What Guy Spier Bought in Q1 2022
Aquamarine Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2022-03-31 · Filed · Historical
$220.7M
Total Value
13
Holdings
0
New Buys
0
Reduced
In Q1 2022, Guy Spier reported 13 long equity positions worth $220.7M in their Aquamarine Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 140600 | $49.6M | 22.49% | — |
| 2 | AXP | AMERICAN EXPRESS CO | 210000 | $39.3M | 17.80% | — |
| 3 | BAC | BK OF AMERICA CORP | 767845 | $31.7M | 14.34% | — |
| 4 | MA | MASTERCARD INC | 65750 | $23.5M | 10.65% | — |
| 5 | RACE | FERRARI N V | 80000 | $17.6M | 7.97% | — |
| 6 | BRK.A | Berkshire Hathaway Inc. Class A | 30 | $15.9M | 7.19% | — |
| 7 | MU | MICRON TECHNOLOGY INC | 200000 | $15.6M | 7.06% | — |
| 8 | MCO | MOODYS CORP | 27000 | $9.1M | 4.13% | — |
| 9 | SRG-PA | SERITAGE GROWTH PPTYS | 500000 | $6.3M | 2.87% | — |
| 10 | BABA | ALIBABA GROUP HLDG LTD | 47500 | $5.2M | 2.34% | — |
| 11 | DJCO | DAILY JOURNAL CORP | 11500 | $3.6M | 1.63% | — |
| 12 | GOOGL | ALPHABET INC | 800 | $2.2M | 1.01% | — |
| 13 | TWTRUSD | TWITTER INC | 30000 | $1.2M | 0.53% | — |