | — | — | — | 📄 | |
| 4 | MAMASTERCARD INCORPORATED | 14.3% | Held | 40000 | $513.60 | $20.5M | — | — | — | — | 📄 | |
| 5 | MCOMOODYS CORP | 8.5% | Held | 27000 | $452.93 | $12.2M | — | — | — | — | 📄 | |
| 6 | RACEFERRARI N V | 7.7% | Held | 30000 | $370.47 | $11.1M | — | — | — | — | 📄 | |
| 7 | DJCODAILY JOURNAL CORP | 4.8% | Held | 11500 | $601.22 | $6.9M | — | — | — | — | 📄 |