# Guy Spier — Aquamarine Capital Management

Source: SEC EDGAR 13F filings (CIK 0001404599).
Page URL: https://superinvestorclub.com/manager/33
Last updated: 2026-07-08T11:29:50.938Z

## Summary

As of the 2022-06-30 reporting period (filed 2022-08-02), Guy Spier reported 12 long equity positions in their Aquamarine Capital Management 13F filing, with a total reported value of $170.2M.

### About

Buffett-style investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 140600 | $38.4M | 22.55% | — |
| 2 | AXP | AMERICAN EXPRESS CO | 210000 | $29.1M | 17.10% | — |
| 3 | BAC | BK OF AMERICA CORP | 767845 | $23.9M | 14.04% | — |
| 4 | MA | MASTERCARD INCORPORATED | 65750 | $20.7M | 12.19% | — |
| 5 | RACE | FERRARI N V | 80000 | $14.7M | 8.63% | — |
| 6 | BRK.A | Berkshire Hathaway Inc. Class A | 30 | $12.3M | 7.21% | — |
| 7 | MU | MICRON TECHNOLOGY INC | 200000 | $11.1M | 6.49% | — |
| 8 | MCO | MOODYS CORP | 27000 | $7.3M | 4.31% | — |
| 9 | BABA | ALIBABA GROUP HLDG LTD | 47500 | $5.4M | 3.17% | — |
| 10 | DJCO | DAILY JOURNAL CORP | 11500 | $3.0M | 1.75% | — |
| 11 | SRG-PA | SERITAGE GROWTH PPTYS | 500000 | $2.6M | 1.53% | — |
| 12 | GOOGL | ALPHABET INC | 800 | $1.7M | 1.02% | — |

## New positions this quarter (0)


## Increased positions (0)


## Reduced positions (0)


## Sold positions (1)

- TWTRUSD: previously held 30000 shares worth $1.2M

## Filing history (8)

- 2022-06-30 (filed 2022-08-02)
- 2022-03-31 (filed 2022-05-12)
- 2021-12-31 (filed 2022-02-07)
- 2021-09-30 (filed 2021-10-28)
- 2021-06-30 (filed 2021-08-04)
- 2021-03-31 (filed 2021-05-17)
- 2020-12-31 (filed 2021-02-12)
- 2020-09-30 (filed 2020-11-13)

## Citation

When citing, use: "Guy Spier, Aquamarine Capital Management, SEC 13F filing for period 2022-06-30, via Superinvestor (https://superinvestorclub.com/manager/33)".