What Guy Spier Bought in Q1 2021
Aquamarine Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2021-03-31 · Filed · Historical
$191.4M
Total Value
12
Holdings
0
New Buys
0
Reduced
In Q1 2021, Guy Spier reported 12 long equity positions worth $191.4M in their Aquamarine Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 140600 | $35.9M | 18.77% | — |
| 2 | BAC | BK OF AMERICA CORP | 767845 | $29.7M | 15.52% | — |
| 3 | AXP | AMERICAN EXPRESS CO | 210000 | $29.7M | 15.52% | — |
| 4 | MA | MASTERCARD INCORPORATED | 65750 | $23.4M | 12.23% | — |
| 5 | MU | MICRON TECHNOLOGY INC | 200000 | $17.6M | 9.22% | — |
| 6 | RACE | FERRARI N V | 80000 | $16.7M | 8.74% | — |
| 7 | BRK.A | Berkshire Hathaway Inc. Class A | 30 | $11.6M | 6.05% | — |
| 8 | SRG-PA | SERITAGE GROWTH PPTYS | 500000 | $9.2M | 4.79% | — |
| 9 | MCO | MOODYS CORP | 27000 | $8.1M | 4.21% | — |
| 10 | WFC | WELLS FARGO CO NEW | 151741 | $5.9M | 3.10% | — |
| 11 | TWTRUSD | TWITTER INC | 30000 | $1.9M | 1.00% | — |
| 12 | GOOGL | ALPHABET INC | 800 | $1.6M | 0.86% | — |